Access your saved searches via the Saved Search dropdown. You can filter searches by category: MLS, Office, Brokerage, or Client (when available). Shortcut icons are available to quickly make changes to your saved searches.

To keep your saved searches organized, sort them by Recently Created, Recently Updated, Recently Viewed, or Alphabetically.

Toggle on alerts to receive notifications when new listings match your saved search. Choose the frequency and recipients of alerts. Note that the initial search results won’t be sent. We suggest creating a Listing or Detailed report to share the initial search.

Select Set as Template Search to apply these filters to any new searches you create. This is great for agents who work in a specific neighborhood or have a set of filters they frequently use.

Click Add Contact to Saved Search to connect searches with clients. You can create a new client profile or select an existing contact.

For clients who are invited and to Perchwell, you can toggle on if they can view and edit searches. Clients will need to have an active Perchwell account.

Remove searches that are no longer relevant. Keep in mind that deleted searches cannot be recovered, and any associated templates will be removed.

After making updates, click the green Save button at the bottom of the window to confirm changes.