Email from the platform

Writing from the file is like writing from any inbox: recipient, subject, body, attachments. What changes is what happens afterwards, and that is the part worth understanding once.

Your address is verified before it is used

You add the address you want to write from and the platform sends you a verification email. Until you confirm it, it cannot be used. You can hold several and mark one as primary.

Who shows up in the "From"

The message goes out with your name and your agency's over the platform address — something like "Katia Valdes (Bahia Verde Realty)". The "Reply-To" points at the thread, so when the client answers, their reply lands back in the file on its own. Nothing to forward, nothing to remember.

The next question is always the same: why not send from your Gmail directly. Because it would not arrive. The recipient's servers check that whoever sent it is allowed to use that domain, and an email carrying your Gmail address sent from another server gets discarded without bouncing back to you. The client never gets it and you never find out. Putting the platform address in the "From" is what makes the email arrive.

It lands in two places

The message stays in the file's thread and also in your real mailbox: a copy goes to you in the same send. It does not depend on having connected anything. If you leave the platform tomorrow, your sent mail is still in the inbox you have always used.

Copying the lender or the attorney without hunting for an address

The composer lets you copy by role the professionals linked to that file: lender, title attorney, transaction coordinator, broker. You pick the role and the platform fills in the address.

If the role you pick is not linked to that file, the send is refused rather than finding a substitute. That is deliberate: nobody's address leaks through a hurried click.

For the broker: sending from the agency domain

Integrations has a corporate email section. If the agency puts its own server there, client email goes out with the agency's address and domain in the "From" instead of the platform's. The client recognizes their agency, not a piece of software they have never heard of.

• The password is stored encrypted and never returns to the browser: the screen only says whether one is set.
• "Send test" genuinely connects, authenticates and sends a real email to your address. The result is written down, with the date or with the error.
• If the agency server goes down mid-send, the email still goes out through the platform. You lose the branding, not the message.