D

Dispatch

Personalized bulk messaging, one honest send at a time

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D

Dispatch

Personalized bulk messaging, one honest send at a time

build 833d248

Add contacts

Pick straight from your phone's contacts (Android), import a vCard/CSV export, or add people one at a time.

iPhone: Contacts app → select people → Share → Save to Files as a .vcf, then use "Import vCard" above. Android: "Pick from Contacts" opens your native picker directly — no export needed.

Select recipients below, or grab a batch at once.

Owned by
Assign · 0 selected

Advanced filters

▸ show

Build precise segments. Click any OR/AND toggle — between conditions, or on the divider between groups — to set how they combine.

days Anyone messaged more recently than this is skipped by batch-select and flagged below.
Select next batch of
Records per page
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Message template

Click a field to insert it. Every selected contact gets their own filled-in version.

Sends from your business number through your phone system. Runs on the server — you can close this tab. Opted-out contacts are skipped automatically, and every message lands in that contact's conversation.

Live preview

Shown for the first selected contact.

No contact selected yet
Select recipients in the Contacts tab to preview here.
0 recipients selected

Send queue

Review or hand-edit each message, then dispatch it through your phone's own Messages or Mail app — exactly one real, private message per person.

Why one at a time? No browser or app — including the original Reach — can silently blast texts from your personal number; iOS/Android require you to confirm each send. "Open" launches your real Messages/Mail app pre-filled, so sending is one tap.
0 / 0 dispatched
✓
All dispatched
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1 of 1
Waiting for you to send in Messages…

Conversations

Texts sent and received on your business line. Replies go out from the same number.

No business phone connected yet — Settings → Integrations → Business phone & SMS. Until then, texts sent from your own device aren't recorded here.
Pick a conversation

Email

Your connected mailbox — send and receive from your own address.

Connect your mailbox to send and receive email here. Works with Zoho and any host that allows IMAP/SMTP (Google & Microsoft connectors coming soon).
Pick a conversation

Mail rules

Rules run on incoming mail in Dispatch, alongside your Zoho filters.

Match of these:
Then:

New email

Deals

Track each deal through its pipeline.

People on this deal

Deal Library

Uploads go to management for approval. Approved files appear below — click a name to open.
The address is the deal name.
Assigned to
Make offer · offer details

These fields come from Settings → Customization → Deals.

Send offer

Write the email and pick documents to merge into one PDF.

The offer is generated as a PDF. Download PDF to send it yourself, or Send offer to email it to the recipient (email sends once Resend is connected — until then it just records the offer and moves the deal to the Offer stage).

Marketing

Earnest Money Receipt

Upload the earnest money receipt and have management approve it. Approval unlocks the marketing materials below.

Notify your team

Let the team know this deal is ready to send to investors. Each person is emailed individually.

Send marketing to investors

The property gallery investors see. Images only.

Drag photos here, or

Walkthroughs and property videos. They stream on click — never preloaded, so the page stays fast.

Drag videos here, or

Documents sent alongside the photos — flyers, scopes of work, proof of funds. PDFs and docs.

Drag files here, or
Investors
0 selected
Engagement

Clicks and time on the page are exact. Email opens are best-effort (many mail apps block open tracking).

InvestorOpensClicksTime on pageLast activity
Documents

Earnest Money · where the money is held

Record the earnest money and who's holding it. The holder is added to “People on this deal” so the money is always traceable. Management is notified when this is saved.

This goes to management for approval — you'll be notified when it's approved or rejected. Approval advances the deal to Earnest Money. The earnest money receipt is uploaded later on the Marketing stage.

Construction · progress from your builder

Rehab estimate

Type a quantity on any line. Prices come from your Settings library.

Grand Total $0
#ProductQtyTotal
Grand Total $0

Brokerage transaction — document management & approvals are coming in a later update.

Deal fields

These come from the fields you tagged for this pipeline in Settings → Customization → Modules & Fields → Deals.

Activity

All fields

No contacts selected

Tasks

Follow-ups & reminders. Overdue items are flagged.

Dashboard

Earnings, pipeline, and win rate.

Contact

Deals

Tasks

Activity

Fields

Edit contact

Update any field below, then Save.

Task

All fields

Search results for

Field Mapping

Marketing Material

Reusable HTML templates. Design once — each deal's send fills in its specifics and photos.

HTML
Merge fields (click to insert)
Live preview (sample values)
Customize layout — Contacts
Fields
Drag onto the layout →

Set Permission

Properties

Pre-selected on new records so you don't have to pick it each time.

New task

Document review

Modules & Fields

Click a module to design its record layout. Use "Fields" to add/edit its fields.

Create module

Who can see its records?

Fields

Add, edit, or remove custom fields for this module. They'll appear on the record's edit form.

Pipelines & stages

Choose which sides of the business your organization runs, then edit the stages of any pipeline on those sides.

Investment covers Wholesale, Wholetail, Novation, Fix & Flip and Buy & Hold. Brokerage covers retail and lease.

Fields shown on a stage

⚙ Setup

Configure how Dispatch works.

Data

Workspace

Contacts & messaging

Notifications

Integrations

Deals & documents

Leads

Plan & data

Team

Security

Account

Platform admin

⚙ Settings

Preferences for how Dispatch behaves.

Re-message cooldown

days

Timezone

Used when stamping "Last Contact Date" to Zoho, so the date matches your day.

Zoho real-time sync

To have new/edited Zoho contacts flow in automatically, create a Workflow Rule in Zoho CRM (Contacts → Create or Edit) with a Webhook action pointed at your personal URL:

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Message templates

Create, edit, and delete your saved message templates.

Rehab estimate products

Edit the line items, units, and prices used in every rehab estimate under Deals.

Marketing Material

Design reusable HTML marketing pages. Deal specifics and photos fill in automatically when you send.

Account

Your login and connections.

Email

—

Profile

Brokerage
Set by your brokerage. Shown here so you know what appears on your documents.
The default that pre-fills for every agent. Each agent can override their own if their primary association differs.
My license & MLS

Your sending address

The address your offers are sent from. Uses your team's verified domain.

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Change password

Two-factor authentication

Add a second step at login using an authenticator app (Google Authenticator, Authy, 1Password). Strongly recommended for owners.

Not enabled

1. Scan this QR code with your authenticator app:

Can't scan? Enter this key manually:

—
Save these backup codes now. Each works once if you lose your device. They won't be shown again.
Enabled

Zoho connection

Checking…

Manage the connection itself from the Contacts tab (Connect / Disconnect Zoho).

Message templates

Templates you save here appear in the Compose "Load saved template" dropdown, and vice-versa. Use tokens like {{first_name}}, {{company}} in the body.

New template

Saved templates

Contact Class

Define the Contact Class values you use. Contacts can have more than one. These also work in Advanced Filters, and are stored with your contacts so they're yours even if you leave Zoho.

Add a value

Bulk add

Paste multiple values — one per line, or separated by commas. Duplicates are skipped.

Your Contact Classes

Add a product

Pick any saved product to add to this estimate, or create a one-off line.

🔨 Rehab estimate products

Your saved line items. Mandatory ones auto-fill every new estimate (in this order); others are added on demand. Edit names, units, and prices here.

Tip: use the ↑ ↓ arrows to set the estimate order. ★ = mandatory (auto-fills new estimates).

Contact

Activity

New deal

Deal name: —

👥 Your team

Invite people to your workspace and choose what each can access. They'll share your contacts and deals. Everyone gets Contacts; you grant the rest.

Invite a worker

Access:

Pending invites

Members

Click a member's name to open their full record — details, position, commission, and access.

🔒 Profiles

A profile is a reusable set of permissions covering module access, setup, and extensions. Assign a profile to people to control what they can do. Editing a profile updates everyone on it.

Loading…

Create New Profile

Users in profile

Loading…

Profile:

👥 Manage accounts

Create accounts for your users and control which modules each one can access. Everyone gets Contacts; you grant the rest. Only you (the platform admin) can see this.

Create an account

Access: Full access (owner). Set access per user inside the account.

Existing accounts

💼 Investment Team Positions

Your investment-side positions and their base commission rates (Acquisition, Sales, etc.). These rates are yours alone — no other account shares them. Base rates are what's paid at closeout; month-end tier bonuses come later from the Production Dashboard. Assign a member to a position on their record in Manage Team.

Positions & base rates

Assign a position to each person on their own record in Manage Team.

📈 Production Dashboard

Each member's monthly acquisitions and sales, points, tier standing, and retroactive Monthly Volume Bonus — all read from finalized commission worksheets, not manual entry. Points = 1 per sale + 0.5 per purchase. The tier a member reaches this month sets their bonus: (tier rate − base rate paid at closeout) × the deal's gross margin, summed over their qualifying deals. Top Performer is the highest points that month.

Monthly Production

Set Contact Class

Assign a Contact Class to the selected contacts.

Overwrite replaces the Contact Class on all selected contacts.

🔔 Notifications

Choose what you're told about, and how. These are yours — each teammate sets their own.

Desktop alerts
Not enabled in this browser.
In app Email Desktop

💬 Text blast

Sending from your business line.

⚠️ 0 message(s) have a blank merged field — edit those rows before sending.
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💬 Text from the business line

To · from . This sends through your connected phone system and is logged against the contact.

0

📞 Business phone & SMS

Connect a phone system so Dispatch can send and receive texts and place calls. Converse Desk will send through whichever provider is connected here.

Pull the text messages already in your phone system into Dispatch. Start with a safe peek — it only reads and counts, and imports nothing.

Numbers & who they belong to

Assign each number to a teammate. They'll send from it, and anything texted back to it lands in their conversations. Numbers left Shared are the company line — anyone can use them.

Mass Update

Set one field on 0 records at once.