How To: Matches – Member Alerts

How To: Matches – Member Alerts

How To: Member Alerts

Member Alerts is a great place to see which REALM Members are reaching out to you specifically. When someone in REALM sees that you have clients that could be a match for their property, they have the option to contact you. Once contacted you will be able to see the name of the Member who reached out, their listing, where their market is, the date they reached out to you, etc. You can then click on their listing in this section to see which of your clients are a match and more details on their home. We recommend you look at this section once a week to make meaningful connections with your REALM community.

How To: Matches – My Properties

How To: Matches – My Properties

My Property Matches

This section of the platform will give you a snapshot of all your matching opportunities for your listings. To get more information on which of your clients are matches, what Members in REALM have matches for that specific listing and WealthX created marketing profiles, simply click on the property for more information.

How To: Developments

How To: Developments

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: Insights Page

How To: Insights Page

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: 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

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.