April 2026

version 9 14 released april 30, 2026 features brokerage income report more to come later on this exciting new feature! bug fixes deal associate pop up not displaying resolved an issue where, in rare cases, the associate deal pop up did not display when an agent entered a matching mls number to create a double end or dual agency deal version 9 13 released april 28, 2026 improvements landlord invoice improvements property management invoices sent to landlords are now more consistent, and realdesk saves additional raw payment data to ensure they can be regenerated correctly at a later date if needed version 9 12 released april 24, 2026 features interest bearing trust accounts and gic purchases more to come later on this exciting new feature! improvements file naming conventions we've standardized filenames across the platform; no more downloading or getting emailed pdfs or excel sheets that are just called "statement" you should now see unique, sensible filenames consistently allow users to opt out of digest emails by clicking on account settings under your name (top right corner), you can now opt out of any of the regularly scheduled digest emails calendar overview, transaction room overview, and outstanding tasks note that if your brokerage has disabled one or more of these emails globally, setting it to "on" in your profile will have no effect; this is an additional opt out beyond what the office can set version 9 11 released april 22, 2026 improvements enable autopayments and overrides on developer deals significant improvements to developer deals (any deal with multiple commission payments), including the ability to use create payments to pay out each tranche, and to override deductions on each tranche version 9 10 released april 21, 2026 improvements send button always displays in conveyance recipients pop up this allows sending the commission invoice to the other brokerage even if lawyers have not been populated version 9 9 released april 20, 2026 improvements convert rejected transaction reminder into outstanding tasks reminder created a daily notification email to advise users about outstanding tasks bank reconciliation enhancements a few minor improvements finalized reconciliations now save much more quickly withholdings display correctly based on the end date of the reconciliation version 9 8 1 released april 18, 2026 bug fixes invoice discrepancy in different views resolved an issue where, in rare cases, re generating an invoice could omit certain deductions depending on which path was used to generate it (client / deal page vs send & receive payments) qbo income account incorrect display resolved an issue where, in rare cases, deductions would display the wrong qbo account name in deduction manager version 9 8 released april 16, 2026 features third party quick deductions it's now possible to create a quick deduction payable to a third party security deposit transfers on property management deals, the deposit refund payment type is now "security deposit transfer" and the deposit can be released to the landlord, tenant(s), or any combination improvements partner api sync history enhancements improvements to history logging and display version 9 7 released april 14, 2026 improvements eft failed payments report enhancements improvements to searching and deal / property display bug fixes issues when other agent left blank resolved an issue that, in rare cases, would populate an incorrect office name when the co op agent was left blank version 9 6 released april 10, 2026 improvements partner api sync scheduler the daily sync now operates on a more predictable schedule version 9 5 released april 9, 2026 improvements other agent matching some improvements and fixes for the co op agent feature duplicate detection only runs within the brokerage; e g adding john smith from century 21 ottawa won't be flagged as a duplicate for john smith from re/max hamilton added the ability to search by agent on the active offices page, and to move an agent to a different active office fixes for cheque printing staff users can add agents and offices regardless of setting when impersonating an agent in the transaction room, staff users are now able to add other agents and offices even if this permission is disabled for agents ensure assistant cc'd on all emails added this cc on some transaction room emails version 9 4 released april 7, 2026 improvements bank reconciliation enhancements a number of minor improvements for the reconciliation function implemented a manual refresh in case gl data changes while reconciling when a cleared date beyond the end date of the reconciliation is set, this is denoted by a yellow border around the date to indicate that this transaction is not factored into the cleared balance implemented an automatic rounding adjustment journal entry for cases where the cleared and statement balances differ version 9 3 1 released april 6, 2026 bug fixes lease price type field not displaying resolved an issue where, in some cases, the lease price type field would not display when creating a new commercial lease version 9 3 released april 4, 2026 features add other agent name to deals it's now possible to add the agent name, as well as the co operating brokerage name, to listing and buying deals when using the ai contract wizard, the agent's name will be automatically extracted and added; when adding deals manually, you can add the agent after adding the co op brokerage the same structure exists when adding a referral to an outside brokerage in the commission calculator staff can manage agent records (updating names, emails, and phone numbers, as well as moving agents from one office to another when necessary) in the other offices tab improvements expense tracker performance improvements the expense tracker screen now loads much more quickly, particularly when loading a significant number of expenses version 9 2 released april 2, 2026 features eft failed transactions report in cases where inbound or outbound eft payments fail (due to incorrect account information or non sufficient funds), users can now access a report from the eft payments page listing the processing fees associated with these transactions improvements historical payroll tab enable entry of historical payrolls for accurate ytd tax calculations deal links from transaction room review screen added a link to the main deal page for users reviewing deals in the transaction room bug fixes accounts receivable report not including office overrides resolved an issue where, in some cases, expenses voided via office override would still show on the a/r report as receivables draft deals save incorrectly resolved an issue where, in rare cases, draft deals saved with an incorrect realtor id causing visibility issues when editing version 9 1 1 released april 1, 2026 bug fixes issues deleting manual expense payments resolved an issue where, in some cases, manual expense payments could not be removed