Perchwell

Use this article to find what your clients get in the Perchwell client portal in place of each OneHome feature, and what to do for each one.

OneHome features and their Perchwell client portal matches

Clients moving from OneHome look for the same tools. This table lists each OneHome feature with its Perchwell client portal match.

<a href="https://support.perchwell.com/baldwin/en/articles/11373895-invite-clients-to-perchwell-and-resend-invitations" rel="nofollow noopener noreferrer" target="_blank">Invite Clients to Perchwell and Resend Invitations</a> explains how to invite a client from their profile.

<a href="https://support.perchwell.com/crmls/en/articles/18232897-message-clients-in-perchwell">Message Clients in Perchwell</a> explains how to share listings and read client reactions in Messages.

<a href="https://support.perchwell.com/crmls/en/articles/18233327-tags-page-overview">Tags Page Overview</a> covers saving and sharing listings with Tags and checking client activity.

<a href="https://support.perchwell.com/crmls/en/articles/18231917-accept-your-agent-s-perchwell-invitation">Accept Your Agent's Perchwell Invitation</a> walks a client through getting started.

- <a href="https://support.perchwell.com/baldwin/en/articles/11373895-invite-clients-to-perchwell-and-resend-invitations" rel="nofollow noopener noreferrer" target="_blank">Invite Clients to Perchwell and Resend Invitations</a> explains how to invite a client from their profile.
- <a href="https://support.perchwell.com/crmls/en/articles/18232897-message-clients-in-perchwell">Message Clients in Perchwell</a> explains how to share listings and read client reactions in Messages.
- <a href="https://support.perchwell.com/crmls/en/articles/18233327-tags-page-overview">Tags Page Overview</a> covers saving and sharing listings with Tags and checking client activity.
- <a href="https://support.perchwell.com/crmls/en/articles/18231917-accept-your-agent-s-perchwell-invitation">Accept Your Agent's Perchwell Invitation</a> walks a client through getting started.

Find the Perchwell client portal match for each OneHome feature your clients used, such as Favorite, Add a Note, and Request a Tour.

Find OneHome Features in the Perchwell Client Portal

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OneHome feature	Perchwell client portal match	What to do
Clients open OneHome from your email and browse without an account	Clients open shared listings by link, email, or text with no login. Invited clients also get Messages and their own searches	Invite clients from the Contacts page by adding each contact manually, or bulk upload a CSV (comma-separated values) file of up to 100 contacts at a time.
Activate my OneHome account	Accept the Perchwell invitation	Ask the client to accept the invitation email.
Favorite / Not For Me	Like, Maybe, or Reject on listings you share in Messages	See the client's reactions in Shared properties.
Listing set	Tags, or listings shared in Messages	Tag the listings or share them in Messages.
Add a Note for the agent	Messages, in real time and also emailed to you	Ask clients to message you about a listing.
Agent-saved searches the client cannot edit	A shared saved search the client opens and edits. Client edits sync to your copy	Choose what the client changes. Perchwell does not notify you when a client edits a shared search.
Request a Tour	The client shares the listing with you in Messages or by email	Ask clients to message you to book a showing.
Recent OneHome visitors and last portal visit	Client activity on the Tags page (views, likes, dislikes) and the Contacts page (logins and shared listings)	Open Tags or Contacts to check client activity.
OneHome mobile app	Perchwell mobile app, with Perchwell branding	Ask the client to accept the invitation in a browser first, then log in to the app.