Perchwell

Learn which Matrix listing fields were renamed or are not stored in Perchwell, including Township, mixed use subtypes, and more.

Listing Field Changes in Perchwell

Find which Perchwell report replaces each Matrix report, such as Agent Full, Flyer, Quick CMA, and 1004MC, and how to create it.

Find the Perchwell Report That Replaces Each Matrix Report

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

See why a listing or market number in Perchwell can differ from Matrix or the CRMLS dashboards, and what to do about it.

Why Listings and Market Data Can Look Different in Perchwell

Find your contacts moved from Matrix on the Contacts page, add any missing email addresses, and invite them to Perchwell.

Find and Update Contacts Moved from Matrix

See which saved searches and contacts moved from Matrix to Perchwell, and what to review and turn back on in each one now.

Review Your Data Moved from Matrix

Saved searches moved from Matrix start with [From Matrix: Unreviewed]. Check their filters, rename them, and turn alerts back on.

Review Saved Searches Moved from Matrix

Learn how familiar workflows from Matrix have changed in Perchwell, including Quick Search, Concierge mode, and Market Watch.

What Changed When You Moved to Perchwell

Find the Perchwell name for a feature you knew in Matrix, such as Carts, Power Bar, Market Watch, Search Criteria, and more.

Find Familiar Features by Their Perchwell Names

Learn the differences between your previous system and Perchwell.

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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