The point of auto outreach is that it doesn't look or feel automated to your client. Here's exactly what they get.
From Your Real Address
The email is sent from your real email address via your connected Gmail or Outlook account. The from line shows your name and your address. Replies go directly to you, in your inbox.
There's no "noreply@brokerplus" sender. Clients aren't being CC'd through a system address.
Uses Your Templates
The body is whatever you've written in:
- The initial template (refinance) or initial / 12 / 7 / 3 / 1-month templates (renewals).
- The day-7 and day-21 follow-ups (refinance follow-ups, also used for manual sends with follow-ups toggled on).
Merge variables (client first name, current rate, projected savings, etc.) are filled in per-client.
Tune in Settings > Templates.
Calendly Link (In Equity Reports Only)
If you've connected your Calendly URL in your profile, a Book a call button appears in your equity report so clients can self-book. The link doesn't appear in outreach emails themselves - only in reports.
Reply Detection
When the client replies (positive or negative), we detect the reply and:
- Classify the sentiment as interested or not interested.
- Move the client to the matching stage on Contacted.
- Cancel any remaining auto outreach follow-ups for that client.
We don't store the body of their reply - that stays in your inbox where you read and respond like any other email.
What They Don't See
- They don't see any "sent via" footer.
- They don't see other clients' info (every email is sent individually, not as part of a list).
- They don't see that they were one of a batch.
What To Do Next
- Customize the templates: Editing The IRD Email Template, Editing The Renewal Email Templates.
- Add your Calendly link: Calendly.