The switchboard problem
Send a document for signature the usual way and it fragments immediately: one email to the buyer, another to the co-op agent, a forward to the lender, a separate thread with title. Each party sees only their slice, and only the agent can see the whole picture.
So every status question routes through the agent, every missing signature is found by noticing rather than by looking, and no one but the agent could ask "where does the loan stand?" and get an answer.
One room, everyone in it
A Realm gives the Transaction a shared room. The people who belong to it are in it, the client, the agent on the other side, the lender, and title or escrow, and what they need is in front of them: the current documents, what has been signed, what is outstanding, the key dates, the loan status, and a conversation that is on the record rather than scattered across inboxes. EVE is in the room too, so it does not need an operator to stay current.
- Client, co-op agent, lender, and title or escrow in one place
- Documents, chat, key dates, loan status, and signatures in the same room
- Guests join by link, no account, no password to reset
- Per-person document access: sharing is a toggle per document and per person, so each party sees only what you share with them
- EVE in the room as a participant, posting updates and answering questions
- Everything on the record and filed back into the transaction
Key dates, loan status, and the timeline everyone sees
The room keeps the facts current for everyone at once. Key Dates carries the contract, inspection, appraisal, loan approval, and closing dates. A Loan Status area holds the lender's loan status reports, uploaded to the room or emailed straight in, and EVE reads them and surfaces the progress, so no one has to ask the lender where financing stands. A Timeline shows the stages the transaction has moved through and what is next. Wire instructions are never exchanged in the room or by email: the room carries a standing notice to verify wire details by phone with a known number before any money moves, so a spoofed email cannot redirect a client's funds.
- Key Dates: contract, inspection, appraisal, loan approval, and closing
- Loan Status: the lender's reports upload or email in, and EVE surfaces the progress to everyone
- A Timeline of the stages the transaction has moved through
- A standing wire-fraud notice: wire details are verified by phone, never sent in the room or by email
Signing where everyone can see it
Signature requests are part of the room rather than an email that leaves it. Signer fields are placed automatically on any uploaded form, each party signs their own items, and the executed copy files itself back into the transaction, where the broker will review it and the Vault will keep it under retention.
- Signer fields auto-placed on any form, learned per document
- Each party sees and signs only their own items
- Executed documents file back into the transaction, broker review, and Vault
- Documents signed elsewhere can be uploaded and marked already signed
EVE keeps the room current
The room does not need managing, because EVE is in it. She posts each milestone as the transaction moves, so the client and the other side stay current without the agent writing a status email. Anyone can ask her a question in the room by typing @eve, and she answers from the transaction's own facts. She keeps a live readiness summary of what is ready and what is blocking, with the next step called out, and when there is drafting to do, the purchase contract or the next status update, she prepares it for the agent to approve. Nothing sends without you.
- Milestone updates posted to the room as the transaction moves
- Ask EVE anything in the room with @eve, answered from the transaction's facts
- A live readiness summary of what is ready, what is blocking, and the next step
- Drafts the purchase contract and status updates for the agent to approve
Inspection booked, appraisal at value, close date confirmed — posted as it happened. Nobody sent five “any update?” emails.
Frequently asked questions
Do the other parties need a REALM account?
No. Guests, the client, the co-op agent, the lender, title or escrow, open the room from a link. There is no account to create and no password to reset. Everything they do is still on the record.
Is EVE in the room with the client and the other side?
Yes. EVE is a participant, not a background job. She posts milestone updates as the transaction moves, answers questions anyone types with @eve from the transaction's own facts, keeps a live read on what is ready and what is blocking, and drafts the purchase contract and status updates for you to approve. She never sends anything without your approval.
Can I control what each party sees?
Yes. Document access is a toggle per document and per person, so the lender does not see what only your client should, and the other side sees only what you share with them. The conversation and the key dates are shared with the room; the documents are shared one by one.
How does the loan and closing status show up in the room?
The room carries the key dates, contract, inspection, appraisal, loan approval, and closing, and a timeline of the stages the transaction has moved through. The lender's loan status reports upload to the room or email straight in, and EVE reads them and surfaces the progress, so everyone sees where financing stands without asking.
How does a REALM handle wire fraud?
Wire instructions are never exchanged in the room or by email. The room carries a standing notice to verify wire details by phone with a known number before moving any money, so a spoofed email cannot redirect a client's funds.
How is this different from sending a DocuSign request?
An e-signature request goes to each signer as its own email thread and ends when they sign. A Realm is a room that lasts the whole transaction: the same place holds the documents, the conversation, the key dates, the loan status, and the signatures, EVE is in it posting updates and answering questions, and the executed copy files itself back into the transaction record.
Does it work for documents already signed somewhere else?
Yes. Upload the executed copy and mark it already signed, it counts against the requirement like any other completed document, so agents using TransactionDesk or wet ink are not forced to sign twice.
Are REALMS included?
Yes, on the REALM AGENT and REALM BROKER plans. See the pricing page for current rates.