The platform
Everything your brokerage runs on, under one brand.
Berchtold is the AI operating system for real estate teams and brokerages. It starts with your brand and the rules you set. It links your CRM, email, deals, content, and agents. It tracks what each step leads to. People and AI can then see the whole business, act with full context, and learn from what works.
Actual Berchtold app screens from Harbor & Main Realty. The brokerage, people, and properties are fictional example data.
01 / Governed brand
One brand. One set of rules.
Set your voice, brand rules, approved examples, and the phrases a piece must include or must not use. AI drafts and agents work from the same rules. Brand rules are versioned, so you can see which rules were in effect when any piece was made.
- Voice, brand rules, and approved examples
- Compliance checks on drafts
- Version history for every change
02 / Clients
One record of each client.
Keep people, companies, relationships, notes, and activity together. Import contacts from a CSV or JSON file, or from a photo or PDF, such as an open house sign-in sheet. Email is the match key, so no one is added twice. Merge two contacts and choose the value to keep where they differ. Record health shows which contacts and deals need updates, and agents answer many questions with one tap.
- Contacts, companies, and relationships
- Import from CSV, JSON, a photo, or a PDF
- Merge with a review of each value that differs
- Record health: Current, Needs updates, or Stale
- Tags, segments, and custom fields
- Activity from email, tasks, and your website
03 / Deals and transactions
From first inquiry to closing day.
One deal follows the client from the first inquiry to closing. Track the property, the people on each side, contract deadlines, and tasks. Upload the contract, up to 10 PDFs with addenda, and Elsa, the transaction assistant, suggests the dates. Elsa also suggests updates from notes. You review each one before it is saved. Each contract sets its own deadlines, and each deadline with a date becomes a task. Elsa emails a daily and weekly review to each agent with a deal under contract.
- Pipelines with lead, active, under contract, and closed phases
- Properties as their own records, with price history
- A contract reader for up to 10 PDFs, including addenda
- Parties by role, deadlines set by each contract, and tasks
- Outside transaction coordinators on one deal, without a seat
- Suggested updates you approve
04 / Leads and roster
The right agent gets each new lead.
Route new leads by source and side. Take turns across a team, send leads to a claim pool, or set a fallback. Agents can pause their own new leads. When an agent leaves, an admin moves their records in one step.
- Rules by lead source, rotation, and claim pool
- An agent roster with offices and availability
- Records stay with the brokerage when an agent leaves
05 / Email
Email that sounds like your brand.
Send from your own domain after you verify it. Build email on a canvas from published templates, or preview a starter template and start from it. Sign-up forms add people to a list with proof of consent, and each list records how each person signed up. Add UTM tags to campaign links. If a campaign reaches your sending limit, it pauses. When you resume it, no one gets the email twice.
- A template builder, published templates, and starter templates
- Sign-up forms, lists with proof of each sign-up, and double opt-in
- UTM tags on campaign links
- Campaigns that pause at your sending limit and resume without duplicates
- Campaign reports that leave out clicks from security scanners
06 / Automations
Automations that follow your rules.
Start from a template, such as birthday or home anniversary greetings and reminders, or build your own. Each automation can start from up to 5 triggers. Assistant steps can summarize a record, classify it, suggest the next step, or write a personal email. For each Assistant step, you choose when it waits for approval: always, after it earns trust, or never. A brokerage program runs on the records of every agent, and each agent can turn it off for their own records.
- Templates grouped by labels you can rename
- Up to 5 start triggers for each automation
- Assistant steps that summarize, classify, suggest, or draft
- Brokerage programs that each agent can turn off for their own records
07 / AI and agents
AI that works inside your rules.
Ask Hans, the system assistant, about your workspace. Let agents propose work, then approve it in your Inbox. Connect a compatible AI tool through MCP. It follows the same access and review rules.
- Assistants with your records and rules in context
- Approvals and risk levels for agent actions
- MCP access for compatible AI tools
08 / Marketing
Content and results in the same place.
Draft and schedule social posts. Add website chat that answers from your approved sources. See search, traffic, and engagement from connected accounts.
- Studio for social posts, with Buffer publishing
- Website chat and site activity tracking
- Performance from Google Analytics and Search Console
Berchtold also serves businesses outside real estate. Real estate tools are opt-in for each workspace and do not change how other workspaces work.
Your martech is capable. Your marketing is not using it. Berchtold also offers senior marketing strategy consulting.
View ServicesPurpose-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.