Use this article to answer common client collaboration questions about invited clients and the client app, messages and emails, sharing listings, Tags, saved searches and alerts, and contacts.

An invited client is a client you invited to Perchwell. Accepting the invitation gives them a client portal, their own workspace for collaborating with you. In the client portal, invited clients:

Invite Clients to Perchwell and Resend Invitations explains how to send or resend an invitation.

Clients do not need a Perchwell account or login to view listings you share by public link, email, Tags, or text message. To have a conversation with a client in Messages, invite them to Perchwell first. They create a password when they accept the invitation.

Share Listings with Clients from Search covers sharing listings with clients you have not invited.

Yes. Invited clients view listings, receive messages, and share feedback in the Perchwell mobile app for iOS and Android. Clients accept the invitation in a web browser first, then log in to the app.

Share Accept Your Agent's Perchwell Invitation with a client who needs help getting started.

Yes. When an invited client sends you a message, it arrives in your conversation in real time. Perchwell also emails you and adds a green dot to Messages in the top navigation. With push notifications turned on, the Perchwell mobile app notifies you too.

Message Clients in Perchwell explains how to find and answer new messages.

Emails you send from Perchwell come from no-reply@perchwell.com, with your name as the sender. Replies go to you. When a client answers an email about a new message, their reply also appears in your conversation in Messages.

Conversations with clients cannot be exported from Perchwell. Review every conversation with an invited client on the Messages page.

Yes. Edit the message in the Text tab of the Share window before you click Send Text. Perchwell adds the listing link and "Reply STOP to opt out." to every text, and neither can be removed.

Enter up to 600 characters. A longer message may arrive as multiple texts.

Share Listings with Clients from Search covers texting listings step by step.

No. The listing agent does not see who you shared their listing with and cannot contact your clients through Perchwell.

Yes. Get written permission from the listing agent before you promote their listing on social media, such as Facebook or X. Perchwell does not block you from sharing another agent's listing, so getting approval is your responsibility. Contact your MLS staff with any other questions about sharing listings on social media.

No. Perchwell does not notify you when a client changes the filters in a saved search you shared with them. Changes the client saves also update the saved search in your account, which means you see the client's current filters when you open it.

Learn how to control what clients can edit in Share a Saved Search with a Client.

No. Saved search alerts from a legacy platform stop when your MLS moves to Perchwell, which prevents clients from receiving duplicate alerts. The timing varies by MLS.

To keep sending clients alerts for matching listings, turn on alerts for each Saved Search in Perchwell. When you turn on alerts for the first time, Recipient defaults to Only me. A client receives alerts once they are added to the saved search and Recipient includes contacts.

Set Up Email Alerts for Saved Searches explains how to choose recipients and alert frequency.

Yes. Add contacts from the Contacts page in the Perchwell mobile app. Turn on Invite to Perchwell while you create a contact to send them an invitation at the same time.

Manage Contacts in the Perchwell Mobile App explains how to add a contact in the app.

Perchwell does not connect to a CRM (customer relationship management system) directly.