Auto Outreach
Turn on automated refinance and renewal outreach, set how many emails go out per day, and understand what clients receive.
Enabling And Adjusting Auto Outreach
toggle refinance and renewals independently. set how many refinance emails go out per day, pick which days we can send, and choose which deal statuses are eligible for each channel.
How Refinance Auto Outreach Works
how candidates get picked, how the daily send limit paces sends, and how day-7 and day-21 follow-ups fire.
How Renewal Auto Outreach Works (The Drip)
Initial outreach plus reminders on the sequence you configure (12, 7, 3, and 1 months by default, customizable up to 24 months out). Not capped by your daily send limit.
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, paced by a daily send limit) 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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