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Contacted Stages Explained

Scheduled, No Reply, Interested, Not Interested, Inactive. How each is determined automatically vs. set by you.

Every client on Contacted has a stage. Stages are mostly set automatically as the conversation progresses, but you can override any of them manually.

Scheduled

The client has an outreach queued for a future date but hasn't received it yet. This applies to manual sends where you chose Schedule for later in the compose drawer. See Scheduling Sends And Automated Follow-Ups.

When the scheduled send fires, the client moves to No Reply.

No Reply

The client has been messaged but hasn't responded yet. This is the most common starting state for any active outreach.

If they're in an active sequence (e.g., a refinance follow-up at day 7), they stay in No Reply between sends.

Interested

The client replied with positive sentiment. Our sentiment classifier interprets things like "tell me more", "what would it look like", "let's chat" as positive.

When a client moves to Interested:

Not Interested

The client replied with negative sentiment. Things like "no thanks", "I'm staying with my current lender", "remove me" classify as negative.

When a client moves to Not Interested:

Inactive

The client is unreachable or has explicitly opted out. Reasons include:

You can move clients out of Inactive manually if the situation changes (e.g., they update their email).

Auto Vs Manual Stage Setting

See Updating A Client's Status Manually for overrides.

What To Do Next

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