Everything Direct REI does, in one place
Direct REI is an AI cold-outreach platform and CRM for real estate investors. Find the owners, reach them by text, email, phone, voicemail and mail, let AI handle the replies, and track every lead to a closed deal. Here is each part, with real screenshots.
Oliver, your AI acquisition manager
Tell Oliver what you want done in plain English and he does the work: pulls county property records, imports the owners, skip traces the phones, writes the sequence, builds the campaign and enrolls the contacts.
- Answers questions about your own leads, campaigns and calls
- Runs offer math on a deal and shows how he got there
- Posts a daily briefing: hot replies, flagged leads, stale deals
- Text or email him from your phone, or schedule a job to run every morning
- Anything that spends money or changes records can wait for your OK
Plans: Pro and Scale, using your monthly AI allowance.
How Oliver works →
Find motivated sellers and buyers
Search nationwide county property records by vacancy, acreage, tax status, absentee owners, value and more, or draw an area on the map. Preview matches free, then import the owners into your CRM.
- Basic import is 1¢ per record; full import adds the owner's mailing address and about 60 property facts for 8¢
- Skip trace phones and emails from 3.5¢ per record, no minimum
- Optional Do Not Call and litigator scrub on every number
- Check which numbers are mobile before you text, 1¢ per number
- AI Research finds investors, builders and agents on the live web
Plans: property records and skip tracing on every plan; AI Research on Starter and up.
How lead search works →
Email and text campaigns from your own accounts
Send from your own mailboxes and phone numbers, so replies come straight back to you. Write a sequence of follow-ups once; Direct REI paces the sends, keeps each mailbox and number under its daily limit, and stops following up when someone replies.
- AI writes the whole sequence from a short description
- Varied wording gives each contact their own mix of sentences
- A personalized line: one researched sentence per contact
- Click tracking on every link and button
- Sends in each lead's local time, and new contacts can start automatically
Plans: campaigns on every plan; AI writing and varied wording on Starter and up; personalized line on Pro and Scale.
How to launch a sequence →
AI replies, and one Inbox for every conversation
When a lead texts or emails back, the AI answers in your voice after a natural pause, or drafts a reply for you to approve. Replies it shouldn't handle, like a request to talk or a complaint, are flagged for you instead.
- Every reply labeled: interested, question, not interested, wrong person, later
- Give each campaign trained answers ("if they ask this, say that")
- Or give the AI a conversation script with branches to follow
- Texts, emails, missed calls and voicemails from all your numbers in one Inbox
- STOP and "remove me" requests are honored automatically
Plans: the Inbox on every plan; AI replies and reply labels on Starter and up.
How AI replies work →
A power dialer built for cold calling
Work through a call list one lead at a time with the script, notes and property details on screen. Log the outcome in one click and the next lead is ready.
- Call from your browser with your own number, or hand off to your phone
- Ring 2 or 3 leads at once and talk to whoever answers first
- Leave a recorded voicemail in one click and move on
- See tries and answers per lead, and recycle the list when everyone's been called
- Call recording and a call log you can export
Plans: the dialer on every plan; auto-dialing on Starter and up; multi-line on Pro and Scale.
How the dialer works →
An AI that answers and places your calls
The AI Call Agent answers calls on your business number, every call or only the ones you miss. It qualifies the caller, answers questions, books a callback or transfers them to you. It can also call through a list for you in an AI Calls campaign.
- Looks up the caller's property mid-call to confirm which one they mean
- Every call sorted: converted, conversation, not interested, wrong person, no answer
- Transcript, recording and summary on the contact's timeline
- Outbound calls start only after you confirm you have written consent
Plans: Starter and up. AI time is 25¢ per minute from prepaid credits.
How AI calling works →
Ringless voicemail drops
Put a recorded message straight into a lead's voicemail without their phone ringing. They see a voicemail from your number and call you back on a line you already answer.
- Record it in the browser or upload an audio file
- Send to a whole list or one contact, or let a campaign send it automatically
- See what was delivered, what's in progress and what failed
Plans: Starter and up. 15¢ per delivered drop; drops that don't land are refunded.
How voicemail drops work →
Postcards, printed and mailed for you
Start from a ready-made postcard for house sellers, land sellers, tired landlords, inherited or vacant houses, already filled in with your business name and phone, or upload your own design. We print and mail it.
- Change the words, colors and photo; what you see is what prints
- $0.99 per piece, flat, with delivery status for every piece
- See which mailings led to calls, texts and deals
Plans: every plan.
How direct mail works →
A CRM made for real estate investors
Sellers, buyers and everyone else in your deals, each with one timeline of calls, texts, emails, mail and notes. Turn an interested lead into a deal in one click and move it across your pipeline.
- Track properties you own or have under contract, and see them on a map
- Send a property to your buyers list by email or text in a few clicks
- Tags, custom fields, bulk actions, and CSV import and export
- Attach files and send contracts for e-signature from the deal
Plans: every plan; custom fields on Starter and up.
How the CRM works →
Tasks and automations that run your follow-up
Set a rule once and the app runs it. When a lead replies, a deal changes stage or a contract is signed, create a task, tag the contact, start a campaign, send a contract or post in team chat.
- IF / AND / OR conditions, and a flowchart view of every rule
- AI can read replies and calls, score leads and fill in their details
- Follow-up reminders by push and email at the time you set
- The AI task manager drafts each day's to-do list
Plans: tasks and automations on every plan; AI reading rules and the AI task manager on Pro and Scale.
How automations work →
Analytics and team goals
Build dashboards from dozens of widgets: reply rates by campaign, calls and outcomes, link clicks, deals won and spend. Save as many dashboards as you like and look at any of them for one teammate.
- Replies credited to the right campaign on every channel, even weeks later
- Goals for each teammate, with who's on pace
- Direct mail cost per reply
Plans: custom dashboards on Starter and up.
How analytics works →
Property websites that send leads to your CRM
Publish a listings site for the properties you're selling, or a "we buy" site that collects seller leads. Start from a ready-made layout and edit it right on the page. Every form fill lands in your CRM as a contact, and you can get an alert the moment it does.
- Ready-made layouts for selling land, buying land, buying houses, and agents
- Click any part of the page to edit it; drag in photos, maps, videos, FAQs and forms
- Property pages with photos, a map and an owner-financing payment calculator
- Buyers can put down a deposit, paid into your own Stripe account
- Email or text a new listing to everyone who signed up on your site
- A free yourbiz.directrei.site address, or connect your own domain
Plans: unlimited sites on Pro and Scale, one included on Starter, $9 a month per site on Free.
How websites work →
Send contracts for e-signature
Send a purchase agreement, assignment or any other contract from a contact or a deal. Save reusable templates, and the seller's name, the property address and the deal's numbers fill in for you.
- Signers sign in the browser on any phone or computer, with nothing to install
- Text or email them the signing link from the app, or hand them your device
- See who has viewed and signed, right on the contact and the deal
- The signed PDF is saved to the contact and the deal automatically
- Automations can create, and even send, a contract when a deal reaches a stage
Plans: 3, 10 or 25 documents a month included on Starter, Pro and Scale; past that, and on Free, $0.89 per document.
How e-signatures work →
Your whole team in one account
Give your callers, VAs and partners their own logins with the right access, and run the team from inside Direct REI instead of five other apps.
- Roles for each person: admin, member or view-only
- Team chat with channels, direct messages, threads and file sharing
- A time clock and timesheets, with payroll prep for hours, overtime and bonuses
- Shift schedules, time off, meetings and meeting polls
- Team documents, onboarding checklists, scorecards and reviews
- Goals for each teammate, with who's on pace
Plans: Pro (3 seats) and Scale (unlimited seats).
How team tools work →
Compliance tools built in
Cold outreach comes with rules. Direct REI handles the routine parts for you, so an opt-out never slips through because someone forgot to update a list.
- STOP texts and unsubscribe clicks opt people out automatically, across every campaign
- Do Not Call and litigator scrubbing; litigator numbers are kept out of texts and auto-dialing
- Messages wait for each lead's local hours, and each campaign can set its own send hours
- Campaign emails carry an unsubscribe link and your postal address
- Register for business texting with the carriers (10DLC) inside the app
- Block spam and anonymous callers in one click
- AI calls and voicemail drops ask you to confirm consent before the first one goes out
Plans: every plan.
How compliance works →- Opted out right awayThe contact is marked opted out of texts. No one has to do anything.
- Queued texts are cancelledFollow-ups waiting to go out to them are stopped.
- The number is blocked from textingEven if the same number is saved on another contact.
- Every future campaign skips themThe opt-out stays on unless you clear it with their permission.
Direct REI on your phone
Install Direct REI straight from the browser on iPhone, Android or your computer, with no app store. It opens full screen with its own icon, and the whole app works on a phone.
- Push notifications for new replies, missed calls, team chat and hot leads
- Answer texts and emails, call from the dialer and check deals on the go
- Choose which notifications each device gets, with quiet hours
Plans: every plan.
How to install it →
Connect your other tools
Use the API or Zapier to bring in leads from your website forms, ads or another CRM, start campaigns, and send replies and opt-outs back out to the tools you already use.
- Add and update contacts and properties, matched by your own IDs
- Put new contacts into a campaign, or launch a deal blast
- Webhooks for new contacts, replies, opt-outs, messages, calls, link clicks and form fills
- Works with Zapier, Make, and any tool that can send or receive a webhook
Plans: Starter and up.
Read the API docs →POST /v1/contacts
{
"name": "Jane Seller",
"role": "seller",
"phone": "(512) 555-0134",
"tags": ["website-form"]
}
// later, sent to your webhook:
{ "event": "contact.replied", ... }See it on a real account
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