Creating your first deal

Every deal in BuyerFlo starts with the executed contract. That's the single source of truth the coordination engine works from.

Upload the contract

1. Click + New deal from the top of your Deals list.
2. Drop the signed contract PDF onto the upload zone (or click to browse).
3. If the deal came with disclosures, inspection forms, or addendums already, drop those too — the "companion" upload zone handles secondary documents.

The primary contract PDF should be the fully-executed version with every party's signature. An unsigned draft is fine for a preview but the AI will flag missing parties.

Review the extraction

Once the upload finishes, BuyerFlo reads the contract and pulls out:

• Parties — buyer, seller, their agents, lender, title/escrow, and any others named in the contract.
• Key dates — closing, inspection period, EMD deadline, loan approval, appraisal, title review.
• Money terms — purchase price, EMD, down payment.
• Contingencies — inspection, financing, appraisal, sale-of-home.
• Jurisdiction — state, county, property type (drives which jurisdictional rules apply).

You'll land on a review screen. Scan the fields, fix anything the AI misread (dates in unusual formats, ambiguous names, etc.), and confirm. Nothing goes out until you do.

The focused flow

After extraction, BuyerFlo asks you a few questions the contract doesn't fully answer:

• Which side you're coordinating (buyer's side, seller's side, or both).
• The contact email addresses for parties whose emails weren't in the contract.
• Whether to enable auto-send for the coordination engine's drafts.

This step keeps the engine from sending into the dark. The fewer guesses it has to make, the less you'll have to clean up later.

The kickoff email

The first email the engine sends is a single group message to every professional on the deal: listing agent, buyer's agent, lender, title company. It introduces you, points everyone at the deal's dedicated email address, and sets the expectation that everything going forward runs through that thread.

This is the moment your free trial consumes. Until the kickoff is sent you can walk away with no obligation. Once it's sent, that deal is yours through close — but additional deals after this one require an upgrade.

What happens next

Once kickoff goes out:

• Every party reply lands on the deal's Activity tab.
• Tasks activate on their schedule. First one is usually "Confirm key deal dates" — the engine asks both agents to confirm inspection, loan, and closing dates match what's in the contract.
• You get notified on the Today page for anything that needs your decision.
• You can watch the progress bar on the deal page fill in as milestones close.