Use this article to find where the features and tasks you know from Paragon now live in Perchwell, and why they changed.

These Search changes in Perchwell all happen on the Search page.

In Paragon, the customizable Quick Search widget on the Home tab held one set of highlighted filters. In Perchwell, set any saved search as your Template Search, and every new search starts with its filters, sort order, columns, view, and map settings.

Only one saved search can be your Template Search at a time. Star a different saved search when you want a different starting point. Create a Template Search explains how to set one up.

In Paragon, Class had to be selected before searching. In Perchwell, select one or more property types from the Property Type Quick Filter at any point in your search. One search can also cover more than one property type, such as sales and rentals together.

Paragon's Class is now Property Type, and Paragon's Property Type is now the subtype. Filter Your Search by Property Type and Subtype covers each type and its subtypes.

In Paragon, actions such as email, print, and export were visible at all times. In Perchwell, select one or more listings in your search results to turn on the Actions menu options, such as Share and Print. With no listings selected, only Export CSV (comma-separated values) is available.

Perchwell keeps these options off until you select listings, which keeps the page clean and puts every action for your selection in one menu. Actions Menu Options on the Search Page describes each option.

In Paragon, you created and saved custom Spreadsheet views to see search results in different formats. In Perchwell, save the columns in your search results as a column template, then switch templates without leaving your results.

Customize Your Search Results View explains how to save and apply a column template.

In Paragon, a single Features field joined every feature field, and listings that matched any selected feature appeared in your results. In Perchwell, each feature category has its own filter on the Filters tab, such as Lot Description, and a listing has to match every feature filter you set.

Perchwell does not offer Or across separate feature filters, because matching any one of several filters gave results that were hard to predict. Create a Search with Filters explains how Or, And, and Not work within one filter.

These listing entry changes in Perchwell happen in the Add/Edit form.

In Paragon, each property type had a separate form, and the type could not change once the form was started. In Perchwell, enter every listing in one Add/Edit form, where the fields change with the property type you select. Change the property type after you start filling in the form if you need to.

In Paragon, you found errors only by submitting the listing. Perchwell checks your entries against MLS and brokerage rules as you fill in the form, which means you see errors before you submit. Add and Edit Listings walks through the form.

In Paragon, agents wrote every listing description by hand. In Perchwell, turn on the AI Scribe toggle in the Remarks/Directions section of the Add/Edit form to write a first draft of the public remarks from the details you entered.

AI Scribe writes descriptions designed for Fair Housing Act compliance, but you still review the draft for compliance and accuracy before you submit. Write a Listing Description with AI Scribe covers each AI Scribe setting.

Client collaboration in Perchwell centers on Messages.

In Paragon, CollabLink was a public link clients opened without logging in. In Perchwell, share listings, chat in real time, and see client reactions in Messages, Perchwell's place for client conversations.

Clients sign in to Perchwell to open Messages, which keeps each conversation private. Messages is available only for clients you invite to Perchwell. Message Clients in Perchwell explains how to start a conversation.

To send listings to someone without a Perchwell login, share them by public link, email, or text from the Search page. Share Listings with Clients from Search covers each option.

In Paragon, you could search a history of the emails sent to each client inside the platform. In Perchwell, search your own email inbox, such as Gmail or Outlook, for copies of those emails.

Your inbox gets a copy of every email Perchwell sends to your clients, and each client reply. Replies also appear in your conversation in Messages.

Saved search alerts are the exception: they reach your inbox only when you are a recipient. To keep a copy of each alert, select a Recipient option that includes you in the Edit Search window. Set Up Email Alerts for Saved Searches describes each Recipient option.

The Dashboard is the page Perchwell opens to. In Paragon, it was the Home screen.

In Paragon, the Market Monitor showed up to 30 days of activity for the MLS, firm, office, or team, filtered by Class, Type, Area, or City.

In Perchwell, add Hot Sheets to your Dashboard to track new and updated listings. Keep more than one side by side to tailor each one to a market segment or client, and set each timeframe in days, up to 998. A saved search hot sheet tracks activity for one saved search, and a quick hot sheet tracks activity across the whole MLS. Add a Hot Sheet to the Dashboard walks through both kinds.

In Paragon, BR Announcements was part of the Home screen, alongside the Message Center bulletin board. In Perchwell, open BR Announcements, the Baldwin REALTORS® updates site, from the Integrations panel on the right side of the Dashboard.

Baldwin REALTORS® keeps its announcements and bulletin board on its own site, outside the MLS platform, so the Dashboard stays focused on activity inside Perchwell. Access Integrations from the Dashboard or a Listing lists every integration.

In Paragon, you customized reports such as Agent All Fields Customizable and CMA Summary from the Preferences menu. In Perchwell, Baldwin MLS staff and Perchwell set the report layouts, such as the Quick CMA (Comparative Market Analysis) and the Full Report, which keeps formatting consistent.

You still choose what goes in each report on the Customize Report step of the report window, such as which fields or details show. The choices depend on the report. The Full Report covers a listing's details in depth, while reports such as the One Page Report are built for one purpose. Reports FAQ answers common layout questions.

In Paragon, the Financials section held about 25 calculators for different scenarios, including the Financial Amortizer. In Perchwell, the Mortgage & Tax tab of the Listing Detail Page replaces the Financial Amortizer: it estimates the monthly payment and the lifetime mortgage payment, which is the total paid over the loan term.

Perchwell does not have the other Financials calculators. For other calculations, open a free calculator online, such as one from Fannie Mae, Bankrate, or SoFi. Listing Detail Page Overview covers the Mortgage & Tax tab.