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Phase 2: Navigating the Privy Platform
Phase 2: Navigating the Privy Platform

Learn how to efficiently navigate Privy’s platform, understand its core tools, and maximize your investment search capabilities.

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

Understanding the software layout and key tools will allow you to navigate efficiently, set up automated searches, analyze investor activity, and manage client interactions. This guide provides an overview of Privy’s main navigation, coverage map, search filters, and essential features to help you get the most out of the platform.


Privy’s Coverage Map

When you log in, you’ll first see the Coverage Map, which provides an overview of Privy’s data sources:

You can use this map to understand where Privy has direct MLS access and which regions rely on public and third-party listing data.


Main Navigation Menu

Privy’s navigation bar (left side) provides quick access to all major tools:

  • Map/Privy Coverage – Return to the coverage map at any time.

  • Lists – View and manage saved properties organized into folders.

  • Searches – Save and automate property searches for email alerts.

  • Clients – Manage client contacts, upload lists, and track engagement.

  • Profile – Set up and customize your Privy profile.

  • Preferences – Adjust system settings for a tailored experience.

  • Learning Center – Access the full knowledge base, on-demand videos, and live training.

  • Account Settings – Manage login credentials, view plan details, and log out.


Core Privy Tools

Search Bar

Located at the top of the screen, use it to search by address, city, or state for specific property insights.

Filters

The Filters button allows you to refine property searches using investment criteria such as:

  • Fix and flips

  • Long-term rentals

  • Below market deals

  • Property type, price, and location

Investor Activity

This tool (left side of the map) tracks fix and flip activity, teardowns, and below-market properties nationwide, helping you focus on high-opportunity markets.

Automated Searches & Alerts

Every search can be saved, allowing Privy to automatically send email alerts when new properties match your criteria.


Customer Support

Need help? Use these built-in support tools:

  • Chat Support (bottom-right corner) – Connect with the support team for assistance.

  • Learning Center Search – Query articles and videos for self-service support.

  • Live Training & On-Demand Videos – Access training resources to master Privy’s features.

By understanding Privy’s layout and tools, you’ll be able to quickly find, analyze, and manage investment opportunities more efficiently.

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