Organization Settings

Organization Settings

Manage your organization's profile, MREA settings, members, pipelines, and communication channels.

View User Guide
Organization Profile
MREA Business Model Settings
The target net income before owner's personal taxes.
Organization's default cost of sales percentage for MREA calculations (e.g., agent splits, referral fees).
Organization's default operating expense percentage for MREA calculations (e.g., salaries, marketing, rent).
Used for Economic Model calculations if specific deal values aren't used.
Target % of seller appointments that result in a signed listing agreement (e.g., 80.00 for 80%)
Target % of signed listings that result in a closed sale (e.g., 65.00 for 65%)
Target % of buyer appointments that result in a signed buyer agreement (e.g., 65.00 for 65%)
Target % of signed buyer agreements that result in a closed sale (e.g., 80.00 for 80%)
Invite New Member
Current Members
Member Email Role Joined Actions
Profile Jane Byrd Jan 19, 2026
Profile Ali ali [email protected] Jan 19, 2026
Profile Angelica Vargas [email protected] Jan 19, 2026
Profile Carrie Rush [email protected] Jan 19, 2026
Profile Isabella Vaughn [email protected] Jan 19, 2026
Profile Dolly Lenz [email protected] Jan 19, 2026
Profile ha [email protected] Jan 19, 2026
Profile Hamdi ABUBAKER ABDULLH [email protected] Dec 11, 2025
Profile Jackson Wilkey [email protected] Jan 19, 2026
Profile Jason Oppenheim [email protected] Jan 19, 2026
Profile Jill Hertzberg [email protected] Jan 19, 2026
Profile Karen Stauber [email protected] Jan 19, 2026
Profile Laird Lind [email protected] Jan 19, 2026
Profile Mauricio Umansky [email protected] Jan 19, 2026
Profile Property [email protected] Nov 21, 2025
Profile Prince Boitumelo [email protected] Jan 19, 2026
Profile Guest Visitor [email protected] Admin / Owner Jan 19, 2026
Profile Rain Hahn [email protected] Jan 19, 2026
Profile Ryan Serhant [email protected] Jan 19, 2026
Profile system_content_admin [email protected] Jan 19, 2026
Profile Trenton Forbes [email protected] Jan 19, 2026
Pending Invitations
Email Role Invited By Sent On Actions
No pending invitations.
Create New Pipeline
Manage Existing Pipelines
Luxury Buyer Journey Default Buyer
  • Lead
  • Appointment
  • Active
  • Under Contract
  • Closing
  • Closed
Premier Listing Launch Default Seller
  • Lead
  • Appointment
  • Active
  • Under Contract
  • Closing
  • Closed
Email Settings (SMTP)

Configure your organization's outgoing email server settings.

The email address messages will be sent from.
SMS Settings

Configure your organization's SMS capabilities. (Note: Full SMS integration may require a third-party provider and API keys.)

The phone number your team will use to manually send SMS messages (e.g., +15551234567).
Referral Program Management

Manage your organization's referral programs, referrers, and track rewards.

View All Programs Manage Referrers Public Referral Form
Current Subscription
Active

Brokerage

Enjoy essential features at no cost.

Change Plan
Plan Usage & Limits
Billing History
Date Amount Status Invoice

Invoices are managed through the secure payment portal.

Connect RealtyLync to Your Workflow

Extend the power of your CRM by connecting it with your favorite tools via our API or pre-built integrations.

Manage API Keys & Webhooks

Integrations & API

Browse API Docs
Developer API

Build custom connections using our REST API. Push leads directly from Facebook Ads, Ylopo, or your custom website.

Enabled REST / JSON
Configure API Keys
Outbound Webhooks

Send real-time data to Zapier, Slack, or Google Sheets whenever a new Lead is created or updated.

Active Real-time
Setup Webhooks
Zapier
Zapier

Connect RealtyLync to 5,000+ apps without coding using Webhooks.

View Guide
Gmail
Gmail Sync

Sync emails and calendar events directly with your CRM contacts.

Facebook
Facebook Ads

Directly ingest leads from Facebook Lead Forms into your pipeline.

Use API Key