Account Release Required for Brokerage-Owned RealScout Accounts
If your RealScout account is provided to you by a brokerage or team, written release approval is required before making changes such as transferring to a new brokerage, switching to an individual plan, or moving contacts to a new account.
Your existing RealScout account will be retained and converted to an individual account. The brokerage branding will be removed during the transition, but all your data and contacts will remain intact.
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. Additionally, if you use an external CRM (e.g., Follow Up Boss), ensure that your CRM settings are updated to avoid duplicate data syncing during the transfer process. For identical alert configurations, additional engineering assistance from RealScout may be required.
Additionally, if you are transitioning from a team account, ensure that your team leader is involved and provides written approval for the release.
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 - Transition to an individual plan if your new brokerage does not cover RealScout services.
Note: Transferring your account to a brokerage that does not have an active RealScout subscription is not possible. In such cases, you can opt for an individual agent account instead.
Transition from a team-owned account to an individual account while retaining data and contacts.
Steps for you to request account release and what to expect
Request written approval Contact your broker, office manager, leadership team, or team leader 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. For team accounts, your account will be separated from the team and set up with individual billing, while keeping your contacts and data intact.
Account Deactivation
If you need to deactivate an old RealScout account after switching brokerages, the account must be deactivated by your previous brokerage. Contact your broker, admin, or manager at the previous brokerage and request that they deactivate the account.
Account Recovery
If you want to recover a previous RealScout account and its associated contacts:
Use the welcome email link sent to you to log in, or visit your profile page and sign in with your email.
If prompted, select “email me a link/password.”
Once reactivated, your contacts and saved searches will be available again.
Deleting a Brokerage-Provided Account
If your RealScout account was provided by your brokerage, contact your Office Leadership (Manager, IT, or Admin) to request deactivation. They manage your account and can stop messages or updates from being sent.
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.
Updating Account Information
To update your email or other account details after switching brokerages, the brokerage controlling the account must grant permission to release it to you. Without this permission, client data from the previous account cannot be transferred.
Optional Nurtured Contact Pack: $9.99 per month per 500 contacts
Preparing for Account Cancellation
Before canceling your RealScout account, ensure you export any important data, such as your contacts. Once the cancellation is processed, the account will be closed, and you will lose access to the data.
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.
All your contacts and data will remain with your account as part of the transfer.
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. Otherwise, consider creating a temporary account using a personal email address to maintain access to RealScout services.
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.
Q: Can I create a temporary new account while waiting for my brokerage's approval?
A: We advise waiting for an answer, whether your previous company will allow you to keep the same account you were using before. Otherwise, it could make account consolidation a bit complicated. Otherwise, if you wish to start over, yes, you can create a new account using a different/personal email address. Once your brokerage approves the release, you can import contacts and data into the new account (any duplicate contacts will not be processed).
Q: Do I need to notify my brokerage or team? A: Yes, obtaining written approval from your brokerage or team leader may be required for the transition.
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.