Getting Started Guide

REALMTM is the ultimate multiple listing platform for real estate sales
representatives. This mobile-first, state-of-the-art platform is your
one-stop resource as you can manage your listings, conduct market
research, gain property intelligence, and communicate with your clients
and colleagues. This guide will walk you through how to maximize your
account to save you time and streamline your business.
Table of Contents
Accessing REALM™ on your Desktop .​......................................................................................................4 Search Desktop.........................................................................................................................................22

Accessing REALM™ on your Mobile Device ............................................................................................5 Search Mobile............................................................................................................................................23

Desktop Menu............................................................................................................................................. 6 Search using Map Tools...........................................................................................................................24

Mobile Menu............................................................................................................................................... 7 Find listings in the immediate area........................................................................................................25

Navigation Tools......................................................................................................................................... 8 Easily find solds in the same area ..........................................................................................................26

Resources Menu......................................................................................................................................... 9 Search Using Filters..................................................................................................................................28

Profile Settings on Desktop.....................................................................................................................10 Save Search for Prospects.......................................................................................................................30

Contacts Desktop......................................................................................................................................11 Save Search for Contacts.........................................................................................................................31

Contacts Mobile........................................................................................................................................12 Notification ...............................................................................................................................................32

What your client will receive when you invite them to REALM™........................................................13 Map Layers provide insight.....................................................................................................................34

Managing Your Records ..........................................................................................................................14 Find Land Registry details using the map..............................................................................................35

Teams.........................................................................................................................................................15 Gain insight from Heat Maps Using Desktop .......................................................................................36

Universal Search.......................................................................................................................................16 Gain insight from Heat Maps Using Mobile ..........................................................................................37

Listing Actions - Desktop .........................................................................................................................17 Mapping Areas..........................................................................................................................................38

Mobile Listing Action................................................................................................................................18 Market Insights & Analytics ....................................................................................................................40

Listing Actions - Share..............................................................................................................................19 Need Help Getting Started or Support?.................................................................................................41

Listing Actions - Add to List .....................................................................................................................20

Review Listing Details...............................................................................................................................21

Accessing REALM™ on your Desktop​
On your desktop, you can access REALM™ through your single sign-on provided by your Real Estate Board’s MLS® platform or by using the direct website link as outlined below. ​

1 TRREB Home Page

2 App.realmmlp.ca

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Accessing REALM™ on your Mobile Device
REALM has a mobile app and you can access all of the same features through this app as on your desktop. Here are the steps to download the REALMmlp app:

Go to the APP Store/ Search for REALMmlp Login to REALMmlp

1 Google Play or scan 2 and install on your 3 Select Member 4 using your
the QR code mobile Member ID #

Tip: In REALM you can enable fingerprint login or face id on devices that support Biometrics.

To enable biometric authentication, simply turn on the toggle on the log in screen of the app. In order for this toggle
to appear, you must ensure that your mobile device has Face/Fingerprint ID enabled for the Realm App.

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Desktop Menu
REALM offers a robust set of actions you can leverage in your workflows to conduct market research, gain property intelligence and
connect with your clients and colleagues. Here is a glossary for you to reference:​

Universal Search: Search by address to find an active listing, unavailable listing, or land registry.

Search: Search by filters or the map to find listings or solds.

Contacts: Add a contact or manage your database. Access saved searches, lists and history.

Documents: Upload a document to share.

Chat: Send an in-application message to another REALM™ user.

Notifications: Review recent activity.

Resources Menu: Select to access direct links to other resources.

Help: Visit the REALM Help Centre where you will find video tutorials, help articles, and FAQs.
Tip: Select Show me
how for guided tours.
Profile Avatar: Access help, settings, or logout.

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Mobile Menu

Tip: Help is available in your profile

avatar. Select Help to visit the REALM
Help Centre where you will find video
Across the top tutorials, help articles, and FAQs.

Universal Search

Notifications

Resources Menu Search

Profile Avatar Chat

Contacts

Documents

Dashboard

Across the bottom

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Navigation Tools

Using Desktop & Mobile

Action button – click this to find actions

Menu click this icon to find menu options

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Resources Menu
Select to access direct links to other resources.

Enter the desired resource in search to find the link

New links to note:

Profile: Update your profile, email templates, account defaults, and notification settings.

REALM CMA: Create a Comparative Market Analysis.

Listing Inventory: View a list of your listings.

Notices Pages: Generate a report that identifies recent activity in a selected area by status.

Sold Statistics: Find sold statistics by municipality.

Land Registry Search: Search land registry by owner name, address or PIN.

Listing Add/Edit: Select to go to Add/Edit.

Training Videos: Access videos that will make you an expert.

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Profile Settings on Desktop
Easily customize your settings with your preferences using the resource menu.​

Select and then profile .

Setting options that you may update:

• My Profile: Add your photo

• Personalization: Edit your email templates

• Account: Set up your defaults in REALM

• Market Areas: Define market areas to view

new and updated listings on your dashboard
and notices pages

• Notifications: Choose notification options

and frequency on an account level

• Land Registry: view your report counter

and purchases.

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Contacts Desktop
REALM™ offers several communication features to help you work with your clients.
To leverage these functions efficiently, add your prospects/clients to REALM™ under Contacts.

Here are the steps to add a contact to your database:

1 Select Contacts from the menu.

2 Select and then Add New Client.

3 Enter the first name, last name and email address.

4 Select Save to add to your database.

5 Select Save & Invite to invite the contact to use REALM™

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Contacts Mobile
Steps to add a prospect/client to your database

1 Select from the menu at the bottom 3 Enter the first name, last name and 4 Select Save to add to your database
email address
Select Save & Invite to invite the contact
2 Select and then Add New Client
5 to use REALM™

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What your client will receive when you invite them to REALM™

1 2 3
An email with instruction on how to They are presented a form to choose They will be logged into REALM on their
complete registration and login a user id and password browser and presented an option
to download the REALMmlp App

NOTE: You can customize the default invitation.

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Managing Your Records
In a contact record you will find saved searches, lists, CMA, documents, history and notes

Searches

Lists

CMA

Documents

History

Notes

Manage

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Teams
A Team is used to share clients, their saved searches & lists
with colleagues in your brokerage

Using Desktop & Mobile

1 Select Contact from the menu. icon on mobile.

1

2
2 Select Teams from the menu on the left 3

3 Select in the top right of the window 4 7

4 A Teams window will appear, enter your team’s name

6
5 Select and Add Team Member

6 Select one or multiple colleagues from your brokerage

7 Select and add one or multiple contacts 9

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Universal Search
The Universal Search Bar is visible at the top of the screen. It can be used to search by address, MLS® System number, or
property identification number (PIN). To search multiple MLS® System numbers at a time, separate them with a space.

Desktop Mobile
Search by address to find: Search by address to find:
• Active listings • Active listings
• Unavailable listings • Unavailable listings
• Land registry • Land registry

Search by MLS ID to find a listing Search by MLS ID to find a listing

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Listing Actions - Desktop

1 Select and choose from:

Email: Send a client version of the listing

Add to List: Keep track of properties

Add/Edit: Update your listing

Create CMA: Using the selected property

History: View, export as PDF or print the history

of the listing

Print: Adjust settings and print a broker

full or client full (select broker full–sheet for
a printout on one page)

Like: Select to save the property to your likes list

Chat: Send an in-app message to a contact,

team or salesperson who uses REALM

Suggest: Suggest a property to a contact

who uses REALM (instead of email
Tip: A listing emailed to a contact in your database
Detail view setting: Change the listing format will be added to the contacts suggestions list.

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Mobile Listing Action

Using Desktop & Mobile

Like: Select to add to your likes in Saved

Detail view setting: Change the

listing format

Chat: Send an in-app message to a contact,

team or salesperson who uses REALM

Suggest: Suggest a property to a contact

who uses REALM (instead of email)

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Listing Actions - Share

1 Select

Select Share to find a list of apps on

2 your mobile device such as:

• Text message

• Email

• WhatsApp

Tip: When you share a listing from the

mobile app it will not be added to the
contacts suggestions list. Add these listings
to a list to help keep track of them.

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Listing Actions - Add to List Tip: Saved lists can be found
in your contact record.

1 Select 3 Select your client 4 Click on New List 5 Enter a list name

2 Select Add to List... 6 Click on Add

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Review Listing Details

Using Desktop & Mobile

Scroll though the listing and find:

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• Links

• Complete property history

• Land registry details

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Search Desktop
REALM™ offers several map views with search capabilities. Select your preferred view using the Layout tool.

Choose from various layouts and search using filters and the map window

To select a layout:

1 Select the down arrow to the right of

2 Select the desired layout

Search using Filters:

Leverage the filters to narrow your search.

Tip: When choosing a location, you can search

by community without first identifying the
Area or Municipality.

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Search Mobile

Select from the menu at the

bottom of the app and select from:

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Search using Map Tools

Desktop & Mobile

Zoom in

Zoom out

Toggle draw mode

Draw a polygon

Draw a circle

Toggle Measurement Mode

Map layers icon

Show your current location

Jump to a location

Tip: Search by an address, intersection or location (such as school, place of worship,

transit station, etc.) and the city to go to the desired location on the map.

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Find listings in the
immediate area
Easily search listing using your current location to
quickly see all the listings that are available near you.

1 Select

2 Adjust the map window.

3 Tap on the listing

4 Tap on the information window

to open the listing

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Easily find solds in
the same area

1 Select 1

2 3 4
2 Tap on Available to remove this selection

3 Tap on Unavailable to select it

4 Scroll to Sold Dates and enter a From Date

5 Select
5

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Easily find solds in
the same area

1 Select the sold record to open

2 OR Select to review the list of properties

Note: the Sold date will be shown in the top left

corner of the image of the property.

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Search Using Filters

Enter criteria to find a property

1 Select

2 Select an Area, Municipality

or Community

3 Continue down the window and

choose all desired filters

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Search Using Filters

4 If you don’t see a desired filter,

select Add a Field to find and select it

5 Select

6 Review the results and select the

to action all or place a check in the
listing card to action one or
multiple results

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Save Search for Prospects
You can save a search to share new or updated listings via email with prospective clients who are not in your contacts.

Using Desktop & Mobile

1 Select

2 Select

3 Enter a Search Name and choose Save For Myself

4 Under Notifications for Me, place a check

beside the desired notification type and
email frequency if applicable

5 Select a notification frequency for

email addresses below

6 Enter up to 20 valid email addresses to sent

an individual email to each recipient

7 Select the photo size and format

8 Select

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Save Search for Contacts
You can save a search for yourself, a client (contact), or a team to share new listings and updates via email or app notifications.

Tips:
• Listings can be viewed from the email and
Using Desktop & Mobile
do not require a contact to login to REALM.

1 Select • App notifications are for REALM users who

use the REALMmlp app on their mobile
device and allow notifications from REALM.
2 Select
• The setting ‘Hide’ may be used to prevent
a contact who uses REALM from making
3 Enter a Search Name and choose Save For Myself
changes to the saved search.

4 Under Notifications for Me, place a check

beside the desired notification type and
email frequency if applicable

5 Select a notification frequency for

email addresses below

6 Enter email addresses for related individuals

who are not a contact

7 Select the photo size and form

8 Place a check beside the desired settings.

9 Select

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Notification
Be informed about important activities in real time!

Email to your desktop and/or mobile

App Notifications
(Push) to mobile

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Notification

Using Desktop & Mobile

Select for recent activity:

• Click on your contacts name

to go to their record

• Click on the search to be

directed to this saved search

• Click Show Listings to view

new information

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Map Layers provide insight
Quickly view market and listing data at
a glance using the various map layers.

Using Desktop and Mobile

From search results in the

map window:

1 Select

2 Choose a layer

3 Review the insight

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Find Land Registry details
using the map

Using Desktop and Mobile

1 Select Parcel Fabric to view

the ownership parcel

2 Zoom to the property of

interest and click on it to
view land registry and
property history details

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Gain insight from Heat Maps

Using Desktop

1 Select Avg Sales Price, Growth

or Turnover to view statistics
from residential sold data from
land registry

2 Select to change the year to

view historical data

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Gain insight from Heat Maps

Using Mobile

1 Select Avg Sales Price,

Growth or Turnover
to view statistics from
residential sold data
from land registry

Avg Sale Price Growth Turnover

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Mapping Areas

Using Desktop and Mobile

1 Select Schools to identify the

location & catchment for public
and catholic schools by grade level

Public Schools

Catholic Schools

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Mapping Areas

Using Desktop and Mobile

MapArt: A map similar to the style of map art.

MapArt Grid: select this map layer to view the

gridlines for the GTA.

Areas: select this layer to view the boundaries

for area location on the map window.

Municipalities: select this layer to view

the boundaries for TRREB defined areas
and municipalities on the map window.

Communities: select this layer to view

the boundaries for communities on
the map window.

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Market Insights & Analytics

Using Desktop & Mobile

From search results:

1 Select Market Insights to view

Market insights by Trenlii

2 Select Analytics to view charts that

show stats based on the timeframe and
ratio selected

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Need Help Getting Started or Support?
We’ve got you covered!

Desktop
• Select the icon from navigation bar on the right-hand side and visit
The REALM Help Centre where you will find video tutorials, help articles, and FAQs.

• Select Show me how from the right side of the window to access guided tours.

Mobile
• Select Help in your profile avatar and visit The REALM Help Centre where you will
find video tutorials, help articles, and FAQs.

For quick tips, follow us on Instagram @realm.mlp or Facebook at REALMmlp.

Contact Customer Service via email at help@realmmlp.ca or call 1-888-417-4817.

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To learn more, contact us at
hello@realmmlp.ca

TheNewRealm.ca

@REALMmlp @realm.mlp