Refinance auto outreach is event-driven - it fires when a client qualifies - and capacity-capped so we never send more than you can handle.
Who Gets Picked
A client becomes eligible for auto outreach when they appear on your Refinance list, which happens when they meet your eligibility threshold (minimum monthly savings after penalty). See How Candidates Are Detected.
We process the refinance list in priority order - strongest projected savings first.
Why We Ask For Capacity
The capacity slider in Enable Outreach is your monthly deal target. We use it to pace sends.
Here's the logic:
- Capacity = your monthly target. Set it higher than your actual capacity (not all outreach converts).
- Each month we aim to fit your refinance sends within that number, prioritizing the highest-savings opportunities first.
- If your refinance list has way more candidates than your capacity, the lower-priority ones simply wait until next month (or until you raise capacity).
This keeps you from being buried in replies you can't service.
The Send Sequence
For each qualifying client:
- Initial email - sent on the next available send day.
- Day 7 follow-up - sent 7 days later if no reply.
- Day 21 follow-up - sent 14 days after the day-7 follow-up if still no reply.
All three use templates you control. See Editing The IRD Email Template.
When Follow-Ups Stop
The moment the client replies (positive or negative), all queued follow-ups for that client are cancelled. The client moves to Interested or Not Interested on Contacted.
Respecting Send Days
We only send on the days you've allowed in the send-days picker. If your capacity is 50/month and you've only allowed Tuesday-Thursday, we'll batch the sends across those days.
When Auto Outreach Isn't Sending
Common causes:
- Capacity reached for the month.
- No clients qualify (threshold too high).
- Wrong send days picked.
- The refinance toggle is off.
Full diagnostic: Auto Outreach Isn't Sending.
What To Do Next
- Tune the threshold and capacity to balance volume and quality: Adjusting Your Eligibility Threshold.
- Customize what your clients receive: What Clients Receive From Auto Outreach.