Why Flat Terminal
Most agents manage a deal
across 5 different tools.
CRM in one place. Transaction tracker in another. Offer docs in email threads. Compliance in a spreadsheet. Flat Terminal replaces all of it — with one platform and an AI that moves work forward for you.
The Problem
Every dropped ball costs you a deal
Leads fall through the cracks
You follow up once, maybe twice — then life happens. A warm lead goes cold because there was no system keeping it alive.
Pipeline CRM with 8 stages and task-based follow-up tracking. When you need outreach, ask the AI to draft a personalized email in seconds — then send it yourself.
Onboarding burns hours of back-and-forth
Collecting pre-approvals, explaining the process, gathering preferences — all done manually, one email at a time.
Create an onboarding file in minutes via lead inbox, vendor import, manual entry, or CSV. A state-specific greeting goes out automatically. Uploaded documents are AI-analyzed the moment they arrive.
Offer tracking happens in texts and email threads
Counter-offers, contingency changes, expiration times — scattered across your inbox with no single source of truth.
Every offer version is structured: price, earnest money, financing type, contingencies, and close date — all in one form. AI can propose counter terms; you approve and submit.
Closing means chasing everyone, every day
Title, lender, attorney, inspector — you're the coordinator for all of them, keeping 50 moving pieces in your head.
A 9-phase, 50+ step workflow built for NJ, NY, and PA. Each step tracks deadlines, completion status, and document attachments. Ask the AI for a full deal briefing — phase progress, overdue items, what to do next.
What Sets Us Apart
Built differently from the start
Generic transaction tools weren't designed for the nuances of real estate law in your state. Flat Terminal was.
State-Specific by Default
NJ attorney review windows, NY attorney-drafted contracts, PA title company closings — built into the workflow, not bolted on as an afterthought.
AI That Takes Action
Ask the AI to mark a step complete, update a deadline, draft an email, or propose offer terms. It doesn't just answer — it acts on 19 transaction tools.
Lead to Close in One Tool
CRM pipeline, onboarding queue, offer management, and 9-phase workflow — all in one platform. No more switching between 5 apps to manage one deal.
Your Pace, Your Control
Work fully manually with AI on standby, or let AI handle routine tasks while you focus on client relationships. Dial it to where you're comfortable.
vs. The Alternatives
Why not just use dotloop or Follow Up Boss?
Feature comparison based on publicly available information as of 2026.
Who It's For
Built for every agent, every role
Buyer's Agent
Manage your pipeline from first lead to closed purchase. Track offers version-by-version, monitor inspection and financing contingencies, and get AI briefings on every deal in your book.
- 8-stage lead pipeline with task tracking
- Offer management: price, contingencies, financing type
- 9-phase buyer workflow (inspection, appraisal, financing, closing)
- AI drafts buyer follow-up emails on demand
Seller's Agent
Capture seller leads, move them through onboarding, and track incoming offers from multiple buyers side by side. The 9-phase workflow keeps your listing-to-close process airtight.
- Seller-side onboarding with state-specific greeting
- Multiple offers tracked per listing
- Offer status lifecycle: Draft → Submitted → Countered → Accepted
- 9-phase seller workflow through closing
Team Lead / Brokerage
Assign leads and transactions to agents, track everyone's pipeline from a brokerage dashboard, and ensure every deal follows the same structured workflow regardless of who's running it.
- Multi-agent lead and transaction assignment
- Brokerage-level pipeline visibility
- Transaction templates for consistent team workflows
- Bulk CSV import for onboarding queues
Structured closing workflow
State-specific workflow steps
AI tools your assistant can execute
States with built-in workflows
Ready to run every deal in one place?
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