Every CRM says “AI-powered” now
This isn't another CRM.
A private AI, trained on you.
Theia learns your voice, your people, and your history — then works your entire network for you, every day. Your data stays in your vault. It never trains anyone else's AI.
Free trial · No credit card · $149/mo · No contract
See it work
Don't take our word for it.
From you@yourbrokerage.com
To Dana W. — closed Jun 2025
Subject been about a year
Hi Dana — realized it's been almost a year since we closed on Maplewood. How's the house treating you two?
No agenda, just thinking of you. If you're ever curious what it'd list for now, that's a five-minute favor.
Who should I call today?
Three worth your morning:
1. Marcus R. — opened your last 4 emails, score jumped to 91
2. The Patels — deal quiet 9 days, closing date at risk
3. Kim T. — closed 11 months ago, no touch in 60 days
loan-package.pdf — 34 pages → 11 documents
The difference
Four things the big platforms
can't say. We can.
It's trained on you.
Your voice, your people, your history. It writes like you — not like a template with your name token in it.
Your data stays yours.
Private to your vault. It never trains anyone else's AI, and you can leave with it any time.
A human sets it up with you.
A real setup session — database in, voice dialed, AI running — not a help-center link and good luck.
The price is right here.
$149/mo. No “request a quote,” no setup fee, no contract. The big platforms won't even print a number.
Receipts, not vibes — see the head-to-heads, sourced and dated.
Pick your business
See it solving your problems.
Same fleet, different battles. Pick the business you run and see exactly which of your problems it takes off your plate.
For real estate
Your whole network, worked like you had a team of ten.
Leads touched the night they land. The database you stopped calling, replying again. Past clients who hear from you before they list with someone else.
- First touch same night — your voice, your address
- The graveyard database, producing again
- Every deal on one board, stalls flagged
For lending
The afternoon you lose to a doc package, handed back.
Hand it the whole file and get back classified docs, calculated income, cross-checks, and a condition list — plus cited guideline answers on demand.
- Full-file analysis in minutes, not hours
- FHA · VA · USDA · Fannie · Freddie answers, cited
- Referral partners never going cold again
Not in real estate or lending? The same AI works any relationship-driven business — see Theia Vault for B2B teams.
The problem
Five subscriptions.
Zero of them talking.
Your leads live in one tool, your follow-up in another, your documents in a third — and none of them know what the others know. Theia Vault replaces the stack with one system that shares a single brain.
Pricing
One bill. The whole system.
Every plan starts with a free trial. No credit card, cancel anytime.
Solo
For a single agent or LO running their own book — a fraction of the stack it replaces.
- Full contact database & visual pipeline
- Nightly AI lead scoring
- AI drip campaigns from your inbox
- Theia chat with private memory
Team
For teams and broker-owners who need shared visibility across every agent's pipeline.
- Everything in Solo
- Team seats with roles & permissions
- Owner view across all pipelines
- Document intelligence included
Scale
For brokerages and lenders past five seats, or with volume and custom needs.
- Everything in Team
- Volume document analysis
- Priority support & onboarding
- Custom integrations
The mission
Named after the Earth.
Built to give something back.
GAIA is the Earth itself — so we build like we mean it. Every account on Theia Vault plants mangrove trees and pulls plastic out of the ocean. Not a marketing line: the numbers below are live.
FAQ
The questions cold visitors actually ask.
Something else on your mind? Email us — a human answers.
Is my data used to train AI for other companies?
No. Your account is isolated at the database layer, and everything Theia learns from your contacts, deals, and documents stays inside your tenant. Your data never improves another customer's AI, and it is never sold.
How long does it take to get set up?
The same day. Import your contacts and pipeline from CSV, connect Gmail or Outlook, invite your team — that's it. The first nightly scoring run happens automatically, so Theia is already working when you log in tomorrow.
Do you work with Gmail and Outlook?
Yes, natively. Theia connects to your existing Gmail or Outlook account, drafts and sends outreach as you, and watches for replies — so every conversation stays in your real inbox with your real address.
What documents can it actually analyze?
Full mortgage packages: paystubs, W-2s, bank statements, VOEs, credit reports, tax returns, and more — PDF or photos. Pages are classified automatically, income is calculated, documents are cross-checked against each other, and a condition list is generated.
Can my whole team use it?
Yes. Theia Vault is built for teams: admins manage the account, agents work their own books, and team owners get visibility across every pipeline. Everyone shares one platform — and one bill.
What happens after the free trial?
You choose a plan or walk away — no credit card is required to start, and there's nothing to cancel if it isn't for you. If you subscribe and later leave, your data is exportable. We keep customers by being useful, not by locking them in.
Start now
Put your book of business
to work tonight.
Import your contacts today. Wake up tomorrow knowing exactly who to call.
Free trial · No credit card · Cancel anytime