Getting Started with RealScout
Solo, Team, Enterprise user onboarding starts here! (Follow Up Boss members can start here too!)
25 articles
- RealScout Quick Start VideoShort on time? This page and video will get you up to speed quickly. Learn how to import contacts, connect your CRM, and turn on Auto Nurture to automatically send…
- RealScout Basic Training WebinarJoin RealScout's basic training webinar to learn how to import contacts, set up Listing Alerts, send Home Value Alerts, automate lead nurture, and use the Agent Dashboard & Mobile App…
- Printable Getting Started GuideDownload and print the RealScout Getting Started Guide. Covers account setup, four-step onboarding process, adding and importing contacts, CRM integration, and key features — perfect for new users and brokerage…
- Quick Start & Best Practices GuideRealScout quick start guide for new and existing users. Learn best practices, how to set up workflows, prioritize actions, and turn your real estate database into deals. Maximize client experience…
- RealScout Glossary of Terms & KeywordsDefinitions of common RealScout terms used in billing, contact limits, alerts, Auto Nurture, tags, and integrations. Covers Nurtured vs Awaiting Nurture vs Archived contacts, alert schedules, templates, Search Links, widgets,…
RealScout X Follow Up Boss Master Class
FUB Users Start Here!
- Follow Up Boss & RealScout Training Videos & WebinarsLearn the best practices for using Follow Up Boss; for Individual FUB account owners, Team Owners and their Team Members with a RealScout Team/Brokerage account, and Enterprise teams.8 articles
- Frequently Asked QuestionsRealScout's FAQ for → FUB5 articles
- Continued learning with RealScout: Follow Up BossRecommendations and tips on how to customize your RealScout Automations2 articles
Getting Started, Step-by-Step
Attract, Nurture, and Convert More Business! Watch these short tutorial videos to learn how RealScout captures leads, nurtures them automatically, and surfaces the highest-intent opportunities, to help you close more business.
- Step 1 - IntroductionGet started with RealScout; a platform overview covering the core interface, contacts, and alert types. Follow Up Boss (FUB) users: access the dedicated training video series for integration setup, tag-based…
- Step 2 - RealScout Platform OverviewRealScout is a database nurturing platform that keeps your contacts engaged with listing data, home valuations, and market activity, all branded to you and designed to bring every real estate…
- Step 3 - Add/Import ContactsAdd and import contacts in RealScout manually, via CSV spreadsheet, or through CRM integrations like Follow Up Boss, Cloze, and BoldTrail. Learn how contacts sync, what happens after import, and…
- Step 4 - Understanding the Three Types of AlertsRealScout has three types of automated email alerts: Listing Alerts (searches), Market Activity Alerts for area-level market updates, and Home Value Alerts. This article explains what each alert type does,…