Pulse

What Pulse Does

Understand the automations hub before you build anything in it.

Turn On a Starter Automation

Open one of the automations already sitting on your board, put your own wording on it, and switch it on.

Build Your First Automation

Create an automation end to end, from the moment that starts it to the switch that turns it on.

Review the Pulse Queue

Approve, edit or clear the messages an automation has drafted for you.

Choose a Trigger

Learn the moments that can start an automation, and pick the one that fires when you mean.

Narrow Who an Automation Reaches

Add checks so an automation only fires on the files you meant it for.

Write an Automation Template

Write the message an automation sends, and personalize it per client.

Chain Follow-Ups

Run a sequence of messages off one trigger instead of a single send.

Choose Draft or Automatic Sending

Decide per step whether a message waits for your review or goes out on its own.

Choose the Sending Inbox

Set which address an automated email appears to come from.

Set Up Renewal and Refinance Outreach

Configure the two automations that reach out about a maturing mortgage or a saving worth taking.

Skip a Client From an Automation

Stop one person receiving an automated message without switching it off for everyone.

Stop Follow-Ups After Outreach You Send by Hand

Turn on the nudges that trail a refinance, renewal or lead message you send yourself, and stop them for one client.

What Clients Can Opt Out Of

Understand the separate things a client can stop, and what they can never stop.

Turn On Advanced Pulse

Understand what the Pulse canvas changes, and the one condition that can still leave it missing.

Hold Everything in Read-Only Mode

Build advanced automations behind a hold that lets nothing reach a client.

Group Automations Into Canvases

File your automations into named groups so a long board reads as a few themes.

Describe an Automation to Your Assistant

Say what you want in a sentence and watch your assistant draw it on the canvas.

Branch on What the Client Does

Split an automation on whether the client replied, uploaded, or did nothing at all.

Test an Automation Before It Goes Live

Read every message an automation would send, then send the whole run to yourself.

Read Your Automation History

See what an automation actually sent, to whom, and what came back.

See Everything Running Automatically

Read one page that lists every automatic behaviour in BrokerPlus and links to where each is changed.

Who Can Change Your Automations

Understand who on your team may rewrite an automation and who may only work its queue.

Test a Pulse Automation

Put a test deal on your board, walk it through the stages, and read what Pulse sends to you instead of a client.