---
title: Add and Manage Realtors
slug: add-and-manage-realtors
icon: 2️⃣
docTags: 
createdAt: 2024-09-11T10:53:40.425Z
---

## Introduction and Objectives

In this section, you'll learn how to add, organize, and manage your brokerage’s realtors in RealDesk. You’ll also explore how to configure permissions, assign roles, and keep agent information up to date.

### Learning Objectives:

- Add new realtors and update their profiles. 
- Add and manage EFT and credit card information. 
- Terminate agents, and track active and inactive agent rosters. 

::Iframely{originalUrl="https://www.loom.com/share/1b62e5a4347b4cd29f6efe353fffc4d7" embedUrl="https://www.loom.com/share/1b62e5a4347b4cd29f6efe353fffc4d7" title="RealDesk Staff Training -- Add and Manage Realtors" html="<div style=&#x22;left: 0; width: 100%; height: 0; position: relative; padding-bottom: 56.25%;&#x22;><iframe src=&#x22;https://www.loom.com/embed/1b62e5a4347b4cd29f6efe353fffc4d7&#x22; style=&#x22;top: 0; left: 0; width: 100%; height: 100%; position: absolute; border: 0;&#x22; allowfullscreen scrolling=&#x22;no&#x22; allow=&#x22;encrypted-media *;&#x22;></iframe></div>"}

### Chapters

0:00 Introduction & Objectives
0:14 Adding a New Realtor
2:28 Saving the New Realtor
3:18 Head Office Numbers and Corporate Names
4:10 Active Realtors Page
4:25 Export Realtor List to Excel
4:40 Edit Realtor Profile
4:52 Add Realtor Bank Account and Credit Card
7:10 Terminating and Reactivating Realtors