We're taking the hassle out of collaborating with clients. We understand how important client communication is, and we want to ensure the process is seamless. For agents who want to stay informed, here is a quick guide on how to get your clients onboarded to Perchwell.
Step 1: Getting your Contact List into Perchwell
Step 1: Getting your Contact List into Perchwell
Meet Paul, a top-performing agent who's already using Perchwell to streamline his business. After a smooth onboarding, he's ready to take his client relationships to the next level. His client Pattie, a savvy buyer searching for a single-family home in Orange County, is actively engaged in her home search. Paul knows that by empowering her with Perchwell's collaborative tools, he can deliver an exceptional experience that matches her enthusiasm.
Now, let's help Paul bring his clients into Perchwell with confidence. Our streamlined Bulk Upload feature makes transferring your client list a breeze.
Adding Contacts into Perchwell:
Navigating to Contacts.
Click on ‘Add New Contact’
Enter the required information
If you want to invite this client to Perchwell, toggle on the option and include the default email template to help get your clients up and running.
Once the information is complete, click Save.
You can also review this article on Bulk Uploading Contacts.
Things to Remember and Best Practices:
If you used a previous system, export your contacts to a spreadsheet or CSV file for a smooth process.
Use our CSV Template to ensure your information is properly structured. Copy and paste the required columns for a seamless transition.
When inviting clients to Perchwell, include the email template above to help them understand how to get started with the platform.
Step 2: Inviting Clients to Perchwell
Step 2: Inviting Clients to Perchwell
With his contacts now in Perchwell, Paul is ready to elevate his client relationships. Take Pattie, an enthusiastic homebuyer searching for the perfect single-family residence in Orange County. While they began their journey on another platform, Paul knows that Perchwell's innovative tools will transform their home search experience, empowering both of them to collaborate more effectively and move closer to finding their dream home.
Creating an Email Template
Check out our article on Creating Email Templates
Inviting a Client who is already on your Contact List
Navigate to Contacts
Locate the client you want to invite to Perchwell
click on their name to head over to their details page.
In the Account Status select ‘Reinvite Client to Perchwell’
Head over to Messages and begin the new message with your invited client including the Message Template to get them started.
Using this workflow users are unable to reinvite a client with an included message without going through the steps of creating a new client.
Inviting a Client who is not on your Contact List
Navigate to Contacts
Click on ‘Add New Contact’
Enter required information
First Name
Last Name
Email Address
Toggling On if you want to invite the client to Perchwell.
A great time to include the Message Template to let your clients know what to expect.
Save
🔁 Things to Remember and Best Practices:
🔁 Things to Remember and Best Practices:
Checking for Active Clients
Navigate to Contacts > Filters > Active and review the active clients in Perchwell. Active clients are those who have accepted the invitation and have access to the Perchwell platform.
When to invite clients to Perchwell?
When sharing listings for the first time.
Sharing reports
Sharing saved searches
Step 3: Sharing Saved Searches with Clients
Step 3: Sharing Saved Searches with Clients
With Pattie now on Perchwell, Paul is excited to showcase his curated property picks that align perfectly with her dream home vision. By sharing a saved search, he'll empower Pattie to explore properties on her own time while staying seamlessly connected for feedback and questions.
Steps to sharing a saved search:
Navigate to the saved search
select the ‘settings icon’
Navigate to the Add Contacts section, to add the client you want to include on the search.
Toggle on ‘Allow added contacts to see and edit this search’
Any contacts you add will be able to see search results and edit filters and charts. Any tag filters you have applied will remain visible only to you.
Contact your agent and walk them-through how to access the saved searches via messages
📩 Message Templates
📩 Message Templates
📱 Mobile:
Hi! I've just shared a customized property search with you in Perchwell. Here's how to access and use it:
1. On your Perchwell mobile app:
Tap the Search tab at the bottom
Select Saved Searches
You'll find our search named "{saved search name}"
2. When browsing listings:
See something you like? Here's how to share it with me:
Tap More Actions → Send via Messages
Feel free to add notes or questions about any property
3. Want to customize the search?
Tap Save → Save As... to create your own version
You can adjust any filters to refine the results
I'm here to help if you have any questions! Looking forward to finding your perfect home together.
🖥️ Desktop
Hello! I've just shared a personalized property search with you in Perchwell that matches your criteria. Here's a quick guide to get you started:
1. Accessing Your Search:
Click the Search tab at the top of your screen
Look for the Saved Searches dropdown menu
Find the search labeled with your name (I've marked it as "{saved search name}")
2. Exploring Properties:
Found an interesting property? It's easy to discuss it with me:
Simply check the box next to the listing and click Share > Send in Messages
Don't hesitate to add your thoughts or questions about any property!
3. Making the Search Your Own:
Want to adjust the search criteria? Just click Save as New Search
This creates your personal copy where you can modify any filters to better match your preferences
I'm excited to help you find your perfect home! Feel free to reach out if you need any assistance or have questions about using Perchwell.
Step 4: Saved Search Alerts and Messaging Clients
Step 4: Saved Search Alerts and Messaging Clients
With access to Perchwell's powerful messaging features, Paul is ready to take his client communications to the next level. Having monitored the market closely, he's identified several promising properties that perfectly match Pattie's vision for her family's dream home. Armed with these curated listings, Paul's ready to send a message to Pattie letting her know to check them out.
Setting Up Saved Search Alerts
💡 Learn more about Setting Up Search Alerts
Different ways to Share Properties
You can kickstart meaningful client interactions by sharing curated property listings through Perchwell. This personal touch shows clients you understand their needs and are actively working to find their perfect property. Here's how to share properties effectively:
From Searches: Select multiple listings from search results to share in bulk
From Listings: Share properties directly from listing pages using the action menu
From Tags: Share either individual listings or entire tag collections to keep communication organized
Best Practices and Reminders:
Quick Reactions: Help clients express their preferences using simple reactions - ❤️ for favorites, ❓ for questions, and ❌ for properties to skip
Detailed Discussions: Encourage meaningful conversations by clicking into listings to discuss specific features or concerns
Pro Tip: Keep the conversation flowing by being responsive and proactive. Regular engagement helps clients feel supported throughout their property journey.