Creating a Realm
A Realm is one transaction. You can start one two ways: by promoting a lead you've been working, or from scratch when a transaction lands without a matching lead in your pipeline.
From a lead (the usual way)
When a lead goes under contract, turn it into a Realm so the contact, their details, and any consents they've already signed carry over.
- Open the lead from People, Leads, or your Pipeline.
- Choose Create Realm (or move the lead into an under-contract stage — Realm creation is offered at that point).
- Pick the side — buyer or seller. This decides which documents and milestones apply.
- Add the property (address) and any key dates you already know.
- Confirm. The Realm opens with the contact already added as the Client.
Consents the contact already signed — like a Buyer Broker Agreement — follow the contact, not the Realm. A buyer who signed one BBA is covered across every Realm, so you won't be asked to collect it again. See Client consents.
From scratch
When there's no lead to promote:
- Go to Realms and choose New Realm.
- Pick the side (buyer or seller).
- Enter the property and the client — you can attach an existing contact or create a new one.
- Add any key dates you have (contract, inspection, closing).
- Create the Realm.
What happens next
As soon as the Realm exists, Realm sets up the transaction for you:
- The document checklist populates with what this side and your brokerage require. See A Realm's documents.
- If a Transaction Template applies, its milestones and reminders are laid onto the Realm's timeline.
- EVE starts watching for what's missing and prepares updates for you to approve.
You can apply a Transaction Template at any time — see Applying a Transaction Template. Next, take the tour inside a Realm.