Perchwell

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.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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