video1.0<iframe src="https://www.loom.com/embed/f58feba5e2424ad7937ed9eb386e6a19" frameborder="0" width="1902" height="1426" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14261902Loomhttps://www.loom.com14261902https://cdn.loom.com/sessions/thumbnails/f58feba5e2424ad7937ed9eb386e6a19-de83a1b4cd3e9753.gif149.917This Loom explains what Auto Outreach does and how to enable it after linking your email. It covers refinancing Auto Outreach as an automated trigger when clients meet a set threshold, such as being above $300 per month, and sending between 1 and 5 emails per day to eligible deal statuses like accepted or submitted, with a minimum deal age to prevent sending too soon after a refinance. For renewals, it uses a milestone-based drip campaign at 12 months, 7 months, 3 months, and 1 month before maturity, with options to save emails as drafts for approval and to BCC outreach emails for your records.