Welcome to RealDesk! Here you'll find everything you need to know about how to use RealDesk to manage your clients, listings, and deals, and maintain real-time visibility into deal status and financial reporting.

Welcome to RealDesk.AI!

RealDesk Agent Training

Agent Quick Start Guide

RealDesk Docs

Navigate the Platform

Add Prospects and Clients

Add and Update Listings

Add and Update Deals

Work With Your Office

Add Lawyer Info and Confirm Commissions

View Financial Stats and Reports

Agent Basic Training

Introduction: Agent Basic Training

Add and Manage Realtors

Review Listings and Deals

Broker / Staff Basic Training

RealDesk Broker / Staff Training

RealSign for Everyone

June 2026

May 2026

April 2026

March 2026

February 2026

January 2026

December 2025

November 2025

October 2025

September 2025

August 2025

July 2025

June 2025

May 2025

April 2025

March 2025

February 2025

January 2025

December 2024

November 2024

October 2024

September 2024

August 2024

July 2024

Platform Updates

Section 1: Trust Accounting Basics

Section 2: How RealDesk and QuickBooks Online (QBO) Work Together

Section 3: RealDesk / QBO Setup & Configuration

Section 4: Payment and Entry Types

Section 5: Deal Walkthrough

Section 6: Reconciliations

RealDesk / QuickBooks Online (QBO) Integration Manual

Frequently Asked Questions (FAQs)