The Contacted page is your view into everyone you've reached out to. If you've never messaged a client, they're not here - they're on Refinance or Renewals waiting to be touched.
Who Appears On Contacted
A client appears on Contacted the moment they receive their first outreach from you. That includes:
- Manual sends (Sending A Candidate Report and Sending A Renewal Email).
- Auto outreach sends (both refinance and renewals).
- Scheduled sends (they show up as Scheduled until the send fires).
Both refinance and renewals contacts land here. The Contacted page is unified - it doesn't separate by source.
Archived clients (for example, a mortgage that was already past its maturity date when your book was imported) are excluded from this default view, the same way they're excluded from Refinance and Renewals, even if they were previously messaged. To see them, switch the type filter in the top right from All types to Archived.
If you send using draft mode, the message is saved to your inbox instead of going out right away, and the client shows a Draft in Inbox status instead of Contacted. BrokerPlus can't see when you actually send that draft from your mail app, so the status doesn't advance on its own - update it manually once you've sent the message.
Reading The Counts
Each tab across the top carries its own count, so the stage breakdown is the at-a-glance read:
- All - everyone who's ever been messaged.
- No Reply - sent, no response yet.
- Interested - replied with positive sentiment.
These give you a quick read on outreach health. If your No Reply count is large and your Interested count is small, your templates or audience selection might need attention.
When Clients Leave Contacted
Clients don't really "leave" Contacted - once they've been messaged, they stay on the list. They just change stage as the conversation evolves.
If you delete a client from your book entirely, they're removed from Contacted too. But marking someone Not Interested or Inactive keeps them on the list so you have history.
Turning Follow-Ups Back On
If a client's follow-ups were turned off, the Next column shows a Turn on follow-ups button instead of a static label. Click it to put them back on the automated cadence. This also works for a client sitting at Draft in Inbox.
BrokerPlus catches the schedule up to however much time has passed since the last message: more than 7 days sends follow-up 1 shortly, and more than 21 days skips straight to follow-up 2, so the client never gets two catch-up emails at once.
The Big Picture
Think of Contacted as your CRM-style activity view: every relationship in motion, with status and last-contacted timestamp. Refinance and Renewals are the opportunity lists; Contacted is the action list.
What To Do Next
- See every stage explained: Contacted Stages Explained.
- See how replies are auto-classified: Reply Tracking And Sentiment.
- Filter to focus your work session: Filtering And Sorting Contacted.