Perchwell

In this article: You will learn how to complete the required training and gain access to Perchwell.

How to Complete Required Perchwell Training

In this article, the Perchwell Video Library Link will be shared.

Perchwell Video Library

In this article: You will find a series of short videos covering the recommended steps for getting started in Perchwell.

Getting Started in Perchwell

In this article: You will find short videos on how to run searches, set alerts, navigate listing details, and share properties with buyer clients.

Run a Basic Search

In this article: Watch short videos on managing listings, reviewing market analytics from your dashboard, and building a CMA.

Client Valuation and Adding a Listing

Use Perchwell to research comparable listings, organize reviewed properties, analyze market trends, and export listing data for your appraisal report.

Appraiser Capabilities in Perchwell

In this article: You will find short videos on how to run map searches, and use the map tools to filter for specific areas.

How To Run a Map Search

In this article: You will find a short video on how to share a one-pager with your client.

Share Reports in Perchwell

In this article: You will find short videos on how to run searches, save the search, and generate automatic emails to your clients.

Set-up Automatic Emails and Search Alerts

In this article: You will find a short video on how to create search alerts to notify you of any Listing status changes.

Set up Search Alert for a Status Change

In this article: You will find a short video on how to Schedule a showing for your Listings.

Schedule Showings for Listings

In this article: You will find a short video on how to print your reports, and bring them along as you walk through properties with a client.

Print Reports for Appointments

In this article you will understand how to invite your client to Perchwell and also understand their views on the platform.

Add the Client and Invite Them

In this article you will begin to understand any important aspects related to Hot Sheets and the Dashboard.

Hot Sheets

Getting Started Guide

For Brokers

API Documentation

For MLSs

Download for iOS

Download for Android

Baldwin Conversion Center

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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