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Common Perchwell FAQs

In this article, you’ll find answers to common questions about Perchwell.

Does it matter if I use the map search or filters first?

No, both work together. The map itself acts as a filter, so you can use it at any point in your search.


How many charts can I have in Search Analytics?

You can display up to 8 charts at a time.


How are similar listings determined on the listing details page?

Perchwell identifies similar listings based on factors like location, square footage, number of bedrooms, school district, and other key features.


What should I enter if the year built is unknown?

If documentation is unavailable (for example, due to storm damage), use your best estimate:

  • If the foundation was completely removed, treat it as a new build

  • If the slab remains, use the original construction year of the slab

  • Include any updates or rebuild details in the property description


How do I add videos or Matterport tours?

You don’t upload videos directly. Instead, add the link in the Add/Edit form under:

  • Virtual Tour #1

  • Virtual Tour #2

  • Branded Virtual Tour


What is an “invited client”?

An invited client is someone who can log into Perchwell and collaborate with you. They can:

  • Search listings

  • Message you

  • Save and tag properties


What is a contact group?

A contact group helps you organize your contacts by role or stage—for example:

  • Buyers

  • Sellers

  • Prospects

  • Vendors (photographers, videographers, etc.)


How can I control what sections clients see in reports?

You can collapse sections using the arrow next to each one. Collapsed sections will not appear in the full report shared with clients.


Where does Autofill get its information in the Add/Edit form?

Autofill pulls from tax records, CRS data, and other public records.


What is the maximum timeframe for a hot sheet?

You can set a hot sheet for up to 998 days.


Are analytics saved when I save a search?

Yes, analytics are saved along with your search.


How do I search for a specific street name?

Go to the Street field and enter the name in quotation marks.

Example: “Fairhope Avenue”


How do I unhide listings?

Click the eyeball icon, then select the listings you want to unhide.


Can I add notes on the listing details page from desktop?

Not yet—but this feature is coming soon.


Can I add contacts directly from my phone?

Not at this time.


What happens when I duplicate a listing?

All listing details are duplicated.


Can I search by school zone?

Yes, you can search using school-related filters.

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