Birch & Co. BrokerageBuilt for
Your real estate business shouldn't have to run on a collection of disconnected tools. Birch & Co. brings CRM, Birch Intelligence, 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.
MONTHLY FEES
Keep 100%$0
No monthly desk or software fees
Transparent transaction costs. No monthly platform fees.
100% commission available under qualifying models
BUILT-IN TECHNOLOGY
Ready Day 1Ready when you are
Birch Intelligence
CRM & Lead Management
Transaction Management
One connected operating environment
No extra app logins needed
GETTING PAID AT CLOSING
How your commission moves
Direct Escrow Payout (CDA)
We authorize title to pay you directly on closing day.
No Waiting
File review process:
Designed for rapid review
Everything your business needs. Connected.
Leads
Clients
Transactions
Compliance
Closing
One connected real estate business — from first lead to closed deal.
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.
Intelligence Built Into Your Brokerage.
Birch Intelligence is the intelligence layer built into The Birch Operating System. It powers content generation, property analysis, lead intelligence, transaction assistance, workflow automation, and other intelligent capabilities directly within your Birch platform. Connect your own OpenAI API key and maintain control over your usage and costs.
Birch Intelligence
Birch Intelligence Access:
Included with your Birch agent dashboard. Connect your own OpenAI API key to activate Birch Intelligence capabilities.
Operating Cost:
OpenAI API usage is billed directly by OpenAI to your account based on your actual usage.
Usage Control:
Your usage is determined by your connected OpenAI account and its limits.
Content Intelligence:
Use Birch Intelligence to generate listing descriptions, emails, social content, client communications, and other business content directly inside the platform.
Credential Control:
Your OpenAI API credentials remain under your control rather than being shared through a separate AI subscription.
Team Scalability:
Birch Intelligence can be enabled for team members using each user's own API credentials.
Typical Third-Party AI Platforms
Birch Intelligence Access:
AI functionality may require separate subscriptions, add-ons, or platform-specific AI plans.
Operating Cost:
Some platforms bundle AI costs into subscription plans or charge additional usage fees.
Usage Control:
Some providers impose monthly credits, generation limits, or usage caps.
Content Intelligence:
Content-generation capabilities vary by provider, platform, and subscription level.
Credential Control:
AI configuration, credentials, and available controls vary by platform.
Team Scalability:
Additional AI users or capabilities may require additional licenses or subscriptions.
Choose Your Operating Model
From independent agents to growing teams, choose the brokerage operating model that fits your business. All plans include deferred annual base fees, competitive transaction pricing, and access to the complete Birch Platform.
Cost Per Deal
Lower cost per deal as your transaction volume grows
Platform Features
Canopy unlocks more capabilities for your team
Birch Solo
(Individual Practitioner Suite)
Team Size: 1 agent
Built For
Built for independent agents who want a modern brokerage with powerful technology, transparent pricing, and one connected platform.
Annual Base Fee
$599
— Deferred entirely to your 1st closing
Per-Transaction Processing Fee
$450
flat per closing side
Transaction Type Pricing:
Residential Lease
$95 flat per closed transaction (Independent; does not accrue toward caps)
Commercial Transaction
10% split of GCI (90% Agent / 10% Brokerage) capped at $6,000/yr. (Hits 100% commission after $60,000 in commercial GCI. Post-cap files are $195 flat for file compliance & E&O risk)
System Features List:
- 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
(Team Incubator Hub)
Team Size: Up to 5 users
Built For
Designed for growing real estate teams that need collaboration, shared resources, and scalable operations.
Annual Base Fee
$1,799
— Deferred entirely to the organization's 1st closing
Per-Transaction Processing Fee
$350
flat per closing side
Transaction Type Pricing:
Residential Lease
$95 flat per closed transaction (Independent; does not accrue toward caps)
Commercial Transaction
10% split of GCI (90% Agent / 10% Brokerage) capped at $6,000/yr. (Hits 100% commission after $60,000 in commercial GCI. Post-cap files are $195 flat for file compliance & E&O risk)
System Features List:
- 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
Including Enterprise, Independence, and Independence Team plans
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.
The Infrastructure Behind Your Business
Birch brings the systems, intelligence, and operational tools behind a modern real estate business into one connected environment.
Business Intelligence
See your production, pipeline, commissions, transactions, and business performance from one centralized dashboard powered by Birch Intelligence.
AI Lead Scoring
Know which opportunities deserve your attention first. Birch Intelligence analyzes engagement and helps you focus on the leads most likely to move forward.
Transaction Management
Manage contracts, documents, deadlines, approvals, compliance, and closing workflows from one centralized transaction workspace.
Compliance & Risk Monitoring
Identify missing documents, approaching deadlines, and potential compliance issues before they become closing problems.
Marketing & Property Tools
Create property pages, branded marketing materials, listing presentations, QR codes, and client-facing experiences directly from your business platform.
Appointment Management
Let clients schedule consultations, showings, and meetings through your personalized booking experience while keeping your calendar connected to your workflow.
Keep More of Your Business. Spend Less Running It.
Birch is built around a simple idea: your brokerage should provide infrastructure that helps you produce, not another collection of monthly expenses. Your annual brokerage fee is deferred until your first closing, and our operating models are designed to give you flexibility without unnecessary platform or desk fees.
No Monthly Platform Fees
Access the Birch platform without adding another monthly software or desk subscription to your business.
Deferred Annual Fee
Your annual brokerage fee is deferred until your first closing, so you're not paying the cost of affiliation before you've generated revenue.
Flexible Operating Models
Choose the Birch operating model that fits your business, from integrated technology to Birch Independence for professionals bringing their existing technology stack.
Operate with Complete Autonomy
Birch & Co. Brokerage is a premium cloud-based brokerage built around The Birch Operating System, combining intelligent technology, automated workflows, transaction infrastructure, and business tools designed 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. The Birch Operating System brings together CRM, Birch Intelligence, automated workflows, transaction infrastructure, compliance tools, and luxury-grade brand systems in one connected platform. From lead capture and client nurturing to transaction coordination and closing management, Birch reduces administrative friction so professionals can spend more time building relationships and growing their business.
Why Choose Birch?
Enterprise-level infrastructure built specifically for modern real estate professionals
Integrated Growth Engine
Turn your database into a business asset with built-in marketing automation, intelligent follow-ups, and client nurture workflows designed to keep you consistently connected.
SmartClose™ Transaction Intelligence
Your intelligent transaction workspace. SmartClose combines deal visibility, milestone tracking, risk detection, and Birch Intelligence insights to help you manage transactions with greater clarity and control.
Luxury Seller Experience Portal
Deliver a premium experience your clients will remember. Give sellers a private dashboard displaying transaction milestones, marketing activity, showing insights, documents, and closing progress in real time.
Intelligent Transaction Management
Manage your pipeline with automated workflows, milestone tracking, compliance alerts, and Birch Intelligence-powered insights 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 The Birch Operating System, Birch Intelligence, luxury branding systems, and operational infrastructure built to help you grow without unnecessary fees, restrictions, or outdated brokerage models.