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Oliver

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Team Chat

Team Chat

Find Leads

CRM

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Manage buyers, sellers, properties, and deals.
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🗺 Map — properties & inventory
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Pins follow your Sellers filters — green pins are the filtered sellers' properties, blue means the property is on an open deal, gold is your Inventory (shown regardless of filters). 📍 locates records that have a street + city/state or ZIP for free; APN-only county-record imports can get exact coordinates via a Full upgrade.
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Tip: tap “Move ▾” on a card to change its stage — drag isn’t needed.
Pipeline Stages
Rename, reorder, or recolor the board's columns
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Tasks

Assign work, track due dates, and keep next-actions tied to your contacts.

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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Campaign
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, and ALL-CAPS names are auto-corrected (JESSE → Jesse).
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Sequence schedule
Add or remove messages here — the message tabs in Your sequence above follow automatically.
Enroll contacts in a campaign
Contacts below are scoped to the campaign selected in the editor above. Select who to enroll and send — they'll receive the campaign's first email and the rest of the sequence follows on its cadence. Click a row to open the contact.
Recipients
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AI Reply Agent
Replies are scanned automatically every ~15 minutes — scan now to check immediately (manual scans are limited to 2 per hour).

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.
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Enroll contacts in an SMS campaign
Contacts below are scoped to the campaign selected in the editor above. Select who to enroll and send — they'll receive the campaign's first message and the rest of the sequence follows on its cadence. Click a row to open the contact.
Recipients
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All Campaigns

Every outreach cadence in one view. Click a row to expand its details — Edit and the sequence link live inside.
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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.
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Voice Outreach

Direct Mail

Design and send direct mail to your contacts. Cost is deducted from your credit balance.
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Total Cost
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Auto-send mail from automations
When an automation enrolls a lead into a Direct Mail campaign, automatically send that campaign's mailer template. Off by default — each piece costs ~99¢ from your credits and can't be recalled once it's mailed.
$ /day — auto-mail pauses once reached (≈ cap ÷ 99¢ pieces), resuming the next day.
Postcards cost $0.99 each, deducted from your credit balance.
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Job History
No mail jobs yet. Select contacts and a template to send your first batch.

Websites

Host public property websites — showcase your inventory or capture seller leads. Unlimited on Pro & Scale; $9/mo per site otherwise.

Analytics

Your customizable dashboard. Add, remove, and rearrange widgets to track what matters.

🎓 Direct University

Tutorials, best practices, and trusted resources for running cold outreach that actually closes deals. New lessons added regularly.
🎯
New here? Start with the Quickstart.
Connect your first mailbox, find your first contacts, and send your first sequence — in under 10 minutes.
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.
Profile
JPEG, PNG, GIF, or WebP up to 2MB. Shown next to your messages in Team Chat.
Recommended in every commercial email — CAN-SPAM asks for it and it improves inbox placement. Optional, but encouraged. PO Box or business address is fine — no need to use your home address.
📥
Bulk Migration
Moving from another CRM? Select all your CSV exports at once. We auto-detect buyers / sellers / deals / conversations by columns + filename, then import them in the right order — no need to navigate to each tab one at a time. Sellers can include property details (lot size, asking price, etc.) on the same row — we'll create the property and link it to the seller automatically. And combine sellers + conversations into one file — if a file has message columns we route it through the conversation importer and auto-create any sellers referenced inside.
Tip: name files buyers.csv, sellers.csv, deals.csv, conversations.csv for the most reliable auto-detection.
Sign out
End this session on this device. Your data stays exactly as it is.
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.
🚀
Need more sending mailboxes?
Buy a sending domain right here (typically under $20/yr from your credits) — we publish all the email DNS for you, then a guided setup walks you through Google Workspace and connects each mailbox into your rotation.
SMS Accounts
Shows the numbers and setup steps for the provider you pick. Numbers on other providers are one switch away. Pick System default to text from your own Messages app instead (this device).
Connect a Quo (formerly OpenPhone) account to send & receive SMS — bring-your-own (usage bills to your own Quo account). Calling works without this — only required for texting. Don't have one? Sign up at Quo →
⚖️ 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.
Number health
How each of your numbers is actually performing — answer rate, text delivery, opt-outs, and daily volume against the ceilings carriers start flagging at. The Health column on the Phone tab only checks that your provider credentials work; this checks whether your numbers are still landing.
These are your own sending signals, not a carrier lookup — the three databases that hold the “Spam Likely” labels (Hiya, First Orion, TNS) aren’t publicly queryable. If a number here reads At risk, you can submit it for review free at freecallerregistry.com, which files with all three at once.
Blocked numbers
Stop spam callers and texters. Texts from blocked numbers are always ignored, and blocked calls never show up as missed calls, red flags, or ring pop-ups in Direct REI. When Direct REI answers your calls (Telnyx with voicemail on, or Twilio in-browser calling), blocked + anonymous callers are cut off before anything rings. Quo rings its own apps — block the number inside Quo too. You can also block a caller right from their contact card.
Only callers matching a contact get through — spammers rotating numbers are cut off, but so is a new lead calling from a number you don't have yet. Calls only; texts still arrive (unknown texters land in the Inbox ❓ Unknown lane).
API & Zapier
Connect Direct REI to Zapier or any external tool: import leads from forms and spreadsheets, export your CRM, and get instant webhooks when a new lead arrives, a lead replies, or someone opts out. Works with Zapier's built-in Webhooks by Zapier — no extra app needed. Full reference: directrei.com/api-docs.
API keys
A key is a password for this whole account — send it as Authorization: Bearer drei_…. Each key is shown once when created; if you lose it, revoke it and create a new one.
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Webhooks (Zapier triggers)
We POST a JSON event to your URL the moment it happens — paste a Zapier Catch Hook URL here and pick the events. Each delivery is signed (X-Drei-Signature); repeated failures pause a webhook automatically.
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Quick start
Base URL:
Test your key: curl -H "Authorization: Bearer drei_..." /me
Zapier trigger (new lead → your Zap): in Zapier add Webhooks by Zapier → Catch Hook, copy its URL, then click + Add webhook above and pick your events.
Zapier action (your Zap → new lead here): Webhooks by Zapier → POST to /contacts, set Payload Type to json (it defaults to form — the #1 gotcha), and add a header Authorization = Bearer drei_….
Want imported leads to start a campaign automatically? Create an automation: When a new lead is added + only if source is api → Enroll in campaign (Tasks → Automations). Full examples at /api-docs.
Text messaging registration (10DLC)
US carriers require every business to register a brand + campaign before texting (A2P 10DLC). This registers under your own Telnyx account — you own it and the compliance. Voice works without it. Approval typically takes a few business days.
Estimated total cost (registry fees, billed by Telnyx to your account): about $19 one-time (~$4 brand + ~$15 campaign vetting) plus a monthly campaign fee — typically ~$10/mo for the standard use cases below (sole-proprietor campaigns run closer to ~$2/mo). Carriers also add fractions of a cent per outbound text.
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.
Automatically writes a short AI summary on the call log and the contact's timeline for calls that have a transcript — transcribed voicemails, AI Call Agent calls, and Quo call transcripts. Counts toward your monthly included AI usage. Calls without a transcript (browser recordings, phone-app dials) aren't summarized.
Send Window
Queued emails and texts go out automatically every ~15 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), Deals, and Properties. They show up on the matching add/edit modals so you can track exactly what you care about — no technical setup needed; new fields appear on the matching forms immediately.
Plan & Usage Pro
Pro
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Overage & Mail Credits
$0.00
Used for direct mail, e-signatures + when you exceed a monthly cap
This balance funds direct-mail sends, e-signature documents ($0.89 each), Property Records imports ($0.01–$0.08/record), and any usage past a monthly plan cap. If it runs out, that action pauses until you top up. Plan counters reset on the 1st of each month; purchased credits never expire.
Refer & earn
Team Members
Help & Support
✉️
Email us directly
We usually reply within 24 hours, often much faster.
info@directrei.com
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