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: 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: 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: