Creating a REALM
A REALM is the container for one piece of business — one client, one property once there is one. You can start one two ways: by promoting a lead you've been working, or from scratch when a transaction lands without a matching lead in your pipeline.
From a lead (the usual way)
When a lead goes under contract, turn it into a REALM so the contact, their details, and any consents they've already signed carry over.
- Open the lead from People, Leads, or your Pipeline.
- Choose Create REALM (or move the lead into an under-contract stage — the REALM is offered at that point).
- Pick the side — buyer or seller. This decides which documents and milestones apply.
- Add the property (address) and any key dates you already know.
- Confirm. The REALM opens with the contact already added as the Client.
Consents the contact already signed — like a Buyer Broker Agreement — follow the contact, not the REALM. A buyer who signed one BBA is covered across every REALM, so you won't be asked to collect it again. See Client consents.
From scratch
When there's no lead to promote:
- Go to REALMS and choose New REALM.
- Pick the side (buyer or seller).
- Enter the property and the client — you can attach an existing contact or create a new one.
- Add any key dates you have (contract, inspection, closing).
- Create the REALM.
What happens next
As soon as the REALM exists, Realm sets it up for you:
- The document checklist populates with what this side and your brokerage require. See A REALM's documents.
- If a Transaction Template applies, its milestones and reminders are laid onto the REALM's timeline.
- EVE starts watching for what's missing and prepares updates for you to approve.
You can apply a Transaction Template at any time — see Applying a Transaction Template. Next, take the tour inside a REALM.