Account Release Required for Brokerage-Owned RealScout Accounts
If your RealScout account is owned by a brokerage or team, written release approval is needed before making changes like transferring to a new brokerage, switching to an individual plan, or moving contacts to a new account.
When you are offboarding from any RealScout team, office, or brokerage that uses connected services or tools such as Cloze, Follow Up Boss, MoxiWorks, or Rechat, we encourage you to keep your admin or broker involved and informed. Some integrations require manual removal by your team/office/brokerage and/or RealScout Support.
To ensure a smooth transition, email CC support@realscout.com if you and your team/office/brokerage would like specific next steps for your account.
General Guidelines for Account Transfers
When is a release needed?
A release is required anytime you want to:
Transfer your account to a different brokerage
Move from a brokerage-paid account to your own personal, individual plan billing
Move previous contacts and data from a previous now closed account owned and paid for by a brokerage
Steps for you to request account release and what to expect
Request written approval
Contact your broker, office manager, or leadership team by email and ask them to confirm that they approve the release of the RealScout account you provided.
Include Support on the request
Send the approval email and CC RealScout Support at support@realscout.com so RealScout can receive the account release permission.
Completing the transition
Once written approval is received, RealScout's Member Support will guide you through the next steps — whether transferring the account or setting up individual billing — while keeping your contacts and data intact.
Converting Your Account to Personal Billing
Converting Your Account to Personal Billing
Check here for current account pricing: learn.realscout.com/pricing. Once we receive written approval, RealScout's Member Support will guide you through the next steps to set up individual billing.
General Guidelines for Account Transfers
General Guidelines for Account Transfers
Steps for Authorization:
Always request written permission from your brokerage (current or previous).
Ensure you CC RealScout Support so they can process the transition smoothly.
Important Notes:
You can continue using your same login credentials after the transfer is complete.
Written permission is mandatory for alert, settings, and history preservation.
FAQ
FAQ
Q: Will I lose any data when upgrading my RealScout plan?
A: No, upgrading your plan only changes your subscription level. All contacts and account data remain intact.
Q: What if my previous brokerage refuses to provide written approval for a transfer?
A: Unfortunately, RealScout cannot proceed with the transfer without authorization from the previous brokerage. We recommend discussing options directly with your former brokerage and CCing support@realscout.com to start a new account.
Q: Can RealScout set up individual billing for me if I transfer a brokerage-paid account?
A: Yes, once approval from the previous brokerage is received, RealScout Support can help set up individual billing for continued use of your account.
Need More Help?
For specific questions or assistance, reach out to RealScout Member Support through your support widget or email at support@realscout.com. The team will guide you through any additional steps or unique scenarios.