Email Command Center

Build filtered recipient lists by portfolio, company, account, property type, county, status, or workflow stage. Then generate emails from editable templates.

Template
Portfolios
County
Property Type
Stage
Billing Status
Contact Type
Matched Portfolios
18
234 accounts in scope
Matched Contacts
246
with valid emails
Templates Ready
12
with attachments
Drafts Generated
198
needs review
Scheduled Sends
47
next send 8:00 AM
Audience Builder + Recipient Results

Every rows shows exactly why the contact is included.

Portfolio Account Address Type Contact Email Contact Role Matched Status
Acme Holdings 037062003103 6034 Bellaire Blvd Commercial John Carter john@acmeholdings.com Primary Yes Included
Acme Holdings 037062003103 6034 Bellaire Blvd Commercial AP Team ap@acmeholdings.com Billing Yes Included
Miller RE Group 127644010001 5901 Bellaire Blvd Commercial Melissa Ford melissa@mre.com Primary Yes Included
Stonegate Storage 211904330001 4210 Mason Rd BPP Admin admin@stonegate.com Billing Yes Included
Acme Holdings 037062003103 6034 Bellaire Blvd Commercial John Carter john@acmeholdings.com Primary Yes Included
Acme Holdings 037062003103 6034 Bellaire Blvd Commercial AP Team ap@acmeholdings.com Billing Yes Included
Miller RE Group 127644010001 5901 Bellaire Blvd Commercial Melissa Ford melissa@mre.com Primary Yes Included
Stonegate Storage 211904330001 4210 Mason Rd BPP Admin admin@stonegate.com Billing Yes Included
Selected Template + Live Preview
Template: Protest Docs Request
Subject:
Hi {{contact_first_name}},

We are preparing the 2026 property tax protest work for {{portfolio_name}} and need...
Template Tokens + Send Controls
{{portfolio_name}}
{{contact_first_name}}
{{property_address_list}}
{{secure_upload_link}}