Security & trust
Your brokerage's data, isolated and under your control.
Each brokerage runs in its own tenant with its own encryption keys. You decide who sees what, every access is recorded, and your data stays out of shared AI learning when you say so.
Architecture
Every brokerage in its own isolated tenant.
A central control plane manages the platform. Each brokerage's data lives in a separate tenant cell with its own storage and its own encryption keys. No raw data crosses between tenants.
- Separate storage for every brokerage.
- Per-tenant encryption keys.
- A data-residency option for brokerages that need it.
Platform management · no brokerage data
- Own storage
- Own keys
- Do Not Train on
- Own storage
- Own keys
- Your setting
- Own storage
- Own keys
- Isolated
Illustration. No raw data crosses between tenant cells.
Encryption & privacy
Access control
AI governance
Audit & retention
Identity
Your money
Compliance roadmap
SOC 2 Type II is on our roadmap. Bring your security questions to the demo.
FAQ
Questions about security.
Your admins give each person one of 10 standard roles, with permissions set by action and scope. Bank details and tax IDs are masked, and an agent’s personal sphere is private from managers by default.
Emergency access to something a person normally can’t see. It is time-boxed, requires a reason and is recorded in the audit log.
Your data never trains anyone else’s AI, and the Do Not Train setting keeps it out of any shared learning. The assistant only sees what each person is permitted to see.
Yes. Single sign-on through SAML or OAuth, with directory sync for joiners and leavers, comes with the Enterprise SSO module.
Have another question? Ask us in a demo.
See VybeOS for your business.
A 30-minute walkthrough built around how you work, whether you run a brokerage, lead a team or sell on your own.
Are you an agent? Send VybeOS to your broker or team leader