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Managing Saved Searches
Managing Saved Searches
Clay Watson avatar
Written by Clay Watson
Updated over a week ago

Introduction

With Perchwell, you can create, save, and share searches. Set up automated alerts for new listings that match your criteria and share your listings with your brokerage and MLS. This guide will take you through the process step by step.

Overview of Saved Searches

When selecting the saved search drop-down, you can view all your Saved Searches. View other available saved searches by selecting between MLS, Office, Brokerage, and Client searches. For frequently selected settings, there are Add Contact, Enable Alerts, Search Settings, Base Template, and Delete icons to help you easily manage your manage your searches.

Navigating Saved Searches

Within the saved search dropdown, you can view all your saved searches. You can also view other saved searches by selecting between MLS, Office, Brokerage, and Client searches. For easy management, we have provided icons for Add Contact, Enable Alerts, Search Settings, Base Template, and Delete.

Over time, your saved search list may grow. To help manage this, you can filter your searches by Recently created, updated, viewed, or Alphabetically by name.

Managing Search Settings

Select the 'Search settings' icon to edit your search and manage all its settings.

Enable Alerts

In the alert settings section, toggle on alerts to receive notifications whenever new listings are added that match your saved search criteria. You can also select the frequency and destination of these alerts.

Please note that the initial search will not be sent to you or your contacts. You can learn about sharing saved searches here.

Template Settings

By selecting 'Set as Template Search', any new listings you create will include the filters of the saved search. This is ideal if you frequently work in a specific location or manage certain property types.

Sharing

Share with MLS Staff

  • Toggle this on to share a saved search with all other MLS staff.

Share with Brokerage

  • Toggle this on to share a saved search with your Brokerage.

Shared with Offices

  • Select the checkbox next to an office to share your saved searches with them.

Add Contacts

Use 'Add Contact to Saved Search' to add contacts. You can either create a new client or select from your existing contact list. You can also allow added contacts to see and edit the search.

Delete

Delete any saved searches that are no longer relevant. Remember, once a search is deleted it cannot be retrieved. If the search was set as a template, it will be removed and any new searches will begin with default filters.

Save

Remember to save your changes after editing your settings. The green save button is located at the bottom of the window.

Need Assistance?

If you need any further help managing saved searches, our support team is always ready to assist. You can reach us by selecting the chat box in the bottom left-hand corner or by emailing us atsupport@perchwell.com.

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