Welcome to the RealDesk Agent Quick Start Guide! 

This guide will walk you through all the essential tasks to get you up and running in no time. From navigating the platform to adding prospects, listings, and deals, we’ve got you covered.

You'll also learn how to manage client information, confirm commissions, and access key reports to stay on top of your financial11s.

Ready to dive in? Click the button below for a guided tour and start making the most of RealDesk today!

Agent Quick Start Guide

Navigate the Platform

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

Agent Basic Training

RealDesk for Agents

RealDesk Docs

Welcome to RealDesk.AI!

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 2024

October 2024

September 2024

August 2024

July 2024

Platform Updates