Guides for the work
to run on Flatre.
The docs map Flatre's core workflows: pipelines, inbox, AI agents, disclosures, commissions, integrations, and the record that ties each deal together.
Operational
the same afternoon.
Three paths in. Pick the one that matches how you'll use Flatre, and get to your first real deal record by lunch.
Solo agent quickstart
Spin up a workspace, connect your inbox and calendar, and walk your first deal from lead to close. Designed to be operational the same afternoon.
Team quickstart
Invite teammates, set roles, and decide what AI agents are allowed to do for whom. The opinionated defaults work for most agent-led teams out of the box.
Migrating from another CRM
Bring your pipeline over from dotloop, Follow Up Boss, or a spreadsheet without losing history. Field mapping, attachments, and audit-trail preservation.
No results in this section.
Six work areas,
one record per deal.
Every work area in Flatre resolves to the deal record. These are the six places agents spend time, and what each guide will cover.
Pipelines & deals
The deal record is the source of truth. Everything resolves to it.
- Buyer, Seller, Landlord, Tenant lifecycles — and why each pipeline is locked.
- Stages: Onboarding → Active → Under Contract → Closing.
- Linking properties, contacts, and parties to a deal.
- Stall warnings, overdue tasks, and what auto-advances.
Inbox & client comms
Triaged email and SMS, matched to the deals they belong to.
- How threads get routed to a transaction.
- Drafting with AI vs. composing manually.
- Approving, editing, or discarding a draft.
- Shared mailboxes and SMS limits.
AI agents & automation
Production agents on the surface, a playbook library underneath. Trust modes decide when internal work runs automatically and when communication waits for review or low-risk send checks.
- The named agents: Lead Outreach, Onboarding, Property Intake, Transaction, Contract Review, Inspection & Repair, Inbox Matching, Flatre AI, and Valuation.
- The playbook library — buyer, seller, tenant, landlord — and which agent each playbook supports.
- Trust modes: Propose Only, Partial Auto, Trusted Auto. Set per category, reversible, and audited.
- Scoping an agent to a pipeline, a deal, or a single thread.
- Compliance signals: wire risk, disclosure mismatch, settlement reconciliation, vendor SLAs.
- Reading the audit log and rolling back applied actions.
Documents & e-sign
Licensed forms and contracts managed from the deal state, ready for review.
- Managing PDFs owned by the member or workspace.
- Sending for signature and tracking status.
- Uploading and versioning licensed forms.
- Where signed documents live on the deal record.
Commissions & financials
GCI, splits, and referrals reconciled automatically when a deal closes.
- How a closed deal becomes a ledger entry.
- Editing a split after the fact.
- Payout projections, rolled up by deal and by month.
- Exporting to your accountant.
Analytics
The numbers you actually look at on a Monday morning.
- Funnel and time-in-stage.
- Stall risk and lead-to-close velocity.
- Source attribution across leads.
- Team load and cohort projections.
No results in this section.
Plugs into
what you already use.
The mailbox, calendar, lead sources, and provisioned brokerage MLS feeds your team already relies on. Connect them once, and the deal record becomes the place they all show up.
Mailbox
Connect Gmail, Outlook, or Yahoo. OAuth where supported; Yahoo uses an app password until OAuth approval lands.
Calendar
Two-way sync with Google Calendar and Outlook Calendar. Showings and closings flow back to the deal record.
Lead sources
Pull leads from Follow Up Boss, Meta Lead Ads, and connected forms. New leads land in the inbox and get matched to a pipeline.
Brokerage MLS feeds
Approved Spark, Bridge, or board-specific RESO feeds can populate property records once a brokerage integration is provisioned.
No results in this section.
Plans, security,
and the audit trail.
Admin work: billing, members, and the records a brokerage compliance officer may ask you for.
Plans & billing
Solo Free, Solo Pro, Team, and Brokerage plans. Per-seat pricing, AI credit metering, add-on packs, invoices, and billing controls.
Team, roles, and SSO
Inviting members, role-based permissions, agent approval policies, and Brokerage SSO with your identity provider.
Audit log & data export
Per-agent action history for compliance, plus full workspace export when you need your data on disk.
No results in this section.
Guides are landing.
Until then, write to us.
The docs are being published alongside the product. Until then, questions, feedback, and bug reports go straight to the team building Flatre.