Email & Calendar

Connect Your Email

Connect a Gmail, Outlook, or Exchange mailbox so client mail lands in BrokerPlus and files itself onto deals.

Choose What Your Team Sees of Your Mailbox

Decide per mailbox whether teammates can read your mail, only the emails linked to a deal, your meetings, or only that you are busy.

Send From a Team Inbox

Promote one mailbox to the team inbox, and choose whether your mail leaves from it or from your own address.

Use Your Inbox

Read and answer client mail in BrokerPlus with the file, the contact and the history beside it.

Triage Your Inbox

Mark a thread done, star it, or bin it, and act on a run of threads at once.

File Mail Into Folders

Drag a thread into one of your mailbox's own folders, and filter the list down to it.

Tag and Filter Your Mail

Use the tags BrokerPlus puts on incoming mail, and add your own with a colour and a description.

Set a Reminder on a Thread

Take a thread out of your inbox and have it come back when you need it, or only if nobody replied.

Link a Thread to a Deal

Put a conversation on the right file, or move it off the wrong one.

Write and Send an Email

Compose from the inbox or inside a thread, pick the mailbox it leaves from, and attach the file it belongs to.

See Your Day While You Reply

When a date comes up in an email you are answering, that day's calendar opens beside the composer so you can book it without leaving the thread.

Save and Use Email Snippets

Keep the paragraphs you retype behind a short code and expand them as you write.

Work With Drafts and Scheduled Sends

Find an unfinished email, and see what is parked to go out later.

Let Your Assistant Draft Replies

Have a reply written for you when a client or lender is waiting, and approve it before anything sends.

Track When Clients Open Your Email

See when a client opened what you sent, and decide when the tracking pixel is used.

Extract Lender Conditions From Email

Have approval conditions read out of a lender's email and put on the deal, with a review step you control.

Show New Email on Screen

Decide whether a card pops in the corner the moment mail arrives.

When Email Is Not Syncing

Work out why messages stopped arriving, and reconnect the mailbox.

Connect Your Calendar

Bring your calendars in with the mailbox connection, then choose which ones appear and how they are coloured.

Use Your Calendar

Read your week, create a meeting off the grid, and link it to the file it belongs to.

See a Teammate's Calendar

Look at when your team is busy, and understand what a locked block is hiding.

Set Up Your Booking Link

Publish a page clients can use to claim time, set the hours it offers, and choose what its form asks.

Configure Meeting Types, Buffers, and Notice

Shape what a client can book: length, padding, how soon, how far ahead, reminders and the questions asked first.

Turn On the Meeting Notetaker

Have a notetaker join your video calls, take notes, and file the recap against the right record.

Read a Meeting Recap

Find the write-up from a call, and act on what was agreed.

Keep the Notetaker Out of a Meeting

Stop it joining one call, or pull it out of a call it already joined.