Platform Updates
January 2026
51 min
version 8 0 released january 31, 2026 features commission plans tba improvements ai contract wizard improvements tba version 7 22 released january 30, 2026 improvements filter efts by additional payment types it's now possible to filter the eft payments screen by all payment types, including types specific to property management if this module is enabled in your office's realdesk bug fixes property management landlord invoice fixes resolved an issue where, in some cases, multiple property manager commissions did not show correctly on the invoice version 7 21 released january 28, 2026 features simplified tax withholdings you can now create sales tax (gst/hst) or income tax withholdings for an agent without needing to use the deduction manager to create a third party deduction! instead, visit the agent's profile in active realtors and you'll see there's a new section called withholdings to create a gst/hst withholding just set the start date; the tax rate will be determined automatically by your province, and the payee is automatically the agent him/herself to create an income tax withholding, specify the percentage and the payee (either the agent, a third party, or a specified vendor if you are using the vendors module in realdesk) and the start date at any time, you can set an end date (must be today's date or after) to stop withholdings we've also improved the calculation method for these withholdings gst/hst withholdings will automatically withhold the actual net gst/hst after deductions and expenses income tax withholdings will withhold the specified percentage of the agent's net commission after deductions and expenses improvements trade record sheet — agent copies we now label the trade sheet available to the agent explicitly as an "agent copy", and exclude additional sections office commission calculation ledger details additionally, an exact pdf copy of what the agent signs is now saved to the deal forms list as soon as the signing is complete version 7 20 released january 27, 2026 features referring agents and revenue sharing it's now possible to add up to 3 "referring agents" to a realtor's profile this works in conjunction with the new commission plans feature and enables revenue sharing payments to be calculated and distributed automatically contact realdesk support if you're interested in adding this feature! version 7 19 released january 27, 2026 improvements "save as draft" enhancements a number of improvements to the drafts feature drafts are now implemented for listings! you can save a listing as a draft, and then use the new "edit draft listing" button in the listings section of the transaction room to resume work on your drafts if you add forms to a listing or deal and then save a draft, these forms are now saved and will show when you resume work on your draft draft listings and deals are automatically deleted when you submit the listing or deal to the office but if you wish to delete a draft that you're no longer planning to submit, it's now possible to do so by clicking edit draft listing (or deal) and then clicking the red x button next to the draft you would like to delete bug fixes financial reports date filtering resolved an issue where, in some cases, entering an invalid year (e g 205 instead of 2025) would cause the filters to become unresponsive, requiring a screen reload deduction overrides with negative net commissions resolved an issue where, in some cases, overrides couldn't be saved when the agent's net commission on the deal was negative version 7 18 released january 26, 2026 improvements subscription payment enhancements various improvements to retry logic and payment failure handling version 7 17 released january 24, 2026 improvements cut over to realdesk urls we now use app realdesk ai/yourbrokerage as our primary url! we will continue to support rms datzsolutions com/yourbrokerage as well via a redirect version 7 16 released january 23, 2026 improvements property management payout and expense enhancements adjusting payment types for property management manual payments, and adding a created date attribute to property management expenses version 7 15 released january 22, 2026 improvements emails in deal enhancements clicking send again from emails in deal will re send any attachments sent with the original email, in addition to its text additionally, property managers now can access emails in deal on managed properties version 7 14 1 released january 21, 2026 bug fixes expenses in agent earnings report resolved an issue where, in rare cases, some agent expenses did not display in the agent earnings report fix pending cheques query for vendor payments resolved an issue where, in rare cases, pending vendor cheques did not display in the cheque payments screen version 7 14 released january 19, 2026 features deal gl activity report tba improvements excess to seller cheque create cheque payable name, override address, etc received payments should always show payee name trs, ledger etc allow repeated creation of quick deductions on property management deals changing the behaviour of quick deductions to support the multiple payment cycles of property management deals bug fixes third party deductions not displaying in manual payments resolved an issue where, in rare cases, third party deductions did not show when creating a realtor payment manually in send payments monthly expense statements duplicate delivery resolved an issue where, in rare cases, some agents would receive their monthly expense statement twice excess payment general ledger sync issue resolved an issue where, if an excess payment was created incorrectly as non tax exempt in realdesk, it would fail to sync to the general ledger such payments now sync correctly as exempt version 7 13 released january 16, 2026 improvements conveyance improvements a number of enhancements to the conveyance process the send pop up is much more intuitive and it's easier to see what is being sent to each lawyer, and the other brokerage the office's logo and address have been added to the top of each conveyance document conveyance history has been significantly upgraded and provides a more accurate view of what was sent to each recipient bug fixes payroll bug with bi weekly pay schedule resolved an issue where, in rare cases, a bi weekly pay schedule would not create properly version 7 12 released january 14, 2026 features realdesk payroll module more to come soon on this exciting new feature! version 7 11 released january 13, 2026 improvements vendor expense general ledger integration deployed the ability to sync vendor expenses and payments into the new realdesk accounting module property management statements page — properties with multiple pms if a property has multiple assigned property managers, each can view the statement and status on the statements page bug fixes resolve "other" form renaming issues resolved an issue where, in rare cases, renaming a form could cause it to disappear from the transaction room review screen issues finding updated property management deals resolved an issue with updating property management deals that could cause them not to be visible in the transaction room version 7 10 released january 12, 2026 improvements enhance payment rounding logic implemented some improvements to payment logic to reduce "penny rounding" issues when creating deal payments bug fixes referring brokerage payments displaying invalid eft status resolved an issue where, in rare cases, referral payments would incorrectly display "eft not available" in the eft payments page display bug in landlord invoices resolved an issue where, in some cases, a landlord's address would display with visible html tags on a pdf invoice filter bug on rent payments page resolved additional issues with filtering on multi tenant properties version 7 9 1 released january 9, 2026 bug fixes head office commission dual agency bug resolved an issue where, in some cases on dual agency deals, head office commission could be predicted incorrectly version 7 9 released january 8, 2026 improvements speed up eft payments page loading optimizing loading performance of this page bug fixes property management rent payments join bug resolved an issue where, in rare cases, a property with multiple tenants could display twice on the rent payments page deduction override not saving resolved an issue where, in rare cases, a deduction override would throw an error instead of saving version 7 8 1 released january 7, 2026 bug fixes property management rent payments status resolved an issue where, in rare cases, the status of a rent payment could be displayed incorrectly on the rent payments page version 7 8 released january 6, 2026 improvements property management search and reporting enhancements minor improvements to the look and feel of the property management module version 7 7 released january 5, 2026 features head office commission more to come soon on this exciting new feature!