Vybe AI
AI that works ahead of your agents, within the limits you set.
Vybe AI is proactive, not just on demand. It watches every lead, client and deal to make your team more efficient and effective. It builds marketing before you ask, reviews contracts for errors as they are uploaded, and keeps every deal on track. It also works on demand: ask for a CMA on 123 Main Street and it builds one. Your brokerage decides what it may do on its own, and money always waits for a person.
- to answer a new lead, by chat, text or email
- Seconds
- to review a clean file, instead of 20 or more
- About 5 min
- a queue of prepared work for every agent and leader
- Every morning
- AI capabilities across the full platform
- 61
For everyone in the business
What the AI does for you.
The same AI works from the whole record of every lead, client, deal and dollar, so it does different work for each person. Pick your role.
More files reviewed, more questions answered and more agents kept, without adding staff.
Compliance review on every file
The AI splits, classifies and checks every document, sends fixes back to the agent and recommends clean files. A person approves every file, in about 5 minutes instead of 20 or more.
2 of 14 documents need initials. Requests drafted for both parties.
An agent help desk at any hour
Agents get answers from your own policy manual. Questions that need a person reach your staff with the whole conversation attached, and every staff reply teaches it the answer for next time.
Section 4.2: coming soon signs need the seller’s signed waiver first.
Commission checks before money moves
The AI reads closing statements, flags any difference from the expected commission and drafts the CDA from the plan the agent accepted. Money always waits for a person.
Matches the CDA. $14,617 net to agent.
Recruiting that runs every day
AI-personalized outreach to the agents you want, and recruits see the AI they get on day one. Some MLSs restrict how agent production data can be used, so recruiting is not available in every market.
Hailey Sims joined your watch list with 13 closings in 12 months. An intro message is drafted.
Early warning on retention
The AI watches for the signs an agent is drifting: falling production, skipped meetings and trainings, unanswered emails and fewer logins. You hear about it while there is still time to help, and exit surveys are read for patterns you can fix.
Keisha Moore is down 45%, missed 2 trainings and hasn’t logged in for 9 days. Check-in suggested.
A weekly brief and a forecast
Leadership gets a weekly AI brief, a forecast of revenue, deals and growth, and a one-line read on every report. You see what changed and why, so decisions rest on facts instead of guesses, and problems get fixed while they are still small.
Your listings are taking 9 days longer to go under contract than in May.
Every lead answered fast, every agent held to the standard, and your ISA and TC covering far more.
Every lead answered in seconds
The AI sales agent replies within seconds, day or night, while the lead is routed, and hands off the moment an agent steps in.
Replied in 9 seconds to Kayla Brooks about 4-bedroom homes in Frisco.
Who to call first
Lead scoring ranks every buyer and seller, and Moving Soon signals flag past clients likely to buy or sell.
Dana Ruiz scored 92 after viewing 6 listings this week. Call her first.
A daily brief with 3 actions
Each morning, the three things that matter most, ranked by the money at stake.
Reassign 2 stale leads before they go cold. Who, why and how much.
One-on-ones that write themselves
AI-drafted agendas and 90-day business plans from each agent’s real pipeline, leads and scorecard.
Agenda ready for Marcus Lee: 3 stalled deals and 41% of his yearly goal.
More capacity for your ISA and TC
Your ISA works warm conversations instead of cold ones, and the AI transaction coordinator chases documents and parties, so your TC can focus on relationships.
Collected 4 missing documents on 1420 Elm St without a single call from your TC.
Coaching and role-play
An AI coach that reads each agent’s real data, and role-play practice for pricing, commission and listing objections.
Role-play ready: a seller who wants your commission cut to 2%.
The follow-up, paperwork and marketing that usually slip, prepared before you ask.
A queue of prepared work
Replies, follow-ups, marketing pieces, calls and client updates are drafted overnight. Approve, edit or skip each one.
12 items ready: replies, follow-ups, 2 client updates and an open house post.
CMAs and listings
A CMA is ready when a seller lead appears. The AI drafts listing descriptions, reviews photos and recommends price changes with the evidence.
CMA ready for 4062 Mesquite Grove Ln with 8 comps explained.
Deals that stay on track
The AI reads the contract, builds the timeline, chases documents and drafts client updates.
Missing: Wire fraud advisory for 5969 Prairie Rose Ln, closing in 6 days.
Marketing before you ask
A listing kit at go-live, posts when a deal changes stage, and AI design for headlines, images and every size.
Just sold post drafted for 1418 Larkspur Bend.
Your sphere, kept warm
Past-client notes, Moving Soon signals and home value updates keep you in touch with the people who send repeat business.
Check in with Ana Lopez: her home is up $38,000 since she bought it 3 years ago.
Ask anything, even out loud
Ask about a deal, your cap or a policy, or have it draft the work. Talk to it by voice when your hands are full.
“How close am I to cap?” $4,200 to go, about 2 more closings.
Compliance, accounting, transaction coordinators and agent services handle the exceptions, not the first pass.
A Today queue for every desk
Each staff role starts the day with its own queue of prepared work and AI suggestions. Approve, edit or snooze each card, so nothing waits for someone to notice it.
Today: 4 files to review, 2 CDAs to approve and 1 escalated question.
Compliance reviewers
Every file arrives checked, with a risk score and a summary of exceptions. Clean files are recommended for approval, and files with problems go back to the agent with what to fix.
Risk score 12, no exceptions. 5969 Prairie Rose Ln recommended for approval.
Accounting
Closing statements are read and compared with the expected commission before a CDA is drafted for approval. When the commission arrives, it is checked against the amount expected.
Matches the expected commission. CDA for 4062 Mesquite Grove Ln ready to approve.
Transaction coordinators
Contracts are read into timelines and tasks, follow-ups go to lenders and title, inspection reports are triaged and forms are checked for accuracy.
Option period ends Friday. 3 inspection items flagged for the buyer’s agent.
Onboarding
Licenses are verified in real time and uploaded documents are checked before a new agent starts selling.
License verified for Jordan Price. W-9 needs a signature.
Agent services
The help desk answers routine questions first, and escalations arrive with the agent’s deals and the conversation so far.
Escalated: a question about a split on 1418 Larkspur Bend, with the deal attached.
Clients feel the difference too, during the deal and for years after it.
Home search in plain words
Buyers describe the home they want, down to RV parking, horses or a pool, and see matches.
“Room for an RV and a big yard” found 7 homes in Frisco under $650,000.
Updates without chasing
Status updates are drafted at every milestone for the agent to send, so clients hear from them before they think to ask.
Appraisal came in at value. Update drafted for the Brooks family.
Connected after closing
The client portal keeps home value, equity and rate updates, maintenance reminders and help protesting property taxes.
Your home gained $21,000 this year. Your protest deadline is May 15.
Always honest about the AI
The AI never claims to be a person, and an agent can step in at any moment.
“Hi, I’m Nelly, Grant’s AI assistant.” Grant stepped in 2 minutes later.
The Today queue
One queue of prepared work, every morning.
The Today queue is filled with AI suggestions, prewritten messages and finished marketing pieces, tailored to each person’s role. Everyone can approve, edit or snooze every card.
- A queue for every role. Everyone from agents to compliance starts the day with the work only they can do, already prepared, so nothing slips between people.
- Built because… Every card says what triggered it, so the agent can judge it in seconds.
- Approve, edit, snooze or skip. Send it in one tap, make a quick edit, bring it back later or skip it.
- Approve all routine. Clear the low-risk cards together and spend the time on the ones that need judgment.
Speed to lead
Every new lead answered in seconds, day or night.
The AI sales agent answers new leads immediately while the leads are routed to an agent, with one memory across every channel.
- Replies in seconds, then keeps the conversation going until an agent takes over.
- Hands control back the moment the agent makes a manual touch.
- Follows up with quiet leads until they are ready, so no lead is left behind.
- Leaders see speed to lead by agent, and unclaimed leads reroute automatically.
Transactions & compliance
Every file checked before it reaches your broker.
The AI reads the contract, builds the timeline and checks every document as it is uploaded. Fixes go back to the agent, and clean files are recommended for approval.
- Documents are split, classified and checked off the right checklist automatically.
- Missing initials, signatures and dates go back to the agent with the request drafted.
- Each file gets a risk score, so reviewers spend their time where it matters.
- A person approves every file, in about 5 minutes instead of 20 or more.
For leadership
Know what changed, and what to do about it.
Brokers and team leaders get a weekly AI brief, a forecast and a one-line read on every report, so the takeaway comes before the chart.
- A weekly brief compares this week with last week and last year.
- Forecasts of revenue, deals and growth, with market overlays.
- Agents whose production is slipping, while there is still time to help.
- Speed to lead and lead-source return by agent and by team.
The full list
Everything Vybe AI does.
The AI is in every part of the platform, not just a few features. Open any area to see each capability.
AI real estate assistant
11 capabilities
AI real estate assistant
An AI assistant on every screen answers questions about contacts, deals, listings and brokerage policy, drafts emails, creates marketing and shows live records right inside the chat.
Voice AI assistant
Agents and leaders can talk to their AI assistant in a live voice call on web or mobile, hear spoken digests and approve proposed changes out loud.
AI actions in the CRM
The assistant creates and updates contacts, deals, tasks and notes by chat, logs calls, sends closing checklists to title and answers "where is my check?" instantly.
AI brokerage policy answers
Agents get answers to brokerage policy questions drawn directly from the brokerage's own policy manual, cutting repeat questions to brokers and office managers.
AI autonomy controls
Each agent sets AI autonomy per category to off, draft or full auto, and the brokerage can lock policies so the AI never goes beyond them.
Human approval for AI actions
The brokerage, or the team leader on a standalone team, sets how far the AI may act on its own in each category, payouts and approvals always require a person, and AI ad-spend thresholds and quiet hours are set by policy.
Proactive AI
VybeOS works ahead of agents by summarizing contacts before calls, pre-drafting status updates and document requests, creating marketing, and logging what the AI did for whom each day.
AI sales agent for real estate leads
A named AI persona replies to new real estate leads in seconds across website chat, text and email, keeping one shared memory across every channel.
AI lead nurturing with human handoff
The AI sales agent re-engages quiet leads by text, never claims to be human, and hands control back to the agent the moment they make a manual touch, then picks the conversation back up if the lead goes cold again.
AI fair-housing and compliance guardrails
All AI writing is screened for fair-housing issues, landline detection and do-not-call blocking protect outreach, and an immutable log records every AI action.
AI transparency and data privacy
A distinct visual marker shows everything AI touched, the assistant sees only what each user is permitted to see, and brokerage data never trains anyone else's AI.
Agent productivity and daily workflow
2 capabilities
AI daily task queue
The Today feed collects AI-prepared work from every VybeOS module into one queue for agents, sorted by urgency: replies, approvals, deadlines, then everything else.
One-tap send, edit and snooze
Agents edit drafts in place, rewrite with AI, swipe to send or skip, snooze to tomorrow and undo, finishing routine real estate follow-up from one screen.
Real estate CRM
4 capabilities
Client file (360-degree contact record)
Each person gets one client file with messages, campaigns, deals, key dates, an AI summary of where things stand and a recommended next best action.
Predictive seller and buyer signals
AI flags contacts likely to buy or sell in the next 30, 60 or 90 days and surfaces Moving Soon signals from life changes, so agents call first.
Duplicate contact detection and merge
Live duplicate warnings, AI duplicate detection and previewed merges keep the real estate CRM database clean as agents add and import contacts.
AI contact import
AI imports an agent's existing contact database, sorts each contact into the right relationship category and brings past clients in as closed deals.
Lead management and team management
3 capabilities
AI lead scoring
Predictive AI lead scoring ranks every buyer and seller lead in real time, so agents and teams know which real estate leads to call first.
Speed to lead
AI answers new leads instantly while they route, claim timers reroute unclaimed leads automatically, and managers get speed-to-lead alerts and per-agent response times.
Agent scorecards and one-on-ones
Member pages give team leaders each agent's pipeline, leads and weekly scorecard, plus AI-drafted one-on-one agendas and 90-day business plans.
Transaction management
5 capabilities
AI contract reading
AI reads every contract document to pull parties, price, dates and terms, then builds transaction milestones and a timeline that updates with every amendment.
AI transaction coordinator
An AI transaction assistant chases documents with clients, lenders and title, logs their updates automatically and manages the closing checklist and party confirmations.
Inspection and repair negotiation
An inspection tracker requests vendor quotes, AI triages inspection reports, and an AI advisor helps agents plan negotiation and repair requests.
Real estate document checklists
Document checklists by side and state adapt to contract terms, and AI identifies each uploaded document and checks it off the transaction checklist automatically.
State real estate forms library
A state forms library replaces revised state forms automatically for the whole brokerage, and AI checks completed forms for accuracy. The AI only reviews forms. It never edits them or trains on them, so publishers’ copyrights are respected.
Listing management and CMA
7 capabilities
AI listing description generator
AI writes real estate listing descriptions from photos and notes, reviews photos for lighting and staging, pre-fills MLS input and checks wording for fair housing.
AI pricing advisor
An AI price advisor reviews active, pending and sold evidence before recommending a price reduction, which the listing agent can approve or talk through.
Weekly seller reports
AI drafts a weekly seller report with the week's numbers in plain sentences, buyer feedback patterns and a 21-day funnel from listing views to offers.
Showing scheduling
Agents schedule showings with availability windows, approve requests, collect buyer agent feedback and plan AI showing routes, while sellers get real-time showing notifications.
Multiple offer comparison
Offers appear side by side with seller net, an AI read on highest net and least risk, and a multiple-offer grid with highest-and-best notices.
CMA adjustments
Agents adjust comps by slider or dollar amount, apply brokerage adjustment tables by market, review AI-suggested adjustments with reasoning and get gross adjustment warnings.
Buyer and tax protest CMAs
Agents create buyer offer-price CMAs and property tax protest CMAs, and an AI-drafted CMA is ready as soon as a new seller lead appears.
Real estate marketing
4 capabilities
AI graphic design
AI writes headlines, captions and hashtags, creates images, removes headshot backgrounds and smart-resizes one real estate design into every other format.
Real estate social media scheduling
Agents schedule posts to Facebook, Instagram, LinkedIn, Google Business and YouTube from a drag-to-reschedule calendar with per-network previews and AI captions.
Automated real estate social posts
AI creates social posts for deal stages, home anniversaries and every listing, builds listing videos from photos and auto-posts by type when switched on.
Personal brand marketing for agents
AI personal brand content, managed Google and Meta ad campaigns, review requests and branded market reports help real estate agents grow their own brand.
IDX websites and home search
2 capabilities
Hyperlocal website content
Each agent website gets hyperlocal content unique to that agent, and AI writing help improves tone and search engine optimization on every page.
AI home search
Buyers describe the home they want in natural language, match features like RV parking, horses, pools or acreage, and see AI notes on why each home fits.
Drip campaigns and marketing analytics
4 capabilities
Real estate drip campaigns
Agents build email, text, call and task drip campaigns from scratch, the library or AI, with ready scenarios for buyer, seller, past client, FSBO and expired leads.
AI real estate email writing
AI writes or improves campaign messages, switches tone between warm, direct and professional, personalizes each message at send and shows a before-and-after view.
AI message scoring and A/B testing
A live AI score from 0 to 100 grades each real estate message as it is written, and A/B tests pick winning versions automatically.
Campaign performance reporting
KPI tiles led by reply rate, performance by campaign with AI insights and top steps by channel show which real estate follow-up actually gets replies.
Real estate coaching (coming soon)
4 capabilities
Real estate coaching softwareComing soon
Built-in coaching for real estate agents follows the Vybe Method, with a daily rhythm from a morning Pre-Flight to an end-of-day Debrief with an AI coach.
AI real estate coachComing soon
The AI coach reads the agent's real CRM and deal data, so there is no extra data entry, and turns end-of-day debrief notes into logged activity.
AI role-play practiceComing soon
Studio role-play lets agents practice objections on commission, pricing, FSBOs and expireds with AI personas in text, speak-aloud or full-voice mode.
Accountability partners and groups
AI pairs accountability partners, organizes Circles of five to twelve agents, and runs live group prospecting Power Hours and Sprints with daily targets.
Accounting and financial reporting
1 capability
Accounting sync and P&L reporting
The ledger syncs with QuickBooks Online and NetSuite. Brokers see real-time P&L by company, office, manager, team and agent, team leaders and agents track their own commission and expenses, and AI forecasts cash flow.
Revenue share and agent recruiting
4 capabilities
Revenue share opportunities
AI ranks revenue share opportunities by money at stake, including at-risk producing status, level unlock candidates, first-deal watch and win-backs of agents gone quiet.
Revenue share modeling and anti-gaming
A what-if sandbox models program changes on 12 months of closings, self-referrals are blocked automatically, and AI detects gaming and forecasts payout liability.
Agent recruiting software
AI finds producing agents from MLS data, scores each prospect's likelihood to move and keeps a recruiting database with full production history for the brokerage.
Agent recruiting pipeline
A real estate agent recruiting pipeline runs from identified to onboarding, with AI-personalized recruiting sequences, recruiting events, office tours, onboarding checklists and a dedicated recruiter role.
Real estate reporting and analytics
2 capabilities
AI forecasting and BI export
AI forecasts brokerage revenue, deals and growth, MLS market overlays highlight opportunity areas, and a warehouse export feeds outside BI tools.
Scheduled reports and AI brief
Scheduled report emails, a company scorecard and a weekly AI brief give brokerage leadership comparisons to last year, plan or industry benchmarks.
Brokerage compliance and agent onboarding
5 capabilities
Real estate license verification
Real-time license verification, AI document verification, name and date matching and a complaint check with risk score screen every agent applicant.
Agent offboarding
A structured departure workflow handles final commission settlement, exit surveys with AI pattern analysis, retention offers and compliance archiving by state rules.
Real estate compliance review
AI splits combined PDFs, cross-checks document fields against the deal, catches missing signatures and initials and sends correction requests automatically.
Risk-based file review
Each transaction gets a risk score. Clean files are recommended for approval, others are flagged for a spot-check or full broker review, with an exception queue summarized by AI and enforced approver independence. A person approves every file.
E&O and risk management
Brokerages administer E&O policies, track incidents and claims with AI pattern detection and receive AI risk-mitigation recommendations.
Platform, security and integrations
3 capabilities
Data privacy and AI data protection
GDPR and CCPA handling, personal data redacted from AI logs and "do not train" protection keep brokerage, agent and client data private.
Bring your own AI
A public API and AI connector let real estate agents bring their own AI tools to their own VybeOS contacts, deals and activity.
AI-powered support
The AI assistant acts as first-line support, creating smart tickets with context and suggested fixes and escalating to staff with full history.
Copilot & help desk
Answers for you and your agents, at any hour.
Copilot answers from your CRM, your transactions and your policies, and the help desk answers your agents from your policy manual.
Ask in plain English. Get an answer or a draft.
Copilot answers from your CRM, your transactions and your policies, and it can prepare the work you ask for.
- Commission status, cap progress and deal questions answered from the record.
- Requests become drafts in Today, ready for approval.
- Policy questions are answered from your own manual.
Where is my commission check from the Smith closing?
Ivy · Vybe AIThe Smith closing at 2210 Willow Bend Dr funded on Oct 9. Your CDA shows $11,240 net, and accounting approved the disbursement on Oct 10.How close am I to my cap?
Ivy · Vybe AIYou've paid $17,997 of your $20,000 cap. Your Nov 7 closing at 1418 Larkspur Bend will cap you.Send a follow-up to everyone from Saturday's open house.
Ivy · Vybe AII drafted a follow-up for the 11 visitors to 4062 Mesquite Grove Ln. They're in Today for your approval.
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.
Can I put a coming soon sign up before the listing is in the MLS?
Ivy · Vybe AIUnder section 4.2 of the Skyline Real Estate policy manual, a coming soon sign needs the seller's signed marketing waiver on file first. I can send the waiver to your seller for signature.The seller wants to skip the MLS entirely. Who decides that?
Ivy · Vybe AIThat needs your managing broker's approval. Would you like me to send David Brennan this request with the listing details?Yes
You set the autonomy
Decide what the AI may do on its own, category by category.
Each category can be Off, Draft for approval or Full auto. The brokerage sets the ceiling for every category, and an agent's setting can never go past it.
| Category | Off | Draft for approval | Full auto |
|---|---|---|---|
| Lead repliesOutbound · email and text | |||
| Client status updatesOutbound · transaction milestones | |||
| Document requestsOutbound · to clients, lenders and title | |||
| Social postsOutbound · listing and deal posts | |||
| Tasks and remindersInternal · nothing leaves the platform | |||
| Contact summaries and lead scoresInternal | |||
| Payouts and approvalsCommissions, CDAs, disbursements, billing and fees | Approval required · locked for every brokerage | ||
How it learns your business
It works the way your business works.
The AI comes ready with deep real estate knowledge, shaped by a founder who built one of the largest brokerages in the country, with more than 14,000 agents. From there, it works from your own rules, records and history.
Your policy manual
The help desk and Copilot answer from it, and cite the section they used.
Your plans and rules
Commission plans, compliance checklists, routing rules and team standards shape every draft.
Your whole record
Every lead, client, deal and dollar lives in one system, so the AI never works from half the story.
Your data stays yours
Each person sees only what they are permitted to see, and your data never trains anyone else’s AI.
Guardrails
Rules the AI works inside.
Always labeled
Everything the AI writes or suggests carries the same mark or gradient border in every screen.
Never claims to be human
The AI does not pretend to be an agent or a staff member.
Fair-housing checks
AI drafts and agent-written marketing are checked for fair-housing issues before they go out.
A person approves
Outbound messages follow your brokerage’s autonomy settings, a person approves every file, and money always needs a person.
Do Not Train
A brokerage-level setting keeps your data out of any shared learning.
Audit trail
What the AI prepared, who approved it and what changed are recorded in an immutable log.
Questions
Questions about the AI.
Yes. Every Pro seat, at a brokerage or on Pro for Teams & Agents, includes the full proactive AI, with a pooled monthly allowance of AI credits for each agent, doubled for agents with 10 or more closed sides. Required work like compliance checks is never metered. Lite for Enterprise leaves out the proactive agent AI, texting and AI voice, and is available only to networks of more than 3,000 agents.
Only if you allow it, and only from a number the agent has registered. US carriers require each agent to register their own texting number (A2P 10DLC) before any text goes out, and VybeOS walks them through it. Each category of outbound message can then be Off, Draft for approval or Full auto. The brokerage sets the ceiling, an agent can never go past it, and the AI never claims to be a person.
Drafts wait for a person unless you choose otherwise, and every card says why the AI prepared it, so mistakes are easy to catch. Edits take a tap, anything involving money always waits for a person, and every AI action is recorded in an audit trail.
It takes the first pass on routine work, like document checks, agent questions and commission math, so your staff handle the exceptions. You can use that time to grow without adding headcount, refocus people on higher-value work or run leaner. A person still approves every file and every payment.
You add your policy manual, commission plans, checklists and rules during onboarding, and the AI works from them and from your own records. Your data never trains anyone else’s AI.
Yes. VybeOS runs in your phone’s browser today, including the Today queue and Copilot, and the mobile apps are coming in early 2027.
Have another question about the AI? 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