For Brokers
Your AI-powered executive assistant for every deal.
BaroFlow isn't just a CRM. It's an AI executive assistant that processes deals, tracks conditions, drafts follow-ups, and manages your pipeline — so you focus on closing.
What AI handles for you
AI Executive Assistant
Like hiring a senior processor and EA — at a fraction of the cost
BaroFlow's AI doesn't wait for instructions. It actively processes every file in your pipeline.
AI processes your files automatically
Every document uploaded is classified, matched to requirements, and filed. AI drafts condition-specific follow-ups before you even look at the deal.
Pipeline intelligence, not just visibility
AI scores deals by likelihood to close, flags stalled files, and surfaces the next-best-action across your entire book. It's not a dashboard — it's a co-pilot.
Follow-ups that write themselves
Need to chase a borrower for a missing W-2? AI drafts the email with context from the live file — name, property, outstanding conditions — ready to send.
Zero-drop condition tracking
General, property, borrower, and sponsor conditions are all tracked in real-time. AI alerts you before anything slips, generates tasks, and connects to your calendar.
Core Surfaces
The full deal execution layer
Not a thin CRM shell — a real operating surface for every stage of the deal lifecycle.
Deal Command Centre
Every deal in one workspace: application summary, scenarios, tasks, conditions, documents, contacts, and AI insights.
Scenario Compare
Present three structures side by side. Generate a client-ready comparison email or WhatsApp summary from the same screen.
Property Intelligence
Tax, AVM, comps, Census data, and OFAC screening — pulled automatically. Stop researching in separate tabs.
Smart Document Engine
Auto-classify uploads, match to underwriting requirements, sync to Drive. The evidence library builds itself.
Calendar & Tasks
AI-generated tasks, follow-up calendar, and deadline tracking. Nothing falls through the cracks.
Billing & Plan Control
Manage upgrades, downgrades, cancellation, and reactivation directly inside the app.