Released: July 31, 2024

Resolved an issue that, in some cases, caused the Monthly Reconciliation Report to export as a PDF when the Excel export button was pressed.

Resolved an issue that could cause new trust accounts not to generate correctly in Zum.

Released: July 24, 2024

Minor code refactoring to ensure that the Expense Tracker and Send/Receive Payments pages are always consistent when returning outstanding expenses for an agent.

Resolved an issue that, in some cases, caused the "Amount Held in Trust" to calculate incorrectly if multiple deposits had been received and some had been refunded.

Resolved an issue that, in rare cases with extremely high amounts of data, would cause the Monthly Reconciliation Report not to export to PDF properly.

Resolved an issue that, in rare cases, caused some EFTs paid out in 2022-2023 to show a "deposited date" in 2024.

Resolved a minor issue with no client impact as only internal RealDesk environments were affected.

Released: July 19, 2024

The conveyance form will now display all dates (completion, possession, adjustment) where a value has been entered. The date selected by the brokerage as the "accrual date" (typically completion date in BC and Ontario, possession date in Alberta) continues to be displayed first and in bold type, with the other dates below in a smaller font.

All outstanding expenses are now displayed regardless of the report date selected.

Resolved various issues that, in some cases, caused incorrect totals to appear for "Deals Completed" statistics.

Released: July 18, 2024

Resolved an issue that, in some cases when using the "Line Item Report" feature of the Expense Tracker, caused incorrect totals to display for realtors with outstanding credits.

Resolved an issue that, in rare cases, caused deals to display in the wrong order on the Financial Stats PDF report.

Released: July 16, 2024

Office admins and brokers with deal info permissions can now edit condition dates in the Transaction Room review screen.

Released: July 12, 2024

Resolved an issue that, in some cases, caused the brokerage logo not to show at the top of the Sold Report.

Released: July 6, 2024

Critical emails (such as payment and conveyance reports) that are saved into the Emails in Deal window on the broker page can now be downloaded in PDF form.

Released: July 4, 2024

In the past, you may have noticed (particularly if your brokerage has a lot of agents) that certain reports would take a long time to generate, or sometimes even time out. Some of the affected areas included:

The root cause of this was that our process to calculate an agent’s gross income was extremely inefficient. This has now been optimized so all of these reports should generate near-instantly, even if selecting all of the brokerage’s agents over a multi-year time period.

When creating a new prospect, users can select the lead source (e.g. website, lawn sign, referral) to help evaluate ROI on marketing channels. The Broker Prospect Analytics report, used by the office to ensure new prospects are being followed up, now includes this attribute.

When commissions are being split over multiple payments, we have increased the precision of the commission calculator to avoid odd results (e.g. a payment split of $4999.98 / $5000.02 instead of $5000 / $5000).

Released: July 2, 2024

Resolved an issue that, in some cases, caused the RealDesk logo to be far too large when automated emails were viewed on desktop computers.

Released: July 2, 2024

Resolved an issue that, in some cases, caused sections with mandatory fields to display closed. This caused confusion with agents trying to submit deals with missing information, without it being immediately clear what was missing.

Released: July 1, 2024

Welcome to RealDesk! We've refreshed the look and feel of the platform.

Known issues: