Use this article to look up what a feature you used in Paragon is called in Perchwell. What Changed When You Moved to Perchwell explains how those workflows have changed.
Perchwell names for search filters and tools
This table matches search filters and tools from Paragon to their Perchwell names.
Paragon term | Perchwell name |
Class | Property Type, a Quick Filter on the Search page |
Property Type | Subtype, listed under each type in the Property Type filter |
Active New Construction | Active status, with Construction Status set to Under construction |
Spreadsheets | Column templates, in the Columns menu above your search results |
Power Search | Universal Search Bar, the Search field in the upper right of the top navigation |
Financial Amortizer | Mortgage & Tax, a tab on the Listing Detail Page that estimates mortgage payments |
For more information:
Filter Your Search by Property Type and Subtype covers selecting property types and subtypes.
What Each Listing Status Means defines each listing status, including new construction.
Customize Your Search Results View explains how to create and apply column templates.
Universal Search Bar explains how to find a listing, agent, or contact from any page.
Perchwell names for listing tools
This table matches listing entry and maintenance tools from Paragon to their Perchwell names.
Paragon term | Perchwell name |
Partial (listing) | Draft listing |
Maintain Listings | Manage Listings page and the Add/Edit form |
Copy / Clone (listing) | Duplicate, which saves the copy as a draft listing |
CRS (Courthouse Retrieval System) Tax Autofill | Autofill, in the Add/Edit form |
For more information:
Manage Listings Page Overview covers finding and updating your listings.
Listing Maintenance FAQ explains how to duplicate a listing and where Autofill gets its information.
Review Your Data Moved from Paragon explains how partial listings moved to Perchwell as draft listings.
Perchwell names for Dashboard, Hot Sheet, and Analytics features
This table matches the home page, market activity, and reporting features from Paragon to their Perchwell names.
Paragon term | Perchwell name |
Home | Dashboard |
Market Monitor | Hot Sheets on the Dashboard |
Statistical Reporting | Analytics |
For more information:
Dashboard Overview covers the widgets on the Dashboard.
Add a Hot Sheet to the Dashboard explains how to create a Hot Sheet.
Analytics Page Overview covers the Analytics reports for agents and offices.
Perchwell names for client, contact, and roster tools
This table matches client collaboration and roster tools from Paragon to their Perchwell names.
Paragon term | Perchwell name |
Collaboration Center / CollabLink | Contacts page, Messages, Tags, and public links to shared listings |
Listing Carts | Tags |
Roster | MLS tab on the Contacts page, or Manage People for brokers and admins |
For more information:
Contacts Page Overview covers your contacts and the MLS tab.
Message Clients in Perchwell explains how to message invited clients.
Tags Page Overview explains how to save and share listings with Tags.
Manage People FAQ answers common questions about Manage People.
Perchwell names for account settings, help, and the mobile app
This table matches account, help, and mobile features from Paragon to their Perchwell names.
Paragon term | Perchwell name |
About Me Page | User settings page, opened from Settings when you hover over your profile picture in the upper right |
Help | Help, at the far right of the top navigation, which opens the Baldwin help center, or the chat icon in the lower left, which opens a Help window with a search box |
Connect mobile app | Perchwell mobile app, for iOS and Android |
User Settings FAQ explains how to update your profile picture. To sign in on your phone, see Log In to the Perchwell Mobile App.