Letting REHL AI enroll new leads automatically

Auto-enroll lets REHL AI put a promising new lead straight into a warming cadence. It sends real email from your brokerage, so it stays off until you switch it on.

Turning it on

  1. Open brokerage settings and go to Automation.
  2. In the Cultivate card, tick Let REHL AI enroll new leads automatically.
  3. Save. Leads captured from that point forward are eligible.

Which leads this covers

Auto-enroll covers leads that arrive through a capture channel: your branded site (a find-an-agent request, an open-house sign-in, someone saving a listing), an email you forward or BCC to add@rehl.us, and a feed your brokerage has wired into REHL's lead intake. A lead that came from a paid ad you run elsewhere, or from a referral, counts too.

A list you import yourself does not. That is on purpose, so uploading five thousand past contacts can never become five thousand cadences. Sample leads in a demo tenant are skipped for the same reason.

Only leads captured after you turned the switch on are eligible, so nothing already sitting in your pipeline gets enrolled retroactively. Turning the switch off and on again restarts that clock, and leads captured while it was off stay ineligible.

How quickly it happens

A lead from your intake feed is read as it arrives. Everything else is picked up by a sweep that runs every few minutes, so expect a short delay rather than an instant enrollment. To put one specific lead into a cadence right now, open it and press Triage now, which asks REHL AI for a verdict and enrolls on the spot if it is confident.

What else has to be true

  • The setting is on for your brokerage. It is off by default for everyone.
  • REHL AI is confident the lead is worth working. Borderline leads are left for you, marked as a suggestion on the lead.
  • Your plan includes Cultivate. Starter does not, so auto-enroll has nothing to enroll into. A lapsed card pauses it too.
  • The lead has consent on file. Enrolling is not sending: a lead can sit enrolled with every touch held back until consent exists. Every automatic send still honors consent, suppression, unsubscribes, and quiet hours.

This switch sits next to auto-regeneration but is deliberately separate. Auto-regen refreshes a strategy a lead already has. Auto-enroll is the one that starts emailing someone new.

Was this helpful?

Need more help? Contact support.