Released: May 29, 2026

It's now possible to direct certain payment types through an additional internal bank account before sending them on to the designated recipient.

Resolved an issue where, in rare cases, EFT notifications were not always sent to buying agents on double end deals.

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.

Resolved an issue where, in rare cases, the review panel would calculate an incorrect deal completion date.

Released: May 28, 2026

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.

Some improvements to help align different RealDesk modules.

Resolved an issue where, in rare cases, the TRS would display the correct law firm but incorrect lawyer name.

Released: May 27, 2026

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.

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.

Significantly enhanced vendor and GL match logic to improve the efficiency of the CSV expense import.

Resolved an issue where, in rare cases, sorting by column header in the Active Realtors page was unresponsive.

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.

Released: May 25, 2026

A number of small improvements to the Cheque Payments function:

Resolved an issue where, in some cases, the header search would display inactive clients, causing some confusion.

Resolved an issue where, in rare cases, the signatures section would not display on the Trade Record Sheet.

Resolved an issue where, in rare cases, clicking "Add Agent" would display an obsolete version of the add agent pop-up.

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".

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.

Released: May 22, 2026

We've released a large bundle of improvements to how client deposits work in RealDesk:

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.

Resolved an issue where, in some cases, staff members with Office Admin roles did not see the full Commissions Confirmed information.

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.

Released: May 21, 2026

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.

A few enhancements related to the integration between RealDesk and RealSign:

Released: May 20, 2026

Resolved an issue where, in some cases, team leads did not consistently receive team member emails.

Released: May 19, 2026

Some initial changes to support our new American clients.

This is now available in the Reports section and displays outstanding and paid withholdings, as well as withholding payments.

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.

Resolved an issue where, in rare cases, users received an error when editing a payment in the Create Payments pop-up.

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.

Released: May 15, 2026

For offices using the RealDesk payroll integration, journal entries are now automatically created each time payroll is run.

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.

Enhanced the look and feel of the deals page header.

Released: May 14, 2026

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.

Released: May 13, 2026

Updated the icons in the left menu. Additionally, when using this menu in collapsed mode, hovering displays the title of each item.

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.

Released: May 12, 2026

Transaction Room terminology has been updated to use "incomplete" consistently in all cases when reviewing forms, listings, and 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.

Released: May 7, 2026

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.

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.

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.

Released: May 6, 2026

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.

Released: May 4, 2026

Agents can now click on the Trade Record Sheets option in the left menu to view all trade records pending signature or previously signed.

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.

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.

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.

Each Commission Plan now displays a list of agents currently assigned to it.

For brokerages with multiple office locations, all reports now have an Office multi-select filter.

Resolved an issue pertaining to property management payouts where, in rare cases, a landlord's invoice would not display a non-resident tax withholding.

Released: May 2, 2026

We now show a spinner when loading a pop-up.

Released: May 1, 2026

Resolved an issue where, in rare cases, marking an EFT as already paid was non-responsive.