Baro Flow AI
AI-first mortgage CRM for brokers
AI execution layer for mortgage deals

Close more loans with a workspace that thinks ahead.

Baro Flow AI unifies pipeline, tasks, files, and communications. Turn messy deal flow into a clear next step every day with AI that flags what matters most.

Unified command
Deals, docs, tasks, and notes in one view.
AI guided
Next-task prioritization and underwrite insight.
Deal-ready files
Structured uploads routed to the right folders.
Sample pipeline
Atlas Point MFMissing docs: 2
Riverline RetailNext task: 2:00 PM
Summit DSCRUnderwrite: ready
Lakeview BridgeSubmission queued
Why Baro Flow AI
Purpose-built for brokers who manage complex deal flow.
Deal command center
See pipeline, underwriting readiness, and doc status without switching tabs.
AI underwriting cues
Surface gaps, compliance checks, and high-risk signals before submission.
File intelligence
Route uploads into the right Drive folders with live status tracking.
Stakeholder updates
Keep lenders, investors, and internal teams aligned without extra tools or threads.
Execution flow
Turn new leads into funded deals fast.
1
Capture
Collect deal details, docs, and notes in minutes.
2
Triage
AI highlights missing docs, priority tasks, and deadline risks.
3
Execute
Work queues, follow-ups, and communications stay inside the deal.
Run the full mortgage workflow in one place.
Baro Flow AI keeps every deal, document, and follow-up moving without tab overload.
Launch Baro Flow AI