The table below outlines the data resources that will be available to you in Perchwell, when they will be migrated, and the completeness of the data, taking into account any structural/data differences between Paragon and Perchwell.
Data Resource | Migration Date | Migration Type | Data Completeness | Cutoff Period |
Listings | Start of Parallel | Live-Synced | 100% | N/A (all) |
Contacts | Week Before Cohort Start Date | One-Time Transfer | 100% | N/A (all) |
Saved Searches | Week Before Cohort Start Date | One-Time Transfer | Mixed; see below. | N/A (all) |
Saved Search & Contact Linkages | Week Before Cohort Start Date | One-Time Transfer | High | N/A (all) |
History of Shared Listings to Contacts | Not Transferred | Not Transferred | 0% | N/A (none) |
Contact Listing Notes & Reactions | Not Transferred | Not Transferred | 0% | N/A (none) |
Partials | 7/20/2026 | One-Time Transfer | TBD | 1/1/2023 |
Please note: the accuracy of the data you see in Perchwell depends on the accuracy of the data Paragon is able to provide.
You will find articles dedicated to each piece of data we are moving over:
Data Migration Best Practices
To ensure a smooth transition to Perchwell, follow these recommended steps as your cohort begins:
1. Get Started Immediately
Complete your training as soon as your Cohort begins and log into Perchwell right away. Begin using the platform by:
Adding contacts
Saving searches
Collaborating with clients
Creating Hot Sheets
Note: Contacts and saved searches are only migrated at the beginning of your cohort, so early engagement is key.
2. Review and Update Contacts - all contacts will be uninvited on Perchwell
Ensure all contacts have valid email addresses
Invite any contacts you would like to collaborate with directly on Perchwell
3. Review Saved Searches - all search alerts will be disabled
Saved searches must be reviewed because some filters are either dropped or restructured during migration due to MLS data standardization and system upgrades, which can impact search accuracy and results.
Review each saved search for accuracy.
Once verified, remove the “From Paragon: Unreviewed” prefix