Released: February 27, 2026

Clarifying the available payment methods and standardizing list ordering across different screens.

Updated this to ensure all required data fields were present.

Resolved an issue where, in rare cases, a user would be redirected to a blank page after adding a form into the forms list for a listing or deal.

Released: February 26, 2026

Resolved an issue where, in some cases, automated notifications were being sent using the brokerage address as the from address, which made them more likely to be filtered into the recipient's spam folder.

Resolved an issue where, in some cases, vendor expense payment cheque stubs would display the HST as $0 instead of the applicable tax amount.

Released: February 25, 2026

Resolved an issue where, in some cases, recurring vendor expenses did not re-create with the assigned GL and tax settings.

Released: February 23, 2026

Formerly known as the Accounting Report, this has been significantly reworked and is the easiest way to locate transactions by account, type, date range, deal, or other criteria.

Once a deal has been closed, making changes no longer creates pending approvals in the Transaction Room.

Improving display of transactions within the reconciliation.

Created a new role permission that disables access to various aggregated stats (mostly via dashboard widgets and reports), while preserving (if set via other permissions) access to deal-level financials.

Resolved an issue where, in some cases, agents were unable to see their commission plan progress.

Released: February 18, 2026

This creates an automated signing flow for the Broker of Record. Once a deal has been paid out and closed, a task is created for the Broker to sign. The Broker can sign one or multiple pending trade record sheets, and the finalized signed versions are saved with the rest of the deal documents.

Released: February 16, 2026

Resolved an issue where, in rare cases, historical T4As would show as unavailable for download even though they had already been generated by the broker.

Resolved an issue where, for brokerages paying agents from General, a Payment to Brokerage would show in the bank reconciliation even though these simply represent retained funds with no actual cash movement.

Released: February 13, 2026

It's now possible to change the primary client (marked with a star icon) on a listing or deal. Simply designate another party as the primary client (by pushing the star button next to their name). Then, if you need to remove the original primary client from the deal, it's possible to do so using the "trash" button.

Once a bank reconciliation has been finalized, a task is created for the Broker to approve and sign the completed reconciliation. Both the preparer and approver's signatures are then added to the final reconciliation PDF.

If deposit interest or GIC interest is being received into a Trust account, selecting Interest as the payment type will exclude these funds from excess funds calculations.

Released: February 11, 2026

Improving the data enrichment during the process of matching GL transactions to RealDesk payment data.

Adding the brokerage conveyance address on a few automated notification emails that did not already have it.

Resolved an issue where, in rare cases, the cheque payable name would disappear on a cheque when the number was changed by the user after initially creating the payment.

Released: February 11, 2026

Adding the address to the commission statement sent to the other brokerage during the conveyance process.

You can now add up to 50 files per drop zone (previously it was 10).

Client email addresses are no longer shared with the other brokerage, or the opposite side lawyer.

Released: February 11, 2026

Adding the address to the commission statement sent to the other brokerage during the conveyance process.

You can now add up to 50 files per drop zone (previously it was 10).

Client email addresses are no longer shared with the other brokerage, or the opposite side lawyer.

Released: February 9, 2026

Brokerages using RealDesk Accounting can reconcile trust and GL accounts against bank statements from Accounting → Bank Reconciliation. Select an account, enter the statement date and ending balance, mark cleared transactions, upload the bank statement, and finalize when the difference is within tolerance.

A designated approver can sign off and download a PDF package. Draft reconciliations can be resumed, and completed periods appear in history for audit.

Previously, it was impossible to mark an EFT as paid if valid bank information didn't exist for the payee. Now, you can mark such payments as paid (outside of RealDesk, e.g. by e-transfer) so they no longer show up as Unprocessed.

Released: February 5, 2026

Previously, it was impossible to mark an EFT as paid if valid bank information didn't exist for the payee. Now, you can mark such payments as paid (outside of RealDesk, e.g. by e-transfer) so they no longer show up as Unprocessed.

Released: February 4, 2026

It's now possible to aggregate certain types of EFT payments, to avoid needing to send multiple separate transfers. This is most useful for larger brokerages with many internal transfers. Contact RealDesk Support if you're interested in adding this feature!

It's now possible to delete a prospect from the Clients tab.

Resolved an issue where, in rare cases, the realtor's Other Income was not calculated properly as separate from the Gross Commission. This was a display issue only that affected the Financial Statistics screen.

Resolved an issue where, in rare cases, an agent would not see their individual Firm Commissions display on the dashboard.

Resolved an issue where, in some cases, the Create Payments module would suggest a "Commission Payment to Other Brokerage" for a double-ended deal with two agents from different locations within the same brokerage.

Released: February 2, 2026

We've added several new roles, including Deal Manager, Operations Manager, Finance Manager, etc. Regardless of the titles, each of these roles can actually be configured with any permission set you wish, so having more roles available simply provides the ability to have a larger team each with their own configured permissions. Contact RealDesk Support if you'd like to review or change your staff permissions!

Team leaders and broker staff can now set per-member permissions for each realtor on a team from Manage Teams. Members can be granted access to view or manage all team clients, and to view team members' financial information, independently of the team leader role.

Deal search, listings, commissions, and other team-aware screens respect these permissions so assistants and teammates see only what they are allowed to.

Commission plan allocations can pay an Office using the vendor and default GL linked to that office, and vendors support a Default GL Account that pre-fills vendor allocations in the Deduction Manager.

Commission plans now take into account initial commissions earned as of a given date.

Resolved an issue where, in rare cases, loading the default All Offices Transaction Room view would not show transactions from all offices until reloaded.