Uploading disclosures alongside your contract
Most deals don't arrive as just the executed contract. You usually have a stack — disclosures, inspection addenda, HOA docs, maybe a lead-paint form. BuyerFlo lets you upload them all together.
Primary vs. companion documents
The primary document is the executed contract. This is the file BuyerFlo reads to identify parties, dates, money terms, and contingencies. One and only one primary per deal — it's the source of truth.
Companions are every other file that arrived with the contract: disclosures, inspection forms, HOA rider, signed addendums that were part of the original offer, etc. The app stores them against the deal and runs a lighter AI pass on each to classify what it is + flag anything that contradicts the contract.
How to upload
- From the Deals page, click + New deal.
- Drop the executed contract PDF into the primary zone.
- Drop any companion PDFs into the companion zone below it. You can select multiple at once.
- Click Upload.
The primary runs through full contract extraction (Claude Sonnet — slower but thorough). Each companion runs through a lighter disclosure scanner that checks: does this document change anything in the contract?
When a companion changes the contract
If a companion scan detects a date shift, a money change, or a flipped contingency, the deal page shows a "Review changes" card after the contract is ingested. You review the diff and either:
- Apply — the companion's values merge into the contract data. Every downstream task re-plans.
- Dismiss — the companion stays stored, but the contract data stays as-is. Useful when the companion is just a copy of something already reflected in the primary.
If you forget one
You can upload additional companions after the deal is active from Deal page → Documents tab → Upload companion. The same scanner runs; if it detects changes you'll see a Review card.
Tips
- OCR quality matters. If a companion is a bad phone-camera photo of a signed form, the scanner may miss data. Re-scan at higher quality if possible.
- Order doesn't matter. You can drop companions before or after the primary. The scanner always runs after the primary finishes so it has something to diff against.
- Party signatures on companions. If a companion has new parties signing (e.g., a co-signer rider), the scanner flags that and suggests adding them as contacts.