June 2026

version 10 4 released june 27, 2026 features office and team dashboards realdesk now lets you save report filter setups as named views and reuse them from the reports hub, brokerage activity, and financial statistics use save as view to store the current filters under a name, then open manage views to review, edit, or remove saved views saved views can be added to the broker or agent dashboard through customize dashboard , where they appear as report widgets that follow your current scope the broker dashboard now supports office, team, and realtor scope filters so you can review brokerage wide, office level, or team level metrics without leaving the page a new pipeline widget summarizes open deal income across 30 , 60 , and 90 day horizons office leads can be assigned on the realtor record so designated agents see office scoped dashboard and report data financial detail follows the office lead permission agents and team leaders have a reports page with the same saved view workflow for the performance reports they are allowed to run bug fixes can't edit referring brokerage/agent in commission calculator resolved an issue that, in rare cases, led to a user being unable to change the selected office or agent when editing a referral in the commission calculator version 10 3 released june 26, 2026 features multi factor authentication on eft payments brokerages can now require additional identity verification when staff approve electronic (eft) payments this is a second sign in step after you are already logged in to realdesk, confirming that the person approving the payment is really you, not just someone using your open session when enabled, users who approve (or one step queue + approve) a zum eft payment are sent to a secure page where they enter an authentication code from an authenticator app after verification succeeds, realdesk returns the user to the eft payments page improvements make condition types and deposit methods editable resolved an issue that, in rare cases, led to a message showing twice on the same conveyance form version 10 2 released june 25, 2026 improvements invoice formatting improvements improved styling on various invoice types (other brokerage commission, excess funds, deposit release, landlord, etc ) matching earlier improvements to agent commission invoices bug fixes duplicate messages on conveyance form resolved an issue that, in rare cases, led to a message showing twice on the same conveyance form error changing account on payments page resolved an issue that, in rare cases, led to an error when changing an account on a deal's payments page opposite side referral on trs agent copy resolved an issue that, in rare cases, displayed a listing side referral on the buying side agent copy uncleared backdated payments on bank reconciliation resolved an issue that, in rare cases, led to uncleared backdated payments not displaying properly on the bank reconciliation transactions section agents can't mark deposit received resolved an issue that, in rare cases, prevented an agent from updating an outstanding deposit to mark it received (only for brokerages configured to allow agents to add and update deposits) test questions don't save properly resolved an issue that, in some cases, did not save edited compliance test questions properly version 10 1 released june 24, 2026 features new tenant portal for property management deals property management tenants can now sign in to a dedicated tenant portal linked to their rental deal in realdesk the portal shows their active tenancies, property manager contact details, and rent payment history that can be filtered by date and property brokerage staff can send a tenant portal login email from the tenant's client record so the tenant can set a password and sign in tenants who are also landlords on other property management deals can switch between the owner portal and tenant portal from the sidebar improvements fintrac report – split clients onto separate lines when generating the transactions view of the fintrac report, deals with multiple clients will now show each on a separate line version 10 0 released june 20, 2026 features kpi dashboard and custom report views the reports hub now supports save as view , so you can store a report's filters under a name and reopen or manage them later saved views can be added to the broker or agent dashboard through customize dashboard , where they appear as report widgets in small, medium, or large sizes with summary and chart previews where the report supports them the year to date kpi widget loads more consistently on the dashboard, showing a clear loading state while figures refresh brokerages can control the kpi widget and optional background cache warming from system settings improvements add message to other brokerage on commission invoice/letter in addition to the pre existing capability to add messages to lawyers, users can now add a message to the other brokerage this will show in the body of the email as well as on the pdf document (commission invoice or commission letter) restore "notify realtor complete" button for offices that require this function, we've restored it to the deal details page version 9 38 released june 19, 2026 features realdesk knowledge base realdesk now includes an in app help & guidance guide on pages where contextual help has been published a guides button in the top header opens a side drawer with instructions for the page you are on, without blocking your work on the left bug fixes fix header search to display deals for inactive clients resolved an issue where the top header search did not list deals or listings when the related client was marked inactive compliance testing add video error resolved an issue that, in some cases, would display an error message when trying to add a video to a test version 9 37 released june 18, 2026 features new property owner portal property owners on property management deals can now sign in to a dedicated owner portal linked to their rental properties in realdesk the portal shows managed properties, property manager contact details, client visible documents, and payment history with a rent distribution chart that can be filtered by date and property payment history can be exported to pdf or excel, and invoices can be opened from the portal when available brokerage staff can send an owner portal login email from the landlord's client record so the owner can set a password and sign in improvements update pop up styling styling improvements to various pop ups throughout the platform email saving improvements payment notice emails now copy team leaders only when they have permission to view that realtor's financial details configured realtor assistants are also copied automatically on the notification emails that apply to their realtor performance reports improvements added office filter and additional sorting options to commissions, sales volume, number of sales, and top producers reports multi office brokerages now also see an office column on these reports and pdf exports bug fixes agent can't access deductions pop up resolved an issue that, in some cases, would fail to display the deductions and expenses monthly stats pop ups on the agent earnings page edit form "parser error" resolved an issue that, in some cases, would cause form editing from the transaction room review screen to fail version 9 36 1 released june 17, 2026 bug fixes unable to select other office resolved an issue that, in rare cases, would make it difficult for users to select the other brokerage from the drop down autocomplete list version 9 36 released june 12, 2026 features new listings page the listings page has been completely redesigned and now functions similarly to the deals page users can search listings by status (active, sold, expired), date range, and office / realtor (for staff users) improvements reporting enhancements several minor improvements to the reports page added a deal type filter on most report types so users can select any or all of firm, closed, and conditional deals grouped reports into categories accounting, compliance, head office, performance, and workflow improved and standardized report display, both in the platform itself and in pdf and excel exports financial statements enhancements minor improvements to the financial statements available via the realdesk accounting module the gl and profit & loss reports can now be filtered by office the gl report now includes much more detail about each line item (deal address, client / agent name, etc ) add referral improvements when adding a referral, agents can now choose whether the referral source is a brokerage/agent, or other party (e g developer, bank, mortgage broker), with appropriate entry options for each additionally, when updating a referral, realdesk will no longer ask for the mandatory forms to be uploaded again trs signing flow changes some improvements to trade record sheet signing agents no longer can preview the trs before it's ready to sign, to prevent any confusion the deal is no longer required to be approved for the agent to sign – it only needs to be in firm stage (conditions removed), with commissions approved by the office added clearer status labels to display whether commissions for a deal are approved or pending review bug fixes trs does not display on payments page resolved an issue that, in some cases, would display an error when brokerages with the trs signing setting off attempted to generated the trs from the payments page pro forma invoice number displays as 0 resolved an issue that, in rare cases, would show an invoice #0 when generating a pro forma commission invoice version 9 35 1 released june 10, 2026 bug fixes error when creating listing deals resolved an issue that, in some cases, would display a "can't find listing" error when attempting to create a listing deal from the transaction room brokerage commission display not updating in commission calculator resolved an issue that, in some cases, would cause the brokerage commission to display as $0 00 when a staff user updated the commission calculator from the transaction room review screen monthly expense statements don't capture all expenses resolved an issue that, in rare cases, would cause an emailed statement not to display an outstanding expense created the previous day "no access to view notifications" display resolved an issue that, in some cases, would display a harmless but irrelevant "you don't have access to view notifications" banner at the top of an agent's transaction room version 9 35 released june 9, 2026 features commission version history we’ve received many requests to add a version history and audit trail on agent commissions, and this release delivers exactly that you’ll notice a new version history button available in the commissions and fees panel on the payments page, as well as in the revamped commissions section of the transaction room review screen (more on that below) commission information is presented by transaction side and realtor, and updated any time there is a change to an agent’s gross or net commission a detail button provides an exact breakdown of the gross and net additionally, in cases where an agent has already signed their trade record sheet, a subsequent change to their gross or net commission will invalidate their previous signature and automatically send them a new email to sign again the trade record sheet will display “revised” in the footer when this happens new transaction room review screen we’ve thoroughly revised the transaction room review screen to provide a much more efficient and pleasing user experience each section can now be expanded or collapsed; when reviewing documents, clicking approve or mark incomplete will automatically bring up the next document in the list; and the transaction log has been revamped with much better formatting and styling as well, reviewers will now be able to view and edit all deal commissions, including deductions and fees, making this a one stop shop to be able to access and edit everything related to the transaction improvements ad hoc payments enhancements we've made a number of improvements to our logic around creating ad hoc payments to agents "ad hoc" means any payment other than what's entered in the commission calculator for that agent, on that deal it could include scenarios such as paying the agent less than the gross commission, or creating multiple payments to the same agent when the deal is not set up for multiple payments (i e a developer deal) in such cases, users are now able to apply deductions and expenses to these ad hoc payments, which will show up correctly on the agent invoices bug fixes bank reconciliation pdf not regenerating after approval resolved an issue that, in rare cases, would not display the approver's signature when loading the bank reconciliation pdf package version 9 34 released june 8, 2026 improvements add office manager role we've added the office manager role to allow further expansion of role types and permissions initially, the office manager inherits the same permission set as the office admin, but this can be changed by realdesk support bug fixes autocomplete error when adding deal resolved an issue that, in rare cases, displayed an error when autocompleting a brokerage name in the deal add page version 9 33 released june 7, 2026 improvements add manage staff permission a new permissions now controls access to the staff page, allowing the creation and editing of staff accounts to be limited without affecting permissions to manage other account types (e g realtors) version 9 32 released june 5, 2026 features fintrac enhancements another round of enhancements to fintrac compliance in addition to "business category" (formerly "occupation") which is a drop down list, we've added a free typed "occupation" field for individuals for corporate clients, the compliance fields related to individuals (id, occupation, pep) do not display; instead, there are fields for corporate document verification there is also an "exempt entity" option for corporations we've created a new fintrac report within the reports section the data can be organized by transactions or by clients improvements additional deposit release options a deposit release can now be created for any deal party or a free typed third party contract wizard preserves saved data when the user navigates back and forth between deal pages, the contract wizard now correctly preserves all entered data it's no longer required to navigate through in order to ensure all user entries get saved trial balance with prior unclosed fiscal years in cases where a prior fiscal year doesn't yet have a closing entry, the trial balance report will now account for this and continue to balance correctly bug fixes referral to member of public not generating resolved an issue where, in rare cases, a "member of the public" referral would not save correctly referral deals not generating trs signing flow resolved an issue where, in some cases, referral deals would not generate the trs signing task or be visible to agents to sign version 9 31 released june 4, 2026 features customizable dashboard users can now customize which dashboard widgets they wish to see, as well as the order and placement over the next several months, we'll be adding many more options, with additional widgets and even more ability to customize what you want to see improvements streamlined "my account" area we've combined all of the account specific settings (address/email changes, password resets, credit card, email preferences) into one screen staff users who are on payroll can now view and download their pay stubs from the my account screen agent task improvements several small enhancements to the tasks feature all tasks are now automatically removed if a deal is deleted by the office the "add lawyer information" task is no longer created for lease deals in the task reminder email sent to agents, the "sign trs" task is now a hyperlink to the trade record sheets page for easier navigation version 9 30 released june 3, 2026 improvements vendor cheques should display address cheques written for vendor expense payments now display the vendor address on the cheque itself, as well as on the stubs bug fixes trade record sheet developer deal bug resolved an issue where, in rare cases, splits on developer deals would display incorrectly version 9 29 released june 1, 2026 improvements better rounding on double end deals implemented a wider tolerance so that double ends with multiple agents on each side "zero out" correctly ensure double end deal fully approved before agent can sign trs we now ensure both sides of a double end deal are marked approved in the transaction room before creating tasks and sending emails asking agents to sign the trade record sheet bug fixes "expense not recoverable" error resolved an issue where, in rare cases using manual payments, the user would see an "expense not recoverable" pop up when creating a commission payment with recovered expenses get pay stubs returns blank pop up resolved an issue where, in some cases, clicking get pay stubs would return no results we’ve received many requests to add a version history and audit trail on agent commissions, and this release delivers exactly that you’ll notice a new version history button available in the commissions and fees panel on the payments page, as well as in the revamped commissions section of the transaction room review screen (more on that below) commission information is presented by transaction side and realtor, and updated any time there is a change to an agent’s gross or net commission a detail button provides an exact breakdown of the gross and net additionally, in cases where an agent has already signed their trade record sheet, a subsequent change to their gross or net commission will invalidate their previous signature and automatically send them a new email to sign again the trade record sheet will display “revised” in the footer when this happens