Flow replaces spreadsheets, scattered texts, and manual lender filtering with a structured pipeline for commercial loan brokers. Import your lender database. Route leads automatically. Match in seconds.
Deals come in via texts, emails, phone calls, and spreadsheets. No single format. No single source of truth.
Brokers manually compare deal parameters against hundreds or thousands of lender criteria in spreadsheets. Hours lost per deal.
Partners and borrowers constantly ask "What's the update?" because there's no shared visibility into deal progress.
From broker signup to lender match — the entire pipeline in six steps.
You create your account as a Broker. The system generates a unique referral code (BRK-XXXXXXXX) that identifies you across the entire pipeline. Share this code with your referral partners.
CPAs, realtors, and other referral sources sign up using your broker code. Each partner gets their own unique referral code (REF-XXXXXXXX) to share with borrowers they refer to you.
Borrowers sign up using either your code or a partner's code. This permanently links them to your brokerage. When they submit a loan application, it automatically routes to your dashboard.
Upload your lender spreadsheet (CSV, XLSX) or PDF directly into the platform. Files are stored locally in the browser. Support for thousands of lender records with instant parsing.
Select a lead, choose which lender files to match against, pick the criteria that matter, and the system scores every lender in seconds.
Track every deal from submission to approval. Update statuses from a central dashboard. Partners and borrowers see real-time updates on their own dashboards.
One dashboard for all leads from all partners and direct borrowers
Import lender databases (CSV/XLSX/PDF) — stored locally, matched on-the-fly
Configurable matching parameters — standard criteria plus custom key-value pairs
Ranked lender recommendations with compatibility scores
Full control over deal status, lender assignment, and pipeline visibility
Unique referral code system to track exactly where each deal originates
Simple signup with broker's code — instantly linked to the right brokerage
Own referral code to share with borrowers
Structured deal submission form — no ambiguous emails or texts
Real-time visibility into deal status without chasing the broker
See all leads submitted and their current stage
Sign up with a partner or broker referral code — automatically routed to the right broker
Guided loan application form with clear fields
No need to re-enter referral codes for each application
Track your application status in real time
See which broker is handling your deal and the current stage