Navigating to the Dashboard
You can navigate to the Dashboard from anywhere in the platform.
Click Dashboard in the top navigation bar.
Click Manage Widgets to customize your layout.
Dashboard Widgets
Widgets are tiles that can be customized on your dashboard.
Hot Sheets
Track real-time market activity based on Saved Searches or property types.
Click a status change to generate a filtered results view.
Review listings tied to activity such as Price Drop or Coming Soon.
Hot Sheets update automatically based on current MLS data.
Presentations Widget
Quickly access and manage your Listing Presentations:
Review Past Work: View recent presentations with one click.
Create with Confidence: Edit an existing presentation directly from the dashboard.
Contacts Widget
Stay connected to your clients with an organized view of your Contacts:
Sort with Ease: Filter by Recently Created or New to stay proactive.
Find Fast: Use the search bar to instantly locate a contact.
Saved Searches Widget
Keep your most important searches at your fingertips:
Stay Organized: Sort by Name or Recently Updated.
Listings Widget
Track all active listings across your MLS:
All-in-One View: Quickly see an overview of listings in your region.
Sort Listings Your Way: Filter by address or quick options like Price Drop and Open Houses.
DOM Widget
Quickly view the median Days on Market over the span of the last three years
Quickly Review Data: Hover your mouse over the chart to view the median days on market per month.
Access Integrated Tools
Launch trusted real estate tools without leaving your workflow. Hover over the right side of the screen to access integrations, such as: You may be prompted to log in with credentials.
RPR – Dive deeper into property data with Real Property Resource.
ShowingTime – Schedule and manage showings without leaving Perchwell.
SentriLock – Control secure property access with built-in SentriLock integration
Listings Widget
Access listing management tools directly from the Listings Widget. Click the pencil icon next to an eligible listing to open the Add/Edit form.