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Bulk messaging lets you reach many listing agents at once from your Deal Pipeline. One Review & Send Messages flow handles SMS and email together, gives every property its own editable draft, and respects your operating hours and sending limits automatically.
Related settings: Phone Number lives in Basic Setup > Phone Number, and Email Setup lives in Basic Setup > Email Setup. Templates, operating hours, and communication limits live in Advanced Settings > Communication.

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Send bulk messages

1

Select properties

In the Deal Pipeline, check the properties you want to contact (board cards or table rows). A bar at the bottom shows how many are selected.
2

Open Review & Send

Click Message in the selection bar to open Review & Send Messages.
3

Choose the delivery method

Pick how each deal should be contacted:You can still override the channel on individual rows after choosing a bulk method.
4

Pick content and personalize

Choose a template or write a message. Merge fields fill in per property automatically (see Message Templates), and you can edit each property’s message individually before sending. For email, you can attach files and include your signature.
5

Review warnings and send

Rows with an existing conversation show a shared-conversation warning - expand it to read the full thread history inline while your outgoing draft stays editable. When everything looks right, send.

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How sending and scheduling work

  • Inside operating hours, messages send right away.
  • Outside operating hours, a banner explains that initial outreach SMS will be scheduled starting at the next open window, with each scheduled message staggered 5 minutes apart so the sends look natural.
  • Deals where a conversation is already active are exempt from the outside-hours hold and can still send immediately.
  • Your daily and hourly new-conversation limits apply; sends beyond the hourly limit are scheduled into the next hour automatically. See Operating Hours.

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Common questions

The unified Review & Send flow handles both channels in one place. Pick a bulk delivery method, then adjust the channel per property inside the panel if needed.
You are outside operating hours, so initial outreach is queued for the next available window and staggered 5 minutes apart. Active conversations can still send immediately.
Someone in your organization already has a thread with that agent. Expand the warning to read the existing history inline before you send, so you do not double-message or contradict a teammate.
The empty state links to Go to Templates and Sequences so you can create an SMS or email template first. See Message Templates.
Yes. Each property is its own row - send the ones you want and leave the rest, or close the panel without sending.
Your plan’s SMS or email usage ran out mid-batch. The Manage Your Plan window offers an upgrade; remaining messages can be sent once usage is available.

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Limitations

  • Bulk operations are available on Pro and Premium plans.
  • Your daily and hourly SMS limits and email limits apply to bulk sends.
  • Outside operating hours, initial outreach is always scheduled rather than sent immediately.
  • For repeated multi-step outreach, use Sequences instead of manual bulk sends.