When to Share a Saved Search
Sharing a saved search allows your client to actively participate in the home search process.
Common use cases include:
Allowing clients to review listings that match their criteria
Collaborating on refining search filters
Keeping clients updated when new listings match the search
Organizing the home search in one shared workspace
Before sharing a search, your client must be invited to Perchwell.
Step 1: Open the Saved Search Settings
Access the saved search settings to manage sharing options.
Steps
Go to the Search page.
Open the Saved Searches dropdown.
Locate the saved search you want to share.
Click the settings icon (pencil) to open the search settings.
Step 2: Add a Client to the Search
Add contacts to allow clients to access the saved search.
Steps
In the search settings window, scroll to the Added Contacts section.
Select Add Contact.
Choose the client from your contact list.
Step 3: Enable Client Access
Allow the client to view and collaborate on the search.
Steps
Toggle Allow added contacts to view and edit this search.
Click Save.
Once saved, the client will be able to access the search in their Perchwell account.
Share Listings from a Saved Search
If you want to send listings from the search without sharing the full saved search, you can generate a report.
Steps
From your saved search results, select the checkboxes next to the listings.
In the footer action bar, click Create Report.
Choose a report type, such as Listing Report.
Follow the report workflow to email the report to your client.
When clients receive the report, they can click the listings to view the client-facing listing detail page.
Tips
Clients must be invited to Perchwell before they can access saved searches.
Once added to a search, clients can view results and collaborate on filters if editing is enabled.
Remove clients from a saved search after a transaction is complete to prevent them from receiving additional alerts.
Delete saved searches that are no longer needed to keep your search list organized.