Use this article, as an invited client, to email listings to your agent or share them in your conversation in Messages.
Share listings with your agent by email
Share listings with your agent by email from the Share window. Open it from where you are viewing the listings:
Search results: Click Results on the Search page, then select the checkbox next to each listing you want to share. Click Actions, then select Share.
Listing Detail Page: Click Actions in the upper right, then select Share via email.
The Share window opens on the Email tab.
Steps:
Select your agent in the To field
Enter a subject in the Subject field
Click Email
Your agent receives an email with the listings. To email someone other than your agent, enter their email address in the To field.
The Share window also includes these options:
CC: Select recipients to copy on the email.
BCC: Select recipients to copy without the other recipients seeing them.
Share listings with your agent in Messages
Share listings with your agent in Messages, your Perchwell conversation with them. Start from where you are viewing the listings:
Search results: Click Results on the Search page, then select the checkbox next to each listing you want to share. Click Actions, then select Share via Message.
Preview: Click a listing in your search results to preview it. Click Listing Actions, then select Share via Message to share only that listing.
Listing Detail Page: Click Actions in the upper right, then select Send as in-app message.
A separate window opens with a Search contacts field.
Steps:
Select your agent
Click Share
Enter a message in the Include a message field
Click Send
The listings appear in Shared properties in your conversation, and your agent receives an email.
Communicate with Your Agent via Messages in Perchwell explains how to chat with your agent and react to the listings they share with you.