Sharing saved searches is a streamlined process that promotes efficiency and collaboration between you and your clients. When you share a saved search, your client can view the listing, modify it as needed, and receive alerts when new listings that match the search criteria are added.

In the Saved Searches section, you can manage all your saved searches. You'll find options to Add Contact, Enable Alerts, adjust Search Settings, select a Base Template, and Delete saved searches.

To give a client access to a Saved Search, you need to add them as a contact. You can add contacts to any search, which allows the client to view the saved search once they've been invited to Perchwell.

A client needs to accept an invitation to Perchwell to access a Saved Search. After logging in for the first time, the client's Search page will show Active Listings in their general area by default. By selecting the Saved Search option, they can find the saved search you've shared with them.

When alerts are activated for a saved search, you or your client will receive an email notification whenever new listings that match the search criteria are added. For clients who haven't been invited to Perchwell, the email will contain hyperlinks.

When a saved search is edited, the 'Owned By' field will update to reflect the person who made the most recent changes.

Here are a couple of tips for managing your Saved Searches:

For further assistance with sharing a saved search, our support team is always available to assist. You can reach out by selecting the chat box in the bottom left-hand corner or emailing us at support@perchwell.com.