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The Complete Guide

The REALM Guide

Everything Realm does, and how to use it. The full handbook: every feature, with step-by-step instructions. Use the contents on the left to jump to a chapter.

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Commission plans

A Commission plan defines how a transaction's money is split and what fees apply — the split percentage, the cap, and the standard fees (transaction fee, E&O, tech, franchise, referral). Brokers and admins build a small library of plans and then assign them to agents. Realm uses the assigned plan to calculate each agent's take on a transaction.

Commission lives in Brokerage Settings → Commission.

Commission is not tied to your Realm billing plan. What you pay Realm (your subscription) and how you split a transaction with your agents are two completely separate things.

Plans

A plan captures the standard terms you'd offer an agent:

  • Split — the agent's share (e.g. 70%).
  • Cap — the most the brokerage keeps before the agent goes to 100%, and the period it resets (e.g. annual).
  • Fees — transaction fee, E&O fee, tech fee, franchise fee, and a default referral percentage.

You can mark one plan as the org default — the plan new agents fall back to when no other plan is assigned to them.

To create a plan: open the Commission tab, add a plan, fill in the split/cap/fees, and save. Archive a plan you no longer use rather than deleting it, so historical assignments stay intact.

Agent assignments

An assignment records which plan applies to a specific agent. You assign a plan when you invite or edit an agent. Assignments are kept as a history — the latest active one wins — so you can see how an agent's plan changed over time.

Teams can also carry a default plan that members inherit (see Teams).

Overrides

An override is a per-field deviation for one agent — for example, a custom split on top of an otherwise-standard plan. Overrides carry their own approval step, so a change to someone's terms is deliberate and tracked. Only an approved, in-window override applies.

Effective commission

Because there are three inputs — the plan, the agent's assignment, and any override — Realm resolves them into one answer it calls the effective commission. The rule, per field, is simple:

override wins → otherwise the assigned (or default) plan → otherwise nothing.

This is the number you'll see on a Realm's CDA, the agent's progress meter, and anywhere EVE references commission. If an agent has no assignment and your org has no default plan, the effective commission is simply empty — Realm shows a graceful "not set" state rather than guessing.

Every plan, assignment, and override change is written to an append-only audit trail, so commission history is always reconstructable.