Navigating Saved Searches
Access all of your saved searches directly from the Search page, making it easy to revisit and act on your criteria anytime.
Click the Saved Searches dropdown.
Scroll through the list or use the search bar to find a specific search.
Select the saved search name to open, view, or update results.
Shortcut icons let you manage saved searches quickly, without opening settings.
Add Contact – Share a search with a client.
Enable Alerts – Get notified when new listings match your criteria.
Search Settings – Edit filters and preferences.
Base Template – Set a default filter template for future searches.
Delete – Remove searches you no longer need.
To stay organized, sort saved searches by Recently Created, Recently Updated, Recently Viewed, or Alphabetically.
Managing Search Settings
Enabling Alerts
Turn alerts on to receive notifications when new listings match your saved search. Choose delivery frequency and recipients.
💡 Note: Initial search results are not sent automatically; learn how to share searches here.
Template Settings
Select Set as Template Search to apply these filters to any new searches you create. This is ideal if you frequently work within the same neighborhood or use consistent criteria.
Adding Contacts
Click Add Contact to Saved Search to connect clients to a search. You can create a new contact or select an existing one from your contacts list.
Allow Added Contacts to View Searches
For invited clients with an active Perchwell account, you can choose whether they’re allowed to view and edit searches, keeping collaboration flexible and controlled.
Deleting a Saved Search
Delete searches that are no longer relevant. Deleted searches can’t be recovered, and any associated templates will also be removed.
Saving Changes
After making updates, click the green Save button at the bottom of the window to confirm your changes.
Tips and Tricks
Filter saved searches by category: MLS, Office, Brokerage, or Client (when available), to find what you need faster.