Getting started

REALsite brings your website and marketing together: choose a look for your agent website and matching social campaigns, presentations and printed materials. Listings, property websites, newsletters, lead generation and CRM keep the work connected, with every REALsite feature included. These docs cover how to run it; realsite.ca covers why. Your site is born furnished. After signup, confirm the link sent to your email (that is when your 14-day trial begins). Then a short start screen asks for a few things you already know: your headshot, your brokerage, the year you were licensed, an optional tagline, the city and neighbourhoods you work, and a few past sales. Press Show me my site so far and you have a working site: a homepage, Buying and Selling pages (with a mortgage calculator and a home valuation form already on them), an About page written in your voice, a contact page, area guides for your neighbourhoods, your sales on the map, and a menu tying it together. Nothing to assemble first. Skip the screen if you like; the site is just as real, only emptier. It ends on Your site so far, not on “done”: a preview, links to every page, and the next moves that make it yours. An optional Make something you can use step offers a social post when you have a usable listing, or a seller presentation when you do not. You can continue website setup instead. Change these answers takes you back to the form. Moving from another website? The start screen links to Bring my site first. Visitors don’t see it yet. A new site opens on a coming-soon page so you can make it yours before anyone looks. Home puts Preview my website and Manage listings first, followed by three steps: make it yours, connect your listings, and Review and go live. Review and go live takes you straight to the preview link and visibility controls. Check your pages, choose Live, then save when you’re ready. Marketing-email setup is not needed to launch your website. When you prepare a newsletter, REALsite prompts you for any missing sender details; completing that setup also lets visitors subscribe through your coming-soon page.

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Choose a useful first task

Choose the task that fits what you have today. You can return to website setup at any time; you do not need to try every tool first.

• Have a seller conversation coming up? Open Marketing → Overview → Prepare a seller presentation. Start with the address and your proposed approach, then save and preview the plan. No listing feed is needed; photos can come later. Prepare the presentation.
• Have a listing to market? Open Listings → Social post on that home. Review the prepared image and caption, keep the design or customize it, and save a post you can return to. Review the public destination before sharing its link. Make a social post, or prepare a Reel and image sequence.
• Want to check how enquiries become conversations? Create a page under Marketing → Lead generation, review its public visibility, then submit a labelled test enquiry. Find it in Leads & CRM → Leads, record a note and set a follow-up. Try the full enquiry journey.
• Need a card or something to leave behind? Open Marketing → Overview → Print marketing. Business cards start with your profile; a feature sheet uses a listing. Edit the design and download a PDF. Make your first print material.

These are separate tasks. Saving a draft or creating marketing files does not post them to social media or send a prospect a message.

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Signing in

You manage your site at realsite.ca/admin — one address, whatever your site’s own domain ends up being. Bookmark it. The first time, use the confirmation link in your inbox. It verifies the address that will receive lead notifications and starts your trial; until you confirm, the account is not signed in and the trial clock is not running. Stuck on anything? Help in the sidebar has the guides most people need and a form that reaches us with your site already attached — see Getting help.

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Find your way around

After the start screen, Home shows your launch checklist, new enquiries, due follow-ups and recent saved work, including exports being prepared, files ready to download and newsletters still sending or needing attention. Once your site is live, the checklist gives way to your ongoing work. Home and the Marketing overview refresh when you return to the tab. While exports or newsletter deliveries are in progress, they also check for updates. If a refresh fails, the last useful view stays visible with a retry link. Open a newsletter marked Sending needs attention to check its delivery counts. There are five main areas. The active area’s detailed tools appear directly beneath it in the sidebar:

• Home — pick up a draft or see what needs attention.
• Website — Design, Pages (with your area guides and blog as tabs), Team and Domains. The overview shows your site traffic and, if you are switching, the way to bring an existing site over.
• Listings — one page with tabs for property sites and open houses. Each listing’s action menu also opens its social campaign, open-house setup and enquiries.
• Marketing — Tools for presentations, social campaigns, listing plans and print materials, plus Newsletter and Lead generation.
• Leads & CRM — Leads, with an All contacts tab, and follow-up Automations.

Your media library, search settings and automatic reply wording live in Settings. Settings, Billing and Help stay available separately. On a phone, open Menu, choose an area, then reopen the menu for its detailed tools. The current tool stays highlighted. Existing bookmarked admin pages continue to work. In Marketing, Pick up where you left off brings together recent saved posts, campaigns, presentations, print projects, newsletters, articles, property websites and lead-generation pages. Each opens its own editor; the materials stay separate. Preparing an export does not post it anywhere.

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The first hour

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Your own domain

Connect a domain you already own any time — the connection and SSL are included. New .ca and .com registrations and renewals through REALsite Domains are charged separately. Until then your myrealsite.ca address is available for visitors once you have saved Live and your trial or subscription is active. When your domain moves, everything (including any redirects from an imported site) follows it.

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Every feature included

An agent site is $99 CAD/month**, a team site **$199 CAD/month and a brokerage site $249 CAD/month. Every REALsite feature is included in each plan. Each subscription covers its site; individual agent sites are separate from a team or brokerage site. See plans and billing details.

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