Review the data that came over from Paragon
Your contacts, saved searches, and draft listings all made the trip. Walk through each one: click into a contact to update details or send an invitation, check that your saved search results look right before renaming them and turning on alerts, and review the drafts waiting for you in Manage Listings. Recorded by Wendy Wilson at Baldwin REALTORS.
Create communication templates
Build reusable email templates for the outreach you send over and over, then pull them up anywhere you contact an agent or client. Set them up once in Settings and stop rewriting the same message.
Save a search columns template
Pick the columns you actually want to see when you scan search results, drag them into the order that makes sense to you, and save it as your default. Every search from then on opens the way you like it.
Create a default search to start from
If you run the same criteria again and again, save it once and set it as your starting point. Each new search begins from that base and you layer on whatever else the client needs.
Add a contact and invite them to Perchwell
Add a new client from the Contacts page with just the basics, send them an invitation, then go straight to your search and share a listing with them through messages. Start to finish in a couple of minutes.
Set up a hot sheet for a city you work in
Run a search for the city you cover, save it, then add it to your dashboard as a hot sheet. Now every login opens with that market activity in front of you, and you can click straight from the bar into the listings.
Build a hot sheet from a client saved search
A shorter companion clip. Take a search you already saved for a specific client and turn it into a dashboard hot sheet, so their criteria sit alongside your market view.
Key differences in your search filters
Most of the filters you know carry straight over. A handful changed because your MLS Board chose to simplify how listings get searched, added, and sent to vendors. Active Under Contract is now Active with a construction status of Under Construction. Pool Features now covers both private and public pools. Equitable Interest Pending is now Pending with Equitable Interest set to Yes. Expired Under Contract is now simply Expired, and you can move it back to Active Under Contract, Pending, or Active as needed. Boat Slip, Garage, and Fractional Ownership are now sub-types under Residential Single Family. When you cannot find something, use the Filter Filter to search filters by name.
See exactly what your client sees
Before you send anything, look at it from their side. This walks through the real email that lands in their inbox, how the listings look when they open them on desktop and in the app, and how their saved search appears. Your name and contact stay front and center on every client-facing page, so questions come back to you. Clients can react to what you share, and inviting them keeps the whole conversation in one place.
Find your way around search results
A quick tour so you always know where you are and how to get back. Use the View control to move between your filters and your results list. Click any column header to sort. Preview a listing inline, or open the full detail page, and use the three dot menu on a row to reach that listing's actions. The View switcher always returns you to your full results.
Run a search and share the results
The same searches you run today, shown the Perchwell way. Your client wants a three bedroom, two bath home in a subdivision with a waterfront view, so you build the filters, save the search, and send the listings over. When a filter is not where you expect it, use the Filter Filter to look it up by name instead of hunting through groups.
Share a listing without inviting the client, on your computer
Not every client needs a Perchwell account. Select one listing or several, then send them by email or copy a public link you can text over. No invitation required.
Share a listing without inviting the client, on your phone
The same thing from the app. Pull up the listing through Universal Search, select what you want to send, then email it, copy the public link, or share it out through your phone's share sheet.
Run a map search, part 1: the radius tool
When a client cares about a specific spot rather than a whole city, start on the map. This covers drawing a radius and adding commute distances so results line up with where they actually need to be.
Run a map search, part 2: polygons, freehand, overlaps, and exclusions
The rest of the map toolkit. Draw a polygon or a freehand shape, stack several shapes together, choose whether you want everything inside all of them or only the overlap, and carve out an area you want excluded.
Share a one page report with your client
From the same search, drop your selected listings into a report and send it. You can choose a property report, a listing presentation, and other layouts, then text or email the finished report straight to the client.
Set up auto emails and search alerts for a client
Save the search, share it with your client, and let the alerts do the follow up. New listings that match the criteria go out automatically, so your client hears about them the day they hit the market and you stay in the loop too.
Schedule showings for listings
Contact listing agents one at a time or in bulk to book showing times. You can pull in properties with open houses and build a route for the showings you have scheduled, so the day plans itself.
Print reports to bring to an appointment
When you are walking properties with a client, print the full property page for each listing and bring the stack with you.
Build a CMA and share it with your client
To land on the right listing price, pull comparable properties in the area using the distance radius, select the ones that make your case, and build a Quick CMA. It shows your client what similar homes are going for and what they offer, and you can send it straight over.
Keep an eye on an area with a hot sheet
To track what is selling, what dropped in price, and what just came on in an area you cover, turn a saved search into a dashboard hot sheet and watch it from your home screen.
Enter a draft listing and understand autofill
When you start a new listing, Perchwell fills in what it already knows, including address, tax, and other public data, so you are not typing from scratch. This walks through what arrives automatically and what you still need to enter. To save a partial as a draft you only need a handful of required fields, and the rest can wait. One thing worth knowing: the active date shown above a draft's status is the date it is set to go live, not today's date.
Build an Auto CMA that updates itself
A regular CMA is a snapshot. An Auto CMA keeps working after you send it. You start the same way, pulling comps around your subject property with the distance radius, but choosing the Auto CMA option ties the comp set to your criteria. As prices change, statuses flip, and new comps come on, the analysis refreshes on its own and your client always sees current numbers. Coming soon.