Feature Area | Paragon Workflow | Perchwell Workflow | Context/Rationale |
Quick Search | Use the Quick Search widget on the Home tab to highlight commonly used filters. | Go to the Search page. Save one or more filter templates. Switch between templates to quickly reuse different sets of highlighted filters. | The Paragon approach limits you to one template. Perchwell lets you save and switch between multiple templates for different use cases. |
Search by Property Type (formerly Class) | Select Class first, then set your other filters. | Open the Property Type dropdown on the search filters page to limit results to one property type. | You can start with any filter, then add Property Type when it matters. This also supports cross property type searches. |
Search: Actions for selected listings | Actions like email, print, and export are always visible. | Select one or more listings, then use the actions bar at the top of the page. | This keeps the page clean when nothing is selected and puts all actions in one place once you make a selection. |
Add/Edit: Open the Edit Listing form | Edit from Maintain Listings. | Open the Add/Edit form for an existing listing in any of these ways: | Manage Listings is your hub for editing, publishing, and duplicating listings. Edit is also available on the detail page for faster updates. |
Add/Edit: Use one listing entry form for all property types | Use a separate form for each property type. | Use one responsive form. Your selected property type controls which fields appear. Update the property type at any time if you need to. | This saves you time and makes navigation easier. You get immediate feedback on rule violations and missing required fields. |
Client Collaboration: Share listings in Messages | Share listings with clients using a public CollabLink. Clients do not need to log in. | Use Messages for real time client communication, push notifications, listing sharing, and client reactions. Clients must log in. | This improves privacy and security by requiring a login to access conversations and shared content. |
Client Collaboration: Update invited client contact details | Edit a client’s email and phone number at any time. | After you invite a client to Perchwell, only the client can update their email and phone from their account. | Client access is tied to email login. Changing a client’s email without their knowledge can remove access to their account. |
Client Collaboration: View sent emails | Search email history sent from Paragon to each client. | Review sent emails in your own inbox. You are automatically CC’d on outgoing Perchwell emails. | This keeps communication in one place and lets you use your email client’s search, filters, and organization tools. |
Dashboard: Create multiple Hot Sheets instead of one Market Monitor | View up to 30 days of activity and filter by MLS, firm, office, team, Class, Type, Area, City, or more. | Use Hot Sheets to filter activity, link to any saved search, and set custom time intervals. | Multiple Hot Sheets give you more flexibility to tailor views to your market and your clients. |
Search: Use column Templates in results | Create and save custom Spreadsheet report views to change how results display. | Save a column view Template, then apply it while you are viewing search results. | Column Templates let you change your layout without leaving the results page. |
Search: Filter by feature categories instead of one combined field | Use one Features field that combines all feature related fields. Selecting multiple features uses OR logic. | Use a separate search filter for each feature category or field. Cross field OR is not supported yet. | This is a change from Paragon. Cross field OR can feel less intuitive and may limit some search workflows. |