Navigate to Listing Presentations: From the top of your Perchwell web page, click on the Listing Presentation button to view your dashboard.

Overview of Your Page: Here, you’ll see a complete list of your existing presentations and any shared listings as a co-collaborator. Toggle between grid and list views for easy navigation.

Add New Presentation: Click on Add New Presentation to start a new presentation.

Import Listings from Tags: To add listings, select Add Listings from Tags to view and select listings organized by tags. Simply check the boxes for the listings you’d like to include.

Custom Listings: For properties not yet available in the MLS, you can create a custom listing by entering an address. This listing will only be available for presentation use, and you can add additional information to ensure it appears polished.

Arrange Order: Rearrange listings by dragging them into your preferred order. Listings are categorized by status but can be manually adjusted.

Set Subject Property: Choose a primary property by clicking the star icon, and marking it as the subject property.

Cover Page: Customize the cover with an image, title, and agent details.

Introduction & Conclusion Slides: Add preloaded slides such as client letters, agent bios, or other pages uploaded by brokerage admins.

Comparables: Add dynamic Comparative Market Analysis (CMA) views with pre-selected fields. Choose between status comparisons and side-by-side views.

Insights and Analytics: Add charts and insights comparing listings in the presentation or from a saved search. Add captions for clarity.

Access Settings: Set security preferences, including password protection and email requirements for viewing access.

Sharing Options: Share presentations via email, download, or link sharing.

Client Access: Add clients using their email to allow them secure access to the presentation.

Co-Collaborators: Invite additional agents from your brokerage to co-manage and contribute to the presentation.