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How it works

Governed organizational intelligence.

It starts with your brand and the rules you set. Berchtold works in five layers: Governance, Memory, Intelligence, Execution, and Signal. In plain words: govern, remember, understand, act, measure, and learn. Execution creates Signal, and Signal enriches what Berchtold understands next.

  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.

Getting started

Five steps to a running brokerage.

  1. 01

    Set your brand and your rules

    Add your voice, brand rules, and approved examples. Set roles for admins, team leads, and agents. This is the foundation every tool works from.

  2. 02

    Bring in your clients and deals

    Import contacts and deals, or start fresh. Turn on the real estate tools for your workspace: pipelines, transactions, and the agent roster.

    One record of each client, with tags for your sphere and past clients. Harbor & Main Realty, fictional demo data.
    Clients · Harbor & Main Realty (Demo)
    The Berchtold contacts list with tags such as past client, sphere, buyer, and seller.The Berchtold contacts list with tags such as past client, sphere, buyer, and seller.

    One record of each client, with tags for your sphere and past clients. Scroll across the image to see the full screen.

  3. 03

    Decide where new leads go

    Set lead routing rules by source and side. Connect your website forms and chat, so new leads arrive with an owner and a follow-up task.

    Send each new lead to the right agent, by source and side. Harbor & Main Realty, fictional demo data.
    Lead routing · Harbor & Main Realty (Demo)
    Berchtold lead routing with rules by lead source, a rotation, a claim pool, and recent decisions.Berchtold lead routing with rules by lead source, a rotation, a claim pool, and recent decisions.

    Send each new lead to the right agent, by source and side. Scroll across the image to see the full screen.

  4. 04

    Run the work

    Send email from your own domain, track contract deadlines, and let Elsa suggest updates from contracts and notes. People review each change.

    Keep the property, the parties, and every contract deadline on one deal. Harbor & Main Realty, fictional demo data.
    Transaction · Harbor & Main Realty (Demo)
    A Berchtold deal record under contract, with the property, the people on each side, and contract deadlines.A Berchtold deal record under contract, with the property, the people on each side, and contract deadlines.

    Keep the property, the parties, and every contract deadline on one deal. Scroll across the image to see the full screen.

  5. 05

    Learn from what happened

    Every email, task, and deal keeps its history. See what each step led to, and use it in the next decision.

    See who opened and clicked, link by link. Harbor & Main Realty, fictional demo data.
    Campaign report · Harbor & Main Realty (Demo)
    A Berchtold email campaign report with sends, opens, clicks, links, and recipients.A Berchtold email campaign report with sends, opens, clicks, links, and recipients.

    See who opened and clicked, link by link. Scroll across the image to see the full screen.

Your AI, your way

Use Berchtold directly or through your preferred compatible AI interface.

Compatible AI tools connect to Berchtold through MCP. They follow the same roles, access, and review rules as your team.

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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