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Launching January 2027 · Book an early demo

Close & get paid

Transactions

Everything you need from contract to close

Deals that keep themselves moving, from new client to closing.

Every step runs in one place, from the first appointment to the closing table, and AI keeps everyone and every file up to date.

  • Upload the contract. VybeOS reads the parties, price and every deadline, then builds the timeline and the checklist.
  • Deadlines come from the contract and update when an amendment arrives.
  • Checklists follow the terms. No financing contingency means no financing tasks.
  • Document requests and lender and title updates are drafted for approval.
  • A silent-file alert fires when a client hasn't heard from anyone.
  • Wire-fraud warnings go to every client before closing.
  • E-signature for transaction documents, never metered.
VybeOS deals board with deals from Appointment through Closed, each stage showing its estimated GCI

How it works

From contract to closing day.

One accepted offer, and the work it sets in motion.

1

Contract read

The AI reads every contract document and pulls the parties, price, dates and terms.

2

Timeline built

Milestones and deadlines become a timeline with countdowns, and tasks go to the right people.

3

Checklist set

The document checklist adjusts to the contract terms and the state, and each upload is identified and checked off.

4

Documents chased

The AI transaction coordinator requests what is missing from clients, lenders and title, and logs their replies.

5

Clients informed

Status updates go out at each milestone, as the agent or their assistant, and clients follow along in the portal.

6

Amendments followed

When an amendment changes a date, the timeline updates with it, and a deadline at risk escalates to the broker.

Client portal

Clients follow the deal without calling to ask.

Every client gets a portal with all the activity, documents and next steps on their deal, so there are fewer calls and fewer worries.

  • A visual timeline shows where the deal stands and what comes next.
  • Documents are explained in plain language, with tasks and e-signatures in one place.
  • AI sends clients updates as milestones are met, with push alerts.
  • Messages with the agent stay on the deal, next to the documents.
  • After closing, clients keep their property history, documents, contacts and more.
Your purchase · 1418 Larkspur BendUnder contract · closing Nov 8
Seller disclosure reviewed
Done
Contract executed
Done
Inspection complete
Done
Repairs addendum signed
Done
Sign the wire fraud advisoryWhat this is: a warning to confirm wiring instructions by phone.
Due today
Final walkthrough
Nov 6
Closing day
Nov 8

Every deal, one client

Every deal a client does with you, in one Client File.

When a client buys, sells or invests again, the new deal joins the same record, so the full history is always one click away.

  • Current and past deals sit together inside the Client File.
  • Sell the old house and buy the new one as two linked deals on the same client.
  • Documents, notes and messages from earlier deals stay with the client for good.
  • Repeat and referral business shows up on the client, not scattered across files.
Client File for Karen Nguyen on the Deals tab, with an open deal under contract and three past deals

FAQ

Questions about transactions.

Have another question? Ask us in a demo.

Platform sections

See a contract become a closing plan.

We’ll upload a contract and show the dates, tasks, checklist and client updates it creates.

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Are you an agent? Send VybeOS to your broker or team leader