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Connect Your Outbound Email Address

Easily connect your company and individual email accounts so that quotes and financing invitations sent to homeowners come from you and not Roofle.

Requirements:

Overview:

Connect Default Outbound Email (Native)

Manually Connect Default Outbound Email

 

NOTE: Your company’s ‘inbound’ email is used for receiving notifications such as new leads, and requires no extra connection.

The ‘outbound’ email is used for sending info to homeowners, such as instant online quotes, product details, and finance pre-qual invitations.



Instructions:

  1. To start, login to your portal and look for the Settings icon.
  2. From the dropdown, choose Emails
  3. On the Email Settings page, choose the Connections tab
  4. Click the pencil icon next to the Outbound Email label
    1. If your company’s outbound email isn’t connected, this action can also be triggered by clicking the connect it link in the red warning box.
  5. In the popup, confirm it’s the correct email address your company will use for sending emails to homeowners.
    1. Select your email service - either Gmail, Yahoo, Outlook, Microsoft.
      Gmail, Outlook & Microsoft use OAuth and will launch a new page for you to login
      Yahoo will require you to create a 3rd-party app password. A guide is linked in your PRO portal.

      connect-email-select-service
  6. Complete the authentication process.
  7. Ensure that you grant the Roofle platform the ability to send emails on your behalf.
  8. Click Save.
  9. 🎉 Boom! 👉 Now your company email will be used for sending instant quotes, product info, and pre-qual invitations requested by homeowners.

PRO TIP: If you have multiple markets, you have the option to connect a different outbound email for each market.


Manual Instructions

If you do not use one of the listed email services above, you will need to manually configure your email settings by listing your SMTP server, port and password. All credentials are encrypted in our system.

Follow the same process above and pick up here after Step 4.

  1. Instead of using the native authenticators, click the "your own" link underneath the Email Service dropdown

    Screenshot 2026-04-24 at 11.32.02

  2. Enter the SMTP Domain for your Email Service (Ex: smtp-mail.outlook.com)
  3. Enter the Port number
  4. Enter the Password for the email account you are connecting.

    Screenshot 2026-04-24 at 11.32.10

  5. Optional: Enter in a different sender name by using the From override.
  6. Click Save.
  7. 🎉 Boom! 👉 Now your company email will be used for sending instant quotes, product info, and pre-qual invitations requested by homeowners.