Finding your way around
Realm's left navigation rail is your map. The most-used surfaces sit near the top as primary items; secondary tools live in an apps-launcher More menu (the dots icon) when the rail runs out of room; and Settings is pinned at the very bottom.
What you see depends on your role — agents, team leads, and brokers each get the subset that's relevant to them — so don't worry if an item below isn't on your rail.
The rail collapses. Use the collapse control at the top of the rail to shrink it to icons only, giving you more room for your work. Your choice is remembered per device, so it stays the way you left it. Hover a collapsed icon to see its label.
Primary nav — your daily work
In order, top to bottom:
- Insights — Your home base. What needs attention today, your REALMS at a glance, and EVE's recommended actions. See Insights, banners & alerts.
- EVE — The standalone EVE hub: your daily briefing, next-best actions, and the approval queue, all over the same intelligence layer that runs everywhere else. See Meet EVE.
- Connect — Email, texting, and your inbox in one place. Reach contacts and clients without leaving Realm.
- People — Your contacts book: clients, past clients, and prospects. It's a hub — tabs across the top reach Leads, Referrals, and (for broker roles) Recruiting. The starting point of every transaction.
- REALMS — Your transactions. It's a hub too: tabs reach Pipeline (your lead board) and Vault (sealed, closed REALMS). Open a REALM to see its documents, milestones, members, and messages.
- Operations (team leads, coordinators, admins) — The transaction-operations desk: request missing documents from your agents and deliver each completed file to compliance.
- Compliance (brokers and team leads) — The broker's review desk: every REALM with documents awaiting review, pre-triaged by EVE.
- Tasks — Everything on your plate across all your REALMS, in one list you can work down.
- Calendar — Your appointments, key dates, and transaction deadlines in a calendar view.
- Workflows — The automation engine: EVE Automations, Drips, and Transaction Templates under one roof. See Automations and Transaction Templates.
Secondary nav — the More menu
These tools live in the apps-launcher More menu (shown inline above Settings when there's room, and folded into the flyout when the rail is tight):
- Documents (agents, brokers, team leads) — A document-focused hub for working with files across your REALMS, with a Form Templates tab for your library.
- Properties — Search the MLS, build a working list, and track Saved homes. Agents also see From your MLS feed — the listings your connected MLS attributes to you. See Properties overview.
- Reporting — Your numbers: production, leaderboards, funnel, and the reports library. See Reporting overview.
- Marketing — Marketing Studio, where you create and publish marketing content. See Marketing Studio.
- Team Ops (team leads) — A live roster console: unworked leads, SLA breaches, REALMS at risk, and routing outcomes.
- Activity — A running timeline of what's happened across your Workspace — recent changes, updates, and events.
- Mail — Webmail for your realm.realty address (admins only).
- Timeline — A client-facing view of a transaction's progress (clients).
- Uploads — A simple place to drop requested files (vendors).
Settings
Pinned at the bottom. Opens your account and Workspace configuration. For brokers it carries a small menu that also reaches Brokerage and Compliance settings. See Settings overview.
Tip: If a surface you expect is missing from the rail, check the More menu first, then confirm you're in the right Workspace and viewing as the right role. Several old standalone entries (Leads, Pipeline, Vault, Listings) are now tabs inside a hub — Leads under People, Pipeline and Vault under REALMS, Listings under Properties.