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 for Agents

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

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 for Accountants and Bookkeepers

RealSign for Everyone

October 2024

September 2024

August 2024

July 2024

Platform Updates