May 2026

version 9 28 released may 29, 2026 features flow through payments it's now possible to direct certain payment types through an additional internal bank account before sending them on to the designated recipient bug fixes eft notifications bug resolved an issue where, in rare cases, eft notifications were not always sent to buying agents on double end deals inhibit creating add lawyers task if already added resolved an issue where, in some cases, updating a deal to firm status would create an "add lawyers" task for agents even if lawyers had already been added while the deal was conditional predicted deductions incorrect on commission review panel resolved an issue where, in rare cases, the review panel would calculate an incorrect deal completion date version 9 27 released may 28, 2026 improvements edit outstanding deposits it's now possible to edit an outstanding deposit prior to marking it received as well, when marking an outstanding deposit received, the date can be edited rather than realdesk inserting today's date automatically create payments — improve rounding some improvements to help align different realdesk modules bug fixes lawyer name resolution on trade record sheet resolved an issue where, in rare cases, the trs would display the correct law firm but incorrect lawyer name version 9 26 released may 27, 2026 improvements inhibit double deal fees when crossing plan tiers previously, when a commission payout was split between two tiers due to an agent reaching a threshold, and a deal fee existed in both tiers, both would be charged now, realdesk will only apply the deal fee from the upper tier alberta conveyance form improvements in cases where the buying brokerage commission is to be paid by a lawyer rather than the listing brokerage (which is selectable in the edit deal screen), the conveyance form generated for that lawyer will now display the buying commission vendor expense import improvements significantly enhanced vendor and gl match logic to improve the efficiency of the csv expense import bug fixes column sort error in active realtors page resolved an issue where, in rare cases, sorting by column header in the active realtors page was unresponsive edit listing or deal error with inactive client resolved an issue where, in some cases, attempting to edit a deal or listing where one or more clients had been marked inactive would generate an error version 9 25 released may 25, 2026 improvements cheque payments improvements a number of small improvements to the cheque payments function it's now possible to use a wider range of cheque number formats; for instance, sequences with leading zeroes (0004829) will be preserved rather than trimmed (4829) we now support printing cheques on the middle or bottom of the page cheque settings are saved automatically when entered options to move cheques to pending / printed have been clarified bug fixes header search displays inactive clients resolved an issue where, in some cases, the header search would display inactive clients, causing some confusion trs signing section not appearing resolved an issue where, in rare cases, the signatures section would not display on the trade record sheet incorrect add agent pop up on deal add screen resolved an issue where, in rare cases, clicking "add agent" would display an obsolete version of the add agent pop up commission plan component names not displaying on trs resolved an issue where, in rare cases, the trs would display "commission plan" for a given deduction instead of the component name e g "20% split" financial statements errors resolved an issue where, in rare cases, the cost of goods sold section of the profit & loss report did not sum correctly also resolved an issue where, when generating a trial balance, selecting a date range spanning multiple fiscal years returned incorrect balances finally, resolved an issue where exporting a large report to pdf would sometimes fail and display an error version 9 24 released may 22, 2026 features deposit workflow changes we've released a large bundle of improvements to how client deposits work in realdesk users can now choose "received from" via a drop down if the deposit was provided by someone other than a buyer, you can add a new profile for this individual and then add bank account information there's now a selectable deposit method drop down when receiving a new deposit, or marking an outstanding deposit received, it's possible to email the deposit receipt directly to a list of deal parties (agent(s), other brokerage, client(s)) both outstanding and received deposits now show on the trade record sheet when a deal is collapsed, users can now create the deposit release(s) directly from the transaction room review screen or, from the payments screen, selecting create payments on a collapsed deal automatically creates the deposit release(s) instead of attempting to pay out the deal commissions vendor expense import from csv it's now possible to upload a csv and create vendor expenses in bulk the import module will auto suggest vendors based on fuzzy matching (e g an expense marked "uber" will match to a vendor entered in realdesk as "uber canada"), and gl accounts are auto suggested based on vendor history bug fixes brokerage activity page commissions confirmed issue resolved an issue where, in some cases, staff members with office admin roles did not see the full commissions confirmed information pro forma invoice displays split instead of full commission resolved an issue where, in some cases involving deals with multiple agents, the other brokerage or client invoices in the deals page displayed an incorrect brokerage commission amount version 9 23 released may 21, 2026 improvements realsign url change we've moved realsign's hosting to esign realdesk ai — but any bookmarks you might have for the old "datz esign" will continue to work realsign improvements a few enhancements related to the integration between realdesk and realsign when clicking "import from realsign" in the add deal or edit deal screens, the pop up will display only the most recent signing sessions initially, with a "load more" option at the bottom, to improve loading speed and performance import from realsign is now fully enabled in the ai contract wizard as well! version 9 22 1 released may 20, 2026 bug fixes team lead email cc issue resolved an issue where, in some cases, team leads did not consistently receive team member emails version 9 22 released may 19, 2026 features usa localizations phase 1 some initial changes to support our new american clients withholdings report this is now available in the reports section and displays outstanding and paid withholdings, as well as withholding payments improvements vendor expense enhancements we've improved pagination on all vendor module screens, and added a "per page" selector when creating an expense, the gl drop down initially shows only expense accounts scrolling down to the bottom and clicking "show more" will show gls in all categories we've also added an office attribute for multi office brokerages bug fixes investigate recalculation failure on autopayments resolved an issue where, in rare cases, users received an error when editing a payment in the create payments pop up law firm eft info not available resolved an issue where, in rare cases, law firm eft information did not display due to a bug introduced when lawyer names and law firms were split version 9 21 released may 15, 2026 features automate payroll journal entries for offices using the realdesk payroll integration, journal entries are now automatically created each time payroll is run improvements separate lawyers and law firms we now use a "many to one" data model, where multiple lawyers can be created within one law firm each lawyer can have his/her own email address and phone number, but other data points (mailing address, bank account, firm phone number, primary and secondary email addresses) belong to the firm and are the same regardless of which lawyer is used when conveyance is sent, the user can decide whether to email the lawyer, the firm, or both deals page improvements enhanced the look and feel of the deals page header version 9 20 released may 14, 2026 improvements relax dual approval restrictions it's now possible for the initial approver to pass a listing or deal to the second level even if some forms have been marked incomplete version 9 19 released may 13, 2026 improvements left menu improvements updated the icons in the left menu additionally, when using this menu in collapsed mode, hovering displays the title of each item bug fixes referrals when using send payment resolved an issue where, in some cases, the referring brokerage name did not display properly on a cheque when using the manual send payment route version 9 18 released may 12, 2026 improvements replace "rejected" with "incomplete" transaction room terminology has been updated to use "incomplete" consistently in all cases when reviewing forms, listings, and deals bug fixes forms in double end deals resolved an issue where, in rare cases, buying side forms for a newly associated double end deal did not display properly in the transaction room review screen version 9 17 released may 7, 2026 improvements expense tracker improvements for multi office brokerages, we've added an office filter when all realtors are selected all columns are now sortable by clicking the column header the "line item report" option has been renamed to "group by realtor", and this option displays only when all realtors are selected property management enhancements statements now generate based on monthly rent cycle (20th 19th) instead of calendar month added a status filter (active / closed properties) to properties and statements pages cancel or retry failed rent payments for property management deals, we've added an option to cancel an automatic rent payment that fails due to nsf, in addition to the retry option version 9 16 1 released may 6, 2026 bug fixes permissions fixes resolved issues where, in rare cases, staff users could not access the withholding payments pages or could not access all search filters in the client export module version 9 16 released may 4, 2026 features trade record sheets page for agents agents can now click on the trade record sheets option in the left menu to view all trade records pending signature or previously signed improvements transaction room view refresh updated the main transaction room screen to use a drop down for office locations, and make the other filters more consistent removed the "limit to" button that existed in the transaction room as well as in other screens (e g expense tracker); staff users can now directly select an agent from the drop down without needing to confirm that selection expense tracker — send statements to agents added buttons to send a statement to an individual agent, or if all agents are currently selected, send statements to all agents with outstanding balances accounts receivable report enhancements we've added a summary view option, which lists only the totals for each agent instead of each individual expense this summary view also shows the number of open deals and total outstanding commissions for each agent, to allow you to determine for which agents you may be able to recover expenses from forthcoming commission payments commission plan assignments each commission plan now displays a list of agents currently assigned to it office filters in reports for brokerages with multiple office locations, all reports now have an office multi select filter bug fixes landlord invoice should include withholding resolved an issue pertaining to property management payouts where, in rare cases, a landlord's invoice would not display a non resident tax withholding version 9 15 released may 2, 2026 improvements show loading spinner for pop ups we now show a spinner when loading a pop up version 9 14 1 released may 1, 2026 bug fixes eft mark as paid failing resolved an issue where, in rare cases, marking an eft as already paid was non responsive