When working with buyers, Perchwell provides powerful tools to help you quickly find listings that match your client’s needs and keep them informed throughout the home search process. We’ll walk through how to run a search to find listings based on your client’s specific criteria, how to refine those results, and how to take action by sharing searches or individual listings with your clients.
How to Run a Search
In this section, you’ll learn how to use Perchwell Search, the core of your MLS workflow.
Perchwell’s search experience is designed to help you find the right properties quickly and efficiently. As you review results, you can refine your search instantly by adjusting filter criteria directly within the results table, without needing to return to the search form or lose sight of the listings you’re evaluating.
This approach allows you to explore the market, test different criteria, and narrow results faster, helping you work more efficiently for your clients.
Key Functionality
Map Tools: Property grouping and location selection, interactive map navigation, multiple map layers (roadmap, satellite, terrain), drawing tools (radius, polygon, circle), inclusion and exclusion boundaries, and adjustable map size and view.
Location Search: Visualize listings on a map and search by address, ZIP code, county, city, neighborhood, street, commute distance/drive time, and school district across any boundary or overlapping boundaries.
Search Management: Create, edit, save, and manage searches.
Search Alerts: Set customized alerts for updates on new listings, price changes, and status updates.
Search Display Views: View listing results in grid, expanded, or compact list formats.
Sorting & Filtering: Filter listings using search criteria, column headers, or AI-powered natural language search. Sort results and customize the display by adding, removing, or reordering columns.
Property Information & Filters: Access customizable listing fields and filters based on the MLS data model and public records.
Integrations: Connect with out-of-the-box and custom integrations for third-party tools, including lockboxes, showing services, and property data providers.
Putting It to Work
How to Take Action and Share Search Results
Once you’ve identified relevant listings, you can take action directly from the Search Results page. Perchwell allows you to manage showings, communicate with clients and listing agents, and generate reports, all without switching between multiple tools.
This streamlined workflow helps you stay focused on the properties you're evaluating while quickly completing the next steps in your client’s buying or selling process.
Key functionality
Search Results Bulk Operations: Select multiple listings to take actions such as viewing, sharing, creating reports, hiding or tagging properties, contacting listing agents, scheduling showings, or transferring ownership.
Data Export: Export search results and customize the export by adding or modifying the columns and fields included in the file.
Saved Searches: Save searches for future use and share them with clients or across your MLS, office, or brokerage.
Putting It to Work
Overview of the Listing Details Page
Perchwell’s Listing Details Page provides a clear, information-rich view of each property, helping you quickly analyze listings while also offering a polished, client-friendly presentation when sharing listings with buyers or sellers.
Key Functionality
Listing Details: View MLS-specific listing information, agent details, and open house data, organized with a customizable structure, hierarchy, and field labels.
Photos and Multimedia: Browse listing photos using gallery and carousel views, with support for image captions, floor plans, 3D tours, and video content.
Reporting: Generate listing reports for both print and digital sharing. Reports can be customized for client or agent views and shared through external links that do not require login.
Integrations: Access out-of-the-box and custom integrations with third-party tools such as ShowingTime, SentriLock, InfoSparks, RPR, Realist, CRS applications, and other property data providers.
Similar Listings: Quickly identify comparable properties and generate automatic CMAs directly from the listing.
Mortgage Calculator: Estimate monthly payments using variables such as sale price, down payment, interest rate, and loan term.
Putting It to Work
How to Share Listings with a Client
In this chapter, you’ll learn how to use Perchwell’s collaboration tools to share listings, communicate with clients, and manage client activity throughout the home search process.
Perchwell helps bridge the gap between agent and client technology preferences by providing collaboration tools that feel intuitive and familiar for clients, while keeping you in control of the workflow. With multiple ways to share listings and communicate, you can keep conversations, feedback, and property activity organized in one place.
Key Functionality
Contacts: Manage client contact details and keep track of their associated shared listings, searches, and reports.
Messages: Use in-app messaging to share listings and communicate with clients. Conversations are organized into dedicated threads by property, and clients can provide quick feedback using reactions such as like, dislike, or maybe.
Shared Searches: Share saved searches and market analytics with one or multiple clients. Clients can explore and refine searches while you maintain visibility into their activity. Receive alerts for new listings based on your preferred notification schedule.
Tags: Tag listings to create organized collections, associate them with specific clients, and share them through branded interactive reports. You can also set custom alerts for tagged listings.
Putting It to Work