How it all fits together

Realm gives a brokerage several building blocks — Intake, Document Packs, Task Packs, Transaction Templates, and Compliance Rules. On their own they each look like a separate settings tab. Together they're one system: the broker sets it up once, and every agent gets it automatically on every Realm.

Here's the whole picture in one sentence:

Packs are the ingredients, a Transaction Template is the recipe, Intake picks the variations, and Compliance Rules are the health code.

The build-a-Realm chain

Intake  →  Document Packs  +  Task Packs  →  Playbook  ⇒  Applied to a Realm
(questions)  (the paperwork)   (the to-dos)  (the bundle)  (set up in one click)

• Intake — the yes/no questions Realm asks when a transaction starts (well? septic? HOA? listing or buyer side?). The answers drive conditions — they decide which documents and tasks actually apply to this Realm.
• Document Packs — the bundles of paperwork a transaction needs (disclosures, addenda, agreements).
• Task Packs — the to-do plan that's created automatically once a Realm goes under contract (your TC-grade checklist, editable per side).
• Transaction Templates — the blueprint that bundles the document packs, task packs, milestones, and reminders together and applies them to a Realm in one click — consistent across every agent, every transaction.

When an agent opens a Realm and answers the Intake questions, the Transaction Template applies: the right documents are required, the right tasks are created, and the key dates are set — all conditioned on those answers.

The governance layer

                 ┌─────────────────────────────┐
   Every REALM ─►│  Compliance Rules (org-wide) │──► gated until close
                 └─────────────────────────────┘

Compliance Rules sit underneath everything. They're the broker's governance — required documents, stage gates, and automations — enforced on every Realm regardless of which Transaction Template applied. Where a Transaction Template says "this Realm needs an HOA addendum," a Compliance Rule says "no Realm closes with an unsigned agency disclosure."

Where leads fit in

Setting up who works the transactions is a parallel track:

Lead Sources  →  Routing Rules  →  Teams / Agents
(where leads     (which source     (who receives
 come from)       goes where)       the lead)

• Lead Sources — your inbound connectors (Zillow, a website form, Follow Up Boss…). Set them up in Lead Sources.
• Routing Rules — map each source to the right Team or agent (and set conditions/priority). This lives in **Brokerage Settings → Routing Rules**.
• Teams — a team's own Routing tab controls whether it's eligible to receive leads (and round-robin, fallback). The actual source→team mapping is set in Routing Rules.

The short version

1. Build your packs (documents + tasks) and your Intake questions.
2. Bundle them into a Transaction Template (or have EVE draft one).
3. Set your Compliance Rules once — they apply everywhere.
4. Connect Lead Sources and route them to Teams.
5. Agents just work their REALMS — Realm sets each one up for them.