Inviting an Existing Contact
💡 This step is usually required for agents who imported their contacts.
Go to Contacts
Click into the contact’s detail page
Use the Reinvite to Perchwell option
Send a message using your saved template
💡 Importing a Contact List from a previous provider? Learn More about Bulk Uploading Contacts.
Inviting a New Contact
Go to Contacts > Add New Contact
Fill out name, email, etc.
Toggle Invite to Perchwell
Create a message or select from your existing templates.
Click Save
Message Template When Inviting Clients
Message Template When Inviting Clients
Hey, {name}! This is Perchwell, the tool I'll be using to help you find your perfect home! I will send a follow-up email shortly to help you get started. For now, please create your password using the link provided here either in a mobile or desktop web browser.
Follow-Up Email
Follow-Up Email
Hey {name}!
Excited to kick off the home search with you! I'll be using Perchwell to share listings, stay organized, and keep things moving. Here's how to get started:
Step 1: Accept your Invite
Hit the Accept Invitation button in this email.
Set your password. a. Heads up: It's best to do this on a desktop browser first, or use your mobile browser if needed.
Step 2: Download the App
Once your password's set, grab the Perchwell app from the App Store or Google Play and log in.
Step 3: Start Exploring
Messages: This is where I'll send listings your way.
Shared Searches: I'll create a few searches for you too. Just look for your {saved search name} in the saved search drop-down.
Search: Feel free to browse on your own! Add filters and send me anything that catches your eye. a. On desktop: Check the box next to listings > click Share > send via messages b. On mobile: Tap the circle icon > hit Actions > send via messages
Let me know if you get stuck!
Best,
Best Practices
Invite clients when you’re ready to share listings, saved searches, or reports
Use filters in Contacts to track Active Clients
Group clients by deal or relationship for easier tracking