Features
VybeOS features: the all-in-one real estate brokerage platform
VybeOS is an AI-native operating system for real estate brokerages, teams and agents, built by Vybe. It brings the real estate CRM, IDX websites and home search, transaction management, commission tracking and brokerage back office, marketing design, drip campaigns, revenue share, recruiting and reporting into one platform with an AI assistant on every screen. Brokers run the business, team leaders route leads and coach, agents work from one AI-prepared daily queue, and clients follow their move in a client portal.
What VybeOS replaces
- Real estate CRM and contact management
- Agent, team and brokerage websites with IDX home search
- Lead capture, lead routing and speed-to-lead tools
- Transaction management, document checklists and e-signature
- Back-office, commission tracking and agent billing software
- CDA and commission disbursement paperwork
- CMA and listing presentation software
- Marketing design, social media scheduling and print/direct mail tools
- Email and text drip campaign software
- Campaign link tracking, ad attribution and website analytics
- Client portals and homeowner apps
- Agent recruiting and revenue share tracking
- Agent onboarding, license tracking and compliance review
- Reporting, dashboards and business intelligence (BI)
Who it's for
Brokers and owners
Run the whole brokerage from one system: commission plans, agent billing, commission disbursement authorizations (CDAs), compliance review, recruiting, revenue share programs, brand control and 120+ brokerage reports, with AI that never moves money without a human.
Team leaders
Route leads with plain-sentence rules, watch speed to lead, track every agent against goal and team standards, run one-on-ones with AI-drafted agendas, and see team economics after splits and lead spend.
Agents
Start each day with an AI-prepared queue of drafted replies, follow-ups and calls, then manage contacts, deals, listings, CMAs, marketing, website and earnings in one app on desktop or phone.
Clients
Buyers, sellers and homeowners search homes, sign documents, follow an interactive transaction timeline, message the whole transaction team, and track home value and equity after closing.
AI assistant for real estate agents and brokerages
VybeOS is AI real estate software with an AI assistant on every screen that answers questions, drafts work and takes actions across the CRM, deals, listings and back office. Every AI action stays visible, permission-aware and subject to human approval.
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.
Agents · Team leaders · Brokers
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.
Agents · Team leaders · Brokers
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.
Agents · Team leaders · Brokers
Natural-language CRM search
Agents ask plain-English questions about their whole real estate CRM, pipeline, website leads and reports and get answers back as tables, lists and links.
Agents · Team leaders
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.
Agents · Brokers
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.
Agents · Brokers
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.
Agents · Team leaders · Brokers
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.
Agents · Team leaders · Brokers
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.
Agents · Team leaders · Brokers · Clients
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.
Agents · Team leaders · Clients
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.
Agents · Team leaders · Brokers
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.
Agents · Team leaders · Brokers
Real estate agent productivity: AI daily queue, dashboard and tasks
VybeOS gives every real estate agent one AI-prepared daily queue, a customizable dashboard and a single task and calendar list, so follow-up happens from one screen instead of many apps.
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.
Agents
Pre-drafted real estate follow-ups
Each day agents find drafted replies to new leads, buyer follow-ups with hand-picked homes, seller price updates with sold comps and sphere calls with talking points.
Agents
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.
Agents
Due-today schedule
A due-today column groups contract dates, appointments and tasks into time bands, and the Prime Time queue loads the morning's prospecting calls for the agent.
Agents
Customizable real estate dashboard
Agents, team leaders and brokers build a personal dashboard from a widget library, starting from role-based default layouts they can drag, resize, hide and reset.
Agents · Team leaders · Brokers
Income goal and cap tracking dashboard
Dashboard tiles show an agent's take-home pay, annual income goal with pace marker, money coming in by 30-day band, net under contract and commission cap status.
Agents
Pipeline and market widgets
Widgets show deals by stage with commission per column, contract dates colored by urgency, listings against area days on market and a local real estate market snapshot.
Agents · Team leaders · Brokers
Task management and calendar
Tasks and calendar appointments merge into one to-do list for agents, and new tasks and appointments are filed to the right contact, deal or listing automatically.
Agents · Team leaders · Brokers
Real estate notifications and alerts
Push notifications for leads, deadlines and messages link straight to the record, while team leaders get overdue-lead alerts, quiet-agent alerts and a Monday digest.
Agents · Team leaders · Brokers
Real estate CRM for agents and teams
The VybeOS real estate CRM keeps every lead, client, past client, vendor and agent contact in one database with automatic status, AI summaries and a complete activity timeline. It is a CRM for real estate teams and individual agents, with brokerage-level controls.
Real estate CRM
A real estate CRM built for agents and teams, with a customizable contact table, advanced filters, saved views and bulk tagging, reassignment and CSV export.
Agents · Team leaders
Smart contact search
Smart search turns plain words into contact filters, and quick views separate leads, clients, past clients and dormant contacts in a single click.
Agents · Team leaders
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.
Agents
Contact activity timeline
The timeline shows every call, email, text, website visit, search and home viewed, and links anonymous website visitors to the contact once they register.
Agents
Automatic lead status and lifecycle
Contacts are categorized as Sphere, Prospect, Vendor or Agent, and each status is computed automatically with a plain-English reason instead of typed by hand.
Agents
Contact tags and dynamic segments
Custom tags and dynamic segments group contacts by behavior, source and engagement for targeted real estate marketing, campaigns and follow-up.
Agents
Household records
Couples and families share a household record with a shared address, home value and touch cadence, while every member stays an individual contact.
Agents · Clients
Sphere of influence follow-up
Touch plans, stay-in-touch reminders, monthly value ideas and birthday and home anniversary outreach help agents keep their sphere and past clients engaged.
Agents
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.
Agents
Past client home equity tracking
Agents see each past client's estimated home value, loan balance and equity, plus refinance signals and a lifetime history of every home bought or sold.
Agents · Clients
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.
Agents
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.
Agents
Real estate lead routing, lead management and team management software
VybeOS is lead management software for real estate, from capture to assignment: lead scoring, rule-based lead routing, speed-to-lead tracking and a full team workspace for team leaders and brokerages.
Real estate lead capture
VybeOS captures real estate leads from websites, social media, portals and open houses, including open-house QR sign-ins, and tracks each lead's origin from day one.
Agents · Team leaders · Brokers
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.
Agents · Team leaders
Lead routing
Teams and brokerages write lead routing rules as plain sentences and route by area, price, source and property type using round robin, weighted, first-to-claim or shared pond.
Team leaders · Brokers
Lead routing eligibility and caps
Eligibility gates for response time, follow-up and daily or weekly lead caps decide which agents receive leads, and a board shows who is in and why.
Team leaders · Agents
Lead routing simulator and log
A routing simulator dry-runs the real lead routing rules before they go live, and a routing log and fairness chart record every assignment decision.
Team leaders
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.
Team leaders · Brokers · Clients
Team lead management
A team lead book shows every lead in one table, with views for unassigned, past-due and gone-dark leads and bulk reassignment to agents eligible right now.
Team leaders
Lead source ROI
Team leaders see cost per closing for every lead source and an agent-by-source conversion heatmap to decide where to spend on real estate leads.
Team leaders
Real estate team management software
A team workspace gives team leaders KPIs for closings, GCI and leads, an approvals queue, a pace grid against goal and team economics after splits and lead spend.
Team leaders
Real estate agent leaderboard
Leaderboards rank agents by any measure and time period, can hide dollar amounts from agents and display on an office TV wall.
Agents · Team leaders · Brokers
Team standards and accountability
Real estate teams set minimum standards, track them in a four-week matrix and tie them directly to lead routing eligibility, with a "my standards" view for agents.
Agents · Team leaders
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.
Agents · Team leaders
Real estate transaction management software
VybeOS transaction management takes every real estate deal from first contact to closing, with AI contract reading, deadline tracking, document checklists, native e-signature and an AI transaction coordinator.
Transaction management
Real estate transaction management for buyer, seller, tenant, landlord and referral sides, with a drag-and-drop pipeline of seven stages and commission shown per stage.
Agents · Team leaders · Brokers
Deal pipeline health alerts
Health signals flag stalled or at-risk files, an alert fires after seven quiet days on a file, and every lost deal requires a recorded reason.
Agents · Team leaders · Brokers
Deal file
Each deal file holds the summary, documents, tasks, money, notes and activity, with key contract dates, countdowns and a what's-next deadline card for the agent.
Agents
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.
Agents · Clients
Contract deadline tracking
Deadline alerts warn real estate agents before key contract dates and escalate to the broker when a transaction deadline is at risk.
Agents · Brokers
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.
Agents
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.
Agents
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.
Agents · Brokers
Real estate e-signature
Native e-signature lets agents send documents from the deal, track signing status with automatic reminders and file signed copies with full version history.
Agents · Brokers
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.
Agents · Brokers
Transaction parties and vendors
Fourteen deal party roles, vendor assignment per transaction, vendor performance stats and delegation to a transaction coordinator keep every closing coordinated.
Agents
Transaction management for teams at other brokerages
Real estate teams at other brokerages get transaction rooms, e-signature for buyer agreements, synced file status and broker file packets generated for them.
Team leaders
Listing management and CMA software for real estate agents
VybeOS combines listing management, AI pricing, seller reporting, showings, offers and a full CMA tool, so real estate agents can price, launch and sell a listing from one place.
Listing management
A listing board and a dedicated listing room per property handle MLS status changes, price changes, renewals, open houses, tasks, documents and listing expenses.
Agents · Team leaders · Brokers
MLS listing input
Every MLS field is editable with its data source shown, a state checklist runs before a listing goes active, and lockbox codes stay hidden until revealed.
Agents · Brokers
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.
Agents
Listing launch marketing package
When a listing goes live, VybeOS creates a full marketing package, a single property website and a trackable link, and pushes later price changes to every channel.
Agents
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.
Agents
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.
Agents · Clients
Seller net sheet
A seller net sheet shows sellers what they walk away with and updates live as the agent tries different list prices and offer scenarios.
Agents · Clients
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.
Agents · Clients
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.
Agents · Clients
CMA tool
A six-step CMA builder for real estate agents suggests comparables with explained similarity scores, searches multiple MLSs and warns about stale or mismatched comps.
Agents
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.
Agents · Brokers
CMA listing presentation
CMA presentations show a low, likely and high value range, pricing pyramid and sale probability curve, with a full-screen present mode and PDF export.
Agents · Clients
Shareable CMA seller page
Sellers open a shareable CMA page without logging in, ask questions on the page and sign the listing agreement, while agents see engagement page by page.
Agents · Clients
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.
Agents · Clients
Real estate marketing software: design, social media, print and signs
VybeOS real estate marketing tools let agents design, schedule and order everything from social posts to postcards and yard signs, while brokerages keep brand and compliance control.
Real estate marketing hub
A marketing hub shows agents what needs attention, suggested next pieces, this week's social posts, open print orders and marketing spend in one place.
Agents · Team leaders
Real estate marketing templates
A template library of 20+ piece types, from postcards to name badges, previews every design with the agent's details and groups templates by listing stage.
Agents · Team leaders · Brokers
Real estate graphic design tool
A browser-based design studio built for agents creates social graphics, postcards, flyers, brochures, door hangers and yard signs using brand colors and merge fields.
Agents
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.
Agents
Marketing compliance check
An always-on compliance check flags advertising rule issues in every design and offers a one-click fix before anything is exported, posted or printed.
Agents · Brokers
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.
Agents
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.
Agents
Brokerage social media management
Agents post to the brokerage page with approval, brokerages reshare featured agent posts, and a content calendar covers every agent's social media.
Agents · Brokers
Farm mailings and direct mail
Agents send radius mailings and monthly real estate farming postcards, exclude existing contacts, verify addresses and track QR scans and replies from every real estate mailer.
Agents
Real estate print marketing
Agents order print with live pricing and a compliance check, or export print-ready PDFs, and pay by card, marketing budget or commission deduction.
Agents · Brokers
Yard sign builder
A yard sign builder designs panels, riders and frames, adds QR riders that fill from the listing and tracks sign inventory, installs and removals.
Agents · Brokers
Brokerage brand management
A brokerage brand kit, brand-locked template zones, approval rules by piece type and an audit log enforce brand standards on everything agents create.
Brokers
Marketing budgets and subsidies
Brokerages set per-listing allowances, monthly credits, team marketing budgets and ad and mail subsidies, with vendor accounts that apply markups and tax.
Team leaders · Brokers
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.
Agents · Clients
IDX real estate websites and home search
VybeOS includes IDX real estate websites for agents, teams and brokerages with built-in home search, a visual website builder and real estate SEO tools, all connected to the CRM.
IDX real estate website
Every agent automatically gets a page at yourbrokerage.com/agent-name. When they build their site, it becomes a full IDX website at agent-name.yourbrokerage.com, and they can upgrade to their own domain, with DNS and SSL setup handled.
Agents
Team and brokerage websites
Each team gets a team website, and the brokerage gets a website with home search, an agent directory and recruiting pages, with additional sites available.
Team leaders · Brokers
Real estate website builder
A real estate agent website builder with inline editing, drag-to-reorder sections, desktop and phone previews, autosave and scheduled publishing lets agents update their own pages.
Agents
Website themes and brokerage branding
Brokerages manage multiple site themes and a one-color brand engine with presets, and can rebrand every agent website in a single click.
Brokers
Real estate website sections
Ready sections include featured listings, coming soon, luxury collections, recently sold, neighborhood guides, testimonials, a blog and mortgage and affordability calculators.
Agents · Clients
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.
Agents
Real estate SEO tools
Per-page SEO scores with suggested fixes, keyword rankings, structured data, sitemaps, fast pages and indexable search results pages help agent websites get found.
Agents · Brokers
Website health monitoring
Brokerages monitor uptime, broken links, form errors and page speed across every real estate website and receive alerts for outages and traffic changes.
Brokers
IDX home search
Home buyers search on a map or list with dozens of filters, draw a custom search area and search by city, ZIP code, neighborhood or school.
Clients
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.
Clients
Multi-MLS search and saved searches
One home search spans multiple MLSs with real-time listing sync, saved searches with instant alerts, favorites and shareable home collections.
Agents · Clients
Property listing pages
Listing pages show photos, tours, floor plans, history, schools, taxes and a payment estimate, with a mortgage calculator and one-click showing requests.
Clients
Website lead registration
Agents and brokerages choose soft registration prompts or a forced registration gate per site and per link to turn website visitors into real estate leads.
Agents · Brokers
IDX compliance and website privacy
Equal Housing and IDX display rules apply on every page through a rules engine for each MLS, with cookie consent and generated privacy notices.
Brokers · Clients
Real estate drip campaigns, lead attribution and website analytics
VybeOS runs real estate drip campaigns by email and text, tracks every ad, mailer and link from click to closing, and reports website analytics for agents, teams and brokerages.
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.
Agents
Campaign triggers and auto-stop
Trigger rules show live match counts, yearly date-based steps handle birthdays and home anniversaries, and campaigns stop when a contact replies, books or opts out.
Agents
Real estate email templates
Shared libraries of VybeOS, brokerage and colleague campaigns and email templates let agents add a whole campaign or just the steps they want.
Agents · Team leaders · Brokers
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.
Agents
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.
Agents
Campaign safeguards
Campaign messages are drafted for approval, sent in each recipient's time zone, stopped within a minute of a reply and limited to one active campaign per goal.
Agents
Brokerage-required campaigns
Brokerages publish, pin and require campaigns, including onboarding campaigns for new agents and brokerage-owned recruiting campaigns, with review before agents share their own.
Agents · Brokers
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.
Agents · Team leaders
Trackable links and QR codes
Agents create trackable short links and QR codes for Google, Meta, YouTube, TikTok, print and text, pointing to searches, listings, home value or landing pages.
Agents · Team leaders · Brokers
Real estate marketing attribution
Link reports follow every campaign from click to closing with cost per lead, appointment and closing, closed GCI, ROI and first-touch attribution with every assist.
Agents · Brokers
Ad conversion tracking
Google Ads tracking works with zero setup, ad clicks are captured automatically, and appointments and closings are sent back to Google and Meta as conversions.
Agents · Brokers
Real estate website analytics
Website analytics by agent, team and brokerage show traffic by source, top listings and searches, and a twelve-step funnel from first visit to signed agreement.
Agents · Team leaders · Brokers
Website visitor tracking
Agents see who is on their real estate website right now and get a hot visitors list with drafted greetings, while bots and test traffic are excluded.
Agents · Brokers
Privacy-first analytics
Consent-aware analytics with built-in ad pixels, Google Search Console sync, webhooks and CSV export, and no reverse-IP lookups or data-broker enrichment of visitors.
Brokers · Clients
Real estate client portal, texting and email
VybeOS connects agents' real email and texting to the CRM and gives buyers, sellers and homeowners a real estate client portal and transaction updates, with a homeowner app after closing arriving in early 2027.
Two-way email sync
Two-way inbox sync connects an agent's real email address from Microsoft 365, Outlook, Gmail and nearly any other provider, with up to three email and calendar accounts.
Agents
Email capture backup
A personal forwarding address, an assistant address to copy and a desktop extension capture client emails that inbox sync misses, with automatic de-duplication.
Agents
Real estate texting
Every agent gets a local texting number, group texts that include their assistant, inbound message sorting and one-tap dialing with automatic call logging.
Agents · Clients
Unified inbox
A unified text and email inbox per person groups threads by channel and deal, so agents reply without leaving the contact or deal record.
Agents
Texting compliance and consent
Each agent registers their own texting number with the carriers (A2P 10DLC), with text consent records, quiet hours, STOP handling and do-not-call scrubbing before call tasks.
Brokers · Clients
Email deliverability
Signed sending domains, built-in unsubscribe and sender address, and auto-reply and loop protection keep brokerage and agent email deliverable and compliant.
Brokers
Real estate client portal
A client portal gives buyers and sellers milestones, tasks, documents to sign, plain-language document explanations and an interactive transaction timeline.
Clients
Client messaging
Clients talk with the whole transaction team in one thread and get push notifications from a web portal, with no app download required.
Clients
Transaction status updates
Proactive status updates and milestone celebrations keep real estate clients informed through closing day, sent as the agent or the agent's assistant.
Agents · Clients
Wire fraud prevention
Clients receive wire-fraud warnings with secure verification steps, and the brokerage keeps a record showing that every wire-fraud advisory was sent.
Brokers · Clients
Home value estimates
Clients and past clients get self-serve home value estimates and updates, a public home-value page captures seller leads, and "ask my agent" starts a CMA.
Agents · Clients
Homeowner app
Arriving in early 2027: a homeowner app offered at closing tracks value, equity and taxes, sends maintenance reminders and refinance alerts, and includes an annual home review from the agent.
Agents · Clients
Real estate agent coaching and accountability software
Coming soon: VybeOS will build real estate coaching into the daily workflow with an AI coach, business planning, a script library, AI role-play and accountability groups, all reading the agent's real data.
Real estate coaching software
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.
Agents
AI real estate coach
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.
Agents
Agent habit tracking and Vybe Score
A weekly Vybe Score measures real estate business habits, with nested streaks, a 13-week activity heatmap, personal bests and badges for milestones.
Agents · Team leaders
Real estate business plan and goal setting
Flight Plan turns an agent's annual income goal into quarterly, monthly, weekly and daily activity numbers based on their own conversion ratios.
Agents
Real estate scripts library
A script library organized by channel and situation fills scripts in for a specific contact, ranks them by real conversion and sends them straight to Today.
Agents · Brokers
Real estate training and playbook
A searchable Playbook, Field Guide chapters, a video library with transcripts and learning paths by role deliver agent training when their deals call for it.
Agents · Team leaders · Brokers
AI role-play practice
Studio role-play lets agents practice objections on commission, pricing, FSBOs and expireds with AI personas in text, speak-aloud or full-voice mode.
Agents
Role-play scoring and feedback
Each role-play scene returns a score, two strengths, one fix and a drill, and agents can rehearse real upcoming appointments or share takes with leaders.
Agents · Team leaders
New agent onboarding program
A 13-week Launch Sequence guides new real estate agents with gates checked automatically from their records, leading to the Vybe Method Certified badge.
Agents · Team leaders · Brokers
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.
Agents · Team leaders
Coaching tools for team leaders
Leaders see agents sorted by who needs help, get a Coach's Brief before each one-on-one and track improvement roll-ups rather than agent-versus-agent comparisons.
Team leaders · Brokers
Commission tracking and brokerage back office
VybeOS is brokerage back office software for real estate commission tracking, commission plans, agent billing and commission disbursement authorizations (CDAs). Agents and brokers see exactly how every commission is split and paid, and VybeOS never holds brokerage or client funds.
Agent commission tracking
Agents see year-to-date paid commission, money on its way, payout landing dates and monthly statements, and can be paid by ACH, eCheck or wire.
Agents
Real-time cap tracking
Agents and brokers track commission cap progress in real time, including plans with two caps running at once and caps that change with tenure.
Agents · Brokers
Real estate expense and mileage tracking
Agents log every expense and mileage at the IRS standard rate, link costs to deals or clients and export a year-end tax summary for their CPA.
Agents
Commission plan builder
Brokerages build any real estate commission plan, flat, percentage, graduated or capped, with tiers by tenure, production, deal type and price band.
Brokers
Commission splits
Commission splits run across agents, teams and referral partners, including negotiated per-agent splits, tiered team splits, co-listings and lead-source splits applied at closing.
Agents · Team leaders · Brokers
Commission plan simulator
A commission plan simulator lets brokers test plan economics before rollout, and new agents can choose their commission plan at signup.
Agents · Brokers
Agent billing and brokerage fees
A fee builder creates flat, percentage or tiered agent fees billed per side, monthly or annually by ACH or card, with failed-payment retries and notices.
Brokers
Clawbacks and cost pass-through
Overpayment recovery and clawbacks, technology cost pass-through and marketing costs deducted from commission are all handled inside the brokerage back office.
Agents · Brokers
Commission plan versioning
Every commission plan change is versioned, needs approval to publish, generates an addendum agents accept and applies by contract date, never overwriting history.
Agents · Brokers
Commission disbursement authorization (CDA)
VybeOS builds the CDA from the deal and agent's commission plan, routes it for broker approval, then sends it to the title company or closing attorney, who disburses at closing.
Brokers
Commission transparency
Agents and brokers see exactly how each commission is split, from gross commission, brokerage share and fees to referral and team splits and net to agent, before and after closing.
Brokers
CDA and settlement statement check
VybeOS checks each CDA against the final closing statement and flags any difference in commission amounts for broker review. VybeOS never holds or moves brokerage or client funds.
Brokers
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.
Agents · Team leaders · Brokers
1099 reporting and W-9 vault
VybeOS prepares a combined commission and revenue share 1099 for each agent to export, keeps a W-9 vault with expiration tracking and provides tax-ready exports.
Agents · Brokers
Brokerage reporting, dashboards and business intelligence
VybeOS brokerage reporting software covers agent production, brokerage dashboards, financials and recruiting in a library of 120+ brokerage reports, with a plain-language report builder and AI forecasting.
Agent production reports
Agents see income by month with a year-end projection, lead speed and source charts, business mix and a money waterfall showing what they kept.
Agents
Listing statistics reports
Listing reports compare an agent's listings to MLS and county benchmarks and produce statistics ready to drop into listing presentations.
Agents
Custom report builder
Agents, team leaders and brokers build custom reports with plain pickers or by typing a question, then save, share, schedule or pin them to a dashboard.
Agents · Team leaders · Brokers
Drill-down charts and exports
Every chart carries a one-sentence takeaway, opens the records behind it on click and exports to CSV, with Excel and PDF exports for brokerages.
Agents · Team leaders · Brokers
Brokerage dashboard
Brokerage dashboards track agent count and net growth, listed, pending and closed volume, GCI, company dollar, fee income, cash position and retention risk.
Brokers
Office dashboards
Office dashboards rank agents, list manager action items, show compliance speed and compare each office's market share against the MLS.
Brokers
Brokerage reports library
A library of 120+ brokerage reports in ten categories runs at brokerage, office, team and agent level and never exceeds the viewer's permissions.
Team leaders · Brokers
Real estate brokerage financial reports
Financial reports cover gross profit, EBITDA, net profit, 13-week cash flow, commission plan economics and down-market breakeven for the brokerage.
Brokers
Agent retention analytics
Reports on agent growth, attrition, join cohorts, production tiers and new agent ramp help brokers spot at-risk agents and improve agent retention.
Brokers
Mortgage and title capture reports
Mortgage capture and title attach rate reports show how much ancillary business the brokerage keeps from its own closings.
Brokers
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.
Brokers
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.
Brokers
Brokerage compliance, agent onboarding and risk management
VybeOS is real estate compliance software that automates brokerage compliance and agent onboarding, from license verification and document review to risk-based file approval, audit trails, E&O and agent offboarding.
Agent onboarding software
A branded online agent application by state collects documents, pre-fills forms from uploads and lets new agents e-sign the contractor agreement and policies.
Agents · Brokers
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.
Brokers
Real estate license tracking
License expiration alerts start 90 days out, escalate to managers and lock out expired licenses automatically, with instant restore when the agent renews.
Agents · Brokers
Continuing education and dues tracking
VybeOS tracks continuing education by state alongside association, MLS and board dues for every agent, with alerts before anything lapses.
Agents · Brokers
Agent roster and directory
A rich agent profile with languages, specialties, designations and awards feeds a searchable agent directory, the company roster and a secure document vault.
Agents · Brokers · Clients
Agent offboarding
A structured departure workflow handles final commission settlement, exit surveys with AI pattern analysis, retention offers and compliance archiving by state rules.
Brokers
Agent data portability
Real estate agents and teams can take their CRM, website, drips and templates when they move, with near one-click moves between VybeOS brokerages.
Agents · Team leaders · Brokers
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.
Agents · Brokers
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.
Brokers
Real estate advertising compliance
Fair-housing review, advertising rule checks at export, required disclosure link verification and a marketing compliance review queue protect the brokerage.
Agents · Brokers
Audit trail and records retention
An immutable audit log records before-and-after values, state retention policies send alerts, and legal hold and regulator audit reports are built in.
Brokers
E&O and risk management
Brokerages administer E&O policies, track incidents and claims with AI pattern detection and receive AI risk-mitigation recommendations.
Brokers
Vendor marketplace and RESPA compliance
A branded vendor marketplace and title, mortgage and insurance partner portals include a RESPA guard on vendor fees and delivered affiliated business disclosures.
Brokers · Clients
Real estate software security, permissions, integrations and mobile apps
VybeOS is built for brokerage-grade security, with role-based permissions, isolated encrypted data per brokerage, open APIs and MLS integrations, and iOS and Android apps arriving in early 2027.
Roles and permissions
Ten standard roles, permissions by action, record and scope, and roles limited to specific offices or teams control exactly what each brokerage user can do.
Brokers
Sensitive data protection
Sensitive fields are masked with every reveal audited, two-person rules govern approvals and payouts, and no one can grant more access than they hold.
Brokers
Break-glass emergency access
Break-glass access opens a single deal or book of business with a typed reason, automatic expiry, a visible banner, audit tags and notifications.
Agents · Brokers
Data security and encryption
Each brokerage gets an isolated data cell with separate encryption keys, encryption at rest and in transit, and regular penetration testing.
Brokers
Single sign-on and MFA
Single sign-on, directory sync and multi-factor authentication protect brokerage, team and agent accounts, with data residency controls for brokerages that need them.
Brokers
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.
Brokers · Clients
Real estate API and webhooks
REST and GraphQL APIs, event webhooks and a published connector spec let brokerages connect VybeOS to their own systems and developers.
Brokers
MLS and software integrations
MLS connections plus e-sign, accounting, title, lender, maps, public records, print and mail connectors run with health monitoring and automatic retries.
Brokers
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.
Agents
Activity-based seats
Seats track agent activity automatically, prorate for joiners and leavers, and inactive seats hibernate without losing data, with instant reactivation on login.
Agents · Brokers
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.
Agents · Brokers
Real estate mobile app
VybeOS runs in any browser on phone or desktop today, and iOS and Android apps, including a brokerage-themed app, arrive in early 2027.
Agents · Team leaders · Brokers · Clients
Themes, dark mode and accessibility
Light and dark modes, eight color themes, brokerage color tinting and keyboard and screen reader accessibility make VybeOS comfortable for every user.
Agents · Team leaders · Brokers
FAQ
Frequently asked questions
The right choice depends on how many separate tools a brokerage wants to replace. VybeOS is all-in-one real estate brokerage software: an AI-native platform that combines the CRM, IDX websites, transaction management, commission tracking and back office, marketing, revenue share, recruiting and reporting in one system.
VybeOS is an AI-native operating system for real estate brokerages, teams and agents, built by Vybe. It replaces the separate CRM, agent website, transaction management, back-office, marketing, revenue share and reporting tools a brokerage usually runs, with an AI assistant on every screen.
Yes. VybeOS includes a real estate CRM for agents and teams with client files, automatic contact status, households, dynamic segments, duplicate detection, AI contact import and a full activity timeline that includes website visits and searches.
Yes. Every agent automatically gets a page on the brokerage or team site, which becomes a full IDX website at its own subdomain when they build it, and agents can upgrade to their own domain. Teams and brokerages get their own sites. Home search covers multiple MLSs with real-time listing sync, saved searches, AI natural-language search and per-MLS display rules.
Yes. VybeOS transaction management uses AI to read contracts, build milestones and track deadlines, with document checklists by side and state, native e-signature, a state forms library and an AI transaction assistant that chases documents with clients, lenders and title.
Yes. Brokerages build any commission plan, including graduated and capped plans, run agent billing, and create the commission disbursement authorization (CDA) that tells the title company or closing attorney how to disburse. Agents and brokers see exactly how every commission is split, and VybeOS never holds brokerage or client funds.
Yes. VybeOS revenue share tracking shows agents their network, levels, producing status and earnings, while brokerages configure payout basis, levels, caps and departure policies. Revenue share accrues automatically at closing on an immutable sponsor ledger and pays out in an approved monthly run.
Yes. Teams and brokerages write lead routing rules as plain sentences, using round robin, weighted, first-to-claim or shared pond distribution with eligibility gates and lead caps. A routing simulator, routing log, claim timers and speed-to-lead alerts are included.
Yes. The VybeOS CMA builder suggests comps with explained similarity scores, searches multiple MLSs, supports manual and AI-suggested adjustments, and produces CMA presentations with a value range, pricing pyramid and shareable seller page that sellers can sign from.
The VybeOS AI assistant answers questions about the CRM and brokerage policy, drafts follow-ups, creates and updates records by chat or voice, and replies to new leads as a named AI sales agent. How far it acts on its own is set by the brokerage, money movement always needs a human, and brokerage data never trains anyone else's AI.
Yes. VybeOS verifies licenses, tracks license expirations and continuing education, reviews transaction documents with AI, scores file risk to decide the level of review and screens marketing and AI writing for fair housing. It also keeps an immutable audit log, state retention policies and legal hold.
Yes. Agents and teams can take their CRM, website, drips and templates when they move, receive copies of their transaction documents and redirect their website to their own domain. Moves between VybeOS brokerages are near one-click.
VybeOS is lovingly built by the creative team at Vybe Pro, Inc., a Texas company.
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