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Find People
Search by market, property type, and contact type. The AI scans public records, building permits, county filings, deed transfers, MLS listings, and the open web to find real people with real contact info — then drops them straight into your CRM.
Search Parameters
CRM
0 contactsManage buyers, sellers, properties, and deals.
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Total Sellers
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Properties
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Attorneys
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Lenders
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Title Cos.
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Total Deals
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Pipeline Stages
Drag deals between columns to change stage
Email
Enroll contacts in an email campaign and track responses. The campaign's sequence sends on its own cadence; the AI auto-replies when you get a reply.
Emails Sent
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AI Conversations
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Enroll contacts in a campaign
Pick a campaign + (optional) tag filter, then enroll selected contacts. They'll receive the campaign's first email and the rest of the sequence follows automatically based on the cadence you set in Sequences.
Filtered Contacts
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Send time
AI Reply Agent
Automatically scan your email and respond to new replies.
Texting
Enroll contacts in an SMS campaign and track responses. The campaign's sequence sends on its own cadence; the AI auto-replies when you get a reply. Powered by Quo.
SMS Sent
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AI Conversations
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Enroll contacts in an SMS campaign
Pick an SMS campaign + (optional) tag filter, then enroll selected contacts. They'll receive the campaign's first message and the rest of the sequence follows automatically based on the cadence you set in Sequences.
Filtered Contacts
0 selected
Send time
AI Reply Agent
Inbound texts flow through Quo's webhook to the same AI reply pipeline as email — no scanning needed. Replies arrive in real time and queue with 2-15 min jitter.
Setup once: in Settings → SMS Accounts, copy the inbound webhook URL into Quo (Settings → Webhooks → subscribe to message.received). After that, every incoming text triggers AI reply automatically.
All Campaigns
Every outreach cadence in one view. Click a row to edit it on the Sequences page.
Total campaigns
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Active
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Contacts (across all)
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| Type | Name | Status | Contacts | Started | Last activity |
|---|
Dialer
Work a cold-call campaign top-to-bottom with quick-action buttons. Each click logs the outcome and the lead moves down the list.
Leads in queue
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Called today
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Reached today
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Interested today
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Sequences
Write reusable email sequences (1–12 messages each — default 4) and attach them to one or many campaigns. Each campaign tracks its own contacts, sends, and replies independently.
Campaign
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Follow-up cadence
The number of follow-ups is set by your template. To add or remove messages, use + Add email or × Remove last in the Template card below.
Template
Sender: ...
Personalization · click to insert at cursor
Replaced at send time with each contact's info. [First Name] falls back to there for couples, LLCs, trusts, and company-only contacts so emails never read "Hi Smith Family Trust,". Titles (Dr./Mrs./etc.) are stripped before extracting the first name.
New Template
Email templates carry a subject + body per step. SMS templates are body-only (no subject) and the editor enforces a 160-char-per-message target.
Direct Mail
Design and send direct mail to your contacts. Cost is deducted from your credit balance.
Pieces Sent
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Delivered
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In Transit
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Total Cost
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Replies
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0% reply rate
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Job History
No mail jobs yet. Select contacts and a template to send your first batch.
New Template
Click to upload or drag & drop
PDF, PNG, or JPEG · 4" x 6"
Design Guidelines
Size: 4" x 6" (1275 x 1875 px at 300 DPI)
Bleed: Add 0.125" bleed on all sides
Format: PDF preferred, PNG/JPEG accepted
Back side: Keep the right third clear for the mailing address and postage area
Resolution: 300 DPI minimum for sharp print
Bleed: Add 0.125" bleed on all sides
Format: PDF preferred, PNG/JPEG accepted
Back side: Keep the right third clear for the mailing address and postage area
Resolution: 300 DPI minimum for sharp print
Return Address
Analytics
Your customizable dashboard. Add, remove, and rearrange widgets to track what matters.
Add Widget
Pick a metric to add to your dashboard.
🎓 Direct University
Tutorials, best practices, and trusted resources for running cold outreach that actually closes deals. New lessons added regularly.
Lessons
Recommended courses & partners
Curated resources from operators we trust. Some links may include affiliate codes — when you sign up through them, Direct REI may earn a small referral fee at no cost to you.
Want a lesson on something specific?
Email us the topic — we'll add it to the queue and ping you when it's live.
Request a topic
Settings
Manage your profile and integrations.
Complete your profile:
Profile
Federal law requires this address in every commercial email you send. PO Box or business address is fine — no need to use your home address.
Email Mailboxes
Connect mailboxes via SMTP/IMAP. Outbound emails rotate across enabled mailboxes; replies are auto-detected from each. Use an app password, not your main account password.
SMS Accounts
Connect a Quo account (formerly OpenPhone) to send & receive SMS. Calling works without this — only required for texting. Don't have an account? Sign up at Quo → · Already have one? Get your API key at my.openphone.com/settings/api.
⚖️ Your responsibility: SMS in the US requires prior express written consent from each recipient under TCPA. Scrub your list against the National DNC Registry, disclose your business name in every message, and only send between 8am–9pm local time. DirectREI honors STOP / UNSUBSCRIBE automatically — see the University TCPA guide for the full rundown.
Inbound webhook URL
In Quo, go to Settings → Webhooks → Add webhook, paste the URL below, and subscribe to message.received. This is what makes inbound texts trigger AI replies.
📞 Inbound call webhook URL
In Quo, add a second webhook and subscribe to call.completed (required), plus optionally call.recording.completed, call.transcript.completed, and call.summary.completed for recordings & transcripts.
When a lead calls your Quo number, DirectREI will automatically match them to a contact, log the call, and flag them for your attention — including what outreach triggered the callback (e.g. "mailed May 15").
Calling integration
Choose how your 📞 Call buttons (Dialer + contact rows) place the call. Pick a provider here, install its desktop app, and our Call buttons route every dial through it.
Send Window
The cron drains the follow-up queue every 5 minutes — but only during the window you set here. Default is 24/7 (every day, all hours). Tighten this to mimic real-human sending hours and reduce spam-flagging.
Custom Fields Paid feature
Define your own fields for Buyers, Sellers, Other contacts (vendors / professionals), and Deals. They show up on the matching add/edit modals so you can track exactly what you care about — no schema migration required.
Plan & Usage Pro
Pro
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Overage Credits
$0.00
Used when you go past your monthly cap
Going over your monthly cap deducts from your credit balance. If you run out, the action is paused until you top up. Counters reset on the 1st of each month; credits never expire.
Team Members
Help & Support
Send a message
Fill this out and we'll open your email app with the message pre-filled — just click Send to deliver it. Your account email is auto-included so we can find you.