Realtor Desk FAQ: Pricing, Trial, French and Data
Answers to common questions about Realtor Desk: pricing in CAD, PIPEDA/CASL compliance, CREA DDF, bilingual support, cancellation.
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Find answers to common questions about Realtor Desk AI
Is Realtor Desk ready for production use?
Realtor Desk is in public beta. The platform is fully functional and stable, and we are actively gathering feedback and adding features. We are early enough that we do not quote a user count — we would rather you judge it on a 14-day trial with your own leads. Beta users help shape the roadmap and keep their beta pricing for life.
What does 'beta' mean for me?
You get full access to all features at a discounted rate. We may add/modify features based on feedback. You'll receive priority support and direct access to our team. Your pricing is locked in for life—you'll never pay more than your beta rate.
Can I trust the platform with my client data?
Your client data sits in a database hosted in Canada and is encrypted in transit and at rest. Each account can only read its own records. Some outside services, such as SMS and email delivery, may process data outside Canada. We do not hold a SOC 2 certification.
What if the platform doesn't work as described?
We offer a 30-day money-back guarantee. If you're not satisfied for any reason, we'll refund you in full. During beta, we also offer unlimited support to ensure your success.
Do you publish conversion statistics?
No. We are in public beta and we do not have a defensible sample yet, so we would rather show you your own numbers during the trial than quote a multiple we cannot substantiate. Conversion depends on your market and your follow-up.
What certifications do you actually have?
None yet. We hold no formal security certification such as SOC 2, and CREA DDF® is not live. What is in place today: a database hosted in Canada, encryption in transit and at rest, a consent record on each contact, and CSV import.
What does the AI actually do?
Three things. The product scores each lead from 0 to 100 using rules you can see, it suggests a next action and a time to take it, and an in-app assistant drafts a reply or summarises the thread on the contact you have open. It does not message your leads on its own, and there is no voice agent.
How long does setup take?
The setup wizard covers your profile, a first contact, a first listing and connecting your calendar. You can skip any step and come back to it later. Importing contacts from a CSV is a separate step.
Does the AI ever reply to a lead without me?
No. Nothing is sent to a client without you. The assistant drafts; you read, edit and send. That is deliberate: under CASL, a message sent in your name is your responsibility.
Is this CASL compliant?
No software makes you compliant. What Realtor Desk does: it records the date and source of consent on each contact, refuses to send from the inbox or by SMS when no consent is on file, and stops automated email to a contact who has withdrawn. How you collect consent remains your responsibility.
Which tools does it connect to?
Zapier, Make and n8n can push new leads in, Twilio sends SMS, and you can send email through your own SMTP server. Google Calendar and Outlook connect, but appointment sync is not live yet. Contacts from another CRM come in by CSV. There are no direct connectors to other CRMs today.
Can I change what the assistant drafts?
Yes, every time. A draft is only a starting point: you edit it before it is sent, and nothing goes out until you send it.
How does Realtor Desk compare to Follow Up Boss?
They suit different agents. Follow Up Boss lists lead routing, a team inbox, calling and 250+ integrations, which Realtor Desk does not have, and its Grow plan is shown at $69 per user a month on its pricing page (currency not stated, checked October 2026). Realtor Desk is CAD $149 a month for a single agent, with French set per contact, a consent record for CASL and a database in Canada.
Does Realtor Desk work with CREA DDF®?
Not yet. Native CREA DDF® sync is on the roadmap and is not live. Today you can import a listing from a Realtor.ca address or an MLS number.
What's the average ROI for agents using RealtorDesk AI?
We do not publish an average. We are in public beta and do not have a defensible sample, so any ROI figure we quoted would be a guess dressed up as data. The arithmetic that matters is yours: your commission per deal against the subscription cost. The trial runs 14 days so you can measure it on your own pipeline.
Can Realtor Desk handle phone calls?
No. There is no voice agent, and one is not on the 2026 roadmap. Text messages go through Twilio, only to numbers with recorded consent.
Is Realtor Desk suitable for real estate teams?
Not yet. Today it is a single-agent product: there are no seats, no lead assignment and no shared pipeline. Our Teams and Brokerages pages say what that means for you.
How soon will I see results?
We do not publish typical results, because we do not have a sample that would stand behind a number. What you can check in the 14-day trial is practical: whether your leads are in one place, whether the follow-up list is useful, and whether the French and consent handling fit how you work.
Does it work with my existing website?
There is no chat widget to install. If your website form can send to Zapier, Make or n8n, new enquiries arrive in Realtor Desk as leads with their source attached.
How is Realtor Desk different from a general CRM?
A general CRM stores contacts. Realtor Desk is built around a Canadian agent's follow-up: a score and a suggested next action for each lead, one conversation timeline per client, French or English per contact, a consent record for CASL, and a database in Canada. It does not follow up for you.