How REALM works, end to end.
EVE runs alongside every step, watching the work, drafting the follow-up, and surfacing what needs you.
- 01
Set up your workspace
What you doPick how you work: Personal, Team, or Brokerage. Then invite the people who touch your transactions: agents, a transaction coordinator, your broker.
What REALM doesProvisions the workspace with roles and permissions, sets up compliance to match how you're governed, and switches EVE on. The daily briefing, drafted follow-ups, and document intel are running from your first login.
- 02
Add a REALM
What you doEnter the property address and the transaction type: buyer, seller, or listing. That's the whole form.
What REALM doesBuilds the transaction record: the document checklist for that transaction type, milestones through closing, the people on the file, and a message thread for every client conversation. Every Realm on your pipeline shows its stage and a live compliance score, so you can see what needs you at a glance.
- 03
Documents, forms & signatures
What you doUpload what you have, or pick "Fill a Form" and the form fills itself from the Realm. Send anything out for signature without leaving the page.
What REALM doesEVE reads each upload, classifies it onto the right checklist line, and flags what's missing. Stage gates hold the stage until required items are in. Brokers get a review queue; independent agents get an advisory checklist. Compliance adapts to how your workspace is governed instead of forcing one process on everyone.
- 04
Close
What you doWork the transaction, from inspection and appraisal to loan and closing disclosure, and approve the client updates EVE prepares along the way.
What REALM doesTracks every milestone through escrow, nudges what's late, and keeps your client in the loop. EVE drafts the on-track update days before closing, and you approve it or let Autopilot send it. A transaction coordinator can assist and deliver the completed file without ever owning it.
- 05
Seal it in the Vault
What you doClose the Realm and seal it. One action.
What REALM doesSnapshots the complete file, including documents, messages, and the audit trail, into tamper-evident, retention-managed storage, then re-verifies its integrity on a schedule. When a broker or a regulator asks what happened on a transaction, the answer is one sealed record, provable.
The screens above use sample data. Your full operational runbook, with your live REALMS, tasks, and workflows, lives inside the app.
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