Before you start
- Install RealtyAI and confirm the app opens normally.
- Complete the first-run wizard.
- Download the practice dataset from this page.
Full walkthrough with practice data
How to use every major part of RealtyAI
This guide helps first-time users test the full workflow in one session, from CSV analysis to export-ready output.
What you can complete in one test session
- Analyze listings from CSV in Comps Analyzer
- Import records into Portfolio Manager
- Edit and export in Dashboard
- Generate single and batch listing copy
- Use AI Studio market, negotiation, and contract tools
Step-by-step app walkthrough
Follow in order for the smoothest first run.
Step 1: First-run wizard
Open RealtyAI, confirm backend health, complete setup prompts, and continue to Dashboard.
Step 2: Comps Analyzer
Upload the demo CSV and run these sample queries:
- top 20 cheapest unsold homes in Denver
- active listings between 500000 and 900000
- luxury homes over 1000000
Then click Import File to Portfolio.
Step 3: Portfolio Manager
Confirm imported listings, use city filters, edit details, and save updates.
Step 4: Dashboard
Select a listing, edit one detail, and export one listing PDF.
Step 5: Listing Generator
Enter property fields (address, price, beds, baths, square feet, notes), generate copy, then personalize final wording.
Step 6: AI Studio (all 4 parts)
- Market Snapshot: switch between bars, table, line, heat, histogram, and gauge.
- Batch Generator: paste rows as address | price | beds | baths | sqft | notes.
- Negotiation Sandbox: enter property, goal, counterpart position, and context.
- Contract Risk Highlighter: paste contract excerpt and review flagged clauses.
Step 7: Settings
Configure provider keys if required, validate connection, and run maintenance/update checks.
10-15 minute Try-It challenge
- Upload demo CSV in Comps Analyzer.
- Run 3 natural-language queries.
- Import records to Portfolio.
- Edit one listing in Dashboard.
- Export one listing PDF.
- Generate one single listing copy.
- Generate one batch in AI Studio.
Best practices
- Start with Comps Analyzer, then import to Portfolio.
- Treat generated copy as a draft and add local detail.
- Use Market Snapshot before pricing decisions.
- Use contract risk checks as support, not legal advice.
RealtyAI is a workflow assistant and does not replace legal, financial, brokerage, or compliance review.
Troubleshooting quick notes
- If app does not load, restart RealtyAI and check backend status.
- If upload fails, confirm file format is CSV/XLS/XLSX with valid columns.
- If AI output fails, recheck provider setup in Settings.