1) If they are a simple team, like a husband and wife or two equal partners, then they can just share one account, and they will have a single contact database, use one common profile & picture, and send alerts as a team (no individual alerts). All they need to do for this option is edit their account profile to show the team name, and add a secondary email address. Additionally, they can also edit their settings to specify one email address (such as a team alias) so they both get notifications, and they could share the account using that alias address.
2) If the only need is to connect all their team members, for example to take advantage of the Follow Up Boss (FUB) team functionality, then we can simply link their individual RealScout accounts together so they can share contacts / distribute leads (either using their CRM or in RealScout directly). There is no cost for this. Each team member will maintain separate databases and see the default 100 Nurtured Contact threshold -- they would be responsible for buying any additional Nurtured Contacts on their own. To take advantage of this option, just let us know who the team members are and we’ll link the accounts.
3) If they have a larger, more complex team and they need autonomy and more functionality, such as:
- A shared pool of Nurtured Contacts, rather than the individual limit of 100
- Multiple accounts for agents, admins, ISAs, etc
- The ability to add/remove team members
- Capture and distribute team leads
- Lead sharing amongst team members
- Oversight of agent activity, to monitor lead follow-up, for example
- Manager-level automation, search template sharing, and more
- Adoption & usage reports, charts & graphs, analytics
- Dedicated team onboarding and support channel
In this case, they need to upgrade to a Team Account which has all the benefits outlined above, and it comes with a shared pool of 2,500 Nurtured Contacts.
The billing structure for Team Accounts is very straightforward but it does involve a contract with a 1-year term. Since your brokerage is covering the base cost of the platform, we can offer a 20% discount off the retail price outlined on our pricing page.
If you have any questions, please contact brokersupport@realscout.com
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