Using Search in Perchwell
Search is built to streamline your daily workflow and keep everything moving. From this page, you can:
Create and Save a Search
Create a new search to begin applying filters and organizing results.
Steps
Click Create New Search.
Enter a name for the search.
Click Save.
To confirm you are in the correct search:
Open the Saved Search dropdown.
Verify the active search name.
Using the Saved Search Drop Down
The Saved Search dropdown allows you to manage and access saved searches.
From this menu, you can:
View previously saved searches
Switch between searches
Set alerts
Apply templates
Save Changes to an Existing Search
Use Save Changes to update a search after modifying filters or layout.
Steps
Apply new filters or adjust your layout.
Click Save Changes.
💡 If you applied filters before clicking Create New Search, clicking Save Changes allows you to name and save the search.
Once saved, the button will display Saved.
Using the Universal Search Bar
Use Universal Search to quickly locate a specific listing, agent, or contact.
The Universal Search bar is located in the top right corner of every page.
Enter:
An address
An MLS number
An agent name
A contact name or email
Selecting a result opens the corresponding page.
Filtering Listings
Use filters to narrow results based on property details, status, and location.
Using the Filters Button
The Filters button provides access to commonly used and advanced filters.
Steps
Click Filters.
Select the filters you want to apply.
To access the full list of available filters:
Click the + icon.
Select additional filter options.
Selected filters appear as filter columns on the Search page.
Using the Filters Columns
Filter columns allow you to adjust criteria directly from the Search page.
You can:
Click the dropdown arrow in a column to modify parameters.
Drag and drop columns to reorder them.
Click the X to remove a filter column.
Using the Active Filters Pins
Active filters appear as bubble tiles at the top of the Search page.
Active filters are highlighted in the filter row and Filters panel.
Removing a bubble removes the corresponding filter.
📖 Explore this guide for a deeper look at how to create a search with filters.
Customize Map and Listing Views
Adjust the layout to control how listings and map data are displayed.
Adjust Listing View
Choose from:
Grid view
Compact List view
Expanded List view
Switch views using the layout controls above the results.
Adjust Map View
Resize or hide the map to change the screen layout.
You can:
Select ¾, ½, or ¼ view.
Click the hide icon to collapse the map.
Export Listings
Export listing data for external use.
Steps
Click Export.
Select a template or create one.
Download the file as a CSV.
Templates may include predefined formats provided by your MLS.
📖 Dive into this article to learn more about exporting listings in Perchwell.
Use Analytics
Access Analytics for chart-based data tied to your current search.
Steps
Click the Analytics tab.
Select or create charts.
Export charts as PDF or email them.
Analytics reflects the filters currently applied to your search.
📖 Check out this article to explore analytics in more detail.
Tip
Searches must be saved before alerts can be set.
Active filters update results automatically.
Layout adjustments do not change filter criteria.
Analytics and exports reflect your current search filters.