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Onboard

Import existing leads and warm them up through REHL.

Import leads

Upload a CSV with email and/or phone columns. Imported leads start as dormant until you opt them in below.

Import past clients (Continuum)

Upload a CSV of closed transactions. Required columns: name, email or phone, closing_date, agent_email (must match an existing agent in this brokerage). Past clients land in the gold Continuum brief above the pipeline once their re-engagement signal kicks in.

Recent imports

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No imports yet. Upload a CSV above to get started.