SUPPORT LIBRARY
latest Updates...
⚠️ Fix: Kill all workflows on status changed to dropped was deployed on all accounts.
✅ Dashboard Update: Improved Tracking deployed on all accounts
REI PULSE OFFICE HOURS
Live Q&A, Onboarding & Support
Every Monday & Thursday at 2pm MST (Phoenix Az Time)
SUPPORT LIBRARY
ACCOUNT SETUP & ONBOARDING
Welcome to REI Pulse. Before you launch, complete the account setup steps below, watch the onboarding trainings, and wait for your A2P approval, our team handles that for you once you purchase your first number. Once everything is in place, book your launch call and we'll use that time to dial in your specific setup and get you live.
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STEP 1 - GETTING STARTED - ACCOUNT SETUP
Your step-by-step guide to getting your account configured, your number purchased, and your AI activated before your onboarding call.
⚫️ 1 - How to set up your business profile
⚫️ 2 - How to set up your personal profile
⚫️ 3 - How to buy your first phone number
⚫️ 4 - Do you have a lead database to import? Submit a support ticket below ⬇ and attach your CSV file. Our team will format, clean, and import it before you launch!
NOTES:
⚠️ A2P Registration - Once you purchase your number, our team handles everything: compliance website, application, and submission. Carrier approval typically takes 24–72 hours. You'll hear from us the moment it clears.
While approval is pending you can call leads and work your pipeline — SMS is the only thing on hold. Use that time to complete Step 2 below & watch the onboarding training videos ⬇
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STEP 2 - WATCH BEFORE LAUNCHING
These are the must-watch videos before your onboarding call, clients who watch these get more done in less time and leave with their system fully dialed in.
Prepare for your onboarding call...
Watch these short trainings before Your launch Call
⚫️ How to set up or edit your custom values
⚫️ How automated sequences work
⚫️ Understanding your pipelines
⚫️ Moving deals through the stages
⚫️ Phone Messaging Policy & Best Practices
⚫️ Add team members to your CRM and set up user permissions
⚠️ Join us on the next support call!
OPERATIONS & DEAL FLOW
Step-by-step walkthroughs for every lane of your wholesale business, from locking up a deal to closing it.
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LAUNCH! - KNOW YOUR SYSTEM
A full orientation of REI Pulse before you touch anything. Learn where everything lives, how the platform is structured, and how to navigate it with confidence from day one.
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LEAD GENERATION
Learn how to get leads into REI Pulse. Your built in AI Prospector, seller website, CSV imports, cold caller web forms, and third-party integrations. You'll also learn how the follow-up sequences keep working your old leads on autopilot so nothing ever gets left behind.
🟡 Lead Gen | How to Import a SELLERS List into your pipeline or the AI Prospector
🟡 Lead Gen | Follow-Up Sequences: how engagement, short-term, and long-term sequences work
🟡 Power Dialer | How to send contacts to your power dialer inside REI Pulse
🟡 Lead Gen | Where to find your "New Seller Lead Web Form" Link for cold callers
🟡 Agent Outreach | How to add an agent list to your Agent Outreach prospecting sequence
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ACQUISITIONS
Everything that happens from the moment a lead responds to the moment you have a signed purchase agreement in hand. Working the opportunity, running your numbers, generating contracts, and handing the deal off to Dispo clean.
🔵 Life of the Lead: New lead to AI pre-qualified hot follow-up
🔵 Acquisitions | How to work the leads after they are classified by your AI Prospector
🔵 Working the deals (Opportunities): Underwriter, notes, deal fields, and the acquisitions checklist
🔵 Contracts & E-Signatures: Generating a purchase agreement and getting it signed
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DISPOSITIONS
You have a deal under contract: Now sell it. Buyer blasts, managing inbound interest, marketing week tracking, assignment agreements, and getting a buyer signed fast.
🟢 The Dispo Pipeline: How deals flow from acquisitions to buyer under contract & the Dispo Process.
🟢 The B-to-C Contract Engine: Assignment agreement, sales contract, and addendums.
🟢 How to request a Cash Buyers list from REI Pulse
🟢 How to Import your Cash Buyers list into REI Pulse
🟢 Cash Buyer SMS Broadcasts: Tagging lists, templates & sending an SMS deal broadcast.
🟢 How to Generate and Send a Dispo Addendum Agreement For E-signatures
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TRANSACTION COORDINATION
Everything that happens between a signed assignment agreement and a funded transaction. Title, escrow, EMDs, A-to-B and B-to-C file checklists, keep your TC organized so nothing falls through at the closing table.
🟠 The TC Section: A-to-B and B-to-C structure, title, escrow, and close dates
🟠 File Checklists: Every document and step required to get to the closing table
🟠 Finalizing the Deal: Logging final numbers and generating the one-page deal summary
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DEAL CLOSED
You got paid! Now button it up. Log your final numbers, generate your deal summary, upload your closing docs, and close it in the system so your dashboard reflects the win.
⚫️ Closing the Deal in the System: Transaction complete, deal summary, and dashboard update
⚫️ Document Management: Uploading settlement statements and closing paperwork to the deal file.
⚫️ Post-Close Best Practices: Tagging your buyer, updating your VIP list, and reviewing your deal metrics
VIDEO TRAININGS & TUTORIALS BY CATEGORY
These are detailed videos & articles by category that cover everything you need to run your REI Pulse CRM. Browse by topic or use the Expand All button to see everything at once. If you can't find what you're looking for, reach out to support and we'll get you the answers you need.
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PHONE, SMS & EMAIL
How to make calls, send texts, run campaigns, and set up your email, plus the deliverability rules that keep your numbers healthy and out of spam..
⚫️ How to Buy your first number
⚫️ How to set up phone number routing and call forwarding
⚫️ Why Your Text Messages Are Restricted at 100 on New Accounts
⚫️ Troubleshooting SMS delivery issues
⚫️ Phone Messaging Policy & Best Practices
⚫️ Channels: SMS, Text, Email, Whats App, Social
⚫️ How to Manually Add Contacts to the Do Not Disturb List
⚫️ How to Send Contacts To Your Power Dialer
⚫️ Ringless Voicemail and Voicemail Drops
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CONTACT MANAGEMENT & IMPORTS
How to import, tag, and organize your leads and buyers so you can find, filter, and blast the right contacts every time.
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PIPELINES & LEAD MANAGEMENT
How to work leads through your pipeline from new contact to closed deal, including scheduling appointments and managing your acquisition calendar.
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FOLLOW UP SEQUENCES & AUTOMATIONS
How your built-in sequences work, how to prospect for new leads, how to revive old leads and how to keep existing leads moving on autopilot.
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CONTRACTS & DOCUMENTS
Generating offers, sending contracts for e-signature, and managing your deal paperwork.
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AI PROSPECTOR & LEAD MANAGER
How your AI prospects, pre-qualifies leads, when it activates, and how to manage it.
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WEBSITES & FORMS
Your branded seller website, compliance website, web forms, and connecting lead sources to your pipeline.
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ACCOUNT SETTINGS & TEAM MANAGEMENT
Account setup, custom values, adding team members, and user permissions.
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BILLING & ACCOUNT
Understanding your plan, usage charges, and managing your subscription.
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ADDITIONAL TRAININGS & RESOURCES
Links to the REI Wholesaling Academy, community, mentorship call schedule, and bonus content to help you grow your wholesaling business.
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TROUBLESHOOTING
Something not working? Start here — step-by-step fixes for the most common technical issues so you can get back to working your leads fast.
FREQUENTLY ASKED QUESTIONS
Quick answers to the most common questions and fixes for the issues that come up most, check here before submitting a support ticket.
Why Can't I send out SMS?
There are three reasons this happens and each one has a different fix.
Your A2P registration is still pending. This is the most common reason. Until the carriers approve your 10DLC registration, bulk SMS campaigns are blocked. You can still make calls and send emails while you wait. Check with our team on your approval status — average turnaround is 24 to 72 hours.
Your daily sending limit has been reached. The system starts new accounts at 100 messages per day and unlocks higher tiers as you hit each threshold. If you've hit your cap for the day, it resets the following day at a higher limit. This is by design — it protects your number's reputation with the carriers.
Your AI Lead Manager is turned off. If individual leads aren't getting responses, check Settings → Custom Values → AI Lead Manager and confirm it's set to ON. Also check that the contact doesn't have a blocking tag like "ai dead lead," "ai prequal complete," or "human engaged" — any of those will prevent messages from going out.
If none of those apply, submit a support ticket with the contact name and the error you're seeing and our team will dig into it.
Why isn't my AI responding to leads?
The AI Lead Manager is turned off, the contact has a blocking tag, or the lead isn't in the correct pipeline stage. Go to Settings → Custom Values and confirm AI Lead Manager is set to ON.
How do I put a lead into a follow-up sequence?
Open the opportunity, click the stage dropdown, and select Engagement. The system takes it from there automatically.
How many messages can I send per day?
Day one starts at 100, then unlocks to 250, then 500, growing in increments as you hit each threshold. You can reach 3,000-plus per day within about a week of consistent sending.
Can I use a third-party calling service alongside REI Pulse?
Yes, but they need to be working different parts of the process so they're not hitting the same lead at the same time. The cleanest setup is using your calling service for initial outreach and letting REI Pulse handle all follow-up via sequences and AI from there.
Can the AI actually have a real conversation with my leads?
Yes. It's not a basic chatbot, it's trained on thousands of hours of acquisitions content and will carry a full back-and-forth SMS conversation, pre-qualify the lead across multiple data points, and push it to the right pipeline stage automatically.
Once the AI pushes a lead to Hot or Warm and they respond again, will the AI keep talking to them?
No. Once the AI moves a lead out of Active Conversations and into Hot or Warm Follow Up, it hands off completely. That is by design it is your cue to call. If the lead responds after the handoff, that is you stepping in manually.
My sequences are sending from the wrong number. Why?
The system remembers the last number used with a contact. If a conversation started under one number before you updated your default, it will continue from that number. Changing your default only applies to new contacts going forward. To force a specific number on a sequence, set it directly inside the workflow settings.
Should I use account time zone or contact time zone for my sequences?
Always use account time zone. Contact time zone pulls from area code which is unreliable — people move, port numbers, and carry old area codes. Set your send window to 11am to 4pm on your account time zone and leave it there.
What happens to messages that failed to send during the messaging ramp-up period?
No. Both bill to the same card on file. You can update the card in Billing but it applies to everything.
How do I know when to upgrade to unlimited AI messaging?
Watch the AI usage line in your Billing section. When your monthly AI charges approach or exceed $150 consistently, that is your signal to evaluate the unlimited plan.
How do I get to my full transaction and usage history?
Go to Billing, then Wallet and Transactions for a full breakdown of SMS, AI, and communication charges. Subscriptions tab shows your recurring charges. There are no traditional invoices, everything is logged as usage charges.
Need Help?
Contact our live support team between
9:00 am & 5pm M/F (MST)
SUBMIT A SUPPORT TICKET
Need help? Let's connect! Submit a support ticket and one of our team will reach out within the next 24 hrs! you can also chat with us for faster service. Our team is available M-F from 8:00 AM to 5:00 PM (MST)
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