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Getting started

Shared hosted stack

Your operator runs one RealtyPad deployment. You can:

  • Create a personal workspace when public signup is enabled (/register).
  • Join a team with an invite link from your broker or admin.
  • Use operator-provisioned email + password when signup is off.

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

Sign up and billing

  1. Open the web URL and choose Create a personal workspace (/register).
  2. Start Basic checkout. Your first workspace includes a 30-day free trial (card required; you are not charged until the trial ends).
  3. After Stripe confirms, RealtyPad opens Getting started (/getting-started).

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 billing, 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. Apify is included on this connection (apify_* tools) — no separate Apify account.
  2. Optional enrichers — Firecrawl, MLS MCP, or another BYO connector only if you need more than included Apify.
  3. Starter prompts — short copy-paste prompts for ingest → trends → investors → 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 Cursor for Cursor-specific notes; the same MCP URL works for other agents.

2. Optional enrichers

Apify is included with RealtyPad MCP — no personal Apify account. Agents call apify_search-actors, apify_call-actor, and related apify_* tools for public-portal sweeps (HUD, Auction, Zillow, and other Store Actors). Cap spend with maxTotalChargeUsd.

Add another MCP only if you need more than that:

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/scrape MCP you already run Your agent’s MCP docs; MCP clients

See Listing data and MLS overview. Manual Add lead 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 investors (buyer book — attach a preferred financing profile when you know their rate band; needed for investor-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 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