AI Control
An AI that acts,
not just advises
Flat Terminal's AI doesn't just answer questions about your deals — it can read documents, update deadlines, draft emails, propose offer terms, and check off workflow steps. You set how much it does. You approve what matters.
What Changes
How agents use their time
Before
Read a 40-page inspection report to know what to flag
With Flat AI
Upload it — AI extracts key findings, contingency timelines, and items requiring response within minutes
Before
Manually update 8 workflow steps after the inspection period closes
With Flat AI
Tell the AI "inspection contingency is clear" — it marks the relevant steps and sets the next deadline
Before
Write a follow-up email to the buyer's attorney from scratch
With Flat AI
Say "draft an update to the attorney about the title clearance" — AI writes it, you review and send
Before
Ask your TC what's outstanding on the Mitchell deal
With Flat AI
Ask the AI — it reads the full deal snapshot and tells you current phase, overdue items, and next action in plain English
19 AI Tools
Every capability, explained
Flat Terminal's AI has access to 19 transaction tools — grouped here by what kind of work they do.
Read & Understand
The AI can fetch any piece of your transaction data — deal snapshots, document metadata, offer details, portal status, recent communications — and use it as context before responding.
- Get transaction snapshot — Fetches the complete current state of a deal: parties, status, offers, workflow progress, documents
- Search transaction knowledge — Vector-searches all documents uploaded to a transaction to answer questions like 'what does the inspection report say about the roof?'
- Get offer details — Retrieves all offer terms for a specific buyer or version
- Get recent communications — Pulls the last N log entries: calls, emails, texts, internal notes
- Get document detail — Retrieves metadata and analysis results for any uploaded document
- Get portal snapshot — Checks the buyer portal status and what the client has or hasn't completed
Analyze & Summarize
The AI reads uploaded documents, generates deal briefings, and refreshes comparable sales data — giving you insights without having to read every file yourself.
- Analyze document — Auto-runs when a document is uploaded. Extracts key terms: loan amounts, expiry dates, contingency periods, inspection findings, title exceptions
- Refresh valuation — Triggers a comparable sales analysis using home details and saved listings; internet search can be enabled for broader comp data
- Generate deal briefing — Reads the full transaction snapshot and produces a natural-language summary: current phase, overdue items, at-risk requirements, recommended next action
Write & Draft
Tell the AI what you need to say — it drafts the email, logs the communication, or notes the update. You review before anything leaves the platform.
- Draft transaction outreach — Writes a contextual follow-up or update email for any party — buyer, seller, attorney, lender, or title. You review and send.
- Log internal communication — Transcribes and categorizes a call note, meeting summary, or internal memo into the communications log
- Create offer draft version — Clones an existing offer or creates a new draft with proposed terms — ready for agent review before submission
Act & Execute
This is what separates Flat Terminal's AI from a chatbot. With your permission, it can directly update workflow steps, deadlines, offer terms, and transaction status — moving the deal forward without manual clicking.
- Mark workflow step complete / skip — Sets a step's status and logs the completion source (manual, document, email, or portal)
- Update deadline dates — Creates or edits due dates on individual workflow steps — inspection deadline, financing contingency, close date
- Toggle compliance requirement — Checks off or reopens a compliance item (Requirements filter in the workflow)
- Update offer terms — Modifies any field on a draft offer — price, contingencies, closing date — before submission
- Submit / counter / accept / withdraw offer — Executes an offer action, moving the status forward in the lifecycle
- Update transaction fields — Edits buyer/seller contact info, property address, or deal metadata
- Change transaction status — Moves a deal between workflow stages (e.g. Active → Under Contract → Closed)
Always In Control
Set the level that's right for you
Flat Terminal's AI works at whatever level of autonomy you're comfortable with. You can change this per transaction, or set it as your default.
Manual
AI reads and informs. You take every action yourself. Great for agents who want full hands-on control.
Assisted
AI proposes actions and creates drafts. You review and explicitly approve each one before it executes.
Autonomous
RecommendedAI executes routine tasks as you instruct through conversation. You're notified when a decision requires your judgment.
Transparency
What our AI will never do
We believe you should always know exactly what the AI is and isn't capable of.
Auto-send an email without your text review and explicit send action
Submit, accept, or withdraw an offer without your confirmation
Access any system outside your Flat Terminal account
Make final decisions on pricing, contingencies, or client recommendations
Run any action not initiated by you in the conversation
Retain conversation history across sessions or share it with third parties
Try the AI on a real deal
Start your free trial, load a transaction, and ask the AI anything.