RealScout

Video Tutorial: Dashboard Overview

Your profile is what clients see in the RealScout apps. Set your photo, logo, phone, social links, and default map location on the website before you start.

Set Up Your RealScout Profile Before You Use the Mobile Apps

Exploring the New Features of Your RealScout Dashboard

Notifications

Track engagement and manage your account at a glance.

Dashboard

Crop your profile photo in RealScout, either during initial setup or anytime from your profile page.

How do I upload my profile photo?

Here are the optimal specs for your logo to look great on our site, and where to upload it.

What type of Logo file is supported?

Where do I go to login?

Profile

Configure RealScout account-level defaults including lead registration requirements, open house visibility, text message notifications, and mortgage calculator display.

Settings Overview

My Account Settings: Suppress Open House info for all of my clients

Settings

How to reach the Notification Settings tab and what each option controls: the email digests and alerts, the starred-client requirement, the three Email Preferences routing dropdowns, and text notifications.

Notification Settings

Text Message Notifications

Choose which notifications you (and/or your teammates) should receive

Billing Page

Where can I edit my billing information and download my invoices?

Everything you need to know about Nurtured Contacts

Nurtured Contacts FAQ: Definitions and Cost

Increase AI Queries Plan

What is my billing date?

How do I upgrade/downgrade my subscription plan?

Learn how to transfer your RealScout account to a new brokerage, team, office, or convert to personal billing. Includes off-boarding reminders, authorization steps, and FAQs.

Moving to a New Brokerage, Office, Team, or Solo Account

Understanding everything relating to your billing

Billing

Create a custom design with text, images, and links

Terms

About

Privacy

Press

Personal Information

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Resources

Agent Login

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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