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

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.

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.

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.

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.

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. Elsa, the transaction assistant, emails a daily and weekly review to each agent with a deal under contract. Elsa 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.

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.

Berchtold is priced per seat. Team is $129 per seat each month, with a 5-seat minimum. Brokerage is $99 per seat each month, with a 15-seat minimum. Enterprise is for 100 or more agents. Annual plans cost 10 times the monthly price. Standard onboarding is free.