Tier 5
$2,000/ mo
5 seats
- Approval-gated email + SMS + contract fill
- Pipeline board + weekly Numbers
- Follow Up Boss integration
ClosingFlow Agents
Your pipeline, handled.
The brain over your Follow Up Boss — numbers you can trust, a board that runs itself, drafts that wait for your tap.
Quick setup
Finish wiring up your agent
Pick a plan
Both tiers include every skill. Cancel anytime — managed in Stripe.
Tier 7
$2,500/ mo
7 seats
- Everything in Tier 5
- + 2 seats for ops / processor
- Priority onboarding
Pick anything — Maverick, FRIDAY, Jolene. You can rename later in Settings.
Your FUB API key. CF reads your deals, people, and tags — it never writes to FUB without your explicit go.
Where to find it: in Follow Up Boss, click your initials (top right) → My Settings → API → Create API Key. Step-by-step guide ↗
Here's the funnel CF sees
Reading your tags…
Counts populate after tonight's first full sweep of your FUB. Your stage vocabulary is configurable per team — these are the defaults.
Wrong account?
TODAY
Good morning.
Pulling your morning together…
Start here
This morning's top 3
Work the list
Today's tasks
Today's brief
Where to start
Needs your tap
Approval queue (0)
Nothing waiting on you. Calm is a feature.
Trust gaps
Tags that look wrong
Worth a touch
Hot + untouched
Pipeline
The board
Weekly numbers
—
No weekly report yet.
Your first Numbers report lands Tuesday at 6pm CT, built from a full sweep of your Follow Up Boss. When it lands, you'll verify each number here and lock the week.
Derived from FUB
Partial — baseline week
Manual — you enter this
Track record
CF said / you said
Tidy
Trust gaps in your tags
Leads whose funnel tag hasn't moved in weeks — usually a deal that quietly died, or a tag nobody updated. Clean these up and your Numbers report gets honest. CF only suggests; you make the change in FUB.
No stale-tag candidates.
Every lead in your funnel has recent tag activity. CF re-checks after every nightly sweep.
From your board moves
Proposed FUB tag updates
You moved these cards — their FUB tags haven't caught up. Apply the tag in FUB and CF resolves it on the next sweep.
Ask
Ask your agent
Who needs follow-up? What's stalled? What's in the queue?
Meetings
Notetaker
Dispatch
Send agent to a Zoom / Meet / Teams call
Meetings
Recent calls + transcripts
- No meetings yet. Send the notetaker to a Zoom URL above.
Settings
Workspace
Agent
Your AI assistant
Daily goal
Conversations per day
Security
Change password
Integrations
Connected services
- Loading…
Rotate Follow Up Boss API key
We verify the new key with FUB before saving. Your data is untouched.Gmail (email send path)
Required for email drafts — approved emails send from your Gmail account.Don't see your tool here? Submit an integration request →
Voice
How your agent writes
Optional — paste samples of your own writing and drafts match your tone. Last updated: —
Samples are scrubbed of PII (SSN, account numbers, full DOB) before they're stored. Saving re-runs the tone extractor.Support
Feature request, bug, or integration ask
Submit anything you want and it goes straight to Kade on Telegram. He gets back to you within hours.
Documents
Transactions & forms
Create a transaction once, then generate the Cost Estimate, loan status update, and pre-qualification forms from it. Every form is drafted for your review and sent only when you tap approve.
No transactions yet.
Add your first transaction — buyer, property, price — and CF generates the Cost Estimate, loan status update, and pre-qualification forms from it. Have the purchase contract as a PDF? Import it and CF extracts the details for your review.