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.

Review Listings and Deals

RealDesk for Agents

Agent Quick Start Guide

RealDesk Docs

Welcome to RealDesk.AI!

Introduction: Agent Basic Training

Add and Manage Realtors

Broker / Staff Basic Training

RealDesk for Brokers and Staff

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

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