Dashboard overview
The Dashboard is your central workspace in Perchwell. It surfaces real-time market activity with hot sheets, listings, saved searches, and contact information.
Dashboard widgets
Widgets are customizable tiles that display key information.
Select the Manage widgets button in the top right corner of your screen to customize your layout.
Hot Sheets
Hot sheets allow you to track real-time market activity and updates automatically based on current MLS data.
📖 Visit this article for step-by-step guidance on adding hot sheets to your Dashboard.
Contacts Widget
The Contacts widget allows you to stay connected to your clients by storing their information in one place.
📖 Visit this article for step-by-step guidance on creating and managing Contacts.
Saved Searches Widget
The Saved Searches widget allows you to easily access the searches you have saved.
📖 Visit this article for step-by-step guidance on managing saved searches.
Tags Widget
The Tags widget allows you to manage your tags like you have with carts, so you can organize listings, track updates, and share properties with your clients.
📖 Visit this article for step-by-step guidance on creating and managing tags.
Listings Widget
The Listings widget allows you to view and manage your listings.
📖 Visit this article for step-by-step guidance on managing listings.
Integrated tools access
The dashboard allows you to launch your real estate products.
Hover over the right side of the screen to access your integrations, such as:
ShowingTime: Schedule and manage property showings
SentriLock: Manage secure lockbox access
BR Announcements: View Baldwin REALTORS® updates
Inforsparks: View listing analytics
CRS: View property information system to access public records, tax data, and maps
RPR: Access Realtors Property Resources for additional property data
📖 Visit this article for step-by-step guidance on the third-party integrations.