Perchwell

Find and manage your saved searches on the Search page: save changes, update settings, and rename, duplicate, or delete them.

Manage Your Saved Searches

Export listings from your search results to a CSV file, and create export templates that save your preferred fields and field order.

Export Listings to a CSV File

Filter by status, price drop, or price increase with Status & Activity, set a rolling window or date range, and turn on alerts.

Filter Your Search by Status and Price Changes

Clients can only see new listings after a saved search is created, not existing matches. Walkthrough of how to share saved searches.

Sharing a Saved Search with Clients

Share a saved search with clients so they can open and edit it in their client portal, send them alerts, and remove clients from the search.

Share a Saved Search with a Client

Use the Universal Search Bar to quickly find listings, agents, and contacts from a single search field.

The Universal Search Bar

Create, save, and share searches so you never miss listings that matter and instantly stay up to date with changes in the market. Set alerts, manage templates, and collaborate across…

Managing Saved Searches in Perchwell

Use Map Search to view listings geographically and refine results by interacting directly with the map.

Using the Map on the Search Page

Change how listings display in your search results, add and reorder columns, save your columns as a template, and adjust the Search map.

Customize Your Search Results View

Sort search results by one or more fields to control the order in which listings appear.

Sorting Listings on the Search Page

The Search page is the primary workspace for finding listings, applying filters, saving searches, and creating reports.

The Search Page Overview

Using Searchwell

Share listings from Search by public link, email, or text message. Clients can view shared listings without a Perchwell account or login.

Share Listings with Clients from Search

Resources to help you navigate the Search page

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For Brokers

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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.

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

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