You enable auto outreach from the Enable Outreach modal the first time, then manage it from Settings going forward. The controls are the same in both places.
Opening The Enable Outreach Modal
You'll be prompted with the modal when you take an action that needs outreach (sending a first candidate report, etc.). You can also open it directly from the refinance or renewals page header.
The Two Channel Toggles
- Refinance Outreach - toggle on to start reaching clients with potential rate savings.
- Renewal Outreach - toggle on to start the 12/7/3/1-month drip for clients approaching maturity.
These are independent. Turn on one without the other if you want.
Capacity Slider (Refinance Only)
The capacity slider runs from 10 to 100 deals/month. This is your monthly target capacity - how many refinance outreach sends we should aim to fit into a month.
- Set it higher than your actual deal target. Not every outreach converts.
- A common rule: capacity = your monthly deal target × 4-5.
Capacity only caps refinance. Renewals are not capped - every milestone email goes out regardless. See How Renewal Auto Outreach Works (The Drip).
Send Days
Pick which days of the week we're allowed to send (Mon-Sun, multi-select). Common setups:
- Tue / Wed / Thu - best open rates, avoids Monday and weekend dropoff.
- Mon-Fri - full business week.
Restricting days doesn't reduce volume; it just spreads sends across the days you've allowed.
Toggling Off
When you toggle off a channel:
- Future sends stop. Nothing new gets queued.
- Already-queued sends may still go out within the next short window if they've been handed off to the queue. There's a short tail.
- Existing follow-ups stop being scheduled. A client mid-sequence won't get the next follow-up.
To pause without losing your settings, just toggle off and toggle back on when ready.
What To Do Next
- See how refinance picks who to email: How Refinance Auto Outreach Works.
- See the renewals cadence: How Renewal Auto Outreach Works (The Drip).
- Skip a specific client: Skipping A Client From Auto Outreach.