Automation that runs the routine —
and asks before the rest.
Flatre ships a library of playbooks behind the named agents. They run under trust modes you configure, with safety checks, an audit log, and rollback. Low-risk client sends go out automatically once they pass those checks; sensitive or unusual work waits for your review — and you can tighten any category to review-first at any time.
Three modes,
three levels of trust.
Set per category — client communications, transaction coordination, and scheduling each carry their own mode. New workspaces start on Trusted Auto across categories, with safe internal coordination enabled. Propose Only is always available when a team wants every automated action reviewed first.
Propose Only
Every action — drafts, next steps, reminders, checklist changes, scheduling — waits for human approval. The most conservative mode for teams that want review on all automation.
Partial Auto
Internal coordination — stage progression, checklist edits, low-risk tasks — runs when readiness checks pass. Outbound client communication stays approval-gated unless the category is promoted.
Trusted Auto
Low-risk actions in the category can run automatically once safety, permission, and readiness checks pass. Auto-send also requires evidence, consent, sender identity, quiet-hours, and suppression checks.
Named agents on the surface,
playbooks underneath.
Flatre's production agents — Lead Outreach, Onboarding, Property Intake, Transaction, Contract Review, Inspection & Repair, Inbox Matching, Flatre AI, and Valuation — are how the work shows up. Behind them is a library of pipeline-aware playbooks, each with its own triggers, readiness checks, and supported modes.
Buyer
Five playbooks coordinate buyer files from financing through post-close care.
- Deal Health Prioritizer — watches critical dates and stalled work.
- Pre-Approval Watchdog — tracks lender evidence and expiration.
- Showing-to-Offer Nudge — turns showing intent into offer-readiness.
- Offer Comparison Assistant — assembles offer-paths for review.
- Post-Close Engine — home-binder, vendor handoff, referral timing.
Seller
Five playbooks coordinate seller files from listing through close and post-close care.
- Deal Health Prioritizer — watches critical dates and stalled work.
- Seller Close Playbook — readiness checks across listing and close stages.
- Offer Comparison Assistant — comparable offers for the response call.
- Seller Net Sheet Assistant — keeps proceeds estimates aligned with offers.
- Post-Close Engine — final packet, vendor reconciliation, testimonial timing.
Tenant
Three playbooks coordinate tenant-representation files from qualification through lease and renewal.
- Deal Health Prioritizer — watches critical dates and stalled work.
- Tenant Placement Progression — qualification, tours, applications, signing, move-in.
- Renewal Watchdog — lease-end timing, renewal check-ins, relationship follow-up.
Landlord
Three playbooks coordinate landlord files from intake through marketing, leasing, and turnover.
- Deal Health Prioritizer — watches critical dates and stalled work.
- Landlord Leasing Progression — intake, marketing, applicant review, signing, move-in.
- Turnover Coordinator — owner renewal, turnover, inspection, relist planning.
What the system watches for,
so you don't have to.
Signals are surfaced, not silently resolved. Wire risk, disclosure drift, settlement discrepancies, and vendor SLAs land as reviewable items with evidence attached. Quiet hours and suppression lists are enforced by the outbound queue, not by trust.
Wire-fraud detection
Inbound wiring instructions are flagged when sender, account, or routing details look anomalous or arrive out-of-band. Routed to the supervision queue before any handoff.
Disclosure mismatch
Disclosure content is reconciled against contract terms and prior versions. Mismatched values surface as a review signal — not a silent edit.
Settlement reconciliation
Settlement statements are compared against the executed contract and the commission ledger. Discrepancies escalate as a signal with evidence attached.
Vendor SLA tracking
Document requests, inspections, and vendor commitments carry SLAs. When a deadline nears, the system creates a follow-up task with the vendor's contact info attached.
SMS quiet hours
Automated SMS is blocked during quiet hours by default — 8pm to 8am, recipient time zone. Configurable per workspace; never bypassed by auto-send.
Suppression enforcement
Email and SMS suppression lists are enforced by the outbound queue, not the composer. If a recipient unsubscribes mid-thread, no further automation reaches them.
A coordinator that notices
when a lead goes quiet.
A scheduled scan watches for stale leads and queues outreach drafts against lead context, with Fair Housing checks applied before review. Drafts are reviewable one at a time or in bulk from the review queue; the daily digest summarizes the work.
Proactive stale-lead scan
A scheduled scan looks for leads that have gone quiet — five days of inactivity by default, capped at 25 per scan to keep work reviewable. Each match queues a draft, not a send.
AI outreach drafts
Drafts are generated against lead context with Fair Housing language checks before they reach the queue. Drafts can be approved one at a time or in bulk from the review queue; the digest summarizes what needs attention.
Controls for the operator,
not just the agent.
Mode presets, workspace and transaction pauses, a single supervision queue, rollback, an audit log you can actually filter, and a daily digest. The tools brokerage and team leads ask for before they hand the keys to automation.
Mode presets, per category
Client communications, transaction coordination, and scheduling each carry their own Propose Only / Partial Auto / Trusted Auto setting. Set them independently or with a workspace preset.
Pauses
Pause automation at the workspace or transaction level. A pause halts new actions immediately; in-flight runs finish and log their state.
Supervision queue
Actions that need review land in a single queue with full run context — what triggered, what's proposed, what the safety checks decided. Approve, edit, or discard from one place.
Rollback
Applied actions remain reversible from the audit log where a rollback is available. A rollback restores the prior stage, removes created work, or cancels queued drafts before delivery.
Audit log with filters
Every run is recorded with actor, trigger, evidence, safety-check outcomes, and result. Filter by status, event type, or time window when something needs to be retraced.
Digest
Consolidates automation activity into one daily summary instead of per-action notifications. Send-now is available when you want the picture before the next cron tick.
Start with guardrails on.
Tighten or promote by category.
Every workspace starts on Trusted Auto — low-risk sends go out automatically once they pass checks, and the rest waits for you. Tighten any category to Propose Only, one at a time, reversible at any point, always in the audit log.