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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). You can edit SMS and plain-text email drafts directly. For formatted email templates, change merge fields under Placeholders, or click Edit email on the draft card to change the wording in place without losing layout, links, or images. A dollar amount you type in a placeholder stays, including Walk the math figures. Leave the field and it shows as currency. Rounded amounts use the nearest $100. 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. If a merge field has no value (for example, your company name is not set in your profile), the draft shows a warning and the field is marked Empty under Placeholders. You can still send, but the value will be left out of the message. 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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Reviewing on your phone

On a phone, Review & Send shows one property at a time instead of the full list. A bar at the top of the panel shows which property you are on (for example “Property 2 of 8”), how many are already sent, and arrows to step back and forward. Smaller batches also show a row of dots - green for sent, red for a failed send, gray for not sent yet - and you can tap a dot to jump straight to that property. Each screen walks through everything for that property: the property details, the template, your offer, and the message itself. The offer settings start folded so the message stays close at hand; tap Edit offer when you need to change the calculation. The message appears in the normal review flow with its recipient, subject for email, draft, and actions together. As you change the template, offer, or placeholder values, the preview updates live so you always see the message you are about to send. Plain-text email drafts use Edit message, while formatted emails open the full-screen preview so the layout stays intact. After a successful send you are moved to the next unsent property automatically, so you can review and send the whole batch one property at a time. If the chosen channel has no listing-agent email or phone, a No email address or No phone number notice sits in the card under Send (which stays disabled) so you can skip ahead to the next property. For emails, the expanded draft shows the message exactly as it will arrive - with your formatting, logo, and signature - rather than plain text. Plain-text email drafts have an Edit message button. Formatted email drafts protect the body from plain-text editing because that would remove links, images, and layout. Tap Edit message on a formatted draft to open the full-screen letter and change the wording in place; pasted text is inserted as plain text so the layout stays intact, and Reset to template discards hand edits. You can also change personalized content in the Placeholders fields above the draft. Tap the preview itself to open it full screen. The full-screen view has its own Send button, so you can give the email one last look and send it without going back.

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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.