When a client replies to one of your outreach emails, BrokerPlus detects the reply and classifies its sentiment. That classification drives the stage on Contacted.
What We Detect
We track two things per reply:
- Did they reply? - yes or no.
- Sentiment - positive (interested) or negative (not interested).
That's the whole scope.
What We Don't Store
- The reply text stays in your inbox. We don't sync or store the body of replies.
- Thread history isn't pulled. We're not running a CRM-style email sync.
- Forward / CC / attachment behavior isn't tracked.
This is a deliberate boundary. We watch for the signal that drives the stage change, not the full email content.
For the full integration scope, see Email (Gmail Or Outlook).
How Sentiment Maps To Stages
- Positive sentiment → client moves to Interested.
- Negative sentiment → client moves to Not Interested.
- Ambiguous (rare) → stays in No Reply and we surface it for your review.
See Contacted Stages Explained for what each stage means.
What Happens To Auto Outreach When A Client Replies
The moment we detect a reply:
- Queued follow-ups for that client are cancelled (day-7, day-21 for refinance; remaining milestones for renewals).
- The client moves to the matching stage.
- They're protected from new auto outreach until you re-engage manually.
The Daily Interested Summary
When replies are classified as Interested, we don't ping you once per reply - that would flood your bell on a busy day. Instead you get one in-app notification per day in the top-right bell that summarizes everyone who replied interested that day (for example, "3 clients replied interested today" with their names). Click it to jump to your Contacted list.
- In-app only. This summary lives in the notification bell. We don't email it.
- One per day, only when there's something to say. A day with no interested replies produces no notification.
- On a brokerage, each agent's summary covers the clients assigned to them.
Overriding A Misclassification
Sentiment classifiers aren't perfect. If a client lands in Interested when they were actually polite-but-declining (or vice versa), override the stage manually. See Updating A Client's Status Manually.
What To Do Next
- See the full stage definitions: Contacted Stages Explained.
- Manually update a misclassified stage: Updating A Client's Status Manually.