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Messaging Clients

Easily communicate with clients directly in Perchwell on the desktop or mobile app. Clients can view, chat, and rate listings all in one place.

Updated over a week ago

Messaging Clients in Perchwell

Messaging is available once a client has been invited to Perchwell. It allows you and your client to communicate directly inside the platform, with conversations linked to the listings you’ve shared.

Clients can:

  1. View shared listings

  2. Send messages

  3. React to properties with feedback

All communication stays organized and easy to reference.


Start a New Message

The primary way to start a conversation is from Messages.

  1. Click Messages in the navigation

  2. Hover over the Contacts slide-out bar on the left side of the page

  3. Click the New Message (pencil) icon

  4. Select the contact you want to message

  5. Enter your message

  6. Click the send icon

💡 You can also start messages from other areas of Perchwell, including:

  • The Contacts page

  • Search, using the multi-select tool

  • A listing details page

  • Tags, when sharing listings

All messages route to the same Messages view


Reactions Feature:

Reactions allow clients to leave feedback on properties. They can choose between Like, Dislike, or Maybe. Based on their reactions, listings will be sorted into their designated categories in the Shared Properties section.


Reactions & Shared Properties

Reactions help you understand client feedback on shared listings, and all feedback lives in the Shared Properties view.

Clients can react to listings using:

  1. Like

  2. Reject

  3. Maybe

These reactions automatically organize listings inside Shared Properties so you can quickly see what’s resonating.


Viewing Client Feedback

  1. Open a conversation with a client in Messages

  2. Navigate to Shared Properties

  3. Listings default to All

  4. Click Undecided, Maybe, Liked, or Rejected to filter and focus on listings with specific reactions

You can also sort listings by:

  1. Active threads

  2. Share date

  3. List date

  4. Bedrooms

  5. Price (ascending or descending)

Click any listing to jump directly into the related message thread and continue the conversation.

💡 Reactions are not a separate tool, they’re a quick way for clients to give feedback that automatically organizes listings inside Shared Properties.


Things to Know

  • Messaging is available to invited clients only

  • Clients see the same messaging interface as agents in their Perchwell account

  • Timestamps show when listings were shared and when messages were sent

  • Conversations cannot be deleted from Messages

  • All messages remain tied to the listings they reference

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