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For brokerage owners and operators

One brand standard across every office, team, and agent.

Let every agent choose their personal agent or AI chat, with every app feature available through MCP. Connect client context back to the contact across your brokerage, under one brand and set of rules.

Brand rules are versioned. You can see which rules were in effect when any piece was made.

01 / Brand standards

Hold one brand standard across offices.

Your brand, your rules, and your approved examples live in one place. Each change is a new version, so you know which rules applied to any piece of work.

  • Versioned brand rules and approved examples
  • Compliance checks on drafts
  • A team with its own brand gets its own workspace
Build email from published templates, in your brand. Harbor & Main Realty, fictional demo data.
Email · Harbor & Main Realty (Demo)
The Berchtold email builder with a just-listed email open on the canvas.The Berchtold email builder with a just-listed email open on the canvas.

Build email from published templates, in your brand. Scroll across the image to see the full screen.

02 / AI with control

Let agents pick their AI. Keep your rules.

Agents can work in the app or use their own compatible personal agent or AI chat. Every app feature is available through MCP, the foundation Berchtold was built on from day one. Each AI tool has the agent's access and nothing more. MLS data stays in Berchtold: AI tools see only a listing's address and MLS number.

  • Roles and permissions you set for each workspace
  • Approvals for agent actions that need them
  • Each change shows the agent and the AI tool that made it

03 / Agents and offices

Know who works where, and keep the records when they leave.

The agent roster shows each person's office, manager, and whether they take new leads. When an agent leaves, the records stay with the brokerage, and an admin moves them in one step.

  • An agent roster with offices and managers
  • Lead routing that skips agents who are paused
  • Records reassigned in one step
See why each lead went to an agent or the claim pool. Harbor & Main Realty, fictional demo data.
Routing decisions · Harbor & Main Realty (Demo)
Berchtold lead routing showing recent decisions for fictional leads, their assigned agent, and the reason for each assignment.Berchtold lead routing showing recent decisions for fictional leads, their assigned agent, and the reason for each assignment.

See why each lead went to an agent or the claim pool. Scroll across the image to see the full screen.

04 / Transactions

Keep your agents and their deals on track.

Transaction management does the work of turning contract deadlines into tasks and preparing record updates for review. Berchtold suggests updates from contracts and notes, while daily and weekly deal reviews show agents what needs attention. People approve suggested changes, and the history stays connected back to the contact.

  • Parties by role on each deal
  • Contract deadlines with their history
  • Suggested updates you review before they are saved
Each deadline comes from a contract term, next to the people on the deal. Harbor & Main Realty, fictional demo data.
Contract timeline · Harbor & Main Realty (Demo)
A Berchtold deal under contract with contract deadlines, each tied to a contract term, and the parties on each side.A Berchtold deal under contract with contract deadlines, each tied to a contract term, and the parties on each side.

Each deadline comes from a contract term, next to the people on the deal. Scroll across the image to see the full screen.

How Berchtold works

Govern. Remember. Understand. Act. Measure. Learn.

See the five layers
  1. 01

    Governance

    Govern

    Your brand, your rules, roles, and approval policies set how work should happen. Brand rules are versioned.

  2. 02

    Memory

    Remember

    Relationships, email, deals, and activity connect back to the contact, building toward a 360-degree client view.

  3. 03

    Intelligence

    Understand

    Assistants read that context to explain what is going on and suggest the next step. Suggestions wait for review.

  4. 04

    Execution

    Act

    Work in the app or through your personal agent or AI chat. Every app feature is available through MCP, within your permissions.

  5. 05

    Signal

    Measure and learn

    Activity and results show what each step led to. That shapes the next decision.

Questions

What brokers and owners ask us.

How do we move our contacts and open transactions into Berchtold?

Import contacts from a CSV or JSON file. Agents can also add contacts from a photo or PDF, such as an open house sign-in sheet, and check each one before it is saved. Email is the match key, so a person who is already in Berchtold is matched, not added twice. For an open transaction, upload the contract. Berchtold reads up to 10 PDFs, including addenda, and suggests the deadlines for you to confirm. Free standard onboarding connects one standard CRM. Complex migrations are scoped before work begins.

Will my agents use it?

Agents get one place for their clients, deals, email, and tasks. Many updates take one tap. An agent answers a question on the record, or from a link in the deal review email, and can undo the answer for 10 minutes. Berchtold works in a phone browser and sends push notifications. The app is in English, German, Spanish, Italian, and Chinese. Admins set roles, so each agent sees what they need.

Who owns the client records when an agent leaves?

The brokerage does. Records belong to the workspace, not to one agent. Agents see their own book unless an admin gives them access to all records. When an agent leaves, an admin moves their records and open tasks to another agent in one step. An admin can export your contacts at any time.

How does Berchtold help us stay compliant?

You set the brand rules and the required disclosures. Berchtold checks agent drafts against those rules and shows the result when you approve them. Rules are versioned, so you can see which rules were in effect when a piece was made. Email lists record how each person signed up, keep proof of each form sign-up, and support double opt-in. Every campaign has an unsubscribe link and a permission reminder. Berchtold supports your review. It does not replace the review by your broker of record.

Can Berchtold manage our transactions?

Yes. Each transaction lives on the deal, with the same contacts, emails, and tasks. Each contract sets its own deadlines, and each deadline with a date becomes a task. Berchtold emails a daily and weekly review to each agent with a deal under contract. It also drafts check-ins to the lender and title company. Nothing is sent until someone approves it. Outside transaction coordinators can work on one deal without a seat. If you keep another system for signatures, Berchtold still tracks the deadlines, tasks, and messages for each deal.

Our franchise gives us a platform. Why add Berchtold?

Berchtold holds what belongs to your brokerage: your brand rules, one record of each client, and the history behind each deal. Import your contacts from a CSV file and connect the tools you keep. Every agent and AI tool then works from your rules, and the records stay with you.

How is Brokerage priced?

Brokerage is for larger firms with many offices or teams. Contact sales for a quote.

Your next step

See Berchtold with your own brokerage.

Bring your workflow and your AI of choice. See how every app feature works through MCP and how client context connects back to the contact.

Contact Sales Already a customer? Sign in