Jump from LDP price to price historydone·
Enhanced firm ranking reportsdone·
Owner-financing filter returns resultsdone·
SP/LP ratio in Quick CMAdone·
Customize the search filter containersshipping·
Split list & close price on Quick CMAshipping·
Fix logo sizing on external LDP & PDFsshipping·
Subdivision names sorted in searchdone·
Building names on map cells for major complexesdone·
Search filters no longer autosave on every changedone·
Invite Client template preserves line breaksdone·
Street name should be a lookup, not free textvoting·
Exclude agents/offices from search resultsvoting·
Manual input for date pickersvoting·
Customize add/edit results columnsreviewing·
Open house bar on the hot sheetreviewing·
Distinguish same-firm inventory in searchreviewing·
Jump from LDP price to price historydone·
Enhanced firm ranking reportsdone·
Owner-financing filter returns resultsdone·
SP/LP ratio in Quick CMAdone·
Customize the search filter containersshipping·
Split list & close price on Quick CMAshipping·
Fix logo sizing on external LDP & PDFsshipping·
Subdivision names sorted in searchdone·
Building names on map cells for major complexesdone·
Search filters no longer autosave on every changedone·
Invite Client template preserves line breaksdone·
Street name should be a lookup, not free textvoting·
Exclude agents/offices from search resultsvoting·
Manual input for date pickersvoting·
Customize add/edit results columnsreviewing·
Open house bar on the hot sheetreviewing·
Distinguish same-firm inventory in searchreviewing·

You share feedback. We ship upgrades.

Every week, your feedback becomes the product. Here's what's happened since you started telling us.

Real asks · 127 shipped

Lucy Lety, Jim Lety, Erick Haffner and Sunnie South, Bellator, Ashurst & Niemeyershipped Jun 3

In the Quick CMA, we need to show List Price with the Sale Price for closed listings (with the % difference)

Flip for results
We built it

Show list price next to sale price in the Quick CMA

Cate Walter headshot

Built by

Cate Walter

Erick Haffner and Sunnie South, Bellator Fairhopeshipped Jun 10

Close Date is not a selectable/addable column in the listing search results (and in general, all of the key date & price fields should be columns in the results)

Flip for results
We built it

Add close date, sold date, and listing agent as selectable result columns

Built by

Alex Sabel

Sunnie Southshipped Jul 9

Split out the sell-side and buy-side volume (and use the labels above “Listing Volume” and “Selling Volume”)

Flip for results
We built it

Split listing volume and selling volume in the ranking reports

Built by

Scott Underwood

Gisele Moraes, Elite Realtyshipped Jul 16

Can we click on the price drop in Search and have it directly take us to the history for that listing

Flip for results
We built it

Click a price or price drop to jump straight to listing history

Lucy Ming headshot

Built by

Lucy Ming

Sunnie South, Baldwin HQshipped Jul 8

It would be extremely helpful to have the office address on the agent detail in the “Office Information” section because there are often multiple offices of the same name under different addresses.

Flip for results
We built it

Show the agent's office link and office address on the agent detail page

Darian Irannejad headshot

Built by

Darian Irannejad

Fallon Youngshipped Jun 16

Grouping/filter naming between “Location” vs “Location and Site Context” is confusing

Flip for results
We built it

Filter group names hide the filters members are looking for

Recent crowd favorite

Quick-Select Filter.

Find and select filter values much faster. Type any filter value into the filter search bar to trigger a dropdown of options, then select one to add it to your search. Check out the walkthrough for how it works in the wild.

How it works

  1. 1Type any filter value into the filter search bar.
  2. 2A dropdown of matching options appears instantly.
  3. 3Select a value to add it straight to your search.

Why agents love it

Fewer clicks, less scrolling, build the exact search you need in seconds.

By the numbers.

Throughout the parallel period, your team shared feature requests and bug fixes with us. Bug fixes are typically resolved within a week, and many of your asks are already shaping the platform — making it more useful and tailored to Baldwin County. We’re grateful for the feedback and excited to keep upgrading long after cutover.

0

Asks logged

Every one traced to a session, a call, or a hallway conversation.

0

Shipped in the last month

Feature requests and wishlist asks delivered.

Shipped / Coming soon

Shipped

Everything the Baldwin cohort's asks turned into.

  • Show list price next to sale price in the Quick CMA

    Reports & CMA

    In the Quick CMA, we need to show List Price with the Sale Price for closed listings (with the % difference)

    6 related conversations · shipped Jun 3 · built by Cate Walter

  • Add close date, sold date, and listing agent as selectable result columns

    Search & Filters

    Close Date is not a selectable/addable column in the listing search results (and in general, all of the key date & price fields should be columns in the results)

    6 related conversations · shipped Jun 10 · built by Alex Sabel

  • Split listing volume and selling volume in the ranking reports

    Reports & CMA

    Split out the sell-side and buy-side volume (and use the labels above “Listing Volume” and “Selling Volume”)

    10 related conversations · shipped Jul 9 · built by Scott Underwood

  • Click a price or price drop to jump straight to listing history

    Listing Detail

    Can we click on the price drop in Search and have it directly take us to the history for that listing

    5 related conversations · shipped Jul 16 · built by Lucy Ming

  • Filter group names hide the filters members are looking for

    Search & Filters

    Grouping/filter naming between “Location” vs “Location and Site Context” is confusing

    4 related conversations · shipped Jun 16

  • Show the agent's office link and office address on the agent detail page

    Admin & Access

    It would be extremely helpful to have the office address on the agent detail in the “Office Information” section because there are often multiple offices of the same name under different addresses.

    4 related conversations · shipped Jul 8 · built by Darian Irannejad

  • Show DOM next to the listed date in the Listings widget

    Analytics

    Dashboard - Listings Widget: Add DOM next to the Listed: [on_market_date] [Judd]

    3 related conversations · shipped Jul 17 · built by Lucy Ming

  • Add a subdivision or condo column to the Manage Listings table

    Add/Edit

    Add subdivision/condo as a column in the “Manage Listings” table. Requested by Craig Jackson, others [VIP]

    1 related conversations · shipped Jul 21 · built by Manjunath Amaresh

  • Let agents pick which template the Invite client button uses

    Contacts

    4 related conversations · shipped May 22 · built by Taylor Wofford

  • "Invite client to Perchwell" button in Contacts workflow does not allow template selection

    Client Sharing

    4 related conversations · shipped May 26 · built by Taylor Wofford

  • Give agents a client-facing template about the move to Perchwell

    Client Sharing

    Provide a template outlining what clients should expect during the switch from Paragon to Perchwell.

    4 related conversations · shipped Jun 16

  • Label the full report and one page report as printable

    Reports & CMA

    Not obvious that the full report and one page report were printable because they don’t have the word “Print” in them (this came up in both the in-person and virtual training)

    3 related conversations · shipped Jul 1 · built by Lucy Ming

  • Add local building, complex, and community names to map data

    Search & Filters

    We would both add the building names for all of the major complexes to our building data and surface them in the cells when you click on them.

    3 related conversations · shipped Jul 10 · built by Kateryna Barabash

  • Give listing videos and virtual tours more prominence on the detail page

    Mobile

    3 related conversations · shipped Jul 14 · built by Stella Yen

  • Custom boundary on mobile is unclear the first time through

    Mobile

    2 related conversations · shipped Jun 24

  • Display very small price changes consistently in search results

    Search & Filters

    1 related conversations · shipped May 22 · built by Umed Sharifzoda

  • Monthly fees on the Market Activity Report reads as broker fees

    Reports & CMA

    1 related conversations · shipped Jul 6

  • Default Status and Activity date ranges to MLS Effective Date

    Search & Filters

    1 related conversations · shipped Jul 9 · built by Blake Appleby

  • Add clickable arrows to the listing photo carousel

    Listing Detail

    One agent wants clickable arrows on the listing details page photo carousel to be able to quickly flip through images

    1 related conversations · shipped Jul 14 · built by Lucy Ming

  • Make the Subdivision filter lookup searchable

    Mobile

    We would like to be able to search the lookups under the Subdivision field in Search filters since there are a lot of them

    1 related conversations · shipped Jul 17 · built by Jeyson Gonzales

  • Filters button is hard to find on mobile

    Mobile

    1 related conversations · shipped Jul 20

  • Subject property CMA footer needs to stand out

    Reports & CMA

    1 related conversations · shipped Jul 20 · built by Alex Sabel

  • [iOS] Listing details page: Financials section not following Perchwell brand styling similar to Calculate modal

    Mobile

    shipped Apr 25 · built by Coulton Vento

  • Update the One Page Report bars from green to black

    Reports & CMA

    shipped May 8

  • Time zone is incorrect across Perchwell and should use ET instead of EST

    Platform

    shipped May 18 · built by Brian James

  • The saved search shared with contact email has the old Perchwell logo

    Search & Filters

    shipped May 26 · built by Umed Sharifzoda

  • Provision Cohort 3 Users

    Platform

    shipped Jun 2 · built by Khandker Islam

  • Activity date filters apply incorrect query semantics for both Effective Date and MLS Entry Date

    Search & Filters

    shipped Jun 5 · built by Eric Thompson

  • Map boundaries not respecting search filters

    Search & Filters

    shipped Jun 8 · built by Preston Tang

  • Add Zip Code Column to Results Tab

    Platform

    shipped Jun 10 · built by Umed Sharifzoda

  • Communicate production versus sandbox usage for early access users

    Platform

    shipped Jun 12

  • Address incorrect destinations after clicking the Perchwell tile

    Platform

    shipped Jun 12

  • Unable to Drop Pin on Commute Boundary

    Search & Filters

    shipped Jun 12 · built by Preston Tang

  • Ingest brokerage & office logos from the PIC API & add to brokerage details

    Admin & Access

    shipped Jun 15 · built by Steven James

  • Show correct information in office detail pages

    Admin & Access

    shipped Jun 15 · built by Darian Irannejad

  • Fix County Mapping

    Search & Filters

    shipped Jun 16 · built by Erik A Tack

  • Analytics → Median bug: Remove the MLS Median from the Median widget

    Analytics

    shipped Jun 17 · built by Robbie Neuhaus

  • [iPad] Map performance and crashes

    Search & Filters

    shipped Jun 18 · built by Paul.dewaal

  • Order subdivision names on search

    Search & Filters

    shipped Jun 18 · built by Erik A Tack

  • [Mobile] HOA fees are shown with "Month" next to an annual value

    Mobile

    shipped Jun 22

  • Add "Hide Map" button to the Filters screen

    Search & Filters

    shipped Jun 23 · built by Darryl Mendonez

  • Update the name of the "View" field to be "View (incl Water View)" only in Search filters

    Search & Filters

    shipped Jun 23 · built by Umed Sharifzoda

  • Do after 3/1: Paragon will be adding some new fields that we should confirm we have mapped & reingest

    Search & Filters

    shipped Jun 24 · built by Darian Irannejad

  • Want to be able to comma-separated search by MLS IDs in universal search

    Search & Filters

    shipped Jun 24

  • Add/Edit drop/adjust the pin should show parcel lines

    Add/Edit

    shipped Jun 24 · built by Erik A Tack

  • Clicking the message icon from the contacts page does not start a new message with the contact if there isn’t an existing one.

    Client Sharing

    shipped Jun 24

  • Start the Dotloop integration conversation via email

    Alerts

    shipped Jun 24

  • External tags page listing cells are missing unit numbers

    Client Sharing

    shipped Jun 24 · built by Robbie Neuhaus

  • Users would like to see Cancelled listings in their reports like the Quick CMA

    Reports & CMA

    shipped Jun 24 · built by Cate Walter

  • Settings: Market Pulse User Setting update not saving

    Analytics

    shipped Jun 25 · built by Umed Sharifzoda

  • Search: Unable to Unhide Listings After Navigating Away from Search Results

    Search & Filters

    shipped Jun 25 · built by Arleth Vargas

  • Subdivision search/PD difference

    Search & Filters

    shipped Jun 25 · built by Darian Irannejad

  • Add/Edit: Lookup under "Possession" field is not displaying on PD Page

    Add/Edit

    shipped Jun 26 · built by Darian Irannejad

  • Show broker information in Office Details in addition to the column in Manage People > Offices

    Admin & Access

    shipped Jun 26 · built by Darian Irannejad

  • AE → LDP: tax_block not populating

    Listing Detail

    shipped Jun 29 · built by Darian Irannejad

  • Add/Edit: Mortgage calculator showing annual HOA amount as monthly on listings entered through Perchwell (not ingested)

    Add/Edit

    shipped Jun 29 · built by Darian Irannejad

  • Add/Edit: Auction form values are not retained when creating a listing

    Add/Edit

    shipped Jun 29 · built by Darian Irannejad

  • One Pager: Agent license # is not correct, not sure what number is populating it.

    Reports & CMA

    shipped Jun 29 · built by Umed Sharifzoda

  • [iOS] When I update sort, my analytics charts disappear

    Mobile

    shipped Jun 30 · built by Hexar Anderson

  • LDP: Listing Documents Duplicated

    Listing Detail

    shipped Jun 30 · built by Davis Martin

  • Parcel layer opens a unit address instead of the whole condo complex address

    Platform

    shipped Jun 30 · built by Kateryna Barabash

  • Fix Subdivision/Condo lookup values

    Search & Filters

    shipped Jun 30 · built by Darian Irannejad

  • Contact Details: Show all linked saved searches (not only ones with alerts on)

    Search & Filters

    shipped Jun 30 · built by mauro.settier

  • Add/Edit: Logged-in user should default to Listing Agent + Office and Office should populate automatically when Agent is selected

    Add/Edit

    shipped Jul 1 · built by Brian James

  • Add/Edit: Unable to CRS autopopulate for certain addresses

    Add/Edit

    shipped Jul 1 · built by Alex Sabel

  • Add/Edit: CRS autofill addresses return incomplete

    Add/Edit

    shipped Jul 1 · built by Blake Appleby

  • Login: Apple autofill causes broken API call and login failure

    Admin & Access

    shipped Jul 2 · built by Khandker Islam

  • Dashboard: On the listing widgets, the open house time is hard to see with the font color

    Analytics

    shipped Jul 2 · built by Tohir Kuliev

  • Add/Edit: Redundant copy in approval banner for published listings

    Add/Edit

    shipped Jul 2 · built by Tohir Kuliev

  • Reports: Asterisk when setting date in itinerary report covers the last digit of the year

    Reports & CMA

    shipped Jul 2 · built by Tohir Kuliev

  • Analytics: Market Activity Report map centers on NYC when a section has no listing results

    Reports & CMA

    shipped Jul 6 · built by Scott Underwood

  • Search: Price filter “m” shortcut produces $NaN when typing values like 4.1m

    Search & Filters

    shipped Jul 6 · built by Blake Appleby

  • Open Houses not displaying correctly on listing

    Platform

    shipped Jul 6 · built by Nikita Sushko

  • Search: Ensure "hide map" sticks when user starts new search from "Start new" button

    Search & Filters

    shipped Jul 6 · built by Darryl Mendonez

  • AE → LDP: OfficeRemarks (private_office_remarks) not populating

    Listing Detail

    shipped Jul 7 · built by Davis Martin

  • AE → LDP: AssociationYN not populating

    Listing Detail

    shipped Jul 7 · built by Davis Martin

  • Manage People -> People: Filter label should be Active/Inactive, not Active/Deactivated

    Search & Filters

    shipped Jul 7 · built by Tohir Kuliev

  • Search → Share via messaging → Add contact → Group dropdown truncated & center aligned

    Search & Filters

    shipped Jul 7 · built by Tohir Kuliev

  • [iOS] My MLS mobile search does not work when we enter both first + last name of member

    Mobile

    shipped Jul 8 · built by Coulton Vento

  • Add/Edit: Build functionality to allow up to 3 list offices on a listing

    Add/Edit

    shipped Jul 8 · built by Brian James

  • When logged in as client, Contacts -> my agent's contact details shows "uninvited"

    Client Sharing

    shipped Jul 8 · built by Robbie Neuhaus

  • LDP: Update "Under Contract" to say "Pending" in the History section

    Listing Detail

    shipped Jul 9 · built by Umed Sharifzoda

  • Some listings show a city of "Baldwin" in various places across the platform despite having another city in their addresses.

    Platform

    shipped Jul 9 · built by Robbie Neuhaus

  • Search: Add "Margaritaville Resort at The Wharf" as a lookup under the Subdivision filter

    Search & Filters

    shipped Jul 9 · built by Umed Sharifzoda

  • LDP: Remove "Agent Remarks" from the general description section in PD

    Listing Detail

    shipped Jul 9 · built by Lucy Ming

  • LDP: In Listing History, change "Permanently Off Market" to be Withdrawn

    Listing Detail

    shipped Jul 9 · built by Robbie Neuhaus

  • [Android] My MLS mobile search does not work when we enter both first + last name of member

    Mobile

    shipped Jul 10 · built by Jeyson Gonzales

  • MLS # 391280 in add/edit has a unit number but appears with “Unit Unit” in the nav of the add/edit form

    Add/Edit

    shipped Jul 13 · built by Robbie Neuhaus

  • Universal Search: Exclude deactivated Agent records from search results

    Search & Filters

    shipped Jul 13 · built by Robbie Neuhaus

  • Search: Make it possible to "Share via email" up to 100 listings at a time

    Search & Filters

    shipped Jul 13 · built by Umed Sharifzoda

  • [iOS] Subdivision filter is missing the "Exclude" option

    Mobile

    shipped Jul 14 · built by Hexar Anderson

  • [iOS] Closed status filter chip shows “Before 180 days ago” on mobile

    Mobile

    shipped Jul 14 · built by Coulton Vento

  • [Android] Closed status filter chip shows “Before 180 days ago” on mobile

    Mobile

    shipped Jul 14 · built by Hexar Anderson

  • [Android] Subdivision filter is missing the "Exclude" option

    Mobile

    shipped Jul 14 · built by Hexar Anderson

  • [Euphrates] Handle Bad Agent Data

    Platform

    shipped Jul 14 · built by Davis Martin

  • Search: When saving a search to analytics, new search kicks you back to the "Filters" tab

    Analytics

    shipped Jul 14 · built by Umed Sharifzoda

  • Search Results in Paragon do not match the search results in Perchwell

    Search & Filters

    shipped Jul 14 · built by Erik A Tack

  • Display correct location when City is not populated in Baldwin

    Platform

    shipped Jul 15 · built by Robbie Neuhaus

  • [iOS] Agent filter shows old/previous brokerage associations

    Mobile

    shipped Jul 15 · built by Coulton Vento

  • Messages: If I share a listing from the LDP, it does not show up on the main messages thread

    Listing Detail

    shipped Jul 15

  • New searches intermittently do not save

    Search & Filters

    shipped Jul 15 · built by Blake Appleby

  • Clients: The "Reset Password" workflow branding is out-of-date

    Client Sharing

    shipped Jul 15 · built by Arleth Vargas

  • LDP: Find a different logo for the two RPR integrations

    Listing Detail

    shipped Jul 15 · built by Lucy Ming

  • Add/Edit: Allow co-list agents (agents 2 and 3) to be selected from outside the listing office

    Add/Edit

    shipped Jul 15 · built by Brian James

  • Remove Central & North Baldwin County Values and Migrate Listings to Baldwin County

    Platform

    shipped Jul 16 · built by Darian Irannejad

  • Baldwin Mapping: BuyerTeamKey Fix

    Search & Filters

    shipped Jul 16 · built by Darian Irannejad

  • Financing → Owner financing filter returns 0 results in Perchwell

    Search & Filters

    shipped Jul 16 · built by Darian Irannejad

  • "Martinique on the Gulf" Lookup Error

    Platform

    shipped Jul 16 · built by Darian Irannejad

  • Fix label in search config

    Search & Filters

    shipped Jul 16 · built by Darian Irannejad

  • [Android] Agent filter shows old/previous brokerage associations

    Mobile

    shipped Jul 17 · built by Jeyson Gonzales

  • LDP: HOA fees should display entered frequency on the top bar

    Listing Detail

    shipped Jul 17 · built by Lucy Ming

  • Search filters incorrectly autosave after every change, causing members to inadvertently overwrite their searches

    Search & Filters

    shipped Jul 17 · built by Blake Appleby

  • Add/Edit: Restore quick link to LDP from MLS # badge

    Add/Edit

    shipped Jul 19 · built by Robbie Neuhaus

  • SentriLock integration tooltip shows generic "not enabled" message for agents without listing access

    Client Sharing

    shipped Jul 19 · built by Manjunath Amaresh

  • [iOS] Email Listing brings up the "contact agent" email templates.

    Mobile

    shipped Jul 20 · built by Coulton Vento

  • Lease prices in mobile universal search missing "/mo" suffix

    Mobile

    shipped Jul 20 · built by Coulton Vento

  • By default, exclude inactive agents in manage people

    Admin & Access

    shipped Jul 20 · built by Umed Sharifzoda

  • CRS autofill: when entering a listing with autofill, listings of any status can be added (instead of Active, Coming Soon, Closed)

    Data & Integrations

    shipped Jul 20 · built by Blake Appleby

  • Invite Client template newlines are being removed

    Client Sharing

    shipped Jul 20 · built by Taylor Wofford

  • Add/Edit: MLS IDs assigned in Perchwell must pick up where Paragon left off during cutover

    Add/Edit

    shipped Jul 20 · built by Patrick Shobe

  • [Android] Email Listing brings up the "contact agent" email templates.

    Mobile

    shipped Jul 21 · built by Jeyson Gonzales

  • Add/Edit: Automatically post “No” to all syndication fields if IDX Include = No

    Add/Edit

    shipped Jul 21 · built by Brian James

  • Add/Edit: AI Scribe input field does not shrink when regenerated text is shorter

    Add/Edit

    shipped Jul 21 · built by Manjunath Amaresh

  • Emails: Update expiration notice email verbiage

    Alerts

    shipped Jul 21 · built by Lucy Ming

  • MLS Staff can't see brokerage exclusive listings from all brokerages

    Admin & Access

    shipped Jul 21 · built by Robbie Neuhaus

  • When an agent shares a saved search with a contact and invites them to be able to edit it, the agent should get cc'd on the email that goes out to the contact.

    Search & Filters

    shipped Jul 21 · built by Manjunath Amaresh

  • Search: Shift-select to multi-select specific listings

    Search & Filters

    shipped Jul 21 · built by Tohir Kuliev

Coming soon

Up next in the build queue.

  • Let members customize which filters appear on the search filters screen

    Search & Filters

    Request to have a custom layout of the filters since. Many agents only sell condos along the coast and don’t want to see 90% of the filters.

    voting15%

    11 related conversations

  • Assume identity on mobile so admins and brokers can act for their agents

    Mobile

    Need to be able to assume identity on mobile for admins/brokers in order to act as others. (requested by Sunnie Sullivan who is an admin for Susan Shallow).

    voting15%

    10 related conversations

  • Quick CMA: Separate list and close price & date fields

    Reports & CMA

    In the Quick CMA, we need to show List Price with the Sale Price for closed listings (with the % difference)

    voting15%

    6 related conversations

  • Print the search results grid with all columns

    Reports & CMA

    Need to be able to print search results. Some agents review listings with each other or clients using a spreadsheet view.

    in design40%

    13 related conversations

  • Add weekly and monthly options to client alert frequency

    Search & Filters

    Is it possible to add more frequency options beyond the current daily settings (Mornings, Nights, Both)? For nurtured clients, I would like to suggest adding the following intervals: Twice Weekly, Weekly, Twice Monthly, Monthly

    in design40%

    12 related conversations

  • Run a CMA on a property that is not in the MLS

    Reports & CMA

    In the Paragon CMA feature, agents can add a subject property from their partials (or create a partial in context) for listings that are not in the MLS. The use case for this is a FSBO they’re trying to get listed where they generate all of the reports to send to the owner.

    voting15%

    8 related conversations

  • Show which contacts have unsubscribed and let agents re-invite them

    Contacts

    In contacts, need to be able to see who has unsubscribed from getting emails. In Paragon on the view & manage contacts page, there’s a red “X” if they’ve opted out of communication. When you click on it, you have the option to send that contact a “re-opt-in”/”resubscribe” message to re-open communication with them.

    voting15%

    7 related conversations

  • Add Back on Market to hot sheets and the Status and Activity filter

    Search & Filters

    Back on Market search (specifically in the hot sheet since it’s there in Paragon too even though it’s not a top-level status filter)

    voting15%

    7 related conversations

  • Display user email subscribe status in Contacts table

    Contacts

    In contacts, need to be able to see who has unsubscribed from getting emails. In Paragon on the view & manage contacts page, there’s a red “X” if they’ve opted out of communication. When you click on it, you have the option to send that contact a “re-opt-in”/”resubscribe” message to re-open communication with them.

    voting15%

    6 related conversations

  • Show the agent's phone number on public link and tag pages

    Client Sharing

    Agent phone number should appear alongside email for easier texting and referrals.

    in build55%

    5 related conversations

  • Print the agent and client versions of a report at the same time

    Reports & CMA

    Full Report & One pager - Print both Agent & Client at the same time

    voting15%

    5 related conversations

  • Add days on market and inventory totals to the market reports

    Reports & CMA

    In the “Market Activity Report”, add the average & median DOM in each section’s summary

    voting15%

    5 related conversations

  • Add DOM and total inventory sold, and price per sqft to Market Analytic Reports

    Reports & CMA

    In the “Market Activity Report”, add the average & median DOM in each section’s summary

    voting15%

    5 related conversations

  • Add total inventory in the Market Analytics

    Analytics

    In the “Market Activity Report”, add the average & median DOM in each section’s summary

    voting15%

    5 related conversations

  • Street address search needs a typeahead instead of quotation marks

    Search & Filters

    Street search in Perchwell doesn’t have a typeahead to show possible matches. Causes frustration because agents don’t always know the exact spelling for streets. Moreover, they aren’t aware that using quotes to match addresses is necessary because otherwise “{x} lane” will include all addresses with “lane”

    voting15%

    4 related conversations

  • Let members see and select all features in one view

    Add/Edit

    Will there be an all features box where we can scroll through and make our selections in one “pop up” window like we have on paragon now? - Jasmine Lawson

    voting15%

    3 related conversations

  • Members cannot type a date into the date range picker

    Platform

    Unable to manually enter the date

    voting15%

    1 related conversations

  • Hot sheet built around open houses

    Search & Filters

    Hot sheet for an open house

    voting15%

    1 related conversations

  • Let members choose which columns show on the Manage Listings page

    Add/Edit

    On the manage listings page, add the columns you want to see

    voting15%

    1 related conversations

  • Make date range selection in search easier to use

    Search & Filters

    The calendar when setting a date is tricky to select and de-select. Unclear how to set a different year. Make the map more user friendly.

    voting15%

    1 related conversations

  • Select all contacts when emailing a listing to a group

    Client Sharing

    “How can I send an email blast out to all my clients for a specific listing?” Unable to simply “Select all” in the “Send via email” flow. Ties in directly with the lady from GCMLS board who wanted to be able to send an email out to a whole group — this is the exact context where it’d be powerful.

    voting15%

    7 related conversations

  • Members get stuck in preview view and cannot find the way back to results

    Search & Filters

    Confusion about switching between results views (e.g. compact/tile/preview). Two agents got stuck on the preview view and couldn’t get out of it.

    voting15%

    7 related conversations

  • Alert on price changes, status changes, and open houses in saved search alerts

    Search & Filters

    Add additional notifications such as prices changes and status changes for Saved Search Alerts

    in design40%

    6 related conversations

  • Alert the agent when a client changes a shared saved search

    Search & Filters

    Need to get alerts as an agent whenever a client modifies a saved search you’ve shared with them in Perchwell.

    voting15%

    6 related conversations

  • Alert the agent when a client's email bounces or opts out

    Contacts

    Paragon sends us email alerts when an email no longer works because of the mailbox being full or when they opt out. I've been notified her email is full. However, when I just sent the invite here, I didn't get any type of "not working" alert. Is that a feature that should be working or that is in the works to be added - Kalena Madsen

    voting15%

    6 related conversations

  • Let members set the default map location for a new search

    Search & Filters

    Can I default where on the map I start my search?

    voting15%

    5 related conversations

  • Show how often a client logs in and views a listing

    Client Sharing

    Wants to see how many times their client logged in and how many views of a specific property. This indicates to them that the client is getting ready to make a move and is more interested in buying if they are more active on the platform and viewing the property they sent them. If they are a prospective client that is passively looking, it could indicate the same.

    voting15%

    5 related conversations

  • Export analytics charts as images or data files for marketing use

    Reports & CMA

    Can we generate SVGs/PNGs of the analytics for marketing purposes?

    voting15%

    5 related conversations

  • Add custom signatures and logos to email templates

    Alerts

    Email signature customization

    in build55%

    4 related conversations

  • Bulk invite and bulk delete contacts

    Contacts

    It would be extremely helpful to be able to bulk-delete and bulk-invite contacts.

    in design30%

    4 related conversations

  • Create a Hot Sheet directly from a saved search or a listing

    Search & Filters

    A nice feature would be to create a Hot Sheet directly from a listing so it automatically pulls the criteria into a search, allowing the agent to adjust and save it without switching tabs.

    voting15%

    4 related conversations

  • Baldwin search: group address filters under Location section

    Search & Filters

    Grouping/filter naming between “Location” vs “Location and Site Context” is confusing

    reviewing75%

    3 related conversations

  • Build the 1004MC report

    Reports & CMA

    Need the ability to create the 1004MC

    in build55%

    3 related conversations

  • Highlight your own firm's listings in search results and reports

    Reports & CMA

    In “old search” we used to visually distinguish listings within your firm with a badge. We no longer do that. Paragon distinguishes your own listings by highlighting their rows/cells and Sunnie finds it extremely helpful. She also indicated it would be very helpful to include these kinds of distinctions in the reports generated across the platform.

    in design30%

    3 related conversations

  • LDP: Exit listing preview button is hard to find

    Listing Detail

    Confusion about switching between results views (e.g. compact/tile/preview). Two agents got stuck on the preview view and couldn’t get out of it.

    in design30%

    3 related conversations

  • Give agents one page showing recent activity per client

    Contacts

    Getting a quick view of the activity for each of the major clients looking for listings

    voting15%

    3 related conversations

  • Add a NOT option to text search and to the office filter

    Search & Filters

    It would be great to have a “not” option when doing text search as well

    voting15%

    3 related conversations

  • Show photos when selecting comps

    Reports & CMA

    Subject-property comp flow would benefit from showing property photos when selecting comps.

    voting15%

    3 related conversations

  • Copy a link to or download photos from the listing gallery

    Listing Detail

    She needs to be able to right-click -> save listing images from as many contexts throughout the platform as possible. LDP is the most important one since she doesn’t always want the first listing image.

    voting15%

    3 related conversations

  • Bulk invite specific list of contacts with user-provided copy for all for Erick Haffner

    Contacts

    It would be extremely helpful to be able to bulk-delete and bulk-invite contacts.

    voting15%

    3 related conversations

  • Bring back reverse prospecting and searching contacts against a listing

    Platform

    Will we still be able to do reverse prospecting to promote our listings to all agents who have clients with it included in their custom searches? Also, can we also do searches of our own contacts about a specific property we have listed so we can create a short list of clients to call. For some reason Paragon doesn't offer the latter option, which is really frustrating. → Reverse prospecting is on our roadmap to become available before the cutover in August. You can associate your contacts with searches if I’m understanding your second question correctly

    in build55%

    2 related conversations

  • Overlapping filters make it unclear which one to use

    Search & Filters

    Overlapping filter lookups is confusing (there’s multiple ways to search for Gulf front properties, views, body of water etc)

    voting15%

    2 related conversations

  • Integrate MetroMarket Trends for deeper listing history

    Search & Filters

    Would like to integrate with MMT Search for even more history for the listing (mentioned divorce sales) (Filed here in Jira)

    voting15%

    2 related conversations

  • Year built should accept or newer instead of plus or minus

    Reports & CMA

    Fallon didn’t like the +/- on year built in the first setup wizard. It’s more intuitive for him to select a date or newer. E.g. “2015 or newer” rather than “2021 +/- 6 years”

    voting15%

    2 related conversations

  • Let agents set the name that appears on outgoing client emails

    Alerts

    I curious. When I send invites, I see that the email message starts says "Mary E said". My license is Mary E McNair, but I don't go by Mary E. I recommend changing the message settings to only first name or also include last if leaving initials. - Mary McNair

    voting15%

    2 related conversations

  • Narrow the school picklist by the listing address

    Add/Edit

    Would like to narrow down the school choices based on address - Amy Slade

    voting15%

    2 related conversations

  • BCC multiple clients when emailing listings and reports

    Client Sharing

    Add options to BCC multiple clients to the share listings via email flow and the report wizard email flows.

    reviewing75%

    1 related conversations

  • Act on several listings from Messages, including scheduling showings

    Reports & CMA

    Request to quickly schedule showings for 1 or more listings based on feedback the agent is receiving via Messages

    voting15%

    7 related conversations

  • Scope email opt-out to one agent instead of every agent

    Contacts

    Can we have a way to email a client who might have unsubscribed from Perchwell emails when they were working with another agent? (use case: Agent A overwhelmed client with too many emails, they unsubscribed, stopped working with that agent, now they work with Agent B and do want to subscribe, Agent B should be able to send them something that will allow the client to do this)

    voting15%

    6 related conversations

  • Default reports to the exact address, or drop the option in Baldwin

    Reports & CMA
    voting15%

    6 related conversations

  • Contacts: Allow re-subscribing clients who unsubscribed under a previous agent

    Client Sharing

    Can we have a way to email a client who might have unsubscribed from Perchwell emails when they were working with another agent? (use case: Agent A overwhelmed client with too many emails, they unsubscribed, stopped working with that agent, now they work with Agent B and do want to subscribe, Agent B should be able to send them something that will allow the client to do this)

    voting15%

    6 related conversations

  • Put agent-created tags above the automatic client tags

    Mobile
    voting15%

    5 related conversations

  • Search subdivisions and condo buildings from the main search bar

    Search & Filters

    Could we search by subdivision/condo in universal search?

    voting15%

    5 related conversations

  • Tags: Surface recently created tags at top and prioritise agent-created over auto-generated

    Client Sharing
    voting15%

    5 related conversations

  • Add MLS ID and City as default columns in the MLS column template

    Search & Filters

    City should be a default column in the MLS column template.

    reviewing85%

    4 related conversations

  • Add a Structure Style filter to Analytics so condos can be separated

    Analytics

    Under “Market Activity” in “Analytics”, there’s not a way to separate out condos. To fix this, we need to add the “Structure Style” filter to the top.

    in build55%

    4 related conversations

  • Let members move, hide, or collapse dashboard widgets

    Analytics

    Be able to collapse all widgets (e.g. I want to be able to quickly see all the hot sheets I have and expand the one I want to look at in more detail)

    reviewing25%

    4 related conversations

  • Add driving directions to multi-select actions on search results

    Mobile

    Multi-Driving Directions: Broker requested having a driving directions option in mult-select (feature exists in Paragon). She was thinking specifically about tours.

    voting15%

    4 related conversations

  • Digest client reactions and messages instead of alerting on every event

    Client Sharing
    voting15%

    4 related conversations

  • Make the unread message indicator bigger or show a count

    Client Sharing
    voting15%

    4 related conversations

  • Share dialog and share email copy suggest you are emailing listing agents

    Client Sharing

    Instructive copy in the listing share email suggests that you’re sharing with an agent (quite confusing)

    voting15%

    4 related conversations

  • Auto-save listing drafts so work is not lost

    Add/Edit

    Request to auto save a draft to ensure you do not lose a listing when entering. (Paragon does this every 5 minutes)

    voting15%

    4 related conversations

  • Add a visible scrollbar to the Listings widget

    Analytics

    Need a scroll bar on the Listings widget on the dashboard (“why do i only have like 9 listings under Active?”) (Specific to PC users)

    voting15%

    4 related conversations

  • Add exclude options to agent, office, and property type filters

    Search & Filters

    We would like to be able to exclude agent/offices; currently we only have the include buy/sell/either

    voting15%

    4 related conversations

  • Keep the agent front and center on client-facing pages

    Client Sharing
    voting15%

    4 related conversations

  • Search: "Email listing via Perchwell" dialog instructive copy is misleading

    Search & Filters

    Instructive copy in the listing share email suggests that you’re sharing with an agent (quite confusing)

    voting15%

    4 related conversations

  • Send multiple selected listings from mobile into a ShowingTime cart

    Mobile
    voting15%

    4 related conversations

  • Add/Edit: Alert user to save listing when leaving page.

    Add/Edit

    Request to auto save a draft to ensure you do not lose a listing when entering. (Paragon does this every 5 minutes)

    voting15%

    4 related conversations

  • Add Subdivision to the Quick CMA field options

    Reports & CMA
    in build60%

    3 related conversations

  • Prehighlight the first match in multiselect fields for faster keyboard entry

    Platform
    voting15%

    3 related conversations

  • Separate the dashboard My Listings view by buy-side and sell-side

    Analytics

    Would be helpful/clarifying to separate out the “My Listings” option by buy-side and sell-side. Elite realty member was confused by the separation.

    voting15%

    3 related conversations

  • Add 90 and 365 day options to Status and Activity date ranges

    Search & Filters

    “Can we update the tabs in the rolling window modal (for status & activity filter) to add a 365 days (i.e. year) option?”

    voting15%

    3 related conversations

  • Let clients react from a shared search and pull follow-up lists

    Search & Filters

    She would like the client to be able to like or dislike a listings from the saved searches and then she would be alerted

    voting15%

    3 related conversations

  • Add a property sub-type column and keep property types grouped when sorting

    Search & Filters
    voting15%

    3 related conversations

  • Open up the column choices in the Quick CMA

    Reports & CMA

    Our Quick CMA is limited to certain columns

    voting15%

    3 related conversations

  • Show listing expiration date on the listing detail page

    Platform

    Show listing expiration date on the details page.

    voting15%

    3 related conversations

  • Add a CRS quick link inside the listing entry workflow

    Add/Edit
    voting15%

    3 related conversations

  • Make polygons editable after they are drawn

    Search & Filters

    Need to make polygons editable

    reviewing75%

    2 related conversations

  • Add map layers for infrastructure near a property

    Search & Filters

    Need to be able to see water towers, fire stations, police stations, chemical plants, railroads (perhaps most important), electricity/power lines.

    in build55%

    2 related conversations

  • Show which contacts are already invited to Perchwell

    Search & Filters

    When linking clients to saved searches, it is impossible to know whether or not they’re invited at the time since they all look the same in the dropdown. Instead, the only workaround is to open the contacts page in another tab and cross-reference. This in turn prevents users from knowing whether or not they should allow clients to be able to see and edit the search.

    in design30%

    2 related conversations

  • Pick CMA comps from search results instead of the report wizard

    Reports & CMA
    reviewing25%

    2 related conversations

  • Listing preview is hard to dismiss on Android when pins are dense

    Mobile
    voting15%

    2 related conversations

  • Add the QR code to the other reports and the listing detail page

    Reports & CMA
    voting15%

    2 related conversations

  • Add a button on an agent record that searches that agent's listings

    Search & Filters
    voting15%

    2 related conversations

  • Restore the alert indicator on the saved searches table

    Search & Filters
    voting15%

    2 related conversations

  • Summarize listing counts by status at the top of Market Activity

    Analytics
    voting15%

    2 related conversations

  • Let Universal Search return teams and brokerages, not only agents

    Search & Filters
    voting15%

    2 related conversations

  • Filter the Listings widget by team, not just office or brokerage

    Analytics
    voting15%

    2 related conversations

  • Remove Request a Tour from the default message templates

    Client Sharing
    voting15%

    2 related conversations

  • Choose who a CSV export is sent to and use a message template

    Search & Filters
    voting15%

    2 related conversations

  • Add a Location distribution chart broken out by subdivision

    Analytics

    Committed we’d add a “Location” distribution chart for “Subdivision” since they look at it so often. Each column should be a subdivision.

    voting15%

    2 related conversations

  • Make the default email templates feel personal and branded

    Platform

    Current templates are not meaningful or useful to customers. They look like spam (filed in Jira)

    voting15%

    2 related conversations

  • Notify agents when a client opens a listing or an email

    Client Sharing

    Get notifications for when clients open listings or view emails

    voting15%

    2 related conversations

  • Contacts: Notify agent when a client opens a Perchwell email

    Client Sharing

    Get notifications for when clients open listings or view emails

    voting15%

    2 related conversations

  • Show the edit history of a tag

    Client Sharing

    Can we see the history of what was added to/removed from a tag? I.e. show the full history of edits over time..

    voting15%

    2 related conversations

  • Add a tooltip and a close-out reminder for the agency type field

    Add/Edit

    Three new fields were added to the add/edit form. Three agency types are required by the state. Leadership wants a tooltip added to the agency type field explaining it and a notice when closing out a listing to double-check the field.

    voting15%

    2 related conversations

  • Let agents opt out of emails generated by the Contact Agent flow

    Contacts

    Agents would like to be able to opt out of getting emails via “Contact Agent” flow bc they think they might get spammed

    voting15%

    2 related conversations

  • Start an offer from a listing through the Lone Wolf integration

    Data & Integrations

    Lone Wolf integration -> wants to be able to start an offer from a listing (probably TransactionDesk)

    voting15%

    2 related conversations

  • Create a hot sheet and saved search from subject property comps

    Reports & CMA

    The CMA Subject Property flow should have an option to directly create a hot sheet on the user’s dashboard with the listing’s comps (and automatically create a saved search).

    voting15%

    2 related conversations

  • Send saved search alerts from the agent rather than from Perchwell

    Search & Filters

    Saved search alerts should come from the agent instead of Perchwell

    voting15%

    2 related conversations

  • Let agents set a preferred contact method

    Contacts

    Can we as an agent select contact method preference (e.g. if we would prefer a call, text, email, etc)

    voting15%

    2 related conversations

  • Pull ShowingTime data into Perchwell analytics

    Analytics

    Showingtime integration to be able to pull additional data and see the analytics on that?

    voting15%

    2 related conversations

  • See listing view counts for other offices to benchmark performance

    Analytics

    Can we see views for other offices/brokerages’ listings so we have a sense of if there are things they do that increases views, compare it to DOM, etc

    voting15%

    2 related conversations

  • Auto-scroll the photos on client-facing listing displays

    Listing Detail

    Have the option for the photos to automatically scroll through in the external listing detail displays so that the client doesn’t need to do it on their own.

    voting15%

    2 related conversations

  • Save filter views in the Analytics tab reports

    Reports & CMA
    voting15%

    2 related conversations

  • Combine two reports into a single export

    Reports & CMA
    voting15%

    2 related conversations

  • Show only what changed since the last time the Hot Sheet was run

    Search & Filters
    voting15%

    2 related conversations

  • Break out repeat views from unique views on the listing detail page

    Listing Detail
    voting15%

    2 related conversations

  • Subject Property CMA: Consider moving column section to happen in the search result view

    Reports & CMA
    voting15%

    2 related conversations

  • Support shorter commute boundaries such as a five-minute walk

    Search & Filters
    voting15%

    2 related conversations

  • Bulk delete saved searches and bulk add a contact to several searches

    Search & Filters

    It would be very helpful to be able to bulk delete my saved searches to facilitate “spring cleaning” and bulk-add a contact to multiple saved searches. This was reported by Raquel C Noblin in Bellator Spanish Fort.

    voting15%

    2 related conversations

  • Allow Status and Activity year selection to go back before 2016

    Search & Filters

    In the status & activity filter, allow the year selection to go back further than 2016.

    reviewing75%

    1 related conversations

  • Search: Multi-select "Driving Directions" Action

    Search & Filters

    Multi-Driving Directions: Broker requested having a driving directions option in mult-select (feature exists in Paragon). She was thinking specifically about tours.

    in build55%

    1 related conversations

  • Preview mode hides the nav ribbon that shows a listing has documents

    Platform

    Preview mode for LDP doesn’t show the ribbon in the nav (unlike standard LDP) making it impossible for users to determine whether or not a listing has documents without scrolling all the way down the page.

    in build55%

    1 related conversations

  • Stop client accounts from adding contacts

    Client Sharing
    in build55%

    1 related conversations

  • No private remarks search filter, which Paragon had

    Search & Filters

    There’s no private remarks search filter though there was one in Paragon (to confirm)

    in build55%

    1 related conversations

  • Add average, minimum, maximum, and median DOM to saved search results

    Analytics

    No stats summary, specifically cannot easily find the avg/min/max/median DOM as in Paragon for a saved search.

    in design30%

    1 related conversations

  • Tighten the contact block so the email stops wrapping

    Reports & CMA

    Can we move the phone/email etc slightly to the left so we don’t that big white space and email spreading to 2 lines

    in design30%

    1 related conversations

  • Let clients add notes to listing features

    Mobile

    It would be helpful for clients to also be able to add notes to features

    voting15%

    1 related conversations

  • Support landscape photos in the mobile app

    Mobile
    voting15%

    1 related conversations

  • Support cloning listings in Add/Edit on mobile

    Mobile
    voting15%

    1 related conversations

  • People search in MyMLS and Manage People misses name variations

    Search & Filters
    voting15%

    1 related conversations

  • Verify virtual tour links before showing the tour icon in the carousel

    Listing Detail
    voting15%

    1 related conversations

  • Share a draft listing directly with a client

    Client Sharing
    voting15%

    1 related conversations

  • Autofill the property when texting another agent from the app

    Platform
    voting15%

    1 related conversations

  • Allow narrower columns in search results

    Search & Filters
    voting15%

    1 related conversations

  • Use color to separate the sections of the search filters panel

    Analytics

    Changing the colors within the search filters dashboard would help agents visualize the different sections better. Referring to ‘Focus Cell’ (excel tool) that is used in the Ninja Selling Coaching classes as a company that displays nice graphics in their system

    voting15%

    1 related conversations

  • Show waterway labels on all map views

    Search & Filters

    Want to be able to see labels of waterways on the different map views since it’s important especially around the beach, but they’re not appearing now.

    voting15%

    1 related conversations

  • Add closed price per square foot to the Quick CMA

    Reports & CMA
    voting15%

    1 related conversations

  • Roll child subdivisions up to a parent subdivision in search

    Search & Filters
    voting15%

    1 related conversations

  • Add agent annotations and AI summaries to reports

    Reports & CMA
    voting15%

    1 related conversations

  • Typeahead does not show whether an agent or office is active

    Search & Filters

    Neither typeahead distinguishes the status of the agent/office. Recommend that we use color in some way to clarify.

    voting15%

    1 related conversations

  • Add a hosting agent to open houses

    Platform
    voting15%

    1 related conversations

  • Include an agent headshot alongside the office logo on outgoing emails

    Alerts
    voting15%

    1 related conversations

  • Disclaimer references the Dashboard, which contacts cannot access

    Client Sharing
    voting15%

    1 related conversations

  • Show the listing agent on lease listings for clients

    Listing Detail
    voting15%

    1 related conversations

  • Add/Edit: If listing agents are across two different offices, then there cannot be a team on the listing.

    Add/Edit
    reviewing85%
  • Search: Invited clients are seeing listings in statuses and fields they should not have access to

    Search & Filters
    reviewing85%
  • In Tags, rename Share as "Share via message" to stay consistent across the platform

    Client Sharing
    reviewing85%
  • Add price per acre as a column option in Quick CMA

    Reports & CMA
    reviewing85%
  • User import Failure causes AMS agent updates to drop as well

    Platform
    reviewing75%
  • Universal Search: Do not show Address results (only Listings, Agents, and Clients)

    Search & Filters
    reviewing75%
  • Add/edit - three unique selling offices need to save

    Add/Edit
    reviewing75%
  • User settings menu custom links (for vibe-coded apps)

    Platform
    in build60%
  • Add Baldwin EULA

    Platform
    in build55%
  • Manage People: Need a last seen date (only shows last updated and created under a member)

    Admin & Access
    in build55%
  • Search : Prevent PAs/ assistants from sending searches to clients (restrict access to MP only)

    Search & Filters
    in build55%
  • Show correct information in agent detail pages

    Admin & Access
    in build55%
  • Provide an interface for better location handoff between web and mobile on Searches without location filters

    Mobile
    in build55%
  • One Pagers not breaking out the bathrooms to full & half on the top info bar icon

    Reports & CMA
    in build55%
  • Office information on the agent is wrong in various places

    Admin & Access
    in build55%
  • Add/Edit media design: it is not clear that the user needs to scroll within the box with the photos to see all the photos.

    Add/Edit
    in design30%
  • Add/Edit : Private Pictures

    Add/Edit
    in design30%
  • Dashboard : Repurpose the white space on top to show BR logo, email, phone number

    Analytics
    in design30%
  • Hot Sheets: Separate Closed and Leased listings in their own bars (rather than both in the Closed status)

    Search & Filters
    in design30%
  • [Listings Widget] Expand text search to include MLS ID and agent name with high-specificity matching

    Search & Filters
    in design30%
  • Need a better way to identify listings on the search map pins when there are more than 1 listings in the same address (condos for example)

    Search & Filters
    in design30%
  • One-Pager: Include the listing office in client-facing report (similar to how we give courtesy to them on the public PD (note that the font can't be smaller than anything else on the one pager)

    Reports & CMA
    in design30%
  • Add/Edit: Add option to add a live stream link when creating an open house

    Add/Edit
    reviewing25%
  • Contacts : Show time the last search alert was sent ("Last Notified" in Paragon)

    Search & Filters
    reviewing25%
  • Report Wizard: “Exit without finishing” dialog copy is very confusing

    Reports & CMA
    reviewing25%
  • [Mobile] Full filter list order change

    Mobile
    voting15%
  • [iOS] No equivalent for the multi-listing public link share on web (e.g. branded link for multiple listings)

    Mobile
    voting15%
  • [Mobile] Search: Can we replace where property type is in listing cells for subdivision/condo complex

    Mobile
    voting15%
  • [Android] No equivalent for the multi-listing public link share on web (e.g. branded link for multiple listings)

    Mobile
    voting15%
  • Use "Roster Y/N" information in Relevate/MMSI to control which Agent & Office records are displayed in MP

    Admin & Access
    voting15%
  • Search: Schools should have "exclude" and select all options

    Search & Filters
    voting15%
  • Add/Edit: "save draft" should keep you on the input sheet and "submit" should take you back to manage listings.

    Add/Edit
    voting15%
  • Allow CSV exports with more than 10,000 results

    Platform
    voting15%
  • The detailed report & listing report for Baldwin use the old report wizard UI instead of the new UI in-use for CRMLS. Do we have plans to reconcile?

    Reports & CMA
    voting15%
  • Portal Activity alerts for a client to the agent

    Client Sharing
    voting15%
  • Remove “Reset Password” action for Baldwin members (not clients) — availability should be an MLS setting

    Client Sharing
    voting15%
  • Add/Edit autofill: returning to autofill view does not show previously populated values

    Add/Edit
    voting15%
  • Universal Search: Allow searching by phone #

    Search & Filters
    voting15%
  • For email templates, can we add the ability to include the agent name the email is going out to

    Alerts
    voting15%
  • Add/Edit: Add satellite image in map view to more accurately drop/adjust the pin

    Add/Edit
    voting15%
  • Add/Edit: The dropdown style is not intuitive - it looks like the High School is not selected but it’s populated below the field (this was a nice to have request from Terryl)

    Add/Edit
    voting15%
  • Add/Edit: Add validation to Virtual tour 1/2/branded to make sure they are URLs

    Add/Edit
    voting15%
  • Dashboard → listing widget dropdown order

    Analytics
    voting15%
  • Analytics: Rental price buckets

    Analytics
    voting15%
  • It’s unclear what the “Last updated” date actually means in the bottom right-hand corner of the agent detail page.

    Admin & Access
    voting15%
  • On tagged listings, HOA fees show as “maintenance”; should be “Association Fees”

    Client Sharing
    voting15%
  • Search filters that have the option to type and filter down the lookup results is not returning the results in the desired order

    Search & Filters
    voting15%
  • [MOBILE +DESKTOP] Get rid of more/similar listings section at the bottom of LDP + Auto CMA needs to be removed as well since it relies on similar listings

    Mobile
    voting15%
  • Need a filter for virtual tour Y/N (and ideally same for floor plan as in other markets)

    Search & Filters
    voting15%
  • Restore the old functionality that auto-tagged listings shared with a client using their “system” tag (also should be named “Shared” everywhere visible)

    Client Sharing
    voting15%
  • The contact export should include all of the contact fields, not just the ones that are visible in the contacts table

    Contacts
    voting15%
  • The import/export formats for contacts should be as similar as possible

    Contacts
    voting15%
  • Contacts: Increase bulk upload limit and make it clear what it is (now randomly cuts off at different numbers when uploading many)

    Contacts
    voting15%
  • Tags: Clean up styles in external tags page

    Client Sharing
    voting15%
  • [VIP request] Incorporate mortgage/ down payment search filter from NYC

    Search & Filters
    voting15%
  • Analytics: Charts saved in a template search not applied when creating a new search when the template is on

    Analytics
    voting15%
  • Clients are inundated with emails from "Messages", so a setting should exist to suppress them

    Client Sharing
    voting15%
  • Dashboard: Reduce padding between bars in hot sheets

    Analytics
    voting15%
  • LDP: Allow condo-focused customization of the Property Details sidebar

    Listing Detail
    voting15%
  • Change all occurrences of ft^2 to sqft (feedback is primarily from sharing listings)

    Data & Integrations
    voting15%
  • Use AND logic across all location concept filters

    Search & Filters
    voting15%
  • Added Flag on Contact so All Contact Emails Receive Notifications

    Contacts
    voting15%
  • Need to be able to see all of my team’s listings in add/edit if they “can add/edit” (as it’s checked off in Paragon)

    Add/Edit
    voting15%
  • Tokenize address data to include both direction prefix and suffix - currently Baldwin input sheets only have the prefix

    Platform
    voting15%
  • Add/Edit: CRS autofill should only allow these counties: Baldwin, Escambia AL, Monroe, Mobile, Escambia FL

    Mobile
    voting15%
  • Can we make it more clear that the listing is shared when we are on PD and click Share → Start conversation? Right now it directs to the message screen that looks blank so it’s not clear

    Listing Detail
    voting15%
  • Support OR-based searches

    Search & Filters
    voting15%
  • Send expiration notices for AUC listings in addition to Active

    Platform
    voting15%
  • Review workflow for when listings expire while AUC: Baldwin would like agents to be able to update these back to Active

    Platform
    voting15%
  • Search: "Not" / exclude operator for text search

    Search & Filters
    voting15%
  • Client Collab: Allow agents to scope what listings a client can see

    Client Sharing
    voting15%
  • Email: BCC an arbitrary Baldwin REALTORS admin address on all outgoing Perchwell emails

    Alerts
    voting15%
  • Search: Show decimals in price per square foot

    Search & Filters
    voting15%
  • Email: Notify agent when an outbound email fails to deliver (bounced/full mailbox)

    Alerts
    voting15%
  • Onboarding: Notify users to reset notification settings for existing searches after migration

    Search & Filters
    voting15%
  • Manage People: We need to be able to pull a roster of agents under an office/firm

    Admin & Access
    voting15%
  • CSV Export: Include additional fields such as sold price, original price, and generally everything available in Search filters

    Search & Filters
    voting15%
  • Add/Edit: Need pop-up/warning/alert encouraging agents to double check the Authorized MLS Entry Date on submit

    Add/Edit
    voting15%
  • Agent/office/team audit report in Perchwell

    Reports & CMA
    voting15%
  • MLS staff need "hide" ability in Public History

    Platform
    voting15%
  • LDP: Make map view more square/less narrow

    Search & Filters
    voting15%
  • Additional filters for quick hot sheets (city/county/subtype)

    Search & Filters
    voting15%
  • Create a table under the Contacts record to summarize their reactions

    Contacts
    voting15%
  • Search: Allow sorting and filtering saved searches based on Contacts

    Search & Filters
    voting15%
  • Search : See recently viewed listings

    Search & Filters
    voting15%
  • Allow quick reports preview without needing to download/print

    Reports & CMA
    voting15%
  • Make office logo on public PD larger + add office name

    Listing Detail
    voting15%
  • Modify doc detail module in Add/Edit

    Add/Edit
    voting15%
  • Would it be possible when doing a universal search to have the latest MLS number to show first?

    Search & Filters
    voting15%
  • Quick CMA: Show decimals in price per square foot

    Reports & CMA
    voting15%
  • Add/Edit: Ability to name a Listing Document

    Add/Edit
    voting15%
  • Add missing CSV export columns

    Platform
    voting15%
  • Listing Detail: Display up to 3 listing agents and offices in the Agents & Offices section

    Listing Detail
    voting15%

On the ground

Personalized training options.

We are in Baldwin County to train, troubleshoot, and build beside you.

75

Virtual training

Sessions hosted via Zoom

40

Office visits

Hands-on sessions in the field

20

On-site training

Trainings here at Baldwin HQ

Learn together at HQ.

Full cohort sessions hosted at Baldwin Realtors HQ. Bring your questions, workflows, and searches you want to save.

  • Live walkthroughs of the newest shipped features.
  • Q&A with the Perchwell team who built them.
  • Networking with other Baldwin agents and offices.
Perchwell team presenting to Baldwin agents at HQ
Live walkthrough of Perchwell messages with the Baldwin cohort
Baldwin Realtors HQ training room during a Perchwell session

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