
Pulse
The outreach that runs without you, and the queue that holds a draft before it sends.
24 Articles in 5 sections
Start With Pulse
4What 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.
Build an Automation
7Choose 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.
Who Hears From You
3Skip 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.
Advanced Pulse
6Turn 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.
Check Your Work
4Read 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.
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