Perchwell

Find and manage listings fast with powerful search tools

Search

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

The Search Page Overview

In this article, you will learn how to export listing results from the Search page as a CSV file, and how to build export templates so you can reuse the…

Export Listings in Perchwell

In this article, you will learn how to turn on email alerts for a Saved Search, choose how often alerts are sent, and decide who receives them.

Set Up Email Alerts for Saved Searches

In this article, you will learn how to add a client to a saved search and turn on client collaboration so they can view results and help refine criteria.

Add an Invited Client to a Saved Search

In this article, you will learn how to use the Status and Activity filter to find listings based on what they are now and what changed recently. You will also…

Understand Status and Activity Filter

Quickly share multiple listings at once. Select properties from Search and send them in a single email or public link. Clients view everything together in one clean carousel.

Sharing Multiple Listings via Email or with a Public Link

In this article, you will learn how to use the Universal Search Bar to find listings, agents, and contacts from anywhere in Perchwell.

Universal Search Bar

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

Using the Map on the Search Page

Launch a CloudCMA Listing Presentation directly from Perchwell Search. Select listings in Search and open CloudCMA with those listings automatically populated.

Create a Cloud CMA Presentation from Search

Using Searchwell

In this article, you will learn how to change your listing view, adjust the map, and customize the columns on your Search page so you can review listings faster.

Customize Your Search View

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

Sorting Listings on the Search Page

In this article, you will learn how to open Saved Searches, sort and filter your saved searches, and manage sharing, alerts, templates, and deletion.

Manage Your Saved Searches

Step-by-step guidance on creating and refining searches to surface the most relevant results.

Use smart search filters to find properties by price, bedrooms, neighborhood, and more.

Enhancing Your Search with Filters

In this article, you will learn how to add the Commute filter, set an origin, and narrow results by travel time and transportation mode.

Filter Your Search by Commute

In this article, you will learn how to filter listings by exact words or phrases using the Text filter, including how to format keywords with quotation marks.

Filter Your Search by Keywords

In this article, you will learn how to find listings with scheduled Open Houses, add the Open House filter, and set a date range.​

Search for Open Houses

In this article, you will learn how to open Draw from the Filters menu or Location column, draw an inclusion or exclusion shape, and save a custom boundary.

Create Custom Boundaries with the Draw Filter

Use the Property Type filter to search for listings based on category, including residential, commercial, land, and income properties.

Filtering your Search by Property Types

Use Perchwell’s smart search filters to quickly find properties across BaldwinMLS by price, bedrooms, location, status, and more. Refine results in real time and create reports to share with clients.

Creating a Search with Filters in Perchwell

Learn how to apply filters to narrow results, customize your view, and pinpoint the properties you need.

Filters

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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