Three of her listings expired this quarter. A check-in note and a retention offer are drafted.
For brokerages
Run your whole brokerage on one platform, with AI that works ahead of you
Websites, CRM, transactions, compliance, commissions, recruiting and reporting on one record of every agent, deal and dollar. The AI spots what each person needs next and prepares it, within the rules your brokerage sets.

From your policy manual. Four were sent to a managing broker with the full conversation.
14 documents · 2 sent back to the agent
$14,617
net to agent
Matches the closing statement
Proactive AI
AI that works ahead, not AI that waits.
Most platforms add AI you have to ask. VybeOS watches every agent, deal and dollar, spots what each person needs next and prepares it. It answers on demand too.
On demand
Ask, and it does the work.
Ask in plain English from any screen, and the AI answers from your records or prepares the work.
“Create a CMA for 123 Main Street.”
A CMA with comps explained, ready to review.
Proactive
Nobody asks. It is ready anyway.
The AI notices what is coming and prepares it before anyone thinks to ask.
Listing photos arrive by email for 5821 Lakeside Ridge Dr.
The listing description, postcards, flyers and posts are drafted from the photos and listing notes, waiting for approval.
What it does ahead of your brokerage
Agent questions answered overnight
The help desk answers from your policy manual at any hour. Your staff start the day with only the escalations.
Contracts reviewed on upload
Every document is checked the moment it arrives, not when someone opens the file. Fixes go straight back to the agent.
Licenses chased before they lapse
Reminders go out at 90, 60, 30 and 10 days, and access locks on expiry until the agent renews.
At-risk agents flagged early
A drop in production or activity puts the agent in front of their managing broker, with a check-in drafted.
Commission mismatches caught
Closing statements are compared with the CDA, and any difference is flagged before money goes out.
A Today queue for every role
Managing brokers, compliance and accounting each start the day with their own prepared work, ranked by what matters most.
Today
Every role starts the day with its work prepared.
Agents, team leaders, managing brokers, compliance and accounting each get their own Today queue, built overnight from the record. Each card says why it is there.
- Managing brokers see at-risk agents, escalations and office numbers.
- Compliance sees files recommended for approval and the ones that need a closer look.
- Accounting sees CDAs and disbursements ready for approval.
- Team leaders see their own work plus their team’s.
Money always waits for a person
Sound familiar?
Running a brokerage shouldn’t mean running ten systems.
The problems broker-owners bring to us most, and what VybeOS does about each one.
Recruiting feels like guesswork
See agents in your market by production where data is available, spot candidates from the co-op agents on your own closings, and let AI draft the outreach.
Good agents leave, and you find out last
At-risk agents are flagged early, and every agent gets an AI staff that gives them a reason to stay.
Contract review eats the week
AI reviews every document as it arrives and sends fixes straight back to the agent. Clean files reach your staff recommended for approval.
Commissions live in a spreadsheet
Every plan, cap and fee is built in once. CDAs draft themselves from the plan each agent accepted.
Agents ask the same questions all day
An AI help desk answers from your policies, deal status, and more at any hour and hands your staff only the exceptions.
Company news gets lost
Announcements agents must acknowledge, push notifications and one inbox for the whole brokerage.
The business case
Six ways VybeOS can pay for itself.
Smarter tech spend
One platform for what you spend on separate tools today, and it does far more.
Get more from every employee
The bigger the brokerage, the more roles can be refocused, given more capacity or replaced.
Recruit more agents
Recruits see the superior tools and support they get on day one.
Lose fewer agents
New agents become growth instead of replacements.
Every agent closes more
The follow-up and transaction coordination are managed for them.
Clients stay connected
Dedicated tools and services keep past clients engaged, so they come back for years.
One deal, end to end
From contract to the books, with a person where it counts.
The AI does the reading, checking and drafting. Your staff approve the file and the money.
- 1AI
The contract is uploaded
The AI reads it, builds the timeline and drafts the emails to the client, lender and title.
- 2AI
Every document is checked
Missing signatures, initials and dates go straight back to the agent to fix.
- 3Compliance
Compliance approves the file
Clean files arrive recommended for approval, so review takes about 5 minutes, not 20.
- 4Accounting
Accounting approves the CDA
It is drafted from the plan version the agent accepted. Money always waits for a person.
- 5AI
The closing statement is reconciled
Any difference from the CDA is flagged before funds go out.
- 6AI
The books and reports update
Commissions sync to QuickBooks Online or NetSuite, and every dashboard reads the same record.
Compliance
Sleep at night on every file.
Your license is on every transaction. VybeOS reviews every document as it arrives, sends fixes straight back to the agent and keeps a record of every decision. Review is designed to take about 5 minutes per file instead of 20 or more.
- AI checks every document for signatures, initials, dates and missing pages, and sends anything to fix back to the agent.
- Clean files are recommended for approval, and riskier files are flagged for a closer look. A person approves every file.
- No one becomes a client until the representation agreement is on file.
- Fair-housing and advertising checks on marketing, with exports blocked on hard failures.
- Brand kit, locked templates and approvals across every agent's marketing.
- License alerts at 90, 60, 30 and 10 days, with an automatic lock on expiry.
- An immutable audit trail, state retention rules and legal hold.

Buyer representation · Signed Aug 1 · Craig Ranch
Next step: confirm the plan for this week
~$807K
Listing agreement · Signed Aug 26 · 5500 Rock Hollow Ct
Get the seller's disclosure signed
~$836K
7130 Wren Meadow Dr · 26 DOM · 5 showings
Price review due · 26 DOM
~$917K
2180 Carrington Ct · 31 DOM · 5 showings
~$540K
591 Copper Sky Dr · Closes Sep 9
Documents 9 of 9
Closes in 2 days
$492,000
Audit-ready
When an auditor calls, the answer is one export away.
Outside auditors, the real estate commission and licensing boards ask for the same things: files, approvals, licenses and the money trail. VybeOS keeps all of it on one record, so a request takes minutes to pull together, not weeks.
- Every transaction file with its documents, review history and who approved it.
- An immutable audit log with before-and-after values on every change.
- License, continuing education and membership history for every agent.
- Commission plans, CDAs and disbursements traced to each closing.
- State retention rules, legal hold and audit reports for regulators and E&O claims.
Commissions & plans
Keep your commission model. Lose the spreadsheets.
VybeOS reproduces your plans by configuration, so your culture and your model stay yours.
- Caps, tiers, post-cap fees, price bands, team splits and referral splits.
- Plan changes are versioned. Agents accept the new version, and the contract date decides which applies.
- CDAs from the deal, closing statements reconciled, 1099s at year end.
- Bill agents a monthly tech fee through the commission engine, if you choose.
- A person approves and sends every CDA. Nothing that affects money goes out on the AI alone.
- QuickBooks Online or NetSuite sync. VybeOS never holds or moves your funds.
Agent services help deskAdd-on module
Agents get answers at any hour. Your staff get the exceptions.
The help desk answers from your own policy manual. When a question needs a person, it goes to your staff with the full conversation, so the agent never repeats it.
- Answers cite the section of your policy manual they came from.
- Escalations arrive with context, the agent's deals and what was already said.
- Resolved questions improve the next answer.
- The Help Desk module, coming soon, adds staff tickets and detailed support reporting.
- Tickets created
- 412
- Resolved
- 389
- Open backlog
- 23
- AI resolution rate
- 61%
- First human reply
- 1h 12m
- Full resolution
- 6h 40m
Tickets by category
- Commissions & payouts118
- Transactions96
- Tech & access74
- Policy63
- Marketing61
Example figures, not results.
RecruitingAdd-on module
Find the agents worth recruiting, before your competitors do.
Research the market, identify the right candidates and build a recruiting pipeline that keeps your brokerage growing.
- Research agents by production, market, price range and recent closings.
- Spot candidates from the co-op agents on your own closings.
- See who is growing, who is stalled and who may be ready for a change.
- Save the best candidates straight into the recruiting CRM.
- Market research depends on local data access, so it is not available in every market.
- Recruits see the website, CRM and AI they get on day one.

- Brandon GarciaLic# 48291037Allen26Add to prospects
- Darnell CastilloLic# 73650218Wylie23Add to prospects
- Ashley NguyenLic# 19573846Allen21Add to prospects
- Gregory WhitleyLic# 60428915Plano19Add to prospects
- Jason TrinhLic# 85137462Frisco17Add to prospects
- Brandon FreemanLic# 32904671Allen15Add to prospects
Onboarding & licensing
From application to selling in one guided flow.
- A branded application that adapts by state.
- The AI matches the agent’s driver’s license to the person applying, and checks their real estate license is active with the state commission.
- You choose: let approved agents finish on their own with no staff needed, or review each application before their login is activated.
- The independent contractor agreement and policies are e-signed in the flow, and the agent picks a commission plan.
- CRM, website and transactions are ready when the agent is approved.
- License alerts at 90, 60, 30 and 10 days, an automatic lock on expiry, and access restored on renewal.
- 90days
- 60days
- 30days
- 10days
- Lock
Retention
See whether you are growing or replacing.
The production gained vs lost report compares what new agents produced before they joined with what departing agents took with them.
- Every agent's production and history in one record, from onboarding on.
- At-risk agents are flagged before they leave, with retention offers ready to send.
- Exit surveys with AI pattern analysis show why agents go, so you can fix it.
- Every agent gets an AI staff that handles their busywork, a strong reason to stay.
Production gained vs lost
| Quarter | Gained from new agents | Lost to departures |
|---|---|---|
| Q1 | 155 | 100 |
| Q2 | 180 | 95 |
| Q3 | 185 | 105 |
| Q4 | 215 | 90 |
Revenue Share module
Revenue share statements agents can trust, because every dollar traces to a specific closing. Locked levels show agents what one more producing agent unlocks.
Company communication
Reach every agent, and know they got the message.
Company news, policy changes and deadlines go out on the channels agents actually check. The ones that matter stay on screen until each agent acknowledges them.
- Announcement feed
Company and office news in one feed on every agent’s dashboard.
- Must-acknowledge notices
A notice stays open until the agent acknowledges it, and you see who has.
- Push notifications and texting
Alerts reach agents’ phones the moment they happen, and every seat includes a monthly texting allowance.
- In-app messaging and inboxes
Message agents inside VybeOS, with a brokerage inbox and an inbox for every agent.
Marketing suite
A full marketing suite, with an AI marketing manager.
Every agent gets a built-in design studio and an AI that drafts the marketing, so there is no separate design subscription to pay for and no design queue for your staff.
- A built-in design studio for flyers, postcards, signs, social posts and emails, at no extra cost.
- Your brand kit and locked templates on every piece your agents create.
- The AI marketing manager drafts the listing kit at go-live, and posts when a deal changes stage.
- Fair-housing and advertising checks before anything goes out.
- Social scheduling, listing videos and branded market reports.
Invite buyers and neighbors, and sign visitors in.
Story or reel cover
Sign-in sheet
Every office
Run every office from one view.
Each office can run its own plans, policies and managing broker, while every number rolls up to one company view. The dashboards read the same record, so they agree from the agent to the office to the company.
- Office-level permissions, commission plans, checklists and policies.
- Managing brokers see their own office. Owners see every office.
- Company dollar, GCI, fee income and cash projections.
- Net agent growth, retention and at-risk agents by office.
- Office market share against the MLS.
What it replaces
Know what you can switch off, and what you keep.
VybeOS replaces the separate systems most brokerages pay for today. Your accounting, banking and MLS stay where they are, connected.
| What you run today | With VybeOS |
|---|---|
| Brokerage and agent websites with IDX | Replaced · included |
| CRM and lead routing | Replaced · included |
| Transaction management and e-signature | Replaced · included |
| Compliance review | Replaced · included |
| Commission and back-office software | Replaced · included |
| Marketing design and CMA tools | Replaced · included |
| Onboarding and license tracking | Replaced · included |
| Reporting spreadsheets | Replaced · included |
| Recruiting software | Replaced · Recruiting add-on |
| Revenue share tracking | Replaced · Revenue Share add-on |
| General ledger, payroll and trust accounting | Kept · QuickBooks Online or NetSuite, synced |
| Bank accounts and payments | Kept · VybeOS never holds or moves funds |
| MLS membership | Kept · fees pass through at cost |
Controls
You set the rules the AI works inside.
Controls a broker of record can sign off on, from how far the AI may go to who can see what.
- Your brokerage sets how far the AI may go in each category, from Off to Full auto. Agents can never go past it.
- Anything involving money, from CDAs to disbursements and fees, always waits for a person.
- A person approves every transaction file.
- Every AI action is labeled and kept in an immutable audit trail.
- Each brokerage runs isolated, with its own encryption keys and a Do Not Train setting.
- 10 standard roles and break-glass access with a full record.
Switching to VybeOS
Three steps from signed to live.
How long it takes depends on the size of your brokerage, how many offices you have and how many agents are moving. Onboarding and compliance setup are included in the platform fee.
Configure your plans and compliance rules
We set up your commission plans, fees, checklists and compliance rules with you, and put your brand on the website.
Import agents, contacts and open files
Agents onboard through the guided flow. Contacts arrive sorted by relationship, and past clients come in as closed deals.
Go live, office by office
Each office switches when it is ready, so nobody has to switch everything at once.
Included in onboarding
Optional services
- Historical transaction import$0.02 per page · $2,500 minimum
- Premium onboarding and training$2,500 to $10,000
Pricing
Pricing that scales with your roster.
Pro for Brokerages prices brokerages of up to 3,000 agents, lower per agent as your roster grows, and agents who aren’t working bill at $25. Larger networks are priced as Enterprise, with Pro or Lite for Enterprise.
Pro for Brokerages
The full platform for brokerages of up to 3,000 agents
$1,000/mo
Platform and brokerage website, with 5 agents and 1 office or market included
- Active agents 6 to 50
- $100/mo each
- Active agents 51 to 150
- $75/mo each
- Active agents 151 to 500
- $55/mo each
- Active agents 501 to 1,000
- $50/mo each
- Active agents 1,001 to 3,000
- $45/mo each
- Dormant agents, any size
- $25/mo each
- Additional staff users
- $25/mo each
- Additional offices or markets
- $100/mo each
Pro and Lite for Enterprise
For networks of more than 3,000 agents
Talk to sales
The same $1,000 platform fee, with rates for networks of every size
- Pro for Enterprise, active agents 3,001 +
- From $40/mo each
- Lite for Enterprise, every agent
- From $25/mo each
Questions
Questions brokers ask us.
It depends on the size of your brokerage, how many offices you have and how many agents are moving. Offices can go live one at a time, and onboarding and compliance setup are included in the platform fee.
Yes, as long as it has an API. VybeOS connects to it so leads and activity flow into the platform. If you would rather move, a brokerage website in your brand is included.
VybeOS connects through your MLS’s approved data feed for listings, home search and market data. Tell us your MLS and we confirm coverage and any board approval before you sign. MLS fees pass through at cost.
Your general ledger, payroll and trust accounting stay in QuickBooks Online or NetSuite, which VybeOS syncs with, and your bank accounts stay where they are. VybeOS never holds or moves funds.
No. Documents, e-signature and transaction management are built in, so you can drop those subscriptions and what they cost you.
Only as far as your brokerage allows. You set each category from Off to Full auto, agents can never go past your setting, and anything involving money always waits for a person.
You do. Each brokerage runs in its own isolated environment with its own encryption keys, and a Do Not Train setting keeps your data out of AI model training.
An agent with 0 or 1 closed sides in the last 12 months. Dormant agents bill at $25 a month at any roster size. VybeOS checks every 3 months whether a dormant agent has become active, and every 6 months whether an active agent has become dormant, with 30 days' notice. The dormant count appears on every invoice.
Yes. Every seat includes a monthly allowance of text messages, pooled across the brokerage, and extra texts are billed at cost. Push notifications, in-app messaging, announcements and inboxes are included.
Prices in USD. MLS fees pass through at cost.
Designed by operators who have grown brokerages to thousands of agents nationwide.
See your brokerage on VybeOS.
A 30-minute walkthrough built around your commission plans, your roster and your numbers.
Are you an agent? Send VybeOS to your broker or team leader










