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Introduction to Privy for eXp Agents

Access the Certified Privy Pro Agent training content anytime from the Privy Learning Center. Refresh your skills and maximize success.

Brittany Carcova avatar
Written by Brittany Carcova
Updated over 2 weeks ago

Privy was built by real estate agents for real estate agents to help simplify and automate the investment property search process. This course introduces the Privy platform and explains how it empowers agents to become investment experts in their market, attract investor clients, and maximize their earning potential.


Why Privy?

Over a decade ago, Privy's founder was a real estate agent facing the same challenges many agents still experience today—spending hours manually searching the MLS for investment deals instead of focusing on revenue-generating activities like networking, showings, and closing deals.

Privy was created to solve this problem by aggregating data, automating key systems, and providing real-time insights on market activity, allowing agents to work smarter and faster.


The Privy & eXp Realty Partnership

Privy has partnered with eXp Realty to provide agents with a cutting-edge technology ecosystem designed to:

  • Position agents as investment experts in their market.

  • Unlock new revenue opportunities through investor clients.

  • Provide real-time investment property insights to help clients make data-driven decisions.

  • Automate deal discovery and analysis, allowing agents to focus on closing more deals.


Access Your Full Certified Privy Pro Course Anytime

This course is always available in the Privy Learning Center, so you can return to it whenever you need a refresher. Keep honing your skills, stay ahead of the market, and continue closing more profitable deals with Privy!


What’s Covered in Privy Pro Training?

This course is divided into structured training sections, providing a step-by-step approach to using Privy effectively in your real estate business.

Phase 1: Introduction

  • Who is Privy? – Learn about Privy’s background and mission.

  • Why It Matters – Understand the value Privy provides to agents.

  • Why Work with Investors? – Discover the benefits of building relationships with investor clients.

Phase 2: Privy 101 – Understanding the Software

Phase 3: Profile Setup & Adding Clients

Phase 4: Lead System

  • How to Qualify for Leads – Understand the requirements for receiving investor leads.

  • Best Practices for Converting Leads – Strategies for engaging and closing deals with investor clients.


Other Key Resources

We’re dedicated to ensuring the platform is impactful, easy to use, and intuitive. While you’ll receive support and guidance during onboarding, we understand questions can arise. That’s why we’ve created multiple resources to help you get the most out of Privy, no matter where you are in the process or what you need:

In-Product Help

Throughout the platform, you’ll find built-in assistance to guide you. Look for tooltips or hotspots featuring embedded educational content, providing additional context, helpful information, and tutorial links. Watch for this icon throughout the platform to make learning easy and intuitive!

Learning Center

Find everything you need in one place—help articles, FAQs, how-tos, and best practices. It’s your go-to resource for mastering Privy!

Live Training Sessions

Join our Customer Success Team for regular live training sessions, featuring a comprehensive walkthrough of Privy and a live Q&A. Get your pressing questions answered in real time and make the most of the platform. Register here.

Chat with Support

We’re just one "send" away! Reach out through the Messenger at the bottom-right corner of your screen when logged into the Privy app. Our support team is always ready to help with whatever you need.

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