Where to find it
Open Settings > Advanced Settings > Communication.What you configure
- Templates for reusable SMS and email messages.
- Voicemail and voice preferences.
- Email Signature.
- Email Forwarding and default CC behavior.
- Proof of Funds documents.
- Operating Hours and scheduling behavior.
- Communication limits and compliance-related controls.
Why it matters
Communication settings are shared by daily workflows like Messages, Bulk Messaging, and Sequences. A small change here can affect what templates users see, how email appears to agents, when outbound messages are sent, and what supporting documents are available.What changes when you update it
- New messages can use updated templates and signatures.
- Bulk messaging and sequences reuse templates from this section.
- Operating hours affect when outbound messages send immediately vs schedule for later.
- Email forwarding and default CC settings affect future email conversations.
- Proof of funds documents become available where the product supports inserting or attaching them.
- Communication limits can affect whether users can send more outreach.
Setup tips
- Create templates for both New Conversation and Existing Conversation contexts.
- Review templates after changing Buyer Identity, Deal Terms, or sender domain.
- Keep operating hours aligned with the markets and agents you contact.
- Use email forwarding carefully so replies stay easy to track in ProPilot.
- Store proof of funds documents that are current and ready to send.
Used by
Common questions
Where do I create templates?
Where do I create templates?
Open Settings > Advanced Settings > Communication > Templates.
Where do I edit signatures or forwarding?
Where do I edit signatures or forwarding?
Open Settings > Advanced Settings > Communication, then use Email Signature or
Email Forwarding.
Where do I change operating hours?
Where do I change operating hours?
Open Settings > Advanced Settings > Communication > Operating Hours.