What Auto Outreach Does

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 Paced Per Day

Refinance auto outreach fires when a client qualifies for your refinance list (based on your eligibility threshold), and is paced by an Auto Sends Per Day limit you set (1-5, default 3).

• 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.

You can also narrow which deal statuses are eligible via the Check statuses dropdown (available in Settings, the post-payment modal, and the enable-outreach modal). Only statuses present in your imported data show up. By default, lead, new, withdrawn, expired, cancelled, and declined are skipped, but you can include or exclude any status to match how your brokerage labels deals.

Why a daily limit? 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.

• It fires at the milestones in your configured sequence (default 12, 7, 3, and 1 months out), each one an email.
• You can customize the sequence in Settings -> Outreach Settings, under the Renewal auto-outreach toggle: add or remove month steps, each anywhere from 1 to 24 months before maturity.

It's not capped by the daily send limit, 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. Renewals have their own Check statuses allow-list, independent from the refinance one, so each channel can target different deal statuses. 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).