Reference definitions for terms used throughout RealScout, Member Support documentation, and Help Center articles. Terms are listed alphabetically.

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

Action Tags: Tags the agent applies to a Contact to make RealScout perform an action on that Contact. Examples include RealScout Archive Contact (archives the Contact), RealScout Disable All Alerts (disables all email alerts), and RealScout Disable Listing Alerts (disables listing alerts only). Managed alongside Activity Tags on the Tag Automations page.

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

Activity Tags: Tags RealScout applies automatically when a Contact engages with your content. Examples include RealScout Property Saved, Property Viewed 3+, Open House Info Viewed, HVA Viewed, HVA Valuation Message, HVA Cash Offer Requested, Market Activity Viewed, Message Sent, and Showing Request Message. A separate set of Permanent deliverability tags also exists: Email Validation Failed, Email Spam Reported, and Email Rejected. Activity Tags are viewed on the Tag Automations page.

Additional Contacts: Secondary or additional email addresses on a Contact that receive CC'd copies of email alerts (entered as comma-separated emails in the Contact's details). Additional contacts use the primary Contact's email address and RealScout-only password to sign in via app or site, or can use the email links to log in.

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 (found under Marketing > Website Widgets) that supports more search fields like beds, baths, price, and a single location at a time. You embed it on your website using the provided code.

AI Search: A search mode where you describe what a buyer is looking for in plain language (typed or dictated) and RealScout generates a filter set you can refine. Found under Search > AI Search. An AI Search produces the same Listing Alert as a standard search and can be saved to a Contact as a Listing Alert or stored as a reusable Template.

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

Alert Schedules (ASAP, Daily, Monthly):

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

API Key (integration): A secret credential generated in a connected system (such as Follow Up Boss) and entered in RealScout to establish an integration. Keep API keys confidential, revoke unused keys, and never delete the RealScout API key in a connected CRM before completing the proper off-boarding or opt-out steps.

Archived Contacts: Contacts placed into an archived state so they no longer count toward nurtured limits and stop receiving alert and Auto Nurture communications. Preferred cleanup method vs. deleting for stale Contacts who might re-engage in the future.

Auto Connect: A Follow Up Boss integration capability that lets a Follow Up Boss Team Owner with a RealScout team account automatically link eligible team members' accounts. Team members whose Team Owner has enabled it connect through Connect Team Members after matching their RealScout email to their Follow Up Boss sign-in email.

Auto Nurture: RealScout's automation method that can enroll Contacts into drip emails and alerts. It can be enabled per-Contact, via tags, or across all Contacts depending on your settings and actions in RealScout. Apply to specific tagged Contacts is a tag-based automation. Applying to all new Contacts added is an account-wide automation that applies to any Contacts added by you, through a link you share, or through an import or contact integration. The system prioritizes Contacts already in your account if there are more Contacts than your Auto Nurture capacity allows. Newly imported or queued Contacts will be nurtured once capacity becomes available.

Auto Nurture (Email Sequence):

Sender reputation protection protocols may limit email send rates if spam reports exceed acceptable thresholds (e.g., 0.2% in the past 30 days). During this period, some Contacts may be paused to stabilize email deliverability.

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 (Backfill): An integration action that pushes existing contacts from a connected system (such as Follow Up Boss People) into RealScout so they can be nurtured with alerts and market insights. You choose who enters RealScout, typically by tag or Smart List, and the action cannot be undone — though backfilled Contacts can later be archived or deleted. Backfilling does not by itself turn on Auto Nurture.

Basic Search: A simplified property search with essential criteria: locations, status, price, beds, baths, square footage or acres, and type. Also called a "Cross-MLS" Search.

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

Bulk Export: A full export option that, in RealScout, exports your contact details as a CSV file.

Buyer Demand: RealScout's "Test the Market" reports — market analytics showing how many active buyers are searching for listings in a given price range and location.

Cash Offer: A selling option offered through the RealScout x Opendoor integration in which Opendoor purchases the seller's property directly, with no showings or repairs required. The agent initiates the request from RealScout on the seller's behalf, and Opendoor returns the result to the agent rather than directly to the client.

"Cash Now, More Later": An Opendoor offer type (via the RealScout x Opendoor integration) where the seller takes cash upfront from Opendoor while the property still lists on the open market, keeping any additional proceeds if it sells above the advance at resale. Presented alongside the straight Cash Offer so the seller can choose.

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

Contact Enrichment (Beta): A Beta feature that verifies and updates contact information for Contacts in your account. Data points: Name, Phone, Address, Owner/Renter status, and Residence length. Limits: 2 enrichment attempts per contact per day; 100 account-wide enrichments per day. Because it is in Beta, monitor results for accuracy and do not rely on enriched data for automated workflows without verification.

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

Cross-MLS Search: A search mode intended for using more than one MLS in a search or template. Default app and site experience to ensure Contacts can see all connected listing data in one view.

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.

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

Data Share Agreement: An arrangement where the listings in one MLS are shared and included in the data feed of another MLS, so you see data from multiple MLSes in the same data feed. Contrast with a Reciprocity Agreement, in which RealScout keeps two separate data feeds.

Default Map Location: The center point used for Popular Homes emails and an agent's default map. Currently-selectable radii in Auto Nurture: 3, 5, 10, or 25 miles.

Delete Leads (setting): A Follow Up Boss integration setting (also shown as "Delete Contacts") that deletes the RealScout Contact when a person's stage is set to Trash or they are permanently deleted in Follow Up Boss. It is one-way: RealScout-side deletions do not change the Follow Up Boss record. Leaving it off prevents accidental contact deletion in RealScout.

Drip Campaign: Retired term. The current term is Auto Nurture. See Auto Nurture for the current definition and email sequence details.

Email Bounce (Hard / Soft): A failure to deliver an email to a Contact's inbox. A hard bounce means the address is invalid, does not exist, or is permanently rejected by the recipient's mail server; a soft bounce is a temporary issue such as a full inbox or server timeout, and repeated soft bounces can escalate to suppression. When RealScout detects a bounce it automatically suppresses future emails to that address; only Member Support can remove a bounce, and the suppression is tied to the email address itself, not the contact record.

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. The integration allows Contacts to be synced between platforms and supports tag-based automation, alert creation, and activity visibility.

FUBScouts: The name for the RealScout x Follow Up Boss workflow in which Follow Up Boss serves as the source of truth for contacts while RealScout powers Listing Alerts, Home Value Alerts, and property engagement. RealScout engagement activity (recent activity, engagement notes, custom fields, and tags) is pushed back into the Follow Up Boss contact record so agents can act on it without switching systems.

Global Suppression / Email Suppression: A platform-wide block that stops RealScout from sending emails to a specific address. It can be triggered by an email bounce or by a spam complaint, and once an address is suppressed, all RealScout agents are blocked from emailing it, not just your account. Suppression is tied to the email address itself; deleting and re-adding a Contact does not clear it. Bounce suppressions are removed by Member Support; spam-complaint suppressions additionally require written opt-in from the Contact.

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).

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

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.)

Insights (AI Search): A mode within AI Search that shows exactly which filters are limiting your results, with Location Strategy and Core Requirements sections to confirm what is being included or excluded. Use it to troubleshoot a search that returns too few results before saving changes as a Template.

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. Built in to the RealScout agent app.

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

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; 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 and sets the tag their team members use on their Contacts 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, manual).

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

MLS: Multiple Listing Service — data from your board or association that powers the listing data in your RealScout account. RealScout's source of real-time listing information.

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

Nurtured Contacts: Contacts with any of the three RealScout alert types set up, who have been enriched via Contact Enrichment, or who have had Auto Nurture turned on at any point. These Contacts are moved to Nurtured status automatically with any of these actions.

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. Found in your Marketing tab under Market My RealScout.

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 Contact and a message is sent to you directly in your Conversations.

Opendoor Integration (RealScout x Opendoor): An integration that brings Opendoor cash offers into the RealScout agent workflow, letting you put a cash option on the table for sellers alongside a traditional listing. Eligibility is determined by Opendoor and checked from within RealScout; the agent initiates requests and stays at the center of the relationship. When available, it is enabled automatically, though brokerage staff and Team Managers can suppress it for their organization.

Opendoor Key (in-person assessment): The Opendoor app used to complete an in-person assessment of a seller's property. The confirmed Opendoor offer is set after this assessment and will typically differ from the preliminary estimate shown earlier in the flow. Steps after the preliminary estimate — the assessment, final offer, and closing — are handled by Opendoor.

Pooled Contacts: Shared contact pools at the brokerage level that can be distributed to agents per office policy. (Build and 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 or client-created listing alert or agent-created template.

Primary Email: The main email address for a Contact.

Private Link: A shareable link tied to a specific Contact's RealScout account. Used to send a curated set of listings directly to one person. CRITICAL: Sharing a Private Link publicly — on social media, in a group message, or via QR code — logs any visitor directly into that Contact's RealScout account. Private Links are for one-on-one sharing only. For public marketing, use a Search Link instead.

QR Code: A scannable code that can point to Search Links, onboarding pages, or other lead capture URLs for easy mobile access at events such as 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.

RealScout: The company name, the name of your search portal, and the tag visible in some 2-way integrations for Contacts originating in RealScout.

Recent Activity: Your Contact's Email Activity (emails they have been sent or have opened) and Site Activity (direct listing views after opening an email or from an app notification).

Reciprocity Agreement: An agreement between MLSes that allows members of each MLS to access data from the other; in some markets it also applies to RealScout, so membership in one MLS grants access to listings in another. RealScout still keeps two separate data feeds in this case. Contrast with a Data Share Agreement.

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

Scout Score: A behavioral engagement score assigned to each Contact (range: 0–100). Scores update nightly and immediately after major Contact actions (property saves, email opens, portal logins, HVA engagement.

Search Links: Public, shareable URLs for curated searches you can distribute via social, email, or QR codes. Common workflow: build a search Template first, 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 Contact in your RealScout account.

Search Link Tags: Search Links can apply tags to new Contacts who sign up through the link, enabling lead source tracking and automation, or chaining of Templates (e.g., using a Search Link template tag to trigger a Market Alert template).

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

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

Spacio: A third-party open house lead-capture tool that integrates with RealScout. The Spacio–RealScout integration is configured at the brokerage level first (an admin activates it on RealScout and enters the RealScout-provided API key in Spacio); the agent's email in Spacio must match their RealScout account email for the connection to work.

Spam Complaint: What happens when a Contact clicks "Report Spam" in their email provider. The address is added to RealScout's global suppression list and all automated emails stop sending to it, across all RealScout agents. A spam complaint is not the same as a bounce; removing it requires written affirmative consent from the Contact (the agent can start the request and CC the Contact). RealScout tracks a rolling 30-day spam-complaint average per agent that influences sending limits.

Suppress Monthly Drip (Auto Nurture): Setting that turns off the standard Popular Homes drip emails and uses a Contact's own interactions to set up an auto-updating alert. A Home Value Alert is still set up for Contacts with full addresses in a CRM such as FUB when Auto Nurture with suppress drip is enabled.

Tag Automation: A workflow where Templates with tags automatically create alerts for Contacts with matching tags. RealScout checks for tag matches every 20 minutes but can take up to an hour in some cases.

Tag Automations (page): The page found under Automations > Tag Automations in the left navigation (realscout.com/agent/tag-automations) where you view the tags RealScout uses. It covers two categories: Activity Tags (applied automatically by RealScout when Contacts engage) and Action Tags (applied by the agent to make RealScout perform an action).

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 sync with integrated systems and may include external tags that cannot be edited in RealScout. Tags are case-insensitive (uppercase and lowercase are treated as the same) but symbol-sensitive: a hyphen, underscore, and space each create a distinct tag — "luxury-buyer", "luxury_buyer", and "luxury buyer" are three different tags and will not trigger the same template. Avoid generic, one-size-fits-all tags. Tags from external systems (Cloze, FUB) 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: 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. A one-off tool — results are not saved inside client accounts.

Text Notifications: Available if you connect your mobile phone in Notification Settings. Sends Contact messages to you via SMS alert.

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

Valuation Providers: Third-party sources used in Home Value Alerts: ATTOM™ (learn more) and Zillow® (learn more). These sources maintain and update their own valuation models, which RealScout uses in Home Value Alerts.

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

Widgets: Embeddable website tools found under Marketing > Website Widgets. Types include simple search, advanced search, home value, and listings display.