Features
Connect your AI agent to real estate work.
Operate. Communicate. Collaborate.
BaroFlow gives your own Claude, ChatGPT, Codex, Gemini, or local model a recorded real estate workspace for pipeline work, calls, texts, email, documents, deal graphs, and approvals.
Job 01 — The processor
A conditions board that keeps itself honest
What it does
Classifies every uploaded document against the condition it satisfies, keeps the file header current — phase, blocker, deadline — and chases whatever is still missing.
What you get
Files that arrive at underwriting complete, with the evidence already attached to each requirement.
- Conditions carry their documents — no separate folder to reconcile
- Credit pulled or imported directly in the file
- Borrower nudges for missing items are drafted, then held for your approval
Phase: Build → Close · Blocker: insurance binder · Lock expires in 9 days
12 months reserves
bank-stmts_jan-feb.pdf · matched automatically
Lease agreement — unit 2
received · classifying against condition
Insurance binder
borrower nudge drafted — held for your approval
Tri-merge credit report
pulled in-file · report age tracked on the compliance calendar
Every match is recorded as evidence on the file — open it and see why
New lead — DSCR purchase, 82 Cedar Ln
First-touch reply drafted · held for your approval
Title co. — payoff statement attached
Filed to the refi deal · payoff condition updated
Borrower — “when do we sign?”
Reply drafted · closing call proposed on your calendar
Untouched leads outrank everything until they get a first touch — speed-to-lead is tracked as a number
Job 02 — The assistant
An inbox that files itself and answers first
What it does
Triages every email and lead into the right deal file, drafts the reply from live file context, and schedules the calls — surfacing untouched leads above everything else.
What you get
Minutes-to-first-touch you can see on your dashboard, and replies that wait for one tap from you.
- Threads attach to files; attachments become classified documents
- New leads are the top priority on your dashboard until answered
- Every outbound message queues for your approval before it sends
Job 03 — The marketing desk
Campaigns that run like tasks, not blasts
What it does
Builds and runs your email, text, and call sequences — new-lead follow-up, post-close nurture, rate-watch alerts — with every step monitored like a task on the board.
What you get
A pipeline that refills itself while closing starts the relationship instead of ending it.
- Post-close campaigns assemble themselves from the deal record
- Rate-watch and renewal alerts keep you the lender of record
- Sends respect your autonomy settings — nothing external goes out unapproved
Day 1 · Thank-you + closing recap email
approved by you · delivered
Day 30 · Check-in text
drafted · waiting on your approval
Day 90 · Rate-watch alert
fires only if the watched rate moves
Day 180 · Next-property outreach call
queued as a task with the file context attached
Every step is visible on the task board — pause, edit, or kill a sequence anytime
1 · Ridgeline Capital — 7.125%
from rate sheet received 06/09 · open the source
2 · First Meridian — 7.250%
from rate sheet received 06/08 · open the source
3 · Stonebridge Lending — 7.375%
from rate sheet received 06/09 · open the source
Every quote carries its source sheet and date — best execution, with receipts
Job 04 — The lender shopper
One scenario, priced across every rate sheet you already get
What it does
Parses the rate sheets lenders already email you, prices one scenario across all of them, and ranks the results with each quote linked to its source sheet and date.
What you get
Best execution you can defend — to the borrower, and to anyone who asks how you got there.
- No rekeying — sheets are parsed from the emails you already receive
- Provenance on every number: which sheet, which lender, which day
- The winning quote feeds the comparison email, drafted for your approval
And the rest of the desk
The infrastructure your agent works inside
Portals for every party
Gives borrowers, lenders, title, appraisers, and referral partners their own surface with one obvious next action and live document status.
Status calls that stop happening.
Compliance calendar
Computes disclosure windows, lock expirations, and credit-report age for every file — federal-holiday aware — and surfaces what is about to expire.
Deadlines caught before they cost a funding.
Voice & record-to-deal
Records a call or a voice note and turns it into a deal file, with transcripts and recaps landing on the record — and places governed outbound calls.
Files that start themselves the moment you hang up.
E-sign in the flow
Tracks disclosure packets, broker agreements, and client signatures inside the deal, with reminders that queue for your approval before they send.
Signatures without the chase.
Drive & documents
Classifies every upload against the condition it satisfies and files it in the deal drive, so evidence lives where the requirement does.
A file you can hand to underwriting as-is.
Governance ledger
Records every action the operator takes — what it did, what evidence it used, what it is waiting on — in an append-only ledger you can open.
An audit trail instead of a leap of faith.
How every feature is governed
Ask, Draft, or Act — you set the dial per channel
Every job on this page runs under the same rules: autonomy is set per channel, external sends wait in your approval queue until you release them, and every action lands in the evidence ledger. It says what it did and what it's waiting on — nothing more, nothing less.
Proposes the action and waits for your go-ahead before doing anything.
Does the work, then queues the result for your one-tap approval.
Executes and records it in the ledger — for the channels you trust it with.
See your agent working inside your own pipeline
Start free, import your deals, and watch the first untouched lead rise to the top — with the reply already drafted and waiting for your approval.