The focused flow — after extraction
Once extraction finishes, BuyerFlo doesn't jump straight into sending. It walks you through a short flow to resolve the things a contract can't tell it by itself.
Why this step exists
Your contract tells the app a lot — parties, dates, money, contingencies. It doesn't tell the app:
- Which side you're coordinating (buyer's or seller's, or both)
- What email addresses to use for parties whose emails aren't in the contract
- Whether you want auto-send on or off
- Your HOA-present flag (if the AI couldn't confidently detect it from the contract)
The focused flow asks you these questions once, up front, so the engine doesn't have to guess or bail out mid-send.
What you'll answer
Side preference. Are you running buyer's side, seller's side, or both? This is set once per deal; it drives who the engine addresses as "your" principal and how it positions you in introductions.
Contact emails. The extraction identifies every party by name + role, but emails are often missing from the contract. You fill them in. The app also suggests matches from your Directory (any contacts you've used on prior deals) — for repeat parties like your regular title company, one click auto-fills.
Auto-send preference. Two modes:
- Manual (default): every drafted email lands in the Review & Send queue. You approve each one before it goes out.
- Auto: drafts queue for dispatch with a 10-minute undo window. The engine sends without explicit approval unless you cancel. You can still edit any draft during the window.
HOA flag. If the AI wasn't sure whether the deal has an HOA, it'll ask you. This one bit triggers or suppresses the full HOA task set (estoppel, rider, approval).
What happens when you finish
The deal activates. The coordination engine runs generate-deal-tasks on your contract data, which creates 15-25 task rows with due dates. Jurisdictional rules layer on top (Florida deals pick up FL-specific tasks automatically).
The first task to activate is usually the kickoff intro — a single group email to all professionals on the deal. You'll land on the kickoff review page where you can edit the draft before it sends.
Once kickoff goes out, your trial is consumed and the engine is fully in motion.
Can you change these answers later?
Yes — all of them.
- Side, HOA flag, missing emails: edit on the deal's Edit page.
- Auto-send mode: change in your profile (takes effect for new drafts; existing drafts follow whatever mode they were created in).
- Contact emails: edit on the deal's Contacts section.