Birch & Co. BrokerageBuilt for
Operate on a technology-driven platform engineered for modern real estate professionals. From AI-powered workflows and lead management to compliance oversight and luxury branding, Birch & Co. provides the infrastructure experienced agents need to scale with confidence.
Proactive Valuation Engine
Stop relying on cold internet leads or expensive marketing. Our platform captures verified property data from local homeowners and delivers it directly to your dashboard in real time.
Step-by-Step Listing Intake
Homeowners submit property details through a simple multi-step form that collects key information like condition, upgrades, layout, and selling timeline.
Google Maps Address Verification
Every submission is tied to a verified Google Maps location to ensure accurate property data and eliminate invalid or incomplete entries.
Detailed Property Condition Tracking
Capture clear property condition data, from move-in ready homes to properties needing repairs, along with any improvement history when available.
Real-Time Lead Delivery
As soon as a homeowner submits a request, the lead is instantly saved and pushed to active agent dashboards in real time.
First-to-Claim Lead System
New leads appear immediately in the dashboard, and the first qualified agent to claim it is assigned that opportunity.
Conflict-Free Lead Locking
If multiple agents try to claim the same lead at the same time, the system automatically resolves it to ensure only one assignment is made.
Integrated AI Tools Built for Real Estate Professionals
Birch & Co. Brokerage includes AI-powered productivity tools within its agent platform. Agents may connect their own OpenAI API key to use features such as content generation, transaction assistance, email drafting, and workflow automation while maintaining control over their API usage and costs.
Birch & Co. Agent Platform
AI System Access Fee:
Included with your agent dashboard. Connect your own OpenAI API key to activate AI features.
Operating Cost:
API usage is billed directly by OpenAI to your account based on your own usage.
Daily Usage:
Usage depends on your connected OpenAI account limits.
Marketing Content:
Generate listing descriptions, emails, social media content, and client communications directly inside the platform.
Data Control:
Your OpenAI API credentials remain under your control.
Team Scalability:
AI tools can be enabled for teams using each user's own API credentials.
Typical Third-Party AI Platforms
AI System Access Fee:
AI functionality may require separate subscriptions or paid add-ons depending on the provider.
Operating Cost:
Many platforms bundle AI costs into subscription plans or charge additional usage fees.
Daily Usage:
Some providers apply monthly credit limits or generation caps.
Marketing Content:
Content generation features vary by provider and subscription level.
Data Control:
Configuration and available AI settings vary by platform.
Team Scalability:
Additional users may require additional licenses depending on the provider.
Brokerage Plans & Pricing
Choose the plan that aligns with your business model. All plans include deferred annual base fee and competitive transaction pricing.
Birch Solo
Annual Base Fee
$599
(Deferred to 1st closing)
Per Transaction
$450
Perfect for autonomous, tech-forward individual practitioners who demand a full-stack AI ecosystem with zero monthly desk fees or out-of-pocket overhead.
- Proprietary AI Lead Scoring Engine
- Algorithmic Property & Forensic ARV Analyzer
- Smart Open House Backend Automation
- Advanced Contract Risk Mitigation Audit Room
- Master E&O Insurance Coverage Blanket
- ZERO Monthly Retail SaaS Subscription Fallback Fees
- ZERO Rolling Production Clocks or Active Loop Penalties
Birch Canopy
Annual Base Fee
$1799
(Deferred to 1st closing)
Per Transaction
$350
Engineered for high-producing Team Leaders expanding their local footprint with shared transaction flows and centralized data analytics.
- Everything featured in the Birch Solo core tier
- 5 Multi-User Seating Slots with Role-Based Permissions
- Team Secure Document Assembly & Shared Cloud Vaults
- Advanced AI Marketing Outreach Pipelines & Meta Sync
- Internal Sub-Split referral tracking and clearinghouses
- Complete Exemption from rolling timelines or maintenance fees
Birch Enterprise
Annual Base Fee
$3499
(Deferred to 1st closing)
Per Transaction
$225
For dominant boutique groups, rainmaker networks, or high-volume corporate mega-teams requiring elite automated operations at optimal margin thresholds.
- Everything featured in the Canopy Team Hub framework
- 10 Base Team Seating Channels
- SmartClose™ AI Deal Coach contract optimization integration
- Advanced Brokerage Data Forecasting & Macro Metrics
- Private Mega-Team Seating: +$150/year per seat past slot 10 (Deferred to closing)
- Transaction fees locked permanently flat at $225 across all slots
Birch Independence Solo
85/15 split (Agent/Brokerage)
$8,500 annual cap threshold (commission splits only)
100% commission active for remainder of calendar year
$600 (deferred to 1st closing - does NOT count toward cap)
For established solo veterans who want to cap quickly with full access to all platform tools and AI features, eliminating monthly corporate fees.
- Full access to SmartClose™ AI Deal Coach and all proprietary software
- Complete AI Lead Scoring Engine and Property Analyzer suite
- Advanced Contract Risk Mitigation Audit Room
- Full corporate oversight, contract file audits, and transaction routing
- E&O insurance protections completely absorbed inside the 15% split matrix
- 100% Commission split tracking unlocked instantly upon meeting the cap
- Flat $50 E&O risk fee per transaction file after cap threshold is satisfied
Including our Independence Team plan for established groups
Invitation-Only Platform
Birch & Co. Brokerage is an exclusive platform for professional agents. Contact us to request an invitation and join our brokerage.
Birch & Co. Brokerage combines high-end boutique branding with a powerhouse cloud ecosystem. We provide the automated infrastructure, direct compliance paths, and split autonomy you need to maximize your profitability.
Platform Overview
Discover the comprehensive suite of tools and features designed to transform your real estate business. From intelligent automation to seamless compliance, everything you need is at your fingertips.
Custom Analytics Dashboard
Track your production, transactions, and market activity in real time through a clear, visual dashboard built for active agents and brokers.
AI Lead Scoring
Automatically ranks leads based on activity, engagement, and timeline so you can focus on the most likely buyers and sellers first.
Smart Open House Tools
Capture every visitor with QR check-ins that instantly save attendee info into your CRM and follow-up pipeline.
Compliance & Risk Checks
Get automatic alerts for missing disclosures, deadlines, and key transaction risks to help reduce costly mistakes.
E&O Coverage Integration
Built-in errors and omissions coverage support designed to protect your transactions and reduce operational risk.
ARV & Market Analysis Tool
Instantly estimate after-repair value, compare comps, and understand local market conditions with data-driven insights.
Build Your Legacy on a Smarter Foundation
Traditional brokerages operate on a rigid landlord model, charging you upfront enrollment setup fees or heavy monthly subscriptions just to keep your license active. At Birch & Co., we don't make a dollar until you make a dollar. We deliver a premium, multi-market cloud architecture designed to completely eliminate your structural tech expenses, remove transaction friction, and grant you absolute pipeline autonomy.
💼 No Upfront Onboarding Costs: Get started without setup fees, platform charges, or upfront onboarding costs. You only engage when you’re actively producing.
🛡️ Built-In E&O Coverage: E&O insurance is included. After your annual cap is met, a simple $50 flat E&O risk fee applies per transaction.
❌ No Platform Restrictions on Growth: Scale your business without software limitations, penalties, or forced downgrades during slower production periods.
💸 Flexible Commission Models: Choose between a flat per-transaction fee or a percentage-based structure with pathways to increase your take-home commission as you grow.
Operate with Complete Autonomy
Birch & Co. Brokerage delivers a premium, low-overhead cloud brokerage model engineered to eliminate traditional corporate friction. While legacy companies trap high-producers with heavy desk fees or restrictive monthly dues, we provide an all-in-one AI operating system, automated workflows, and luxury brand assets designed to let you keep 100% of your commission. From initial contact capture to final closing tables, our infrastructure handles the administrative busywork so you can focus entirely on high-volume production.
Integrated Marketing System
Sync your contacts with built-in marketing tools to run email campaigns, follow-ups, and client nurture sequences without relying on extra CRM subscriptions.
SmartClose™ AI Deal Coach
Get real-time guidance during transactions. SmartClose helps you navigate negotiations, identify risks, and keep deals moving toward closing.
Seller Portal Dashboard
Wow luxury sellers with instant transparency. Share a magic link that shows real-time transaction progress, open house stats, document status, and closing milestones, making you indispensable.
Smart Deal Pipelines
Track every transaction automatically with real-time updates, milestone alerts, and compliance reminders built into your workflow.
Built for high-performing real estate professionals. Designed for scale. Free from junk desk fees and upfront entry costs. Let Birch & Co. eliminate your administrative friction, unlock advanced automation, and help you protect your hard-earned commission splits.
Ready to Command Your Real Estate Infrastructure?
Explore the full platform and transform how you work—with zero out-of-pocket setup costs.