Birch & Co. BrokerageBuilt for
Your real estate business shouldn't have to run on a collection of disconnected tools. Birch & Co. brings CRM, AI, transactions, compliance, scheduling, analytics, and client technology together in one unified platform, giving agents the infrastructure to work smarter, serve clients better, and build a business that can grow with them.
No monthly platform fees. No unnecessary technology subscriptions. No fragmented systems. Just one connected infrastructure built around the way modern real estate actually works.
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
Built for independent agents who want a modern brokerage with powerful technology, transparent pricing, and one connected platform.
- Full Birch Platform Access
- Built-In CRM & Contact Management
- Birch Intelligence AI Tools
- AI Lead Scoring
- AI Property Analysis
- Open House Manager
- Transaction Management
- AI Contract Review
- Seller Dashboard
- Marketing & Automation
- Business Analytics
- Broker & Compliance Support
- E&O Insurance Included
- No Monthly Software Subscriptions
- No Monthly Production Requirements
Birch Canopy
Annual Base Fee
$1,799
(Deferred to 1st closing)
Per Transaction
$350
Designed for growing real estate teams that need collaboration, shared resources, and scalable operations.
- Full Birch Platform Access
- Built-In CRM & Contact Management
- Birch Intelligence AI Tools
- AI Lead Scoring
- AI Property Analysis
- Open House Manager
- Transaction Management
- AI Contract Review
- Seller Dashboard
- Marketing & Automation
- Business Analytics
- Broker & Compliance Support
- E&O Insurance Included
- Up to 5 Team Members
- Shared Team Documents
- Team Collaboration
- No Monthly Production Requirements
Birch Enterprise
Annual Base Fee
$3,499
(Deferred to 1st closing)
Per Transaction
$225
Built for established teams and boutique firms that require advanced collaboration, automation, and enterprise-level scalability.
- Full Birch Platform Access
- Built-In CRM & Contact Management
- Birch Intelligence AI Tools
- AI Lead Scoring
- AI Property Analysis
- Open House Manager
- Transaction Management
- AI Contract Review
- Seller Dashboard
- Marketing & Automation
- Business Analytics
- Broker & Compliance Support
- E&O Insurance Included
- Up to 10 Team Members
- Shared Team Documents
- Team Collaboration
- Additional Team Members Available
- Lowest Transaction Fee
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)
Bring Your Own Tech autonomy: compliance, transaction management, and broker oversight only. Proprietary Birch CRM and marketing suites are excluded.
- Bring Your Own Tech Autonomy (Preserve External CRM)
- Pipeline Management & Lead Capture (External CRM Gateways)
- Transaction Management Portal & CDA Calculations
- Referral Management & Company Lead Handling
- Branding Tools (Digital Business Card)
- Direct Broker Oversight & File Review Gates
- Master E&O Insurance Blanket Coverage
- 100% Commission Split After $8,500 Cap
- $50 Flat E&O Fee Per File Post-Cap
- Proprietary Birch CRM, AI Lead Scoring & Marketing Suites
Including our Independence Team plan for established groups
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.
Business Performance Dashboard
Monitor your production, transactions, commissions, and business growth from one clean dashboard built for modern real estate professionals.
AI Lead Scoring
Stop guessing who to call next. AI automatically prioritizes your leads based on engagement so you can focus on the clients most likely to convert.
Smart Open House Tools
Turn every open house into future business with QR check-ins that instantly capture visitors and add them directly into your CRM.
Compliance & Risk Monitoring
Catch missing documents, deadlines, and compliance issues before they delay your transaction or closing.
On-Demand Transaction Coordination
Need extra support? Work with our transaction coordination team or manage everything yourself, the choice is always yours.
Built-In Appointment Calendar
Stop paying for scheduling apps. Let clients book consultations, showings, and meetings directly through your personalized booking page.
Digital Business Card
Replace printed business cards with your own digital profile. Share one QR code and let clients instantly save your contact information and social media.
Transaction Management
Manage contracts, disclosures, timelines, approvals, and file uploads from one centralized transaction workspace.
CRM & Contact Management
Keep every client, lead, and follow-up organized inside one integrated CRM designed specifically for real estate professionals.
Marketing & Lead Generation
Create landing pages, capture leads, generate QR codes, and launch marketing campaigns without relying on multiple third-party platforms.
Property Marketing Suite
Generate beautiful property pages, branded flyers, QR codes, and listing presentations directly from your dashboard.
One Connected Platform
Replace multiple software subscriptions with one secure platform built exclusively for Birch & Co. agents.
Build Your Legacy on a Smarter Foundation
Traditional brokerages often require upfront fees, monthly technology subscriptions, or expensive third-party software just to run your business. At Birch & Co., we believe your brokerage should succeed when you succeed. That's why you won't pay your annual brokerage fee until your first closing. We've built one connected platform that helps you manage your business, reduce software costs, and spend more time serving clients, not managing subscriptions.
💼 No Upfront Costs: Start with no onboarding fees, no desk fees, and no monthly software subscriptions.
🤖 One Connected Platform: CRM, transaction management, compliance, scheduling, digital business card, marketing tools, and more, all included in one dashboard.
🛡️ Built-In E&O Coverage: Professional Errors & Omissions insurance is included. After your annual cap, only a $50 flat E&O risk fee applies per transaction.
💸 Flexible Commission Models: Choose the compensation structure that fits your business, whether you prefer flat transaction fees or an annual commission cap.
Operate with Complete Autonomy
Birch & Co. Brokerage is a premium cloud-based brokerage engineered for high-performing real estate professionals who want more control, more efficiency, and more freedom. Traditional brokerages were built around outdated overhead models, charging agents recurring desk fees, technology subscriptions, and operational expenses before they ever produce. Birch operates differently. Our AI-powered ecosystem, intelligent workflows, and luxury-grade brand infrastructure give agents the tools of a modern enterprise without the traditional barriers. From lead capture and client nurturing to transaction coordination and closing management, Birch eliminates administrative friction through automation so you can spend less time managing systems and more time building relationships, creating opportunities, and growing your production.
Integrated Growth Engine
Transform your database into a revenue-generating asset with built-in marketing automation, intelligent follow-ups, and client nurture campaigns designed to keep you consistently connected.
SmartClose™ AI Deal Coach
Your intelligent transaction partner. SmartClose provides real-time insights, negotiation guidance, risk detection, and strategic recommendations to help you move every deal toward a successful closing.
Luxury Seller Experience Portal
Deliver a premium experience your clients will remember. Provide sellers with a private dashboard displaying transaction milestones, marketing activity, showing insights, documents, and closing progress in real time.
Intelligent Transaction Operating System
Manage your entire pipeline with automated workflows, milestone tracking, compliance alerts, and real-time visibility across every stage of the transaction.
Built for agents who think beyond transactions. Designed for professionals who want enterprise-level infrastructure without enterprise-level restrictions. Birch & Co. removes unnecessary overhead, automates operational complexity, and gives you the freedom to focus on what matters most: building your business, protecting your relationships, and scaling your success.
Ready to Build Your Real Estate Empire?
Join a brokerage designed for modern producers. Access powerful AI technology, luxury branding systems, and operational infrastructure built to help you grow without unnecessary fees, restrictions, or outdated brokerage models.