Connecting Gmail or Outlook is the most important integration in BrokerPlus. Without it, you can't send IRD outreach, renewal emails, or programmatic reports - and you can't get reply detection on the things you send.
What We Use Your Email For
Two things, that's it:
1. Sending On Your Behalf
Every email we send (manual or auto outreach, equity reports, consolidation reports) goes from your real address using your connected account. Borrowers see your name, your email, and reply directly to you.
This is fundamentally different from email tools that send from "noreply@" addresses on your behalf. We're using your account.
2. Reply Detection With Sentiment
When a borrower replies to one of your sends, we detect the reply and classify the sentiment as positive (interested) or negative (not interested). That's how clients land in Interested or Not Interested on Contacted.
For more on what we detect vs. don't, see Reply Tracking And Sentiment.
What We Don't Do
Important boundaries:
- We don't sync your full inbox. Past emails stay where they are.
- We don't store the body of replies. Just the fact that there was a reply and its sentiment.
- We don't read non-reply emails. Other emails in your inbox are invisible to us.
- We don't access historical threads. Conversation history isn't pulled.
This is a deliberate scope - we watch only what's needed to power outreach and reply detection.
Connecting
- Go to Settings.
- Find the Email card.
- Click Connect Gmail or Connect Outlook.
- Authorize via Google or Microsoft.
- Approve the requested scopes.
- You're connected.
Full walkthrough: Connecting Your Email.
Disconnecting And Reconnecting
- Disconnect - click Disconnect in the Email card. Sending stops, reply detection stops.
- Reconnect - click Connect again. We re-authorize and resume sending.
Disconnecting doesn't delete any past sends or reply data - it just stops future activity.
If Your Connection Breaks
OAuth tokens expire or get revoked occasionally (you logged out of all sessions, you reset your account, etc.). When this happens, we'll show a banner asking you to reconnect.
For diagnosing connection issues: Email Isn't Syncing Or Stopped Working.
What To Do Next
- See the full setup flow: Connecting Your Email.
- Diagnose connection issues: Email Isn't Syncing Or Stopped Working.