Introduction
Utilize the Listing Report feature to present a concise summary of a property listing. This includes key information such as status, price, and Days on Market (DOM). This powerful tool is designed to enhance your workflow and equip you with the data needed to excel in your field.
Step 1: Select the Report Type
Visit the Search page and choose the listings you want to include in your report.
A pop-up window will appear at the bottom of the page.
Click 'Create a Report'.
Select 'Listing Report' from the options provided.
Step 2: Personalize Your Report
Give your report a title and add a subtitle if needed.
Determine where links within the report should open:
Inside Perchwell - This requires the client to log in.
Externally with your Branding - Links will open in a new tab under your brokerage's branding.
Choose the details to be displayed in your Listing Report. Options encompass:
Listing Agent Information
Your Contact Information (pre-selected)
Exact Address (pre-selected)
DOM (pre-selected)
Open House Details (pre-selected)
Listing Date (pre-selected)
Cross-Streets (pre-selected)
Neighborhood (pre-selected)
Large Map
Set the report layout as either Portrait or Landscape.
Use the Drag and Drop feature to arrange the listings in your desired sequence.
Step 3: Distribute Your Report
You can share your report via email, print it directly, or download a copy.
For email sharing:
Input the email addresses of the clients who should receive the report.
Add an email subject. Both you and your client will receive a copy of the report.
A standard message will be included in the email, but you have the option to customize it. You can also create Base Template messages for consistent communication across your brokerage.
Need Assistance?
Should you need further assistance with creating a Listing report, our dedicated support team is here to help. Connect with us through the chat box in the bottom left-hand corner or reach us via email at support@perchwell.com.