Your Brokerage Should Work as Hard as You Do.

Keep more of your commission. Eliminate unnecessary monthly platform fees. And run your business inside an integrated brokerage ecosystem built for modern real estate professionals.

Explore BirchSee How It Works

100% Commission

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No Monthly Fees

•

Integrated Technology

More Than a Brokerage. Infrastructure for Your Business.

100% Commission

Keep your commission while operating with real brokerage infrastructure.

Integrated Technology

CRM, AI, transactions, compliance, analytics and workflows in one ecosystem.

Operational Freedom

Build your business without rebuilding your entire operation every time you move.

Why Birch Is Different

The Advantage of an Integrated Brokerage Ecosystem

Most brokerages give you a logo, a split, and a collection of disconnected tools.

Birch & Co. gives agents an integrated operating environment designed around the entire real estate business.

Discover the ecosystem

Generate business

Manage relationships

Run transactions

Protect compliance

Automate workflows

Analyze performance

Build your brand

Scale your team

The result: less tool-switching, less administrative friction, better visibility, and more time spent on the work that actually generates revenue.

Birch is not just another set of features. It is the operating system that ties every part of your real estate business together.

One Platform. Your Entire Real Estate Business.

From your first lead of the morning to the numbers behind your business, Birch brings the workflows, intelligence, and tools you need into one operating environment.

⏱️ ILLUSTRATIVE EXAMPLE

Where Automation Can Reduce Manual Work

Example workload areas where Birch automation reduces manual tasks

💵 TARGET WORKFLOW

Closing File Processing

Closing file → Broker review → CDA/payment instructions

Built for Agents Who Are Already in Motion

Birch is designed for experienced real estate professionals who want more control over their business, better infrastructure, and less operational friction.

Have an established real estate business

Want to keep more of your commission

Don't want to rebuild your workflow every time you change brokerages

Want integrated technology instead of another stack of subscriptions

Value autonomy and operational control

Are ready to build at a higher level

Not looking to become a new-agent training school. Birch is built around supporting agents who are already in motion.

The Birch Advantage

Birch is not just a checklist of tools. It’s a connected brokerage ecosystem built to help agents generate leads, manage deals, protect risk, automate marketing, and scale teams from one intelligent platform.

Capture More Opportunities

Client CRM & Marketing

6 features

Never lose track of a lead, relationship, or opportunity.

AI Lead Scoring

Know which leads deserve your attention first with AI-powered scoring that helps you focus your time on the opportunities most likely to move forward.

Contact Management

Keep every client, prospect, referral, and relationship organized with a complete record of the people who drive your business.

Email Integration

Keep important email conversations connected to the right contacts and opportunities so communication stays tied to the business it supports.

Lead Capture

Capture leads from your website, social channels, referrals, and other sources before opportunities get lost or forgotten.

Pipeline Management

See every opportunity at a glance, understand what needs attention, and keep prospects moving toward the next step.

Social Media Integration

Manage your social presence alongside your real estate business so your marketing stays connected to the relationships and opportunities it generates.

Execute Without the Chaos

Productivity & Operations

4 features

Keep your calendar, tasks, notes, and activities connected so nothing falls through the cracks.

Appointment Management

Coordinate showings, meetings, consultations, and open houses with scheduling tools that keep your day organized and your clients informed.

Calendar Sync

Keep your schedule aligned across platforms so appointments stay current without constantly updating the same information in multiple places.

Notes & Activity Tracking

Capture the conversations, follow-ups, and important details behind every relationship so you always have the context you need.

Task Management

Turn responsibilities and follow-ups into organized tasks so important deadlines and next steps stay visible from lead to closing.

Risk, Intelligence & Compliance

Risk, Intelligence & Compliance

5 features

A connected set of tools designed to support your business outcome.

AI Compliance Audits

Use AI to review transaction documentation for potential issues and compliance gaps before they become last-minute problems.

AI Property Analyzer

Analyze property information faster and turn complex data into practical insights you can use to prepare, evaluate, and advise.

Cloud Backup

Protect critical business data with secure backup and recovery infrastructure designed to keep your important information available when you need it.

Document Management

Keep transaction and business documents organized, accessible, and controlled with permissions and version history built into your workflow.

Mortgage Calculator

Give clients quick financial clarity with tools for estimating affordability, payments, commissions, and closing costs.

Transaction Management

Transaction Management

2 features

A connected set of tools designed to support your business outcome.

Mileage Tracker

Track business mileage and travel expenses as you go, making it easier to maintain accurate records throughout the year.

Transaction Management

Manage the journey from contract to closing with transaction workflows, document visibility, brokerage oversight, and referral management in one place.

Listing Acquisition & Events

Listing Acquisition & Events

4 features

A connected set of tools designed to support your business outcome.

Buyer & Seller Guides

Give buyers and sellers an interactive roadmap of the process while giving you visibility into engagement and important client activity.

Listing Presentations

Create polished, AI-assisted listing presentations and interactive seller portals designed to help you stand out and win the listing.

Open House Manager

Turn every open house into a lead-generation opportunity with digital check-ins, visitor management, analytics, and follow-up tools.

Property Listings

Keep property information, marketing activity, showings, and transaction details connected so every listing has a clear operational home.

Build a Brand That Travels With You

Branding Tools

1 feature

Give your professional identity a modern digital home that makes it easier to share your brand, capture connections, and stay memorable.

Digital Business Card

Turn every introduction into an opportunity with a professional digital profile built to make your brand easy to share and remember.

Scale Without Losing Control

Team Management

4 features

Give teams the structure, permissions, visibility, and performance intelligence needed to grow.

Audit Logs

Maintain a clear record of platform activity to strengthen accountability, transparency, and operational oversight across your organization.

Role Management

Control who can access what with role-based permissions designed to protect sensitive information while keeping teams productive.

Team Performance

See team activity and production in context so leaders can identify opportunities, support their agents, and make informed growth decisions.

User Management

Manage team members, access, permissions, and seats from one place as your brokerage or team grows.

Communicate Where the Work Happens

Client Communications

1 feature

Keep client conversations connected to the business and transactions they relate to.

Client Messaging

Keep client conversations connected to the relationships, documents, and transactions behind them so important communication stays in context.

Create More. Repeat Less.

AI Marketing & Automation

3 features

Let AI handle repetitive marketing and workflow tasks so agents can focus on relationships and revenue.

AI Outreach Builder

Create personalized outreach faster with AI-assisted messaging that helps you stay consistent without writing every follow-up from scratch.

AI Social Caption Generator

Turn property details, market information, and ideas into polished social content that fits your brand in seconds.

Workflow Automation

Automate repetitive work across leads, listings, and transactions so more of your time goes toward clients and revenue-producing activity.

Turn Your Database Into Business

Marketing Campaigns

1 feature

Build targeted campaigns that keep your relationships active and your pipeline moving.

Email Marketing

Turn your database into an active source of business with targeted email campaigns connected directly to your contacts and pipeline.

Organize Team Documents Securely

Team Document Vault

2 features

Give teams a shared, secure document workspace with backup, collaboration, and compliance controls.

Team Cloud Backup

Protect shared team data with secure backup and recovery infrastructure designed to safeguard the information your operation depends on.

Team Document Management

Give your team a shared workspace for documents, collaboration, version control, and compliance without losing visibility or organization.

Turn Data Into Direction

Analytics & Forecasting

2 features

Move beyond activity reports and gain intelligence that helps agents and leadership make better decisions.

AI Performance Intelligence

Turn your production, activity, and business data into actionable intelligence that helps you understand performance, uncover opportunities, and plan ahead.

SmartClose™ AI Deal Coach

Analyze the deal and get AI-powered guidance on pricing, negotiation, and closing strategy as you navigate the decisions that move transactions forward.

Get Smarter Every Day

Support & Training

3 features

The brokerage ecosystem does not stop at software. Agents have access to ongoing guidance, training, and leadership support.

AI Training Assistant

Get on-demand, real-estate-specific guidance when you need it so you can find answers and build confidence without waiting for help.

Broker Support Chat

Connect directly with brokerage support when you need clarification, guidance, or help moving a transaction or business issue forward.

Training Calendar

Stay connected to professional development with a centralized calendar for upcoming training, education, and brokerage sessions.

Control Access and Security

Account Settings

1 feature

Manage your profile, access, and security settings from one centralized control center.

Profile & Security

Manage your professional profile, account access, and security settings from one simple control center.

Still Have Questions?

Is Birch a traditional brokerage?

Yes. Birch & Co. is a full-service real estate brokerage with all the licensing, regulatory compliance, and operational infrastructure of a traditional brokerage, plus integrated technology designed to reduce operational friction.

Do I have to pay monthly technology fees?

No. There are no monthly platform fees or recurring technology charges. You keep your full commission and pay flat transaction fees only on closed deals.

Do I keep my commission?

Yes. 100% commission structure. What you earn is yours, minus transaction fees and applicable splits.

What technology is included?

Your Birch environment includes CRM, lead management, transaction workflows, compliance tracking, AI-powered insights, analytics, digital business cards, and more, all built into the platform.

Can I bring my existing business?

Absolutely. One of Birch's core strengths is that you don't have to rebuild your client relationships, workflows, or processes. Your business moves with you.

How does the annual fee work?

Annual membership fee is deferred to your first closing. This removes the barrier to entry and aligns our success with yours.

Ready to See What Your Business Could Look Like With Birch?

Every piece of infrastructure you need to run a real estate business is built in. It's time to stop paying for disconnected tools and start operating with an integrated ecosystem built around the way you actually work.

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