Before You Begin: How Does the Lead Flow Work?
The recommended workflow follows one simple rule:
Every lead enters Cloze first → then syncs to RealScout for alerts and nurturing.
This means your marketing links (QR codes, ads, social posts) should funnel new sign-ups into Cloze, which then automatically passes the contact over to RealScout.
Step 1: Confirm Your Lead Sources Are Routing to Cloze
Before setting up anything in RealScout, make sure each of your marketing sources is correctly sending new leads into Cloze.
Common lead sources to check:
Your personal website
Listing portals (Realtor.com, Zillow.com, Sold.com)
Facebook Ads — use your own RealScout search links to route ad sign-ups through Cloze
Important: If a lead source isn't connected to Cloze, new contacts won't sync into RealScout automatically. Contact each vendor directly to confirm the integration is active.
Step 2: Build Reusable Buyer Search Templates in RealScout
What is a Template?
A Template is a saved set of MLS filters (like price range, location, or property type) that you can reuse and copy for multiple clients — so you're not starting from scratch every time.
How to Create a Template
Go to Templates in RealScout: realscout.com/agent/templates
Click Create New Template
Add your MLS filters (e.g., "first-floor primary bedroom," county, property type)
Give the Template a clear, descriptive name
Click Save
Suggested Starter Templates
Start with 2 core templates you'll reuse frequently. For example:
"First-floor primary bedroom — [Location] + [Price Range]"
"Condo / Townhome — [Location] + [Price Range]"
Note: Once a Template is saved, you can copy it and adjust the filters for individual clients — no need to rebuild from scratch.
Step 3: Turn Templates into Shareable Search Links
What is a Search Link?
A Search Link is a public URL generated from one of your Templates. Buyers can click it to browse matching listings — no login required. You can share it in QR codes, Facebook posts, ads, or anywhere a potential buyer might see it.
How to Create a Search Link from a Template
Go to Search Links in RealScout: realscout.com/agent/marketing/search-links
Select the Template you want to share
Click Generate Link
Add a default tag to track where the lead came from (see Step 4)
Optionally, set a social preview card (image + title shown when shared on social media)
Copy the URL and use it in your marketing
Note: Search Links are ideal for open houses, QR codes, Facebook posts, and ad campaigns — anywhere you need a shareable URL.
Step 4: Add Tags to Track Where Your Leads Come From
Why Use Tags?
When creating a Search Link, you can attach a default tag so that every lead who signs up through that link is automatically labeled with their source. This lets you see — at a glance — which marketing channel is producing leads, both in RealScout and Cloze.
Suggested Tag Names by Source
Lead Source | Suggested Tag |
Reminder Media QR code |
|
Facebook Ad |
|
Luxury Presence |
|
Open House |
|
Step 5: Test Your Setup End-to-End
Before sending your Search Link to a vendor or publishing it in an ad, run a full test to confirm everything is working correctly.
How to Test Your Search Link
Copy your Search Link URL
Open a private/incognito browser window (so RealScout doesn't recognize you as the agent)
Paste the URL and browse as if you're a new lead
Sign up using a test email address
Check RealScout to confirm the new contact appeared
Check Cloze to confirm the contact synced over
Verify the correct tag was applied to the contact
Important: If the contact doesn't appear in Cloze after signing up, confirm that your Cloze ↔ RealScout integration is active and that the lead source is correctly configured.
Step 6: Set Up Alert Schedules for Your Contacts
What Are Alert Schedules?
Alert schedules control how often a contact receives property alert emails from RealScout. Choosing the right schedule prevents over-emailing contacts who aren't actively searching — and keeps your most engaged leads on a frequent cadence.
Alert Schedule Options
Daily — New matching listings are emailed every day
Hand-picked / Concierge — You manually select which listings to send
Manage alert schedules at: realscout.com/agent/search
Step 7 (Optional): Automate Nurturing with Auto Nurture
What is Auto Nurture?
Auto Nurture puts lead nurturing on autopilot. It automatically assigns a search Template and alert schedule to new contacts based on their tags — so the right leads get the right listings without any manual work.
What Auto Nurture Can Do
Automatically assign a saved Template when a new lead signs up
Trigger assignments based on tags (e.g., all leads tagged
FacebookAdget a specific search)Prevent over-emailing by keeping each lead segment on the appropriate Template
Get started with Auto Nurture: realscout.com/agent/auto-nurture
Note: Auto Nurture works best after your tags and Templates are already set up. Build your core Templates and Search Links first, then layer in automation.
Quick Reference: Key RealScout Links
Feature | What It Does | Link |
Templates | Create and manage reusable buyer search filters | |
Search Links | Generate shareable URLs from your Templates | |
Searches & Alert Schedules | View active searches and control alert frequency | |
Widgets | Embed a property search tool on your website | |
Auto Nurture | Auto-assign Templates to new leads by tag |
Still Have Questions?
Use the Support button inside your RealScout account or watch our video guides here.