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The Complete Guide

The REALM Guide

Everything Realm does, and how to use it. The full handbook: every feature, with step-by-step instructions. Use the contents on the left to jump to a chapter.

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Pipeline

Pipeline is the board where your active opportunities move forward, stage by stage, toward a live transaction. It lives on the REALMS hub (REALMS · Pipeline · Vault) rather than the People hub, because a pipeline card is a transaction in the making — the step right before a Realm.

The board

Pipeline is a kanban-style board: each column is a stage, and each card is a lead or opportunity. You see every lead you can work, grouped by where it sits in the funnel, with per-stage counts so you can read your funnel at a glance.

Whose pipeline — scopes

A row of scope chips at the top of the board decides whose cards you see:

  • My pipeline — the cards you own. This is the default, and for a solo agent it's the only one.
  • Team — everyone on your team's cards. Appears only if you're on a team.
  • Brokerage — every card across the brokerage. Broker and admin only.

On the Team and Brokerage views, cards someone else owns show an owner chip and are view-only — you can see the whole picture without accidentally moving a teammate's lead. Your own cards stay fully interactive.

The Buyer / Seller lens

The People-hub Role filter (Buyers, Sellers, Referrals) doubles as the pipeline's lens: pick one and the board narrows to that side of the business. Sellers move through listing-oriented stages; buyers move through showing-and-offer stages. You can also filter by lead bucket, or by Unassigned / Assigned, and collapse stages to focus on the ones that matter right now.

Moving a lead across stages

  1. Find the card on the board.
  2. Drag it from its current stage to the next one (or use the card's stage control).
  3. The move is saved immediately and reflected everywhere that lead appears.

Moving a card forward is how you signal progress — from a new inquiry, through active conversations, to ready-to-transact.

If you move a card and need to undo it, you can revert the stage change — the board confirms before reverting so you don't lose your place.

When a card is linked to a Realm

Once a contact has a live Realm, the Realm owns the stage. The card stops being something you drag — it follows the Realm's status automatically. If the Realm goes under contract, the card moves to Under Contract on its own; there's no separate pipeline stage to keep in sync. Try to drag a Realm-linked card and Realm reminds you to advance it from inside the Realm instead.

This is why the pipeline never contradicts the transaction: a Realm that's under contract can't show as "New" on the board, because the board reads the Realm, not a stale copy.

The Closing column

The board shows a Closing column at the tail of the funnel for Realms that are pending or closing. It's a derived column — it reflects a Realm's status and is never something you drag a raw lead into. It's the board's way of showing you what's about to close without a manual move.

Converting to a Realm

The pipeline ends where the transaction begins. When an opportunity reaches a transaction stage, Realm prompts you to create a Realm for it:

  1. Move the card into the stage that represents an active transaction.
  2. Confirm the Create REALM prompt that appears.
  3. Fill in the property and transaction details.

From that point the work lives inside the Realm — documents, milestones, members, and messages — and the contact's existing consents carry over automatically, since they belong to the person, not the property. If you cancel the prompt, the card reverts to the stage it was on.

You don't build a Realm from scratch on the board. Realms are created by moving a lead into a transaction stage, so the transaction inherits the history you've already built up.