How It Works
From first contact
to closed deal — in one platform
Four stages. One connected workflow. Every feature you see below reflects what Flat Terminal actually does today.
Capture and qualify every lead
Every new contact lands in your 8-stage pipeline — whether they come from a vendor integration, a shared lead inbox, manual entry, or a bulk CSV import. Assign tasks, track last-activity timestamps, and keep every lead moving forward. When you need to reach out, ask the AI to draft a personalized follow-up email and send it yourself.
- 8-stage Kanban — New → Attempting Contact → Qualified → Active Client → Offer Negotiation → Under Contract → Closed → Nurture
- 4 intake modes — Shared lead inbox, vendor integrations (e.g. Close with Flat), manual 3-step entry, CSV bulk import
- Per-contact task tracking — Next-due task date, open task count, and last activity shown on every contact card
- AI outreach drafting — Ask the AI to write a contextual follow-up email — you review, adjust, and send
Pipeline
Buyer · NJ · 2 open tasks · 2h ago
Seller · NJ · 1 open task · 1d ago
Buyer · NJ · just now
AI: “Draft a check-in email for Sarah about the Oak St listing” → drafted in 3 seconds
Turn a lead into a transaction file
Once a lead is ready to move forward, create an onboarding file. A state-specific greeting email is sent automatically. The onboarding queue tracks everyone's status — Pending Acceptance, Awaiting Buyer Changes, or Accepted. When the client uploads a document, the AI reads it immediately and extracts key details: loan amounts, expiry dates, contingency terms.
- State-specific greeting email — Auto-selected template for NJ, NY, or PA sent the moment the onboarding file is created
- Onboarding queue — Filter by status: Pending Acceptance, Awaiting Buyer Changes, Accepted, or Archived
- AI document analysis — Every uploaded document is automatically analyzed — pre-approval letters, inspection reports, title commitments
- Multi-agent assignment — Assign onboarding cases to any agent on your team
Onboarding Queue
42 Oak St, Montclair NJ · Agent: J. Park
118 River Rd, Hoboken NJ · Agent: M. Torres
Document uploaded — AI analyzed
Pre-Approval · Chase Bank
Max: $680K · Expires Apr 15 · Conventional · 60-day rate lock
Track every offer version and its terms
Every offer is a structured record: offer price, earnest money, financing type (conventional, FHA, VA, cash), inspection contingency, appraisal contingency, sale contingency, closing date, and expiration. Offers move through a clear status lifecycle. When a counter-offer comes in, ask the AI to propose revised terms — it creates a new draft version for your review.
- Full offer form — Price, earnest money, financing type, inspection/appraisal/sale contingencies, closing date, escalation clause, attorney review flag
- Status lifecycle — Draft → Submitted → Countered → Withdrawn / Declined / Expired / Accepted
- Multiple buyer offers — Seller-side view tracks one offer per buyer; buyer-side view tracks version history
- AI counter-offer drafting — Describe the scenario to the AI — it proposes revised terms and creates a draft for you to review before submitting
Offer · 42 Oak St
AI: Seller countered at $648K. Want me to draft a response at $644.5K keeping the 7-day inspection?
9-phase workflow from contract to keys
Every transaction follows a structured 9-phase workflow — built for the specific requirements of your state. Each phase contains typed steps: Actions you need to take, Requirements that must be completed, and Custom items you add yourself. Set deadline dates on individual steps, filter to view only overdue items or open requirements, and ask the AI for a current deal briefing at any point.
- 9 phases, 50+ steps — Offer & Negotiation → Contract & Attorney Review → Inspection → Title → Appraisal → Financing → Closing Prep → Closing & Funding → Post-Closing
- State-specific steps — NJ: 72-hr attorney review, pest/radon/oil tank. NY: attorney-drafted contracts. PA: title company closing, early transfer tax.
- AI deal briefings — Ask 'What's the status of this deal?' — AI reads the full transaction snapshot and tells you phase progress, overdue items, and next recommended action
- AI workflow actions — AI can mark steps complete, update deadline dates, toggle compliance requirements, and log communications — all through natural conversation
Workflow · 42 Oak St
AI Briefing: 2 of 9 phases complete. Inspection report analyzed. Radon test outstanding — 3 days to deadline. No blockers in title yet.
State Coverage
The workflow knows your state's rules
Flat Terminal ships with workflow steps specific to NJ, NY, and PA — not a generic template you have to configure yourself.
- 72-hour attorney review window
- Pest, radon, and oil tank inspections
- Wet-ink signature requirements
- Attorney review notice tracking
- Attorney-drafted purchase contract
- Long-form title examination
- Board approval tracking (co-ops)
- Attorney-led closing coordination
- Title company closing process
- Transfer tax calculated early
- Inspection and appraisal pivot points
- Deed preparation and recording
See it live in 5 minutes
Start a free trial and walk through a sample transaction from lead to close.