How To connect with and share REALM Developments
Learn more about our Development Members, their projects and how to provide information to your clients.
- Share information with your clients about a Development through the interactive REALMvue brochures.
- Click the Share button to copy the brochure link and send to your clients who may be interested in learning more about these opportunities.
How To Share an Insights Article
Share curated content to your clients provided by Luxe Interiors + Design.
- Once you click on the article of your choosing, you will see which of your clients would find value in the article based on their lifestyles and tags.
- Send the article with your clients by selecting Share With Clients.
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 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 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 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 Search for a Prospect
The Prospect Search gives you access to information on 4 million high net worth and ultra high net worth individuals.
Use the dropdown on the left to search by Name or Location. After completing your search, fine tune your inquiry by utilizing the Advanced Filters to narrow your results.
Watch the video below to learn how to use the Prospect Search to gain valuable insights on potential clients.
How To Upload And Tag Your Properties
Watch the video to learn about listing types, as well as how to upload and tag your properties so you can find the best match for your clients.
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: