Getting Started with Privy
1. What is the first thing I should do after completing the Privy Pro Agent Certification?
Start by setting up your Privy profile to attract investor clients. A complete profile includes:
A professional photo
A compelling summary highlighting your experience
Brokerage and contact details
Social media links (if applicable)
Enabling investor leads by checking the “Yes, I want to receive investor leads” box
This ensures you are visible to investors within the Privy network.
2. How do I start finding deals for my investor clients?
Begin by conducting market research to locate high investor activity areas. Use Privy’s Investor Activity tool to analyze where successful fix and flips, teardowns, and below-market deals are happening. Then, set up and save searches based on your clients' criteria to receive automated deal alerts.
3. How do I pre-add my clients to Privy?
Adding clients to Privy allows you to send them automated deal alerts and track engagement.
Navigate to Clients in the main menu.
Click Add Client and enter their details manually or upload a CSV file (bulk option).
Once added, you can select them when saving a deal search to ensure they receive property updates.
Navigating the Privy Platform
4. Where do I see my saved searches and deal alerts?
Go to Searches in the main menu to view, run, and manage all saved searches. Each saved search can trigger automated email alerts for you and your clients when a new matching deal is found.
5. How do I analyze properties using LiveCMA™?
Privy’s LiveCMA™ automates the process of running comps and evaluating properties in real-time.
Click on a property to open its comparative market analysis.
Review sold comparables, rental comps, and investor comps to determine potential ARV.
Adjust filters, redraw comp zones, and save changes automatically.
Working with Investors
6. How do I connect with investor clients using Privy?
Enable investor leads in your profile settings.
Use Privy’s Investor Activity tool to identify active investors.
Share deal reports and market insights to provide value and build trust.
7. How do I search for properties based on investment strategy?
Privy allows you to filter properties based on different investment types, including:
Fix and Flips – Identify properties with strong investor comps and before/after data.
Long-Term Rentals – Use the rental calculator to analyze cash flow and cap rates.
Teardowns – Locate properties in areas where new construction provides higher returns.
Below Market Deals – Find discounted properties to maximize potential equity.
Use the search filters to refine results based on strategy, price range, and investor criteria.
Managing Leads and Deals
8. How do I send automated deal alerts to my clients?
Set up a saved search that matches your client’s criteria.
Under recipients, select the client(s) you want to notify.
Privy will automatically send new deal alerts whenever a property matches their criteria.
9. How do I track client activity and engagement?
Navigate to Clients in the main menu.
View logins, email opens, and property interactions for each client.
Use this data to follow up and assist clients in making informed investment decisions.
Maximizing Privy’s Tools
10. What makes a property a “Privy Preferred” deal?
A Privy Preferred Property has superior investor comps, before & after data, and verified fix and flip success, making it easier to determine ARV and investment potential.
11. How do I qualify for leads as a Certified Privy Pro Agent?
Ensure your profile is fully completed.
Stay engaged by using Privy’s tools to actively analyze and share deals.
Attend live training sessions to refine your investor-focused expertise.
12. What is the best way to differentiate myself as a Certified Privy Pro Agent?
Become an expert in market research using Privy’s investor data.
Provide high-value insights by sending LiveCMA™ reports and deal alerts to clients.
Position yourself as an investor-focused agent who understands the numbers behind every deal.