Today plan, deals at risk and a first reply to new leads
Each morning, Berchtold lists your next actions, best first. It flags deals that may fall through, drafts a first reply to new leads and coaches from your own numbers.
Berchtold now tells each agent what to do next, and why.
Today
Each morning, Berchtold makes a short list of your next actions from your contacts, deals and campaigns. Each action says why it is there and has one main button. For example:
- Answer the lead: a new lead has no answer yet.
- Update the Key Date: a Key Date passed, or it is due in 3 days or less.
- Call them: a past client may want to move.
- Thank them: a person who sent you clients had no contact for 90 days.
The list is first on Home. It also shows on each contact and deal and in the phone app. The Monday email and a morning notice show it too. Select Done when you finish, or Not now with a reason. After 20 done actions of one kind, Berchtold learns which kinds lead to appointments, deals and closings for you.
Deals at risk
Each night, Berchtold checks your active deals for warning signs. Examples are a missed Key Date, signatures that wait and no lender or title company. The deal's Next steps shows At risk or High risk, with each sign. Berchtold learns from your closed deals which signs count most.
A first reply to new leads
When a new lead comes in, Berchtold writes a first reply for the lead's agent. It can show up to 3 homes the person saved or looked at on your website. The reply waits in Approvals → Messages to approve. You change it, send it or don't send it. AI writes only the words. It never reads the listings.
Coaching and top referrers
Work → Goals shows up to three findings from your last 12 months. For example, how many listing appointments became listings. Berchtold counts them, and no AI writes them. Top referrers shows the five people who sent you the most clients this year.
Questions in the client portal
A client can ask a short question about their closing in the client portal. The answer uses only what the portal shows them. It never gives advice.
Claude, ChatGPT and Muse can list your Today actions, mark them done and draft the email for one. See Plan your day with Today, The first reply to a new lead and Ask about your closing.