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Search Page Overview

In this article: You will learn how to find listings on the Search page, apply Filters, search from the Map, manage Saved Searches, share and take action on listings, and export results.

What you can do on the Search page

Use Search as your home base for daily listing work.

  • Find listings in the Filters view.

  • Use the Filter Filter to find specific criteria.

  • Keep Listings to hide unwanted results.

  • View search results in the Search view.

  • Refine results by filtering columns

  • Use Draw and Commute tools on the map to filter by custom boundaries or travel time.

  • Save searches in Saved Searches.

  • Share listings and create reports.

  • Export listings with Export.
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Find listing using filters

Use the Filters page to add criteria and narrow down your search. Then use filter columns to fine-tune your results.

Open Filters and add criteria

Steps:

  1. Click Filters.

  2. Select common filters such as Property Type, Bedrooms, and Bathrooms.

  3. Search for additional filters via the Filter Filter. You can search for the desired filters by using the search bar on the Filters page.
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  4. Type keywords and any matching results will appear below.
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  5. Click Results to view the listing results.

  6. Filter the results further by clicking the three lines to refine your search.

  7. Click Save and name your search.

Use the Keep feature to Hide unwanted Listings

On the Results Page, click Keep, located in the Actions drop-down to only show selected Listings.

  1. Select the Listings you want to keep by clicking the check box on the left-hand side.

2. Select Actions. Then select Keep.

Now only the Listings you selected will be visible. The rest will be hidden

3. If you want to Unhide the Listings, select the Unhide icon that is located next to the Actions button.

Reorganize the columns and save a column template

On the Results page, reorganize your columns to show the information that you want to see each time you run a search. You can do so from the Columns drop down or by dragging and dropping the columns on the results page.

Steps to reorganize columns on the Columns drop down:

  1. Click on Results to view the listings that match the filters.

  2. Click the Columns drop down.

  3. Drag and drop columns to change the order by clicking the 6 dots and dragging the column.

  4. Select or deselect the checkboxes next to the columns you want to add or remove from the view.

  5. Click Save and name the template. You can select the star to save it as the default column view.

Steps to reorganize columns by reordering the columns on the results page:

  1. Click on Results to view the listings that match the filters.

  2. Click the columns and hold down the mouse.

  3. Drag the column to create the desired order.

  4. Click the Columns drop down.

  5. Drag and drop columns to change the order by clicking the 6 dots and dragging the column.

  6. Select or deselect the checkboxes next to the columns you want to add or remove from the view.

  7. Click Save and name the template. You can select the star to save it as the default column view.

📖 Check out this collection to learn more about how to save a column templates.

Flood Zones Map Layer

Use the Flood Zone option in maps to view FEMA flood areas with data directly from the FEMA Flood Map Service Center. This tool provides a map layer that displays FEMA Flood Map service data as an overlay to better understand the flood risk for listings.
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Navigate over to the search map:


On the bottom right, click the "layer" icon:

Click on the Flood zone toggle:

Create and Manage Saved Searches

Use Saved Searches to save common client criteria and return to it anytime.

Create a new saved search

  1. Add Filters to a new search.

  2. Click Save.

  3. Enter a name (example: Paul’s Ellisville Homes).

  4. When applicable, add a contact to the search.

  5. When applicable, set search notifications to the search.

  6. Click Saved Searches to view, edit, and duplicate any saved search. Keep in mind, the name of the current search will show. You can still access any saved search from this button regardless of the name shown.

Update an existing saved search

When you edit filters on a saved search an orange dot will appear above the save button:

  • Click Save to update it.

  • Clic Saved Searches to view, edit, and duplicate any saved search. Keep in mind, the name of the current search will show.

Customize how listing results and the map display

Adjust the layout on the Results page to view listings and scan through results.
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Change listing view

List View
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Select List View to hide images and focus on a compact view of listing data.

Expanded View

Select Expanded View to preview the first photo and key listing data in the first column.

Tiles View

Select Tiles View to see a consumer focused view of listings with larger photos and key details.

Preview

Select Preview to see the full listing details and page through the search results.

Analytics View
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Select Analytics View to use visual charts to view listing data.

Resize or hide the map

  • From the Filters or Results page, click and drag the 3 dots to readjust the size of the map.

  • From the Filters or Results page, click the hide map button to hide the map.

Share listings

Share listings by copying a public link, sending them by email, sending them through the Perchwell messaging app, or adding a tag.
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Share via Email

  1. Select the checkboxes next to the listings you want to share.

  2. Click Actions.

  3. In the drop down, click Share.

  4. In the pop-up window, choose Email.

  5. Choose one or more recipients in Select emails.

  6. Add a message in the message field.

  7. Edit the email Subject.

  8. Click Email to send.

Share via Public Link

  1. Select the checkboxes next to the listings you want to share.

  2. Click Actions.

  3. In the drop down, click Share.

  4. In the pop-up window, choose Public Link.

  5. Click Copy to copy the generated link.

  6. Paste the link anywhere you want to share it. For example, an email from you or a text message.

Create a Tag

Use Tags to group and organize listings for your clients, then share them in one place.

Steps:

  1. Select the checkboxes next to the listings you want to save.

  2. Click Actions.

  3. Select Tag.

  4. Choose an existing tag from the list, or type a new name to create a new tag.

  5. A highlight on the tag confirms the listings have been added.

View tagged listings in Search

Steps:

  1. Click the Columns drop down

  2. Add the Tags column to your Search view

  3. Select a tag from the list to filter your results

💡 You can tag listings on behalf of another client while running a search.
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Share via Messenger

Message invited contacts directly through Perchwell. The contact will log into their Perchwell account (desktop or mobile) to message back and forth. The contact can also like, dislike, and provide feedback on each listing.

  1. Select the checkboxes next to the listings you want to share.

  2. Click Actions.

  3. In the drop down, click Share via Message.

  4. Select the contact.

  5. Write a short message to send to the contact.
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📖 Learn about the client experience and inviting you client to Perchwell here.

Export listing results with Export

Download listing data when you need to share or analyze results outside of Perchwell.

  • Click Export icon to download a CSV.

  • Select the desired template to export the listings with the selected fields.

📖 Learn how Export templates work in this article: Exporting listings in Perchwell

Use Analytics for market insights

Switch to the Analytics view when you need to visualize the results and understand the market.

  • Review reports such as Market Share, Distribution, Location, and Trends.

  • Export reports as a PDF.

  • Email reports to clients.
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📖 Check out this collection to learn more about Analytics: Analytics

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