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Getting started

RealtyPad SaaS

Open app.realtypad.ai. You can:

  • Create a personal workspace when signup is available (/register).
  • Join a team with an invite link from your broker or workspace admin.

Data in a workspace is not visible to other workspaces (tenants).

Sign up and billing

  1. Open app.realtypad.ai and choose Create a personal workspace (/register).
  2. Your first workspace starts a 30-day Basic trial automatically — no credit card required. After signup you land in Getting started.
  3. Add a payment method before the trial ends from Account → Billing (or when Checkout prompts you). You are not charged until you subscribe.

Founders VIP and invite joins skip personal checkout when the workspace is already billed. Extra workspaces you create later are not trial-eligible — see Team workspaces.

Agent-first setup wizard

After signup (or billing recovery), open Getting started (/getting-started) — a short wizard:

  1. Connect RealtyPad MCP — copy the MCP URL / config into your agent (Cursor, Claude, ChatGPT, and others), authorize, confirm with a short deal list. Listing connectors are included on this connection (HUD, Zillow, Auction.com, and other public portals).
  2. Optional enrichers — Firecrawl, MLS MCP, or another BYO connector only if you need more than the included portal tools.
  3. Starter prompts — short copy-paste prompts for ingest → trends → buyers → triage → UW.

Finish or Skip wizard stops the login auto-redirect; you can reopen the wizard anytime from the account menu or empty Deals.

1. Connect RealtyPad MCP

  1. On the first wizard step (or Account → Agent & API), copy the MCP URL / config.
  2. Add a RealtyPad MCP server in your agent’s MCP settings (Cursor, Claude, ChatGPT, etc.).
  3. Authorize in the browser when prompted (/oauth/consent).
  4. Ask the agent to list a few deals to confirm tenant scope.

Prefer browser OAuth. Long-lived agent JWTs are a fallback for headless clients — see Connect LLM Agent (MCP) for per-client setup.

2. Optional enrichers

Listing connectors are included with RealtyPad MCP. Agents can pull from allowlisted public portals only (HUD, Auction.com, Zillow, Realtor.com, Trulia, Redfin, Craigslist, open-data distress, VRBO STR comps, AirDNA, Home Depot materials — see Listing data and agent guide Data sources). Ask your agent to keep connector spend within your plan limits. Unrestricted generic web-browser Actors are not available on this connection.

Add another MCP only if you need more than the included portal tools:

Connector Typical use Setup
Firecrawl Single-URL enrich, search pages, listing copy Firecrawl MCP server
MLS Board inventory when you have approved access No single universal MLS MCP — use your board/vendor’s MCP or API (overview)
Other Any listing MCP you already run Your agent’s MCP docs; MCP clients

See Listing data and MLS overview. Manual Import in the web UI still works if you skip enrichers for a moment.

3. Paste starter prompts

The last wizard step includes short copyable prompts (edit bracketed placeholders like [market] / [deal]):

  1. Smoke-test MCP
  2. Ingest first leads
  3. Review financing defaults (cash + traditional credit-band profiles are seeded)
  4. Refresh market trends (agents use refresh_catalog_trends — not LLM CSV upsert — see Listing data)
  5. Add buyers (buyer book — use buyer_type=investor for investment profiles; attach a preferred financing profile when you know their rate band; needed for buyer-fit on underwrite)
  6. Scan / triage the queue
  7. Research and underwrite a deal

You can reopen Getting started anytime from the account menu (or the empty Deals CTA).

First login (existing account)

  1. Sign in.
  2. If a trial expired or billing is incomplete, finish Checkout.
  3. If you have not connected an agent yet (and have not skipped Getting started), you land on /getting-started.
  4. Otherwise you land on Deals.

Multiple workspaces

Use the account menu → Switch workspace to move between personal and team workspaces.

See Team workspaces for invites, roles, and MCP scope.

Next steps