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AdvisorFlow AI

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Daily relationship OS · draft-first

Who to contact today — why, what to say, and what's next.

AdvisorFlow is the morning ritual for real estate and mortgage professionals: a prioritized list from your book, with warm drafts you copy and send yourself. Consistent follow-up in under 20 minutes a day — without another CRM.

We never auto-send email or SMS. Works with CSV — or sync Namaste Boston Mission Control on Team.

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1
Who
Your book is scored; the highest-value people surface today.
2
Why today
Clear reasons tied to timing, strength, and opportunity.
3
What to say
Channel-ready drafts — copy, paste, send yourself.
4
What's next
Log as sent, set the follow-up, stay out of cracks.

Solo Pro — 14-day trial

OpenAI drafts, full weekly review, and up to 2,000 contacts. $39/mo after trial.