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.