Thirteen tools, one seat.
Each loan officer seat includes all of it. Add your processors, partners, and support staff for free.
Automated SMS, email, and phone outreach
PrimaryEvery new lead gets instant texts, emails, and even phone calls, driven by campaigns you customize, so each client feels like you are personally reaching out.
Automated custom proposal delivery
PrimarySmart, customizable proposals that pick the right option for each lead type you engage, from VA to FHA cash-out. You decide exactly what every client sees.
A custom landing page for every client
PrimaryEach client gets their own branded home page where they track loan status, upload and view needed conditions and documents, and chat with your whole team in one simple place.
One inbox for your entire team
Every conversation in one place for your entire team, so nothing gets missed and everyone stays on the same page.
Reporting and analytics by channel
See exactly what is working across every channel: lead-to-fund pull-through, cost to fund, average commission, and ROI by pillar, so you double down on what makes money and cut what does not.
Borrower Dream Rate
Set a borrower's target rate and Flow Ag watches the market, then alerts you the moment it hits.
Built-in power dialer
Connect with more leads in less time with a dialer built right into the platform.
Broadcast system
Send mass text and email campaigns to your whole database in a single click.
Loan status update tracker
Borrowers and partners see real-time milestone updates, which kills the where-is-my-loan calls.
Document collection and retention
Request, collect, and securely store every document in one organized place.
Pipeline and CRM
Every lead and loan tracked through clear stages so nothing falls through the cracks.
Team adding and unified communication
Add your processors, realtor partners, and support staff right onto each client's page, so everyone involved in the deal can communicate and move it forward together.
Personalized video messaging
Stand out with branded, personalized video that turns a cold lead warm.