October 31, 2026

Signature templates, a clearer Home and one field menu

A new family of listing templates in your own brand. Home opens on what to do next. One field menu in every editor, and designs made for a contact or a deal.

Signature templates

A new family of templates covers every listing moment. It has coming soon, just listed, open house, price improved, under contract, just sold and back on market. There are also four neighborhood graphics. A thin bracket line holds the listing's facts, in your brand colors. Find them with the Signature filter in Designs → Templates. Your other templates do not change.

Home opens on what to do next

Three numbers are at the top of Home:

Next: the first action from Today, with its button.
Waits for you: the items in Approvals.
This week: new leads and appointments.

Today and Recent lead activity follow, each on its own row.

The same marks everywhere

A short line marks the page you are on, the selected tab and the first item in Today. Two labels show how work runs:

Runs on its own: Berchtold does it for you.
Waits for you: it needs your approval.

You see these labels on listing kits, automations, campaigns and Approvals. Nothing leaves Berchtold without your approval.

The design editor, the email builder, campaign messages and post captions now share one field menu. Search it, and pick a field by group. A field has one name everywhere. The old names still work in what you already made.

Neighborhood facts now fill in the open house email and the sellers' update. Market numbers from your MLS market report fill in designs and email, with the MLS credit.

Designs for a contact or a deal

In Make designs or the design editor, choose Made for and pick a contact or a deal. Their fields fill the design, for example "Welcome home, Dana" or a closing date.