This course is divided into seven modules, and each one should take about 5-10 minutes to complete. We highly recommend completing them in order, but have provided direct links to each module for convenience.

Once you've completed this basic training, you'll know all the key parts of navigating the RealDesk platform. But don't stop there! Also consider completing the 

 (coming soon!), or even the Broker Training.

Agent Quick Start Guide

Agent Basic Training

Navigate the Platform

RealDesk Docs

Welcome to RealDesk.AI!

Introduction: Agent Basic Training

Add and Manage Realtors

Review Listings and Deals

Broker / Staff Basic Training

RealDesk for Brokers and Staff

Add Prospects and Clients

Add and Update Listings

Add and Update Deals

Work With Your Office

Add Lawyer Info and Confirm Commissions

View Financial Stats and Reports

RealDesk for Agents

Section 1: Trust Accounting Basics

Section 2: How RealDesk and QuickBooks Online (QBO) Work Together

Section 3: RealDesk / QBO Setup & Configuration

Section 4: Payment and Entry Types

Section 5: Deal Walkthrough

Section 6: Reconciliations

RealDesk for Accountants and Bookkeepers

RealSign for Everyone

November 2025

October 2025

September 2025

August 2025

July 2025

June 2025

May 2025

April 2025

March 2025

February 2025

January 2025

December 2024

November 2024

October 2024

September 2024

August 2024

July 2024

Platform Updates