Getting Started:
Do this before, during, or after watching.
Do this before, during, or after watching.
☐ Think of a recent buyer conversation.
→ What area did they mention?
→ What price range came up?
→ What property type — townhome, condo, single-family?
→ Any must-haves or cannot-haves — beds, baths, parking, yard?
☐ Make sure your default location is set if you are not specifying a location in you prompt.
Before you run your first search, confirm your location is set to the market where you work:
☐ Copy this to: your notes, an email draft, or paste this in your AI Search here, then use your arrows ↑ ↓ ← → to navigate and fill out this starter prompt template:
Must have:
Must not have:
Price minimum:
Price maximum:
Other Feature must-haves:
Results should not have:
Statuses are:
Property type:
CAUTION:
Don't immediatel press enter or return, since this will send the prompt right away and use a prompt.
AI Search cannot read a listing to build a search or prompt from it's listing details or photos
Please join here: https://us02web.zoom.us/meeting/register/Ba5GTgYnQ2SPLnmxREsakQ
The password is:
Example prompts to add locations to with sample pricing, to use in AI Search:
Example prompts to add locations to with sample pricing, to use in AI Search:
"Active townhomes in _____ and _____ but NOT in ____ priced between $350K and $550K, 2+ beds, garage or parking"
"Single-family homes in _____, under $900K, 3 bedrooms minimum, yard required"
"Condos and Townhomes near ____ under $500K, no HOA or Association fees over $400/month"
Note: using the prompt as-is will search in your default location.
When setting up live or watching a replay → follow along here:
When setting up live or watching a replay → follow along here:
Use these links to follow along in real time as we walk through each step together.
Step | What We’re Doing | Find Here |
1 | Confirm your default search location | |
2 | Open AI Search | |
3 | Enter your buyer scenario prompt and review filters | |
4 | Click Insights to see which filters are limiting results | |
5 | Save the search as a Template | |
6 | (Optional) Create a Search Link from your new Template |
Using Insights to Refine Your Search
Using Insights to Refine Your Search
If AI Search returns very few results, or more than you expected, click Insights.
Insights shows you exactly which filters are limiting your results — price, square footage minimums, property subtype restrictions, location radius, and more.
When to use Insights:
→ Results are under 10–15 listings — something is too restrictive → Results are over 100 listings — consider tightening the criteria → You want to see why a certain listing isn’t showing up
Adjust filters directly from Insights mode. You don’t need to re-run the prompt.
Saving and Naming your Template
Saving and Naming your Template
Name it like a person would describe, and not like a file folder or using acronyms.
When saving, use the AI Search description as your starting point:
When you save, RealScout AI Search generates a plain-language description of your search (e.g., "Downtown Condo Search in Austin between $350K and $550K with On-Site Pools").
You can:
Copy that description directly as your template name
Write your own natural version of it
Shorten it while keeping it human-readable
Why this matters:
Your Template name carries over to Search Links and alert emails your clients will see & it may be the default subject or headline they encounter.
A clear, natural name means less editing later when you create Search Links or send alerts
Doing this intentionally now saves you from renaming templates one by one later
What makes an ideal name vs. a less-ideal one:
✅ Ideal | ❌ Less Ideal |
Townhomes in Austin Under $500K | Austin — TH — $500K & under |
Single-Family Homes Near Good Schools in Denver | SFH-DENVER-SCHOOLS-600k-800k |
Condos With No HOA in Seattle | seattle condos no fees |
An ideal name is scannable for you and readable for your leads.
A less ideal name (like
location — SFR — $600K–$800K) may mean nothing to a buyer opening an alert email and may increases the risk of your message being flagged as spam.Your template name doesn't need to do that organizational work, and you'd use tags for that instead:
Tags are the way to organize and filter your template library using your own preferences.
Use tags for market area and lead stage, or any naming system that makes sense to you.
Examples of template names:
Two-Bed Condos in Capitol Hill Under $450K
Family Homes in Naperville With a Yard, $400K–$600K
Townhomes Near Downtown Austin With Parking
Starter Homes in Tempe with a Garage
Single-Story West Valley Search, with Renovation Potential
Augusta's Move-In Ready Townhomes: $350–$550K
By the Bay Family Homes: $600–$800K, 3+ Beds, with a Yard
Central Phoenix Condos: Low HOA, Near Light Rail
Decide the alert schedule when saving:
Daily — active buyers in a fast-moving market
ASAP — urgent buyers who want every new listing immediately
Weekly — passive leads, past clients staying informed
Monthly — long-term nurture contacts
You can change the schedule later from the contact’s profile.
This keeps your library easy to scan and your client-facing communications clear — no extra renaming needed down the road.
Related Links:
How to edit a Listing Alert Template (Coming Soon)