Turn on automated refinance and renewal outreach, set your capacity, and understand what clients receive.
Enabling And Adjusting Auto Outreach
Toggle refinance and renewals independently. Set your monthly capacity (refinance only) and pick which days we can send.
How Refinance Auto Outreach Works
How candidates get picked, how capacity paces sends, and how day-7 and day-21 follow-ups fire.
How Renewal Auto Outreach Works (The Drip)
Initial outreach plus reminders at 12, 7, 3, and 1 months before maturity. Not capped by your deal capacity.
Skipping A Client From Auto Outreach
Unqueue a client while they're queued for outreach and they'll be skipped.
What Auto Outreach Does
Overview of how automated outreach works for refinance (event-driven, capacity-capped) and renewals (uncapped drip).
What Clients Receive From Auto Outreach
Sent from your real email address, uses your templates, and includes your Calendly booking link if connected.
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