The questions everyone asks
Is this a CRM?
No. Smooth Flow works beside the tools you already use. Already on a CRM? If we sync with it, it keeps running, your leads flow in live, and nothing in it is deleted. If not, your contacts come in from one file, once, and the drafts, the Morning and the approvals happen here.
What do my clients see?
A private link with your name and your brokerage on it: their own page, where their deal stands, the plan for their home, your films and video messages. You decide what is published, and you can turn any link off.
Do my clients need an app or a login?
No. Every link opens on any phone or computer.
Do I need to work with investors?
No. Most of Smooth Flow is about your book, your clients and your listings. The investor tools are there when you want them, and Flow points out the people in your book who already buy like an investor, so you can set their box in a tap.
Which areas does Find deals cover?
Miami-Dade, Broward and Palm Beach today. Everything else in Smooth Flow works wherever you sell.
What does it cost?
A founding number, set at your walkthrough and on the screen before you decide anything. Founding pricing belongs to the first fifty seats; that is a policy, not a promo. No contract behind it, and leaving is always one click.
Does Flow send things on its own?
No. You approve every send. Approve-first is the architecture, not a setting: the send path structurally requires your confirmation. Three narrow, opt-in exceptions exist (an autopilot switch, an after-hours instant acknowledgment, and a 3-step welcome sequence you enroll with one tap). Each ships OFF or is enrolled explicitly by you, each is capped, and each is yours to kill.
Is there a contract?
No contract, no cancel call, no notice window. The leave button sits next to the export button, every cost is shown before you pay it, and nothing auto-charges.
Read the No-Trap Covenant.
Who else sees my book?
No other account. Your book is walled off from every other seat, no tenant’s book trains any shared model, and we never sell, rent, or front your clients. Your full export leaves with you.
What if I cancel?
No call, no notice window, no retention wall. Full export. It's published.
Read the Covenant.
Is the compliance stuff legal advice?
No. Compliance tooling, not legal advice. Two-hat rules are verified federal + Florida today; everywhere else, the app tells you to verify with your regulator, in those words.
Does it quote rates or track my loans automatically?
No live rate ever shows to a client, by rule. Loan milestones are entered by you; an LOS webhook receiver is live and plug-ready when your vendor connects.
Can it text my leads?
Texting from your own phone works today: you send the texts you approve from your phone. Texting straight from Smooth Flow starts once the phone carriers approve your business. Registration is part of onboarding.
Does it work with my MLS?
Smooth Flow works from day one on the contact list you already use. Bringing your listings in automatically from the MLS works today for BeachesMLS members. On another MLS, we ask that MLS to approve us after you sign up. Until then, you add your listings by hand and everything else works the same.
Is there a quick way to see how it works?