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Sharing Listings with Clients

Quickly share listings with clients from the Search page or a listing detail page.


Share Listings

Listings can be shared from Search, a listing details page, or Tags.

Option 1: Sharing Multiple Listings from Search (Bulk Sharing)

Use the multi-select tool to share one or multiple listings at once.

  1. On the Search page, check the selection boxes on the listings you want to share

  2. A footer menu will appear at the bottom

  3. Click Share

The Share modal will open and default to Email.

Email Sharing

  1. Select the client you want to email

  2. Choose a template from the dropdown

You can choose from three templates, each with a different preset subject line and all templates can be edited before sending.

  1. Update the subject or message if needed

  2. Click Email

Public Link + Social Sharing

  1. At the top of the Share modal, click Public Link

  2. Choose to post to Facebook or Twitter

  3. Select Copy Public Link to share the URL anywhere

  4. Click Close to exit the modal


Option 2: Sharing While Viewing a Single Listing

You can share a listing directly while viewing its details.

  1. Locate the listing using Universal Search or by clicking it from your Search results

  2. View the listing

  3. Open the actions panel on the right (hover to reveal or click the three-dot menu at the top right)

  4. Click Share listing

  5. Choose how you want to share:

    1. Send in Messages

    2. Send via Email

    3. Share as social media post to Facebook or Twitter

    4. Copy public link


Option 3: Share from a Tag Folder

You can share a curated group of listings directly from a tag folder through Perchwell Messaging. Invited clients can reply inside Messages, while uninvited clients receive the listings by email.

  1. Go to the Tags page

  2. Click the bar that says “Click to view and filter tags”

  3. Open the tag containing the listings you want to share

  4. Click Share in the footer

  5. Select the contact you want to send the listings to and click Share

  6. Enter your message

  7. Click Send

You’ll be redirected to your Messages tab after sending.

💡 When sharing from a tag folder, all listings in that tag are included by default. You can use the selection boxes to choose specific listings before sending.


Share via Messaging (Bulk Action from Search)

Use the multi-select tool in Search to send listings directly through Perchwell Messaging.

  1. On the Search page, check the selection boxes on the listings you want to share

  2. A footer menu will appear at the bottom

  3. Click Share via Messaging

  4. Select the contact you want to send the listings to and click Share

  5. Enter your message

  6. Click Send


Things to Know

  • You can share listings by email, public link, social post, or Messaging

  • Clients receive listings instantly

  • Invited clients can reply inside Perchwell Messages

  • Uninvited clients receive email-only access

  • Shared listings stay updated if listing details change

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