REALMS

A REALM is the container. It holds one piece of business from end to end: your client, the property once there is one, the documents and signatures, the compliance file, the key dates, the tasks — and the shared Room where the other side meets you.

A transaction is what happens inside a REALM. It is the process, not the container: the offer, the contract, the inspection, the close. You say "this transaction is under contract" about the work, and "open the REALM" about the thing that holds it.

What a REALM holds

Open a REALM and everything about that piece of business is in one place:

• Documents — the contracts, disclosures, and forms it needs, plus a checklist of what's still missing. See A REALM's documents.
• Milestones and key dates — offer, contract, inspection, appraisal, financing, and closing, with the stage the REALM is in. See Milestones and key dates.
• Members — the people on this transaction: your client, a co-agent, a TC, vendors. See Members and roles.
• Messages and tasks — the email, texts, and to-dos tied to it.
• EVE Insights — what's missing, what's at risk, and the updates EVE has prepared for you to approve.
• The Transaction Template timeline — if a Template is applied, the milestones it set up, anchored to your key dates.
• The Room — the shared space the other side can be invited into.

The Room inside a REALM

Opening the Room puts the other side in with you. Guests need no account and never pay: they follow a link, verify themselves once, and see the property, the status in plain language, the key dates, the documents that were shared with them, and the people involved. They can post to the Room and upload what you asked them for.

What they do not see is your side of the file — financials, commission, compliance internals, and any document you did not share.

They can also meet you in it. The Room does video, audio and screen share inside the REALM, so a call happens where the documents and the dates already are, and nobody installs anything or creates an account to attend. See Meetings in the Room.

Opening the Room is a deliberate act — a REALM can run for weeks without one. The Rooms list therefore shows only the REALMS with a Room open, and being shorter than your REALMS list is the normal, expected state, not a bug.

How a REALM comes to be

Usually it's the end of the pipeline: a contact becomes a lead, the lead moves across your pipeline, and when it goes under contract it becomes a REALM. You can also start one from scratch.

You do not need a property to start. Buyer representation begins long before there is an address, so you can create a placeholder REALM named for your client, work with them through showings, and add the property from the REALM header when they're ready to move forward. This is the clearest reason the container is a REALM rather than a "transaction": there is no transaction in it yet. See Creating a REALM.

Where to go next

• Creating a REALM
• Inside a REALM
• A REALM's documents
• Meetings in the Room
• Applying a Transaction Template