One plan. Everything you need.
The intelligence engine, calculator suite, and CRM that tells you what matters. Transform your workflow for less than a client lunch.
Professional
Everything you need
One protected deal ≈ $4,500 in commission. That covers 30 months of FlowState.
Your Chief of Staff is included. There is no AI add-on.
7-day free trial • Full access • Cancel anytimeCredit card required
For firms: we are taking a small number of founding partners this year. The import is done with us, and the partners have a say in what ships next. Write to the founder
What you get
Every tool you need to transform loan analysis into client wins
Rate Monitor & Recapture
Live market rate from the St. Louis Fed, refi-wave alerts, and a ranked list of past clients who'd save money at today's rate. Standalone recapture tools sell this separately. Here it's included.
Intelligence Engine
Relationship health scoring, daily focus briefing, and priority-first task management
5 Professional Calculators
Payment breakdown, buydown, rent vs own, refinance, competitive rate bake-off
Instant Email Sharing
One-click professional emails with charts and intelligent verdicts
Complete CRM
Clients, contacts, pipeline tracking, and referral management
Outreach Scoreboard
Verdicts on what your outreach actually did, and an honest "not enough yet to judge" when there is not enough to say
Text & Email Capture
Texts, Apple Mail and calls from your Mac, and email from Outlook, land on each person's timeline on their own, and the next move comes out of them.
Growth
Your closings mined for who to call next: past clients above market, partners going quiet, agents you never asked. Worked three at a time.
Built for mortgage professionals, beside a mortgage professional.
We built FlowState because we were tired of the 30-minute spreadsheet shuffle. The product speaks for itself. That's why we offer a full-access trial so you can experience the transformation before you commit.
7-Day Free Trial
Full platform access. Experience the transformation yourself.
Easy Cancellation
Cancel anytime with one click. We'll remind you before your trial ends.
30→1
Minutes per loan scenario
5
Professional calculators
$4,500
Typical commission on one protected deal
100%
Professional output
Common questions
Can I cancel anytime?
Yes. One-click cancellation, no questions asked. We'll send you a reminder before your trial ends.
What about my data?
Your data is encrypted in transit and at rest, and we never sell your information. Your records stay yours: ask and we export them in full, and the Terms give you a 30-day export window if you ever leave.
Do I need a Claude or ChatGPT subscription?
No. Your Chief of Staff lives in FlowState and works there every morning. If you already use Claude or ChatGPT, it comes with you. If you don't, you aren't missing the product. You're missing a second door to it. Building now, October 2026.
How do I move my book over?
Export it from your LOS and upload the file. FlowState reads 378 column spellings across 62 fields, so an Arive export maps itself and other exports map most of the way; you place the rest once. Upload next month's export and existing clients and loans update in place. Nothing duplicates.
Do you offer team pricing?
For teams of 10+, we offer volume pricing and dedicated onboarding. Contact us for a custom quote.
Ready to know what matters?
Seven days on your own book, with your own numbers. No charge today.
Full platform access • Cancel anytime