How It Works
From your first import
to a running operation.
AgentFlow is designed to fit into how you already work — not the other way around. Here is how most operators get started.
Import your leads
Bring your existing pipeline — in any format.
Upload your current lead list from Excel, CSV, or MISMO format. AgentFlow maps fields to the right places and deduplicates automatically. You are working a clean pipeline the same afternoon, not six months from now.
Build your pipeline
Set up your stages. Start moving deals.
Create custom pipeline stages that match how your office actually tracks deals. Log notes, schedule follow-ups, assign leads, and attach documents — everything lives in one place per deal.
Stay connected
Call, text, and email without switching apps.
Make calls and send texts directly from any lead profile. Sync your Google or Microsoft calendar. Send templated emails with lead-data placeholders. Every touchpoint is automatically logged to the lead.
Close and grow
Track commissions. Monitor your book. Generate reports.
Your commission dashboard updates as deals close. Rate-opportunity alerts flag past clients who may be ready to refinance. Generate branded property reports for current clients — and keep every closed deal in a searchable book of business.
Ready in an afternoon
No months of implementation. No consultants. Import your leads and you are in a working pipeline within hours.
Built around your workflow
Custom pipeline stages, email templates, and follow-up schedules. AgentFlow adapts to how your office works, not the other way around.
Your data stays yours
SSNs are never stored. Every brokerage's data is isolated at the database level — your pipeline is never visible to another org.
Go Deeper
Explore each feature in detail.
Eight complete capability areas — see exactly what is inside AgentFlow and how each one works.