Capitalize.io
Upload the Capitalize export or your consolidated CSV to automatically normalize borrowers and filter them into campaigns.
Select any combination of segment values to carve out a list. We’ll re-use those borrowers for email campaigns or spin up a fresh call campaign.
Leave everything unchecked to include the whole upload. Otherwise, pick the matching property types, purposes, states, or loan sizes.
Creates a saved recipient list you can pick from “Reuse recipients from existing campaigns.”
We’ll create a call campaign with the filtered borrowers so it appears in your call campaign tab.
We keep the phones, property details, and loan purpose from each borrower. Use this preview to confirm everything looks right.
| Name | Company | Emails | Phones | Property type | Loan purpose | States | Loan size |
|---|
Below is a summary of email opens and clicks for cadences & manual emails.
Upload a CSV or Excel file to add its columns as placeholders, then click any placeholder to insert it into the active field.
Loading email accounts…
Manage mailboxesApplies to initial outreach and recurring marketing cadences. Choose a connected email address or leave blank to use the default account.
Import your recipients, review detected placeholders, and compose drafts in one place before scheduling.
Suppression status: No suppressed recipients detected. Manage
Select a domain to search Apollo for additional contacts, then add the people you need directly to this cadence.
Add or remove the words that determine each tier. Changes are saved in this browser.
Build initial outreach journeys or recurring marketing cadences from one place.
Pick a mode to reveal the matching scheduling options.
Name the campaign so you can manage its cadences together.
Day offsets use this date and time as their anchor.
Choose a day offset (0 = campaign start) and a draft, then add it to the timeline.
Paste a seed email to generate drafts (pending approval) for this schedule.
We’ll validate your audience, drafts, and schedule before launching.
Bundle saved drafts into named libraries that power your recurring marketing cadences.
Review existing drafts, jump into editing, or remove ones you no longer need.
Saved drafts appear below. Select a draft to review, approve, or edit.
Draft details will appear here once they load.
Review every live cadence and click any campaign to open the launch summary.
Review inbound responses, capture contact details, and export Salesforce-ready leads.
No replies match your filters. Adjust the search or refresh to load the latest responses.
Review contacts that need extra attention when other replies, opt-outs, or campaigns overlap.
No flags detected right now. Refresh to re-check your campaigns.
Capture engaged contacts from email and call campaigns, review their details, and export them for Salesforce.
No leads captured yet. Add contacts from replies, launch summaries, or call campaigns to see them here.
Upload borrower lists, pair them with a purchased caller ID, and work through each contact with rich property context.
Full live mode is enabled for all calls.
Monitor outbound effort alongside inbound engagement without leaving the dialer.
No activity recorded yet. Calls and texts will appear here in real time.
See the most recent calls and texts recorded in this campaign.
No activity recorded yet.
Review call and text activity across every tracked campaign.
No tracked calls or texts for this timeframe yet.
| Campaign | Outbound dials | Inbound calls | Inbound texts | Outbound texts |
|---|
| Borrower | Company | Primary number | Status | Attempts |
|---|---|---|---|---|
| Upload a borrower file to begin your call campaign. | ||||
Select a borrower to view their spreadsheet data.
No email history for this borrower yet.
Reopen previous uploads to continue working through a list.
Upload a spreadsheet to identify missing LinkedIn profiles and quickly message contacts who are ready for outreach. We automatically split your file into two views: Enrich for people missing profiles and Outreach for people with links on file.
Use {{first_name}}, {{company}}, {{property_type}},
{{lender_name}}, or any column header from your spreadsheet (case-insensitive). We'll replace the
placeholders when you copy a message.
Launch a Google search pre-filled with the contact's name, company, and "LinkedIn".
| Name | Company | Primary email | LinkedIn profile | Actions |
|---|
Open profiles instantly and copy a personalized LinkedIn message with one click.
| Reached out? | Name | Company | Primary email | Actions |
|---|
Upload a CSV file with property owner data to get enhanced business information including company details, registration data, and officer information.
Data Ready!
Upload a CSV file to run background checks and extract detailed personal information.
Data Ready!
Keep workspace basics and admin-only integrations organized in one place. Use the quick navigation on the left to jump straight to the area you need.
Confirm who is signed in and review account details.
Pick the workflow that drives your progress checklist.
This controls which deal-milestone blocks appear on the Progress tab.
Connect and manage the mailboxes that power warm outreach, deal follow-ups, and one-off sends.
High-volume campaign sending is configured by your admin and uses the workspace sending domain.
Manage opt-outs and blocked domains so cadences and campaigns stay compliant.
Recipients in this list have opted out and will be skipped when you send cadences, campaigns, or manual emails.
Paste one email address per line. We'll skip duplicates automatically.
| Reason / source | Added | Actions |
|---|
Any recipient whose email address matches these domains will be skipped when you send cadences, campaigns, or manual emails.
Paste one domain per line. We'll normalize everything to lowercase automatically.
| Domain | Reason / source | Updated | Actions |
|---|
Admin-only infrastructure for voice providers and email deliverability.
Manage credentials, webhooks, and readiness checks for call + SMS infrastructure.
Copy the Account SID from your Twilio Console. It usually starts with AC.
We never display the saved token. Leave this blank to keep your existing token.
Twilio sends call events to this URL. Configure it before dialing so outbound calls connect correctly.
Used to verify user phone numbers with SMS or voice codes.
Configure if you plan to send SMS using a Messaging Service.
| Feature | Readiness | Notes |
|---|
Track verified domains and their DKIM/MAIL FROM readiness.
| Domain | Status | Actions |
|---|
Register caller IDs, manage Twilio inventory, and keep outbound caller IDs ready for campaign dialing.
Tune global dialing defaults so machine detection, voicemail drops, and transcripts behave consistently.
Store outreach recordings once and reuse them across numbers, campaigns, and auto-drop workflows.
| Name | Recording | Actions |
|---|
We'll create the sending identity and show the DNS records to publish.
Daily Revenue Plan
Keep income targets, prospecting numbers, and deal momentum visible for both admins and producers. Save each day to build trends.
Save your checklist to your profile per day, then review weekly/monthly/yearly trends.
A) Path to your income number
Keep the plan visible while keeping the page light.
Edit your plan
Update the numeric goals that drive your revenue plan.
B) Prospecting (the engine)
Counts come from any channel (dialer, manual emails, LinkedIn). Keep them moving to avoid zero days.
Dialer + manual calls. Use today’s total.
Cadences or one-offs both count.
Connects that actually progressed something.
Stops busy-work scoring.
Nudge anyone that replied, booked, or is mid-diligence.
Broker/CPA/attorney/PM outreach.
C) Deal execution
Pick your A-deals, clear blockers, and log today’s milestones.
Use existing deals when possible—keep the focus tight.
Daily reality check
Capture what blocked revenue today and what changes tomorrow.
Weekly checkpoint
Quick retro to keep the next week pointed at the goal.
History & trends
Save each day to load it later and watch your trendlines.
No saved progress yet—save today to start your history.
Daily score
Automatic scoring based on volume, quality, execution, momentum, and hygiene.
Rule: no zero days. Protect the engine, unblock a deal, and lock the next step.
D) Lender momentum
Package discipline and follow-ups keep lenders moving.
E) Documentation
Document every touch so handoffs are clean.
Name your deal to start tracking its participants and email history.
Select a deal to review its participants and recent email activity.
AI draft generator
Provide a few details and we’ll generate a draft for you to review and approve.