How to Customize Your Preferences

In REALM, you can customize your client invitation, welcome message, send listings templates and email signature.   

To customize your preferences on your mobile device: 

1. Select the Avatar at the top right of the page.
2. Select Settings from the menu.
3. Select the drop-down arrow next to Personalization. Scroll down to customize your Client Invitation, Welcome Message, Send Listings template or Email Signature
4. Update the details in the text fields and select Save.

   

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  To customize your preferences on a computer

1. Select the Avatar at the top right of the page.
2. Select Settings from the menu. 
3. Select Personalization on the left side of the window. Scroll through the window to customize your Client Invitation, Welcome Message, Send Listings template or Email Signature

4. Update the details in the text fields and select Save.

 

Did you know that you can view step-by-step demos for many REALM features?  Just sign into the desktop site, scroll down to the right-hand corner of your screen, and click ‘Show me how’ for help!

If you have any questions, please contact us at [e-mail].