Account Settings: Where you update profile and account configuration such as notification settings, billing/profile details, logo (varies by account type), default welcome message, and default map location.

Active Contacts: Informal phrase for contacts currently engaging (email opens, views, logins). This is not the same thing as the term “Nurtured Contact.”

Additional Contacts: Secondary, additional, or the multiple email addresses on a contact that receive CC'd copies of email alerts (entered as comma-separated emails in the contact’s details).

Advanced Search: A search experience with expanded criteria and filters (used for MLS-accurate client searches and templates).

Advanced Search Website Widget: An embeddable widget (Extras → Widgets) that supports more search fields like beds/baths/price and a single location at a time. You embed it on your website using provided code.

Alert: RealScout's emailed updates sent to contacts. Types include Listing Alerts, Home Value Alerts, and Market Activity Alerts.

Alert Schedules (ASAP, Daily, Weekly, Monthly):

Alerts Disabled After Inactivity (60-day auto-disable): Alerts can be automatically disabled after 60 days of inactivity on a client’s alert (helps you focus on engaged leads).

Archived Contacts: Contacts placed into an archived state so they no longer count toward nurtured limits and stop receiving alert and Auto Nurture communications

Auto Nurture: RealScout automation method that can enroll contacts into drip emails and alerts. It can be enabled per-contact, via tags, or across all leads depending on your settings and actions in RealScout.

Auto Nurture (Email Sequence):

Auto-Updating Alerts (Auto Nurture): Alerts created by Auto Nurture can adjust criteria based on a contact’s activity so results stay relevant.

Awaiting Nurture: Contacts not yet set up with, or interacting with, alerts or with Auto Nurture enabled (and not archived). Does not count toward nurtured limits. Use this list to decide who to activate with templates, alerts, or Auto Nurture, or who to enrich if you need more info.

Back Fill Contacts: An integration action that pulls contacts into RealScout from a connected system.

Basic Search: A simplified property search with essential criteria:

BoldTrail (formerly kvCORE): Enterprise-only integration that can sync offices, agents, contacts, and push RealScout activity back to BoldTrail.

Bulk Export : A broad export option that, in RealScout, is your contact details in a CSV (spreadsheet).

Buyer Demand Reports: RealScout's market intelligence showing how many active buyers are searching for properties similar to a listing; data us used in “Test the Market" reports

Contacts: Any person in your RealScout database (Nurtured, Awaiting Nurture, or Archived).

Contact Interactions: Actions taken by contacts (views, saves, requests, feedback).

Cross-MLS Search: A search mode intended for in using more than one MLS in a search or template.

Custom Boundary / Polygon / Map Shapes: Drawing map shapes to define a search area (polygon, radius, custom shapes). You can exclude map shapes with AI Search.

Custom Client Search: A shareable link created quickly from basic criteria for immediate sharing and lead capture (often positioned as “fast” sharing versus more configurable Search Links).

Dashboard: The main agent view for monitoring contact activity, alerts, and engagement.

Default Map Location: The center point used for Popular Homes emails and an agent's default map.

Drip Campaign (Auto Nurture): A sequence of onboarding and re-engagement emails (welcome, Popular Homes, Home Value invite), then ongoing Popular Homes until a listing alert exists, depending on your configuration.

Errors Column (Contacts list): A column that indicates email deliverability status. Examples include Spam Address, Email Bounced, Email Invalid (blocked from emails).

Fallback Templates: Default templates Auto Nurture can apply when there is not enough contact data to build a more tailored alert. (Exact behavior can vary by template configuration)

Filters: Criteria used across dashboards, contacts, and search pages to narrow results.

Follow Up Boss (FUB): A third-party real estate CRM that integrates with RealScout to sync contacts and enable automated lead nurturing workflows across both systems.

Homebuyer Search Page: Your branded RealScout search interface that you can share publicly as a marketing entry point.

Hand-Picked Schedule: A manual approval setting where you review listings before they go out, then send ASAP or daily depending on your settings.

High-Intent Signals: Behaviors that suggest a contact is closer to transacting (repeated views, “interested” flags, showing requests)

Home Value Alert: Automated seller-focused reports including valuations and market context. Can be part of Auto Nurture, but can also be managed independently.

Home Value Lead Capture (“What’s My Home Worth?”): A shareable capture flow from the Home Value dashboard intended to attract and convert seller prospects.

Home Value Website Widget: Website widget that captures seller leads through a home value prompt.

Impersonate (Manager Tools): Admin feature that allows a brokerage administrator to access an agent account for training and troubleshooting. (Admin-facing.)

Integrations: Connections between RealScout and CRMs such as Cloze, FUB, MoxiWorks, Rechat, Zapier, and other systems that can sync contacts and limited activity data.

Interested Properties: Listings a contact marked as interested or favorited (indicator of buyer intent).

Invite Link: A shareable link that lets clients register themselves, reducing manual data entry. This is built in to the RealScout agent app.

ISA (Inside Sales Agent): A team role focused on lead follow-up and qualification, nurturing leads.

Landing Page: A single page you can share to introduce yourself and allow visitors to search listings through your RealScout platform.

Lead Capture: Collecting contact info via RealScout tools such as widgets, landing pages, search links, and home value capture.

Lead Nurture: Ongoing engagement to keep contacts active until they are ready to transact.

Lead Registration Threshold (Lead Registration Control): The setting that controls how many listings a visitor can view before being required to register with an email. (Some MLS rules require immediate registration, and RealScout settings will indicate that with a visual disclaimer)

Listing Alert: Property emails that match a buyer’s criteria, sent on a chosen schedule.

Listing Alert Template: A reusable buyer search template. Templates can be used for fast setup, mass actions, and tag automation. They can also be converted into Search Links for public marketing.

Live Feed: Real-time stream showing contact engagement and interactions in your dashboard.

Manage Client: Actions in a contact profile such as sending a custom welcome email, archiving, deleting, and password-related support actions.

Manager Reports: Admin reporting dashboards for adoption and performance analytics. (Admin-facing.)

Manager Tools: Admin tooling for agent and office management plus reporting. (Admin-facing.)

Manager Templates: Brokerage-level templates that can be deployed across agents for consistent setup. (Admin-facing, an admin or manager creates the templates & sets the tag their team members use on their leads to initiate tag-based automation)

Market Activity Alert: Neighborhood market intelligence reports, including engagement stats and listing highlights.

Market Activity Alert Template: Reusable template for Market Activity Alerts (bi-weekly, monthly, quarterly).

My Listings: A feature where you claim your listings to unlock buyer activity analytics for those listings (useful for listing conversations and prospecting).

MLS: The connection to MLS data that powers the listing feed in your RealScout account. Where RealScout gets real-time listing information and uses as our listing "source of truth."

Nurture Academy: Educational content hub for industry best practices and training.

Nurtured Contacts: Contacts with any of the three RealScout alert types set up. This

Office Listings Website Widget: Website widget that displays a brokerage’s or team's office listings inventory.

Onboarding Link: A lead-facing flow that gathers info and invites a prospect to set up their own search and alerts. (Often positioned as “self-onboarding” for buyer leads.)

Open House Inquiries: Requests tied to open houses and open house follow-up, typically treated as high-intent signals. A tag is added to the lead and a message is sent to you directly.

Pooled Contacts: Shared contact pools at the brokerage level that can be distributed to agents per office policy. (Build/Enterprise Accounts)

Popular Homes: Auto Nurture email content showing popular or highly clicked listings near your default map location. Used for engagement when a contact does not have an agent/client-created listing alert or agent-created template.

Primary Email: The main email address for a contact.

QR Code: A scannable code that can point to Search Links, onboarding pages, or other lead capture URLs for easy mobile access at events (example: open houses).

Quick Links (Search Links “Quick Link”): A fast way to create a shareable search link with basic criteria. These do not save to your account and have fewer customization options than advanced Search Links so should be saved to your own notes.

RealScout: Our company's name, the name of your search portal, and the tag you'll see in some 2-way integrations for leads originating in RealScout.

Recent Activity: A contact timeline that shows interactions like email engagement, listing views, and actions.

Rejected Email Notification: A support concept used to track bounces and delivery issues (often referenced alongside the Contacts “Errors” column).

Search Links: Public, shareable URLs for curated searches you can distribute via social, email, or QR codes. A common workflow is: build a search template first, then create a Search Link from that template, customize the public display, choose a preview card, and add lead capture tags.

Search Link Lead Capture: When a visitor saves a search, they must enter an email which creates a new lead in your RealScout account.

Search Link Tags (simple lead source tracking): Search Links can apply tags to new leads who sign up through the link, enabling lead source tracking and automation, or chaining of templates, i.e. using a search link template tag to trigger a market alert template (using matching tags)

SOI (Sphere of Influence): Your personal and professional network that can become clients or referrals.

Simple Search Website Widget: A simple embeddable search widget designed for easy location-based searches when installed on a website.

Suppress Monthly Drip (Auto Nurture): Setting that turns off the standard Popular Homes drip emails, and uses a client's own interactions (on RealScout or some site activity passed through an automation such as FUB or Zillow 1-way) to set up an auto-updating alert. A Home Value Alert is still set up for leads with full addresses in a CRM such as FUB, when Auto Nurture with suppress drip is enabled.

Tag Automation (Template tag-based automation or tag syncing): A workflow where templates with tags automatically create alerts for contacts with matching tags. In practice, RealScout checks for tag matches every 20 minutes but can take up to an hour in some cases.

Tagged Templates: Templates that include tags so alerts can be created automatically for matching contacts.

Tags: Labels used to segment contacts, trigger automations, and group contacts for bulk actions. Tags can also sync with integrated systems and may include external tags that cannot be edited in RealScout. Tags are case-insensitive and you should avoid "one-size-fits-all" tags. Tags from external systems (Cloze, FUB) will sync to RealScout automatically every 20 minutes, and can take up to an hour in some cases or be delayed by a backfill.

Templates: Reusable alert configurations for faster setup, consistency, and automation. Two types are Listing Alert Templates and Market Alert Templates.

Test the Market: An agent tool that generates a PDF report for seller conversations, showing buyer demand and market insights. This is a one-off tool and not saved inside client accounts.

Text Notifications: Available if you connect your mobile phone in your Notification Settings, and will send client messages to you via SMS alert.

User-Created Listing Alerts: Alerts created by contacts themselves (often via your shared search experiences).

Valuation Partners: Third-party valuation sources used in Home Value Alerts: ATTOM & Zillow.

What’s My Home Worth?: A lead capture landing page for seller prospects that produces a value experience and adds the lead to your database.

Widgets: Embeddable website tools (simple search, advanced search, home value, listings display).

Your Listings: An agent's own listings entered in to a RealScout-accessible data feed or MLS that should be displayed in RealScout. This could be used as part of reverse prospecting and/or in the "My Listings" widget that displays an agent’s active listings on their website and landing page automatically.

ZUB: Shorthand for “Zillow + FUB" workflows