RealScout's Pro+ Auto Nurture 

RealScout’s set-and-forget Auto Nurture feature automatically nurtures your marketing database with high engagement listing alerts, home value alerts, and market activity alerts. Regardless of the source of your contacts, whether they’re hot or cold, or whether they’re a buyer, seller or homeowner, your contacts receive a best-in-class consumer experience with you, the agent, at the center of every interaction. RealScout lets you know when one of them raises their hand so you never miss a conversion moment.

Set-up is as easy as just one click, or further streamline your workflow by connecting RealScout to the lead sources and CRMs you already know and love, and customize your nurturing plan - we’ll take care of the rest. Based on the information contained in their contact record, we’ll automatically set them up with relevant alerts, prompt them to complete their profile, or engage them with auto-recommended listings.

Auto Nurture gives you peace of mind that no matter the size or complexity of your marketing database, every contact is getting the information they need, the user experience they want, all within an online experience you control. Whether you’re a luxury agent focusing on a handful of transactions, or a team generating tens of thousands of leads, Auto Nurture is a game-changing tool to maximize impact and increase your GCI.

How Auto Nurture Works:

Based on the information in your contact record, whether you have connected your favorite CRM to RealScout or added information to their contact profile, your client will receive one or more of the following automated alerts or email drip campaigns.

Automatic Listing Alerts

If a contact record contains a viewed listing address or an inquired listing address, Auto Nurture will automatically create a listing alert, setting the search criteria to the listing zip code, the list price plus 20% and minus 30%, and the property type. This means that your contacts will always be up-to-date on the latest listings that match their criteria.

Automatic Home Value Alerts

If a contact record contains an owned property address, Auto Nurture will automatically create a Home Value Alert for that property. These alerts will let your contacts know about the current market value of their home. Home value alerts are sent monthly by default, but you can change this frequency in your account settings.

Automatic Market Activity Alerts

If our Home Value Alert valuation partners do not provide a valuation for your client based on their address, your client will instead receive a Market Activity Alert based on their property’s zip code.

Automatic Email Drip Campaigns

If a contact does not have any of the above information in their contact record, RealScout will set them up on a drip campaign encouraging them to create their own Listing Alert or Home Value Alert.

Say goodbye to Market360 and Hello to new Listing Tools!

What’s leaving?

• Market360 - Reverse Prospecting/My Listings
• Market360 - Ability to upgrade to contact agents outside your brokerage
• Market360 - Test the Market 
• Market360 - Office Listings

All Market360 features above will begin a transition process beginning September 22, 2020. All Market360 features will no longer be available after January 2021.

What’s new?

The RealScout Product Team has been working diligently to release a whole set of new features that will help Listing Agents engage and convert sellers. These tools are available to eligible users starting September 22, 2020.  

• Market Activity Alerts to nurture your sphere of influence
• Test The Market to help you win your next listing appointment
• The My Listings dashboard to get analytics about your on-market properties to keep your sellers informed about how their listing is performing

Click here for a short overview video that completely explains our platform and the new features.

How do I access the new tools?

The new tools are available on your agent dashboard, in the left-hand navigation bar when adding a client, you can now choose to send someone a Listing Alert or a Market Activity Alert

• We’ll reach out about your subscription plan pricing.

If you do not currently have access to Market360:

We will be enabling the ability for individual agents to subscribe to these new tools over the coming months, please stay tuned for more information coming soon.

What about Market360 reverse prospecting?

A new and improved reverse prospecting feature will be released by January 2021.

I have questions about my Market360 subscription

Please contact us at support@realscout.com, and we’ll be happy to answer your question. 

Want to learn more about the new Listing Tools? Visit our support section here, or click on the links above.

Description 

All of your clients all have a Recent Activity section in their accounts. That is where you can keep track of all of their email alerts delivered, emails that were opened by your client, homes viewed and homes your client is interested in.


Step-by-Step:

• Click on the CLIENTS tab
• Click on clients name (their account will open up)
• Click on Recent Activity 

The agent view of the Email Alert will not have the same functionality as the email your clients receive.

There will be a red banner at the top of your agent view of the email to remind you this view is set to view only, meaning to view the listings, you must exit the email tab and search the property on your RealScout account.


 

Room and Room Level Searching via RealScout is available in specific MLSs across the country, currently we have this feature available on the following MLSs:

BRIGHT MLS

WMLS - WIlliamsburg MLS

GLVR

RealComp MLS

NORIS MLS

WPMLS

IRES MLS

CMLS - Canopy MLS

REIN MLS

RECOLORADO MLS

MLSPIN MLS

If you do not see this option on your RealScout Search page, but have it available within your MLS please reach out to support@realscout.com

 Hi Members!

This general video tutorial was created using CRMLS.

Filter names and options vary depending on the MLS feed being used

The Add/Remove Search Option is not available in all search pages

The search fields are provided to us by the MLS/Listing Service and they may have different names than the ones shown in this video tutorial (the reason is because not all MLS/Listing Services use the same filter names)

Have questions or can't find a specific search field? Please send support@realscout.com an MLS Printout example along with the name of the search field you are looking for and our Member Success Team will be happy to help! 

Please click here for an updated version. 

Video Tutorial Highlights:

• Search page per MLS and Property Class
  
  
• This is a general overview of how to choose a search page when adding an alert (search)
  
  
• The Listing Services and Property Classes that are shown in this video may vary depending on the MLS Memberships in each agent’s individual account

Details Description: 

If you start creating a property alert using the Orange “Add Alert” button at the top right of the page OR within a specific client account by clicking the blue “Add Another Listing Alert” button in the center of the page, there will be a pop up prompting you to select the property class and MLS simply click that drop-down menu to select which Property Class and MLS you want to search with. Then select your client and click START SEARCHING.

Instructions:

To quickly modify the settings of an existing alert, you will need to access your client's account.

Navigate to the CLIENTS tab and locate your client's name. Click on it to open their account. You will be directed to the LISTING ALERTS tab, where you can make swift changes to the frequency of their searches if necessary.

The Frequency section provides a dropdown menu for selecting the desired alert schedule:

• ASAP: Immediate notifications
• HAND-PICKED: Alerts manually sent by you
• DAILY: Everyday alerts (uncheck specific days if needed for weekly)
• MONTHLY: Alerts sent once a month
• DISABLED: Temporarily halt the email alerts for a search

Disabling an alert is similar to pausing it, which means the client and their alert will remain in RealScout, but they won't receive any additional emails.

Additionally, you have the options to Delete an alert or Copy it to the same client or a different client, as well as access the alert itself.

If you wish to edit the filters or explore more Alert Settings & Schedule options, click on View/Edit.

RealScout Integration Options

RealScout offers a variety of integration options to help you streamline your workflow and get more done.

Direct Integrations: 

These integrations are built into RealScout and provide a seamless way to connect your favorite apps. The current direct integrations include:

• • Follow Up Boss
  • Zillow (should not be used with a CRM integration, instead connect your CRM to RealScout)
  • Realtor.com (should not be used with a CRM integration, instead connect your CRM to RealScout)

Brokerage Level Integrations: These integrations are available to brokerages that have partnered with RealScout. The current brokerage level integrations include:

• • • Moxi
    • Spacio

Zapier Integrations: Zapier allows you to connect RealScout to thousands of other apps. This means you can automate tasks, sync data, and get more done with the tools you already use.

Search our Zapier Integrations page to find out which integrations are available

Zapier Integrations include:
Cloze

Liondesk

Boomtown
Chime

Only Follow Up Boss Account owners can connect RealScout to FUB. 

For the latest updates on the RealScout > FUB integration please see this article.

Follow Up Boss (Follow Up Boss) is an agent level integration that allows the account owner in Follow Up Boss to connect their account to their RealScout agent account and also perform account connection for any teammates in Follow Up Boss.

Setup

Team Account Connection Steps: 

In order to connect your Follow Up Boss team to RealScout and transfer leads to the respective team member our RealScout Member Success team will need to connect you and your team members. Please fill out this form or email support@realscout.com with the names of your team members and their emails. The team members email address must be the same as what they’re using in RealScout/Follow Up Boss.

Connecting Follow Up Boss:

In order to connect RealScout to Follow Up Boss, the account owner needs to log into followupboss.com and navigate to Admin → API. Here you’ll need to generate an API key and save it.

Creating an API key

Once the API key is created, sign into your RealScout account and navigate to www.realscout.com/agent/marketing/integrations. Enter in your API key and click Connect Account:

Now that you've connected your account you have a few different configuration options available to you.

Configuration Options:

Enabled

Enable your RealScout <> Follow Up Boss integration in order to:

• Import new clients into your RealScout account from the leads you add in Follow Up Boss.
• Make updates to clients when changes are made in Follow Up Boss.
• Delete clients in RealScout when you “Trash” leads in Follow Up Boss.
• Transfer clients to your team members on your RealScout account when you utilize the Follow Up Boss Integration team functionality.

Transfer leads

Transfer clients in RealScout to a team member with a valid RealScout account. When utilizing the Follow Up Boss Team integration you can assign a lead to a team member on Follow Up Boss and that client will then also be transferred on RealScout. Your team member must have an active RealScout account. If you are not currently connected to your team, please contact our support team or fill out this form to connect.

Now you can click CONNECT TEAM MEMBERS you'll also want to be sure to select Transfer Leads:

Once team members are connected and the option to transfer leads is selected the leads from Follow Up Boss will route to the correct team members RealScout account.

Delete leads

Delete clients in RealScout when the leads stage is updated to 'Trash' or the lead is permanently deleted in Follow Up Boss. If a lead is deleted in Follow Up Boss, the corresponding RealScout client will be deleted regardless of tags, or who deleted it (ie, RealScout will delete the client even if a Follow Up Boss team member deleted it).

Filter Leads By Tags

Only import or update leads from Follow Up Boss with specific tags. If one or more of the tags provided in RealScout match a tag in Follow Up Boss, the lead will be imported, updated, or deleted from RealScout accordingly. Leads pushed into Follow Up Boss from RealScout will be tagged "RealScout" automatically. If this option is enabled you should include the tag "RealScout" to ensure updates from Follow Up Boss get processed in RealScout.

Connecting your Follow Up Boss to RealScout - Individual Account Owner

Follow Up Boss (Follow Up Boss) is an agent level integration that allows the account owner in Follow Up Boss to connect their account to their RealScout agent account. 

Setup

In order to connect RealScout to Follow Up Boss, the account owner needs to log into followupboss.com and navigate to Admin → API. Here you’ll need to generate an API key and save it.

1 - Go to followupboss.com/2/api

2 - Click API and create API Key:

Creating an API key

Once the API key is created, sign into yourRealScout account and navigate to www.realscout.com/agent/marketing/integrations. Enter in your API key and click Connect:

Configuration Options:

Enabled

Enable your RealScout <> Follow Up Boss integration in order to:

• Import new clients into your RealScout account from the leads you add in Follow Up Boss.
• Make updates to clients when changes are made in Follow Up Boss.
• Delete clients in RealScout when you “Trash” leads in Follow Up Boss.
• Transfer clients to your team members on your RealScout account when you utilize the Follow Up Boss Integration team functionality.

Transfer leads

Transfer clients in RealScout to a team member with a valid RealScout account. When utilizing the Follow Up Boss Team integration you can assign a lead to a team member on Follow Up Boss and that client will then also be transferred on RealScout. Your team member must have an active RealScout account.

Delete leads

Delete clients in RealScout when the leads stage is updated to 'Trash' or the lead is permanently deleted in Follow Up Boss. If a lead is deleted in Follow Up Boss, the corresponding RealScout client will be deleted regardless of tags, or who deleted it (ie, RealScout will delete the client even if a Follow Up Boss team member deleted it).

Filter Leads By Tags

Only import or update leads from Follow Up Boss with specific tags. If one or more of the tags provided in RealScout match a tag in Follow Up Boss, the lead will be imported, updated, or deleted from RealScout accordingly. Leads pushed into Follow Up Boss from RealScout will be tagged "RealScout" automatically. If this option is enabled you should include the tag "RealScout" to ensure updates from Follow Up Boss get processed in RealScout.

Seamlessly Add Leads to RealScout. Record Activity in FUB

Overview

Follow Up Boss (FUB) is an agent level integration that allows the account owner in FUB to connect their account to their RealScout agent account and also perform account connection for any teammates in FUB. The integration allows:

• Backfilling prior leads from FUB into RS
• Syncing leads from FUB into RS as they are added to FUB
• Allowing lead transfer in RS based on transfers in FUB
• Pushing activity information from RS to FUB
• Adding custom fields and associated data to FUB
• Individual agent level opt out

Lead Syncing from FUB to RS

The integration allows lead flow from FUB to RS via two methods: backfill and ongoing sync. In both cases, the Account Owner can choose to limit which leads are imported by clicking the configuration option Import Tagged Leads and specifying which tags to import, during integration set up.

Lead Transfer

If the account owner selects the Transfer Leads option the system will attempt to transfer leads between agents based on FUB data. In order for this to work the receiving agent must be one of the Team Members displayed in the FUB integration pane.

Delete Leads

If the account owner selects the Delete Leads option the system will delete leads in RealScout when they are moved to the Trash stage in FUB or when the agent uses the Delete People (hard delete) functionality in FUB. Per our data retention policy, client accounts that have been deleted will have all information purged within 30 days of being marked for deletion.

Pushing Activity To FUB

All agents that are part of an integration with the Enabled option selected will automatically have activity data pushed from RS to FUB. The system currently pushes the following data types:

• Property views
• Marking a property as interested

FUB will either push that activity into an existing lead’s profile or create a new lead and then push the activity data. FUB matches lead profiles based on email first and phone number second. Since our phone numbers are not unique within RS we are only passing up email data and any newly created lead profiles in FUB will not include phone number data from RS.

Activity data will appear in the bottom right pane of FUB and the property links will link back to the agent view of the property in RS. The View in RealScout button will link back to the client’s profile page in RS. Certain activities will also be highlighted in the center dashboard in FUB.

Custom Fields

Custom fields are a feature of FUB that allow us to push arbitrary data from RealScout into FUB. They are controlled from FUB by the account owner or via API access through the Account Owner’s API token. They can be seen from FUB within the Admin section.

Once a custom field is available, data can be populated in that field for each client within the FUB account.

We currently have four custom fields:

1. RealScout Alerts Link: Url that links back to the agent’s view of the client’s alert page.
2. RealScout Home Value Alert Count: Number of active HVAs. An active HVA is one that is not disabled.
3. RealScout Listing Alert Count: Number of active listing alerts. An active listing alert has a schedule that is not disabled.
4. RealScout Market Alert Count: Number of active market alerts. An active market alert has a schedule that is not manual.

Custom fields can be used to create smart lists by filtering on values. To filter based on the fields, agents can navigate to the People view in FUB and then select Filters and the relevant custom field.

Custom Fields available for Filtering:

RealScout offers two different apps. RealScout Agent Dashboard is for agents, and RealScout Home Search is for clients.

RealScout Agent Dashboard for agents:

iOS App Store: https://apps.apple.com/us/app/realscout-agent-dashboard/id1158016728

Android Google Play: https://play.google.com/store/apps/details?id=org.realscout.RSProApp&hl=en_US&gl=US 

RealScout Home Search for Clients:

iOS App Store: https://apps.apple.com/us/app/realscout-home-search/id1281304485 

Android Google Play: https://play.google.com/store/apps/details?id=org.realscout.RSHomebuyerApp 

Agents that download both can differentiate the two by the blue pro banner on the RealScout Agent Dashboard along with a black background and white and grey R house. The RealScout Home Search app has a white background and a black and grey R house. 

Have a question? Let our Member Success team help at support@realscout.com!

There are many ways to utilize RealScout in your everyday Social Media posts, we'd like to highlight a few here that are asked for from our Member Success coaches often. 

Creating a search to share on social media:

1. Here's a video to help you learn to do this: https://support.realscout.com/hc/en-us/articles/360016702971-How-to-create-a-search-to-share-on-Social-Media

Quick tip: Use an Excel or Google Sheet to keep track of the searches you create, our url's update based on your Listing Service data, so no need to constantly recreate! Just reuse!

I've created one you can download here: My RealScout URL List

3. Use RealScout links on your Website

Lots of agents use our shareable links on their website. You can hyperlink these urls to images or text. Either way its a great way to highlight specific areas you specialize in on your website. Your clients will be taken to your RealScout account and if you enable Forced Sign Ups, they'll need to sign up to search with you!

Here's a great example of what one realtor did on her site, each neighborhood to the left of the map is hyperlinked to her RealScout social searches:

4. Use Zapier to make your life easier!

RealScout offers lots of great Integrations you can use to bring in leads, create alerts or track your users. Zapier however has changed the game in what you can and can't do with RealScout and a plethora of other sites you use. Here's a great article about how one agent used Zapier to save 4 hours every day: https://zapier.com/blog/matt-keller-williams/

Zapier does offer free accounts, but as any site you may have to upgrade to use their more advanced Zaps. If you use lots of tools on a daily basis it would certainly be a great option for you.

Check out which apps you can connect to RealScout here: https://zapier.com/apps/realscout/integrations

Have another question or want to take a deeper dive into Social Media and RealScout? Email us support@realscout.com or call us 650-397-6500 ext 2

What is MLS Reciprocal Access on RealScout?

In some markets, MLSes may have a reciprocity agreement that also applies to RealScout. In these cases, being a member of a particular MLS also grants you access to listings in another MLS.

How do I know if I have access?

When creating a search alert on RealScout, you will be asked to choose the MLS and Property Class. If you have access to more than one MLS, you will see it as an option.

Click here to read FAQs for region-specific MLS reciprocity information.

How do I access reciprocal MLSes?

When creating a search alert on RealScout, you will be asked to choose the MLS and Property Class. You can also click the “Change” link at the top of search alert settings.

Select “Cross-MLS Search” to create a search alert that returns results from all the MLSes to which you have access. A Cross-MLS search will only use basic fields which can be normalized across the different MLS data feeds.

To create a search alert using Advanced Fields, you must select the specific MLS. If you need to use Advanced Fields across multiple MLSes for a client, then you will need to create separate search alerts for each MLS.

Can I help my client search listings in multiple MLSes at the same time?

Yes, you can create a Basic search alert across MLSes by selecting “Cross-MLS Search”.

To create an Advanced search alert for multiple MLSes, you will need to create a separate advanced search alert for each MLS.

What if I’m a member of more than one MLS?

If you are a member of more than one MLS, then you should have access to all your MLSes regardless of any reciprocity agreements. Please contact support@realscout.com if you do not see an MLS in RealScout for which you are a member.

What’s the difference between a reciprocity agreement and a data share agreement?

A reciprocity agreement between MLSes allows members of each MLS to access data from the other. A data share agreement allows the listings in one MLS to be shared and included in the data feed of the other MLS. In the former, RealScout would still have two separate data feeds. In a data share agreement, you would see data from multiple MLSes in the same data feed.