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Invited Clients: Quick Guide to Getting Started

A step-by-step guide to getting started as an invited client.

Updated this week

šŸ” Pattie’s Journey with Perchwell

Pattie’s just been invited by her agent, Paul, to join Perchwell—the real estate intelligence platform designed to make her home search simple, efficient, and actually enjoyable. Whether she’s a first-time buyer or a seasoned pro, Perchwell gives her the tools to stay informed, organized, and in sync with her agent.

Let’s walk through her onboarding journey together, so you know exactly what to expect when you’re invited to Perchwell.


šŸ“² Step 1: Download the Perchwell App

Pattie is relaxing on her couch in Orange County, excited to start her search. Paul has just sent her an invite, and the first step is downloading the Perchwell app.

Here’s how:

  1. Head to the App Store (iPhone) or Google Play Store (Android).

  2. Search for Perchwell and download the app.


šŸ“§ Step 2: Accept Your Invitation

With the app downloaded, Pattie’s ready to activate her account.

To get started:

  1. Open the email from Paul with your Perchwell invitation.

  2. Click "Accept Invitation."

    • āœ… Important: Create your password on a desktop browser or mobile web browser—not inside the app.

  3. Set your password and log in via desktop or mobile app using your new credentials.

And just like that, you're in!


šŸ” Step 3: Explore Shared Searches

Once logged in, Pattie can instantly view the saved searches Paul created just for her—no guesswork needed.

To access your shared search:

  1. Log into Perchwell on desktop or mobile.

  2. Click the Saved Searches dropdown.

  3. Open the search labeled with your name or shared by your agent.

  4. Review filters and browse listings that match your home-buying goals.


šŸ”” Step 4: Stay Alerted to New Listings

Paul has set Pattie up with automatic alerts, so she never misses a new listing.

When a new home hits the market:

  • You’ll get an email notification with a direct link to the listing.

  • You can also view new matches from your Search Page:

    1. Go to your shared search.

    2. Sort listings by Newest First.


šŸ“¤ Step 5: Share Listings You Love

Pattie found a few homes she’s excited about and wants to loop Paul in. With Perchwell, it’s easy to share listings directly from wherever she’s browsing.
​

From the Search Page:

  1. Select the checkboxes next to listings you love.

  2. Click Share from the action bar.

  3. Choose your agent, add a message, and send.

From a Listing Page:

  1. Use the action menu on the side to share directly.

From the Tags Page:

  1. Select tagged listings you're interested in.

  2. Click Share, choose your agent, and add a note.


šŸ’¬ Step 6: Chat with Your Agent

Pattie wants to follow up on her favorite homes—and messaging Paul in Perchwell makes it seamless.
​

Here’s how to keep the conversation going:

  1. Go to the Messages tab.

  2. Tap on your chat with your agent.

  3. Leave quick reactions on listings to share your thoughts.

    1. Leave a ā¤ļø for listings you love

    2. Leave a ā“for listings you have more questions about or unsure of.

    3. Leave a āŒ for listings you don’t like.

  4. Dive deeper—click into listings and start a conversation in a dedicated chat thread.

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