Inside a REALM

Open any REALM and you're looking at one piece of business — one client, one property once there is one. Everything about it is here, organized into a few areas. This page is a quick tour so you know where each thing lives.

The header

The top of a REALM shows the property, the side (buyer or seller), and the stage it is in — for example Under Contract, Inspection, or Closed. A health badge tells you at a glance whether the transaction is on track or needs attention.

Current blockers

Under At a glance in the right rail sits Current blockers, collapsed to its one-line answer with a count; the arrow opens the reasoning: what the transaction needs before it moves to its next stage, what it already has and where that came from, and whether it is ready. Realm moves a transaction forward on its own from evidence — a signed purchase contract moves it to Under Contract, an approved inspection notice past Inspection, an approved title closing package on the close date to Closed — and this card explains that reasoning in plain words. Recheck runs the same rules on the spot instead of waiting for the hourly sweep. A move is never offered while a stage gate would refuse it.

Documents

The REALM's contracts, disclosures, and forms, plus a checklist of what's still required. Each item shows its status — Awaiting Signature, Needs Review, Completed — so you always know what's outstanding. Upload a file and EVE classifies it and drops it onto the right checklist item. You can also fill a blank brokerage form or split a combined PDF right from here. See A REALM's documents, Uploading & classifying, and Forms Library.

Milestones & key dates

The dates that drive the transaction — offer, contract, inspection, appraisal, financing, and closing — and the milestones tied to them. See Milestones & key dates.

The Transaction Template timeline

If a Transaction Template is applied, its milestones appear here as a timeline, anchored to your key dates, with anything Scheduled by EVE listed alongside. No Transaction Template yet? Brokers see an inline Apply Transaction Template picker. See Applying a Transaction Template.

Members

The people on this transaction — your client, a co-agent, a TC, vendors — each with a transaction role. See Members & roles.

Messages & tasks

The email and texts tied to the REALM, and the to-dos that move it forward. Drafts EVE prepares show up in the composer you already use — nothing lives in a separate "AI" panel.

EVE Insights

EVE's read on the transaction: what's missing, what's at risk, and the updates it has prepared for you. EVE proposes; you approve. Approving on one surface updates the others instantly. See Insights, banners & alerts and Finish with EVE.