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For brokerage owners and operators

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

Your agents write listings, emails, and posts every day. Berchtold holds the brand and the rules, so every piece and every AI tool follows them.

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.
Email · Example data
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

Give agents AI tools without losing control of what they say.

Assistants and agents work from your brand and your records. Agent actions have risk levels, and the ones that need approval wait in your Inbox. Compatible AI tools connect through MCP and follow the same access rules.

  • Roles and permissions you set for each workspace
  • Approvals for agent actions that need them
  • MCP access that follows your rules

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 who can take a lead now, and why each lead went where it did.
Who takes leads · Example data
Berchtold lead routing showing which agents can take new leads now, who is paused, and recent routing decisions.Berchtold lead routing showing which agents can take new leads now, who is paused, and recent routing decisions.

See who can take a lead now, and why each lead went where it did. Scroll across the image to see the full screen.

04 / Transactions

Keep transactions on the same record as the client.

Transactions connect to the same contacts, deals, and communications, instead of living in a separate record. Elsa, the transaction assistant, suggests updates from contracts and notes. People approve each one.

  • 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.
Contract timeline · Example data
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

    Contacts, relationships, deals, and activity keep the context behind the work. Each client has one record.

  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

    People and approved tools do the work: email, tasks, posts, deadlines, and follow-up.

  5. 05

    Signal

    Measure and learn

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

Fair questions

What real estate leaders ask us.

We already have a CRM.

Keep the work, not the gaps. Berchtold gives you a governed brand and one shared record under every tool, so every agent, workflow, and AI model works from the same rules and history.

My agents will not learn another tool.

Agents work from one place: their clients, deals, email, and tasks. They can also use Berchtold through a compatible AI tool. Admins set roles, so each agent sees what they need.

AI tools make things up.

Berchtold is not the chatbot. It gives any AI model the brand, the rules, and the history it needs to work for the brokerage. Missing data stays missing, and suggested changes wait for your review.

We use a separate transaction system.

In Berchtold, transactions connect to the same contacts, deals, and communications, instead of living in a separate record.

Purpose-built for real estate

See Berchtold with your own brokerage.

Tell us how your team works today. We will show you how it runs on one brand, one record of each client, and one set of rules.

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