For real estate team leaders
Run your team on one brand and one record of each client.
Your team runs on many tools. Berchtold links them to one brand, one record of each client, and one set of rules.
Every draft is checked against your brand rules before it ships.
01 / Team brand
Keep every agent on brand without checking every post.
Set your team's voice, rules, and approved examples once. Drafts, emails, and AI tools work from the same rules, so you are not the last line of defense.
- Brand rules every draft is checked against
- Published email templates in your team brand
- Roles that match how your team works
02 / Follow-up
Follow up with past clients and leads on time.
Each client has one record with their deals, notes, relationships, and activity. Tag your sphere and past clients, then follow up from a segment or a task.
- Tags for sphere, past clients, buyers, and sellers
- Tasks with owners and due dates
- The full history in view before you reach out
03 / Lead flow
Send each new lead to the right agent.
Route leads by source and side. Take turns across the team, send leads to a claim pool, or set a fallback. Agents can pause their own new leads for a vacation.
- Rules by lead source, with rotation and a claim pool
- A follow-up task for the new owner, due the same day
- A record of why each lead went where it did
04 / Closings
See which lead sources turn into closed deals.
A deal follows the client from the first inquiry to closing. Its lead source never changes, so you can trace each closing back to where it started.
- Pipelines with lead, active, under contract, and closed phases
- Contract deadlines and tasks on the deal
- Lead source kept from inquiry to closing
How Berchtold works
Govern. Remember. Understand. Act. Measure. Learn.
Governance
Govern
Your brand, your rules, roles, and approval policies set how work should happen. Brand rules are versioned.
Memory
Remember
Contacts, relationships, deals, and activity keep the context behind the work. Each client has one record.
Intelligence
Understand
Assistants read that context to explain what is going on and suggest the next step. Suggestions wait for review.
Execution
Act
People and approved tools do the work: email, tasks, posts, deadlines, and follow-up.
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.