Auto-Link Emails to Properties

Auto-Link scans incoming emails and automatically associates them with the correct property based on matching rules you configure.

Matching strategies include: thread matching (replies to a property's emails), client email matching, and subject line matching.

Because anyone can type a client's address into the From line, or a property address into a subject, Auto-Link first checks that the sender's email domain vouches for the message (DMARC, SPF and DKIM). A match based on the sender or the subject is only linked automatically when that check passes.

If a sender can't be verified, the email is marked in amber so you can confirm the property yourself. If the check fails, the email is never linked automatically and a warning is shown on it. Treat it with care, especially if it asks you to change payment details.

When enabled, linked emails appear in the property's communication timeline so your team has full context without manual filing.

Turn it on in Settings → Features → Auto-Link Emails, then use Configure on that row to tune each matching strategy independently.

Attachments from auto-linked emails can optionally be saved to the property's documents section. Attachments are only saved from verified senders, and are checked for executable content before they're stored.