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Realtair Platform Frequently Asked Questions (FAQ)
Welcome! Here you’ll find answers to the most common questions about navigating the Realtair platform.
What are the different user roles in Realtair?
We have three user roles with different levels of access to ensure everyone can perform the right actions.
- Admins: Have the highest level of access. They can view all campaigns in their office, manage user profiles, and update office-wide settings.
- Primary Agents: The lead agent for a property. They can manage their own campaigns and update their personal profile.
- Assistant Agents: Linked to a Primary Agent. They can create and manage documents on behalf of the agent they support.
Do I need a subscription to use the platform?
Yes. To use Realtair, you need an active subscription to Pitch, Sign, or Sell.
Can I still use Pitch and Sign separately?
Absolutely. You can continue to use the individual Pitch and Sign applications just as you always have. The platform simply provides a new, unified home for your workflow.
How do I find my UserID?
Go to Settings > Users and click on your name in the list. Your UserID is the string of characters at the very end of the URL in your browser’s address bar.
Managing Your Campaigns
How do campaign statuses work?
Your campaign status updates automatically as you complete key actions in Pitch, Sign, and Sell. This gives you a real-time view of every property's journey.
| Status | Triggered By... |
|---|---|
| Prospects | Creating a campaign or generating a price update in Pitch. |
| Appraisals | Creating a proposal in Pitch or an agency agreement in Sign. |
| Listing | The agency agreement is signed, or a contract is generated in Sign. |
| Live Listing | The property is activated in Sell. |
| Under Offer | The contract is signed in Sell or Sign. |
| Exchanged | The contract is marked as 'Exchanged' in Sign. |
| Settled | The contract is marked as 'Sold'. |
My campaign is at the wrong status. Can I change it?
Yes. If you need to manually change a status, simply click on the campaign and select the correct one from the dropdown menu.
How do I handle duplicate campaigns?
Currently, it’s not possible to merge campaigns, but this feature is coming soon. In the meantime, when you view a duplicate campaign, you will see direct links to any documents with the same address, making it easier to navigate.
How can I avoid creating duplicate campaigns?
The best way is to always create new documents (like a Pitch or Sign agreement) from within the existing campaign page. The system will then flag any potential duplicates for you.
Can I filter campaigns by viewer activity?
Not yet. The ability to filter campaigns by actions like "presentation viewed" has been a popular request, and our team is actively working on adding this in a future update.