August 2025

version 5 4 released august 28, 2025 improvements new login screen design improvements to our login page ai contract processor improvements confidence indicators now display properly on all extracted fields additionally, the condition description field now allows a longer maximum length, to accommodate the wizard extracting the full text of the condition from the contract version 5 3 released august 22, 2025 improvements form editing improvements we've made a number of improvements to the deal forms lists, both in the deal details page and the transaction room review screen users can now rename all form types, not only forms submitted as "other" this is particularly beneficial when multiple forms of the same type (e g fintrac) are submitted, so that they can be differentiated by filename the appearance of the edit and delete buttons has been improved when forms are uploaded, realdesk automatically assigns a random id to ensure all documents are unique for display purposes, we now use a shortened version of this id in the transaction room review screen bug fixe s google calendar sync restored resolved an issue that, in some cases, did not allow users to set up the google calendar sync version 5 2 1 released august 22, 2025 bug fixe s request deposit — outstanding deposit can't be removed resolved an issue that, in some cases, did not allow an outstanding deposit requested via the "request deposit" e mail link method to be removed brokerage activity page excess funds calculation issue resolved an issue that, in some cases, did not update the excess funds owing balance correctly when an excess payment had been created version 5 2 released august 21, 2025 improvements agents can add new offices when an agent is submitting a new deal and can't find the other brokerage from the drop down, they can now click "add office" to create a new entry in the other brokerages database version 5 1 released august 16, 2025 improvements create payments excess to seller on double end deals for ontario brokerages, if excess to seller is owing and the deal is double ended, the create payments workflow will now create the excess payment automatically, as it does on single end deals version 5 0 released august 14, 2025 features ai contract processor it's now possible to enter a listing or buying deal using ai instead of manually keying in the deal information! here's how it works in the transaction room, instead of "start new listing / buying deal", click "ai contract processor" if you don't see this button, contact realdesk support to have us enable this feature for you select your client and click continue to contract upload drag and drop your contract (or click to select the file) and choose whether you are on the listing or buying side our ai model will read and extract the key information from your contract! this will take approx 45 60 seconds the deal submission wizard has 3 parts transaction details, financial information, and conditions & forms for each data field extracted from the contract, the model will provide a confidence indicator you should review all fields, but you may want to look more closely if the confidence shows yellow or red if this is a listing deal, the wizard will automatically associate it to a listing if you already have one in the system in the financial information section, you will still need to add the commissions as you did previously via the commission calculator in the conditions & forms section, you will still need to upload the required forms as you have in the past the section titles and icons will turn green as you complete each section once all sections are complete, simply confirm that the information is accurate and click "create deal" to send the deal to the office! this is still a new feature, so please let us know if you experience any issues with data not populating correctly, or any errors when submitting deals we believe this capability will substantially reduce the time and effort required to submit new deals, and sets the stage for additional ai powered features coming soon! version 4 9 released august 13, 2025 features reminder / title search date offices now have the option to add a "reminder date" field in the transaction room, alongside other date fields (contract date, completion date, possession date and so on) this can be useful for setting a date in advance of closing as a reminder to send conveyancing or complete other tasks in ontario, this is part of the agreement of purchase and sale and is known as the title search date if enabled, this date can be tracked in several different ways including the calendar (and calendar overview email), brokerage activity page, and the deals search page it will also display in the deal details when a user looks up the deal to enable this option, visit the deals settings section of the system settings page and click "enable reminder date in transaction room" you can also create a custom name for this field (e g title search date) by setting the "reminder date field name" improvements add override log to eft payments status when a user overrides a dependent payment, this is now tracked as a status update version 4 8 released august 8, 2025 improvements allow selecting lawyer emails independently lawyer profiles now allow for a "secondary email", formerly "email cc" when sending conveyance, the user can select either email, or both conveyance history will save this selection remove + listing and +deal buttons from clients page these are no longer necessary now that the transaction room is used for originating all listings and deals (except referral deals) audit wizard enhancements the audit wizard now allows searching by future dates (if completion/possession date is selected as the date range field) date selection in general has been cleaned up bug fixes brokerage activity page excess funds bug resolved an issue that, in some cases, showed that an excess funds payment had been created when it had not version 4 7 released august 1, 2025 improvements create payments modal displays withholdings when using create payments for this deal, withholdings are now displayed on separate lines for better visibility into the overall payment structure additionally, withholdings are factored into the final predicted account balance hide gross commission on invoices for commission only agents note this is controlled by a configuration setting and is optional if you would like to enable this for your brokerage, please contact realdesk support! if an agent is receiving commission on a deal, but is not the primary realtor or co realtor, their invoice will only display their commission, rather than the overall gross commission followed by a "split" line deduction manager / tracker excel export improvements when exporting the deduction manager to excel, for tiered deductions, the amount field now displays as "tiered" rather than zero percentage deductions now display properly as percentages rather than dollar amounts third party withholding deductions being paid out to agents now display properly as third party in the export