The homes a contact looks at
Berchtold keeps track of what a contact does with a home:
- Viewed: they opened the listing's page on your website.
- Saved: they saved the home on your website, or on your iHomefinder search ("Property Saved").
- Asked about: they asked for a showing or more information ("Showing Requested", "Property Information Requested").
- Clicked in an email: they opened the listing from a market report or a saved search email.
Each of these shows as a home card on the contact's Activity and Journey. A card has the photo, address, price, beds, baths and status. Select the address to open the home's page in Listings.
The Homes section on the contact's Overview lists every home from the last 13 months, newest first. Each home says what the person did. For example: "Viewed 3 times · Saved · Clicked in “Old Town market”".
A card shows the listing's details only from an MLS your workspace has access to. Otherwise the card shows the MLS number.
On the phone app, the contact's history shows the home's address.
Website activity
Go to Reports › Website activity. Choose Day or Week, and a date. The report shows:
- Who looked at homes: each contact, with each home they viewed, saved, asked about or clicked in an email.
- New on your websites: sign-ups, saved searches and forms.
- Market and saved search emails: sent, opened, clicked and unsubscribed.
- Totals: visits, home searches and listing views, with the period before.
You see your own contacts. Owners and admins can choose Everyone's.
The email
Each morning, Berchtold emails you the report for the day before. It comes only on days with activity. To change it, go to Profile › Notifications › Website activity and choose:
- each morning or each Monday (the week before);
- your contacts, or everyone's (owners and admins);
- off.
The links at the end of the email also switch it to each Monday or turn it off.
Ask Claude, ChatGPT or Muse
Ask your AI assistant about a contact's homes or your website activity. It gets the same homes and report as the app. It names each home by its MLS number only, never the listing's details.