Review your imported searches and contacts from Paragon, then complete a few key setup steps in Perchwell. This includes creating search and communication templates, building a hot sheet, and preparing the tools you will rely on for your daily workflow.
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.
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.
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.