Use this article to choose a sample email for your clients, whether you're inviting them to Perchwell or letting them know about the transition. Each email is ready to personalize and send.
Personalize a sample email
Personalize a sample email by replacing each bracketed placeholder with your own details:
[CLIENT FIRST NAME]: Your client's first name.
[SIGN OFF]: Your preferred closing and name.
[AGENT NAME], [PHONE], and [EMAIL]: Your name and contact information.
[LISTING PUBLIC LINK]: The public link to the seller's listing.
Invite active buyers with a sample email
Send this sample email to active buyers you plan to work with in Perchwell. Invite them from the Contacts page too, so they receive the invitation email. Invite Clients to Perchwell and Resend Invitations explains how.
Subject line options:
Your home search is moving to Perchwell
Watch for your Perchwell invite
Email body:
Hi [CLIENT FIRST NAME],
Our MLS recently switched to a new platform called Perchwell, and I'll be using it for your home search. My favorite part is the Perchwell app, where we can keep your search in one place and talk through listings together.
Here's all you need to do:
Watch for an invitation email from Perchwell.
Accept the invitation and set your password.
Sign in to explore the searches and listings I've shared with you. In the mobile app, you'll find your shared searches under the My Searches dropdown.
Accept Your Agent's Perchwell Invitation walks you through getting started.
Like listings with the heart icon and message me about any of them in one place, so I always know what's catching your eye.
If you have questions, just reply here or text me. Excited to keep the search going.
[SIGN OFF]
Tell clients about Perchwell with a sample email instead of an invitation
Send this sample email to tell clients about Perchwell without inviting them. You'll keep working with them by email and text.
Subject line:
A small change on my end (nothing you need to do)
Email body:
Hi [CLIENT FIRST NAME],
Our MLS recently switched to a new platform called Perchwell.
There's nothing you need to do. The listings and reports I send will look a little different, but nothing changes about how we work together.
[SIGN OFF]
Update sellers about their listing with a sample email
Send this sample email to sellers with an active listing to tell them about Perchwell and share their listing's public link. Share Listings with Clients from Search explains how to copy the link from the Share window.
Subject line:
A quick update about your listing
Email body:
Hi [CLIENT FIRST NAME],
I wanted to give you a quick update about your listing. Our MLS recently switched to a new platform called Perchwell.
The transition doesn't change how I'm marketing your home. Your listing is still on the MLS and the real estate websites where it normally appears.
Take a look at the new public link and let me know what you think: [LISTING PUBLIC LINK]
I'll keep you updated as always. Reach out anytime with questions.
[SIGN OFF]
Check in with past clients about Perchwell with a sample email
Send this sample email to check in with past clients or people in your sphere and tell them about Perchwell. Keep the bracketed line about alerts only for clients who receive your saved search alerts. Set Up Email Alerts for Saved Searches explains how to send alerts to clients.
Subject line:
A quick hello and a small update
Email body:
Hi [CLIENT FIRST NAME],
I hope you're doing well! Our MLS recently switched to a new platform called Perchwell, which I'll now be using to help clients buy and sell homes.
[If they receive your alerts: The property alerts I send you will look a little different, but there's nothing you need to do.]
I'd love to catch up over coffee and hear how things are going!
As always, I'm here if you have any real estate questions.
Warm regards,
[AGENT NAME]
[PHONE] | [EMAIL]