Manager Templates lets you create Listing Alert Templates and Market Alert Templates, tag them, and share them with your agents. Once shared and enabled, agents automatically receive alerts for any contact matching those tags, with no manual setup on their end beyond a single toggle.
How do I share a template with my agents?
Tag it. Make sure the template has one or more Tags applied.
Share it. On the Templates page, go to My Templates. Click the ellipsis (three-dot icon) next to the template, then click Share.
Confirm. Click the Share Template button in the warning pop-up.
Verify it shared. Check the Shared column on the My Templates tab. A green bubble confirms it's live for all your agents.
Do my agents need to do anything?
Yes, just one step. Sharing doesn't turn the templates on automatically. Each agent goes to their Templates page and clicks the Enable Toggle, which activates both Listing and Market Alert Templates at once.
What will my agents see?
Automatic activation — alerts are generated instantly for contacts with matching tags.
Manager identification — the agent sees your name as the manager who shared it (visible only to the agent, never to clients).
Can agents edit or turn off a shared template?
No. Only the manager can edit the tags, stop sharing, or delete the template.
FAQ
I don't see the Templates or sharing options described here.
This feature is only available on team and brokerage (enterprise) accounts. Confirm your account type with RealScout Support.
My agent can't use a template I shared.
For agents across your team/office to use manager-shared templates, both the manager and agent must be associated with the same MLS in RealScout. Only then can the templates be assigned to contacts using tags.
If your agents want to learn more about the templates shared with them, click here for more about Templates.