Auto outreach automates the bulk of your client outreach so you can focus on the high-touch conversations. Two independent channels - refinance and renewals - each work differently.
Refinance: Event-Driven And Capacity-Capped
Refinance auto outreach fires when a client qualifies for your refinance list (based on your eligibility threshold), and is paced by a monthly capacity you set.
- Initial email when they qualify.
- Day-7 follow-up if no reply.
- Day-21 follow-up if still no reply.
- Stops the moment they reply.
Why capacity? So you're not buried in more interested replies than you can actually service. See How Refinance Auto Outreach Works.
Renewals: Uncapped Milestone Drip
Renewal auto outreach is a drip based on months-to-maturity, not on volume.
- 12 months out → email.
- 7 months out → email.
- 3 months out → email.
- 1 month out → email.
It's not capped by capacity - every milestone email goes out for every client in the renewal window. The cadence is tied to the milestone, not the broker's deal load. See How Renewal Auto Outreach Works (The Drip).
What To Expect After Enabling
- Sends start showing up on Contacted under the appropriate stage.
- Reply detection moves clients to Interested or Not Interested automatically.
- Engagement signals (opens, clicks) populate.
- You can still send manual touches alongside auto outreach. They don't conflict - auto follow-ups stop if any reply (manual or auto) comes in.
What Clients Experience
The emails go from your real email address, use your templates, and include your Calendly booking link in the equity report (if you've connected it). The client experience is indistinguishable from a personal outreach. See What Clients Receive From Auto Outreach.
What To Do Next
- Turn it on: Enabling And Adjusting Auto Outreach.
- Understand the refinance specifics: How Refinance Auto Outreach Works.
- Understand the renewals drip: How Renewal Auto Outreach Works (The Drip).