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Fund Flow OS

The autonomous operating system for real estate private capital. From your first flip to your final fund.

Platform

  • Private Lender Database
  • Flow AI Employee
  • Flow Guard Compliance
  • Investor CRM
  • Deals & Funds

Solutions

  • Flippers & Builders
  • Syndicators
  • Private Lenders
  • Fund Managers

Services

  • 7-Day Syndications
  • Fund Administration
  • Flow Launch (DFY)
  • Flow Sites
  • Fund Founders

Resources

  • Help Center
  • Fund Founders Podcast
  • YouTube
  • Blog
  • Contact

AI in REI Newsletter

Weekly insights on AI for real estate operators. No fluff.

© 2026 Fund Flow OS. All rights reserved.

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Documentation

Getting Started

  • Quick Start

Operator Guide

  • Create Deal
  • Deal Lifecycle
  • Syndications
  • Loan Tracker
  • Loan Payments
  • AI Assistant
  • Marketing Pages
  • AI Features
  • Integrations
  • Automations
  • Landing Pages
  • Managing Contacts
  • Sending Updates
  • Email Marketing
  • SMS Messaging
  • Data Import
  • Document Management
  • Task Management
  • Generating Reports
  • Building Pitch Decks
  • Segmentation
  • Team Management
  • Billing
  • Dashboard

Investor Guide

  • Setup Profile
  • My Investments

Account & Security

  • Reset Password

Reference

  • Glossary
  • Pricing
  • FAQ
  • Troubleshooting
  • Advanced Troubleshooting
  • Security & Compliance
  • Quick Reference
  • Deal Management

Legal

  • Terms of Service
  • Privacy Policy

Task Management

Never miss a deadline. Fund Flow combines manual tasks with intelligent system triggers.

Creating Tasks

  1. Create Task Click the + Task button anywhere in the app, or go to the Tasks dashboard.

  2. Set Details

    • Title: What needs to be done?
    • Priority: High, Medium, or Low.
    • Due Date: When is it due?
    • Entity Link: Link it to a specific Deal or Contact for context.

Automated Triggers

The system automatically creates tasks based on deal activity. Common triggers include:

  • Payment Overdue: Created when a loan payment is missed.
  • Deal Needs Update: Created if you haven't sent an investor update in 30 days.
  • Loan Maturity: Created 90 days before a loan is due.

Managing Your Queue

Go to the Tasks dashboard to view your workload.

  • Complete: Check the box to mark as done. You may need to provide a completion reason (e.g., "Called investor").
  • Snooze: If you can't get to it today, click Snooze to hide it for 1-7 days.
  • Bulk Actions: Select multiple tasks to complete or dismiss them in one go.