Resources
Guides for your first weeks on Berchtold.
Start with your brand and your rules, then bring in your clients and deals. The Help Center has step-by-step guides with screenshots.
What is Berchtold?
The five layers, and what each workspace can turn on.
Set up your brand
Give your team and your AI tools one voice and one set of rules.
Work with a contact record
Keep each client's details, relationships, and activity together.
Work with deals and transactions
Coordinate a deal's stage, people, property, tasks, and activity.
Contract deadlines and tasks
Record contract terms and track deadlines and completed work.
Set up email
Verify your sending domain, then add your sender details.
Work with the Assistant
Ask about your records and your work, then act on the answers.
Users and roles
Invite your team and decide what each person can do.
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.