Feature Area

Paragon Workflow

Perchwell Workflow

Context/Rationale

Quick Search

The Quick Search widget on the Home tab is customizable to highlight commonly used filters.

Navigate to the “Search” page, save one or more custom filter templates, and easily switch between templates for different highlighted combinations of filters.

The Paragon approach is limited to one template/set of filters whereas Perchwell’s approach offers multiple filter templates for different use cases.

Search by Property Type (FKA Class)

Class has to be selected first before searching.

Click the 'Property Type' dropdown on the search filters page to limit results to one property type.

Agents can start with any filter and add property type when relevant. This also enables cross-property-type searches.

Search: Multi-Select Actions

Actions (email, print, export) are always visible.

Actions appear at the top of the page only after listings are selected.

Keeps the interface clean when nothing is selected and surfaces all actions in one place once a selection is made.

Listing Maintenance: Listing Entry Flow

Separate forms for each property type. Not possible to change property types once the member starts filling out the form. Must submit the listing to identify errors.

One unified, responsive form. The selected property type determines which fields appear, and the member can update the property type if needed after filling out the form. Business rules & validations enforced in real-time.

Time saved in ease of navigation, rapid feedback on listing input errors and rule violations.

Client Collaboration: Sharing Listings

Listings shared with clients via public “CollabLink”; no client login required.

Messages serve as the client communication center (real-time messaging, push notifications, listing sharing, client reactions). Login is required.

Improved security in Perchwell: client conversations are kept private by requiring login to access.

Client Collaboration: Contact Details

Contact email and phone number are always editable. Email address is not required to add a contact.

After a client is invited to Perchwell, their email and phone can only be edited by the client via their account.Email is a required field.

Client Perchwell access requires email login, editing a client’s email without notifying them would effectively revoke access.

Client Collaboration: Platform Email Logs

The history of emails sent from the Paragon platform to each client is searchable.

Members are automatically cc’d on all outgoing emails from Perchwell so that all communication is available in their email inbox.

Standard email clients (e.g. Gmail, Outlook) now provide extensive search/filtering & organization capabilities.

Dashboard: Market Monitor

Market Monitor shows ≤30 days of listing activity within the MLS, firm, office, or team and can be filtered by Class, Type, Area, or City.

Hot Sheets can be filtered, linked to any saved search, and customized with different time intervals. Multiple hot sheets can be created and maintained side-by-side to view different market segments.

Creating multiple Hot Sheets in Perchwell allows for a greater degree of customization or tailoring to members’ market and/or clients.

Search: Spreadsheet Layouts

Custom 'Spreadsheet' report views can be created and saved to view listing search results in different formats.

Save a column view “Template” that is accessible when viewing search results.

Column “Templates” in Perchwell can be changed without needing to leave the search results.

Add/Edit: Listing Descriptions

Agents write listing descriptions manually.

Perchwell’s “AI Scribe” generates a description from entered property details. Members review and edit before publishing.

“AI Scribe” speeds up listing entry. FHA compliance is built in, but agents must still review for FHA compliance and accuracy before publishing. Listing Integrity review remains in place.

Search: “Features” Search

One “Features” field joins together all feature-related fields. Selecting multiple features uses OR logic (listings matching any feature appear in results).

Each feature category/field has a separate search filter. Cross-field OR not yet supported.

Unintuitive cross-field OR logic & user experience restricted in Perchwell.

Reports: Layout Customization

Customize reports such as the Agent All Fields Customizable and CMA Summary from the “Preferences” menu.

Static report templates tailored by Baldwin MLS staff & Perchwell’s design team (such as the Quick CMA and the Full Report) offer consistent formatting & presentation.

Perchwell’s reports are designed to surface key information in a visually appealing format. There are reports, such as the Full Report, that include all of the information related to a listing, and others such as the One Pager are designed specifically to meet the use cases they are designed for.

Dashboard: BR Announcements

BR Announcements website embedded in the Paragon “Home” screen.

BR Announcements website is accessible via an integration link on the sidebar of the Dashboard.

Perchwell screens stay focused on activity that takes place within Perchwell, and the BR Announcements is still accessible from a single click.

Financials: Mortgage & Misc Calculators

~25 different financial calculators included under “Financials” for various scenarios.

Leverage free third-party solutions (e.g. Fannie Mae, Bankrate, SoFi, etc.).

Many freely-available third-party options now exist online and can be easily identified.

Dashboard: Bulletin Board

“Message Center” on the home page allows for public posts visible to BR members.

Leverage Baldwin’s own in-house bulletin board linked through Perchwell’s dashboard.

Posts are relatively infrequent; no direct MLS platform tie-ins. More appropriate as a member benefit available outside of the MLS platform.