Table of Contents
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Additional Resources
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1. :perchwell_app_icon_29x29-3x: Search
Enhancing Filters
Enhancing Filters
Customizing your Search Display
Customizing your Search Display
Client Portal
Client Portal
Commute Filter
Commute Filter
Current Status and Listing Activity
Current Status and Listing Activity
Universal Search Bar
Universal Search Bar
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🔑 Key Takeaway:
- Smart Search Filters – Easily find properties using filters for location, price, bedrooms, and amenities
- Interactive Map Tools – Draw custom search areas and use commute filters to find the perfect location
- Customizable Views – Switch between grid, list, and map views to browse listings your way
- Saved Searches & Alerts – Save your favorite searches and get notifications about new matching properties
- Client-Friendly – Share searches with clients and collaborate on finding their dream home
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2. :perchwell_app_icon_29x29-3x: Client Collaboration
Contact’s Overview
Contact’s Overview
Tagging Listings
Tagging Listings
Contact’s Detail Page
Contact’s Detail Page
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🔑 Key Takeaway:
- Contact Management & Organization – Easily add, sort, and group contacts while managing multiple email addresses for seamless communication.
- Smart Access Control – Give clients access to essential features like dashboard and searches, while keeping sensitive information private.
- Real-Time Activity Tracking – Monitor client engagement through login tracking and shared content history.
- Efficient Collaboration – Share and modify searches, listings, and reports directly from contact profiles for streamlined client interaction.
- Data Flexibility – Export contact data as needed and organize contacts into custom groups for better relationship management.
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3. :perchwell_app_icon_29x29-3x: Analytics + Reports