The problem with fragmented transactions
Most agents run transactions across several tools: a CRM for the contact, a transaction tool for the file, e-signature somewhere else, and email for the conversation. Data is re-keyed between them and status drifts.
When a deadline is days away, no single system knows the whole picture, so at-risk transactions surface late, if at all.
One record from contract to close
Each transaction carries its stage, document requirements, milestones, and messages in one place. When a lead becomes a client, the CRM record and the transaction are the same record. Nothing is re-entered.
- Stage-driven transactions from first contact to closed
- Document requirements, milestones, and deadlines per transaction
- Contacts, messages, and the transaction on one record
- At-risk transactions flagged automatically
EVE keeps the work moving
EVE drafts the next client update in context, classifies each uploaded document against its requirement, and surfaces which transactions need you today, so the routine work happens without you chasing it.
- Contextual client updates, ready to approve
- Automatic document classification and filing
- Daily briefing of what needs you across every transaction
Ordered by what runs out first, not by which file you opened last. EVE watches every date and moves the order as they move.
Built for agents, teams, and brokerages
A solo agent gets a partner that runs the file. Teams get shared pipeline and a transaction-coordinator worklist. Brokerages get compliance, broker review, and an immutable archive on the same system.
Frequently asked questions
What is real estate transaction management software?
It is software that organizes a transaction from contract to close: documents, deadlines, milestones, and the people involved. REALM goes further: the transaction shares one record with your CRM and communication, and EVE drafts updates, classifies documents, and flags at-risk transactions.
How is REALM different from a standalone transaction tool?
The transaction is the same record as your CRM and your conversations, so nothing is re-keyed. Compliance, e-signature, forms, and an immutable Vault archive are built in, and EVE does the routine work around the file rather than just tracking it.
Does REALM track deadlines and milestones?
Yes. Each transaction tracks its document requirements, contingency and closing deadlines, and milestones, and EVE surfaces what is due next and which transactions are at risk, so contract-critical dates do not slip.
Can a transaction coordinator use REALM?
Yes. REALM includes a coordinator worklist where a TC can assist agents and deliver completed files on the same record the agent and broker already use. There is no separate tool to reconcile.