Dashboard
CRM
Brief
Calendar
Tasks
Calculators
AI Tools
Practice
Pipeline
Outreach
More
Search
⌘K
AI TOOLS
26 tools across 4 tiers · Powered by Claude (and OpenAI Whisper for voice)
Chloe CMA Pro
Native CMA generator with AI narrative
Import CMA PDF
Drop Cloud CMA PDF → parsed + filed
Gift Automation
Birthdays + anniversaries + Christmas → vendor orders
Client Outreach (9)
Lead → Listing Match Letter
Buyer + listing → SMS + email + voicemail script in your voice
Tier 1
Anniversary CMA
Past client + 1-yr or 5-yr → updated value report PDF + email
Tier 1
Email Voice Drafter
Drafts emails in your voice — paste samples for tone matching
Tier 1
Voicemail Transcriber
Audio → transcript + summary + draft callback script
Tier 1
⚙ needs openai
Re-Engagement Drafter
Cold lead → warm-up message that doesn't guilt-trip
Tier 2
Referral Ask Drafter
Post-close referral request — soft, specific, gracious
Tier 2
Voice Lead Capture
Speak a lead's info → AI parses into CRM
Tier 2
⚙ needs openai
Lead Score Explainer
Plain English: why is this lead 80? what to do next?
Tier 3
AI Concierge (24/7 client chat)
Chatbot answering client questions about your listings
Tier 4
Listing Preparation (4)
Pricing Strategy Advisor
Comp-driven price band + 3 strategy options for the listing appointment
Tier 1
Listing Photo Critique
Upload photos → AI grades each, flags reshoots
Tier 2
Pre-Listing Presentation Builder
Full pitch deck outline for the listing appointment
Tier 2
Property 360 Generator
Address → full dossier: neighborhood + comps + talking points
Tier 4
⚙ needs mls
Negotiation (4)
Repair Negotiation Letter
Inspection → professional repair-request letter (Utah REPC aware)
Tier 1
Counter-Offer Drafter
Incoming offer → analysis + counter terms with rationale
Tier 1
Inspection Objection Letter
Buyer side inspection objection — Utah REPC Section 8 aware
Tier 2
AI Transaction Coordinator
Active transaction → next milestones + draft emails
Tier 4
Market Intelligence (4)
Natural-Language MLS Search
"3-bed under $500k near Hyde Park" → MLS query
Tier 1
⚙ needs mls
Daily AI Brief 2.0
Morning brief: priorities + at-risk + hot leads + market pulse
Tier 3
Pipeline GCI Forecaster
Predicts your next 90 days of GCI from your active pipeline
Tier 3
Market Trend Detector
Recent MLS data → trends + buyer/seller talking points
Tier 3
⚙ needs mls
Marketing & Content (4)
Social Media Calendar
Balanced 30-day content calendar with captions + briefs
Tier 2
Reel / Short Script Generator
60-90 sec video script with hook + caption + shot list
Tier 3
SEO Blog Post Writer
1500-word markdown blog post on a Cache Valley topic
Tier 3
HeyGen Listing Video
Listing → script + your AI avatar walks through it
Tier 4
⚙ needs heygen
Document Automation (1)
Document Auto-Categorizer
Upload a doc → AI classifies + extracts key fields
Tier 2
⚠ All tools use the Anthropic API key configured at
Settings → Integrations → Services → Anthropic Claude
. Tools marked "needs setup" require additional integrations.