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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.

VybeOS deals board for Skyline Real Estate with signed, active and under-contract deals
Agent services · 11:48 pm

Answered 61 agent questions overnight

From your policy manual. Four were sent to a managing broker with the full conversation.

Compliance

Contract package reviewed

14 documents · 2 sent back to the agent

12 passed2 need initials
CDA ready

1418 Larkspur Bend

$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.

You set the limits. Your brokerage decides how far the AI may go on its own in each category, and anything involving money always waits for a person.

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.
TodaySkyline Real Estate · Plano office
Keisha Moore’s production is down 45%Managing broker

Three of her listings expired this quarter. A check-in note and a retention offer are drafted.

SendEditSnooze
2210 Willow Bend Dr is recommended for approvalCompliance

All 16 documents passed. Two fixes went back to the agent and came back signed.

ApproveOpen file
CDA for 1418 Larkspur Bend matches the closing statementAccounting

$14,617 net to agent under Standard 80/20, version 3.

ApproveReview
4 licenses expire in the next 30 daysLicensing

Reminders went to each agent. Access locks on expiry unless they renew.

View agents

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.

Run the numbers
1

Smarter tech spend

One platform for what you spend on separate tools today, and it does far more.

2

Get more from every employee

The bigger the brokerage, the more roles can be refocused, given more capacity or replaced.

3

Recruit more agents

Recruits see the superior tools and support they get on day one.

4

Lose fewer agents

New agents become growth instead of replacements.

5

Every agent closes more

The follow-up and transaction coordination are managed for them.

6

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.

  1. 1
    AI

    The contract is uploaded

    The AI reads it, builds the timeline and drafts the emails to the client, lender and title.

  2. 2
    AI

    Every document is checked

    Missing signatures, initials and dates go straight back to the agent to fix.

  3. 3
    Compliance

    Compliance approves the file

    Clean files arrive recommended for approval, so review takes about 5 minutes, not 20.

  4. 4
    Accounting

    Accounting approves the CDA

    It is drafted from the plan version the agent accepted. Money always waits for a person.

  5. 5
    AI

    The closing statement is reconciled

    Any difference from the CDA is flagged before funds go out.

  6. 6
    AI

    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.
VybeOS deals board with signed, active and under-contract deals

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.
Audit request · State real estate commissionReceived Oct 14 · due Oct 28
Ready to export
Transaction filesDocuments and review history
186
ApprovalsWho approved what, and when
1,240
Agent licenses and CEEvery agent on the roster
400
Commission disbursementsTraced to each closing
$9.8M
Audit logEvery change, before and after
Complete

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.
Standard 80/20Version 3
388 of 400 accepted
Split before cap
80 / 20
Annual capResets on the agent's anniversary
$20,000
Monthly feePer agent
$95
After-cap feePer closed side
$500
E&O feePer closed side
$35
Team splitsRun after the brokerage split
By team
Version 3 applies to contracts accepted from Oct 1. Earlier contracts keep version 2.

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.

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.
Recruit research table of six agents sorted by sales, from Brandon Garcia with 26 closings down to Brandon Freeman with 15, each with contact buttons and Add 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.
Marcus Delgado · LicenseExpires Dec 14 · renewal reminder sent
30 days
  1. 90days
  2. 60days
  3. 30days
  4. 10days
  5. Lock
License and ID verified
Oct 2
Contractor agreement signed
Oct 2
Plan selected · Standard 80/20
Oct 3
Website and CRM ready
Oct 3

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 lostTrailing 4 quarters · closed sides
1.9× replacement
080160240Q1Q2Q3Q4
Gained from new agentsLost to departures
New agents brought in 1.9 times the production that left. Q4 was the strongest quarter.
Production gained vs lost
Trailing 4 quarters · closed sides
QuarterGained from new agentsLost to departures
Q1155100
Q218095
Q3185105
Q421590

Revenue Share module

Add-on

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.

New wire-fraud procedureAnnouncement · must be acknowledged
371 of 400 acknowledged
Sent toAll agents in 6 offices
400
Push notificationDelivered to every phone
Text messageDelivered to every agent
AcknowledgedRead and confirmed
371
WaitingA reminder goes out at 5 pm
29 agents

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.
Open house5

Invite buyers and neighbors, and sign visitors in.

Team templatesDraft
Skyline North Team Open House Story
Open HouseInstagram story

Story or reel cover

4.6Used 9 timesUse
Vybe templates
Open House Sign-In
Open HouseFlyer 8.5 × 11

Sign-in sheet

4.2Used 2,332 timesUse
Vybe templates
Modern Open House
Open HousePostcard 4 × 6Instagram squareInstagram story
4.2Used 1,935 timesUse

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.
Skyline Real Estate · OctoberCompany dashboard · 6 offices
Live
Company dollarUp 12% on last October
$1.1M
Projected cashNext 90 days
$3.6M
Net agent growth31 joined · 17 left
+14
At-risk agentsProduction down 40% or more
11 to review
Market shareUp 0.6 points against the MLS
6.2%

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.

See the full matrix
What VybeOS replaces and what your brokerage keeps
What you run todayWith VybeOS
Brokerage and agent websites with IDXReplaced · included
CRM and lead routingReplaced · included
Transaction management and e-signatureReplaced · included
Compliance reviewReplaced · included
Commission and back-office softwareReplaced · included
Marketing design and CMA toolsReplaced · included
Onboarding and license trackingReplaced · included
Reporting spreadsheetsReplaced · included
Recruiting softwareReplaced · Recruiting add-on
Revenue share trackingReplaced · Revenue Share add-on
General ledger, payroll and trust accountingKept · QuickBooks Online or NetSuite, synced
Bank accounts and paymentsKept · VybeOS never holds or moves funds
MLS membershipKept · 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.
AI autonomy · Skyline Real EstateSet by the brokerage for every agent
Lead repliesOutbound · email and text
Full auto
Client status updatesOutbound · transaction milestones
Draft for approval
Document requestsOutbound · to clients, lenders and title
Full auto
Social postsOutbound · listing and deal posts
Draft for approval
Commissions and disbursementsMoney · every brokerage
Locked · approval

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.

Switching & integrations
1

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.

2

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.

3

Go live, office by office

Each office switches when it is ready, so nobody has to switch everything at once.

Included in onboarding

  • Commission plan and fee setup
  • Compliance checklists and rules
  • Your brokerage website in your brand
  • Agent invitations and guided 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.

For brokerages

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
  • Onboarding, compliance configuration and support included
  • AI that works ahead on every seat
  • Nothing billed per closing

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
  • Multi-brand rollout
  • Enterprise SSO and directory sync
  • Migration planning with our team

Questions

Questions brokers ask us.

Prices in USD. MLS fees pass through at cost.

Designed by operators who have grown brokerages to thousands of agents nationwide.
Meet the team

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