How To: Members

How To: Members

How To Connect with other REALM Members

We’ve made connecting with other Members easy! Simply use the purple dropdown filter to search by Name, Location or Brokerage. Use the Advanced Filter to filter by Members tags and generate a list of Members that fit the criteria you’re looking for. Make sure to select the Download as CSV button to save the results to your device.

How To: My Profile

How To: My Profile

How To Add Specialty Tags To My Profile

Add Specialties that highlight the market you work in and the types of properties you have direct access to. If you are short on time to work through the list, we recommend making sure your market and the price point of homes you work with are tagged.

How To: My Clients Page

How To: My Clients Page

How To Add/Upload Clients

Upload your client list and let REALM Intelligence go to work! Our technology platform is designed to enrich your knowledge of your clients’ interests, passions and hobbies. Once uploaded, your clients will be matched to your listings as well as other listings in REALM.

  • File type must be .csv.
  • Mandatory fields include the clients first name, last name and email. Additional information such as phone number and address are optional fields, but are extremely helpful.
  • Once your client list has been uploaded, you can click into their individual profiles to view their lifestyle affinities and properties they may be interested in.

How To: Events Page

How To: Events Page

How To Add an Event

Are you hosting an event or participating on a panel? Send a Request Event form to the Member Experience Team to have your event displayed on this page. Once your event appears on the REALM website, other Members can RSVP and/or purchase tickets to attend.

Simply click on the + REQUEST EVENT button to get started. You should expect to see your event on the site within 5 business days.

How To: Prospect Search

How To: Prospect Search

How To Search for a Prospect

Watch the video below to learn how to use the Prospect Search to gain valuable insights on potential clients.

The Prospect Search gives you access to information on 4 million high net worth and ultra high net worth individuals.

How To: Wealth Events Page

How To: Wealth Events Page

How To Understand Wealth Events

Learn about your client(s) most recent Wealth Events.

Wealth Events are events that have the capacity to affect someone’s purchase power, and include the following: