Outreach that goes out in your name.
Once the shortlist is ranked and the package is built, the last mile is the email: twelve versions of the same note, then the follow-ups. Dori sends them from your name and keeps track of who replied.
Lender outreach, in detail.
Sent in your name
Lenders get an email from you, not from a platform. The relationship stays yours.
Personalised per lender
Each send reflects why this deal fits this lender's box, not a mail-merge blast.
Replies tracked
See who opened the conversation and who has gone quiet, on the deal record next to the match.
Follow-ups that happen
Automatic follow-ups go out on schedule, so a good lender does not fall through because the week got busy.
Step by step.
01
Pick from the shortlist
Choose the lenders that fit, straight from the ranked match.
02
Review the sends
Each email is personalised to the lender and goes out in your name.
03
Track and follow up
Replies are tracked and follow-ups run automatically.
Questions
Do lenders see the email as coming from Dori?
No. Outreach is sent in your name.
Can I edit an email before it goes out?
Yes. You review the sends before they go, and you choose which lenders receive them.
How are follow-ups handled?
Follow-ups are sent automatically, and replies are tracked on the deal record.
Is outreach included in Professional?
Yes. Lender outreach email is included on Professional and Enterprise.
Related
One closed deal covers the year.
Start on the introductory rate and see a package come out of a real deal this week.