As a Certified Privy Pro Agent, you receive investor leads from Agent Match. This article covers who gets them, how to accept one, and how to start the relationship well.
Who receives leads
You are eligible when you are certified, your profile is complete, and you have checked "Yes, I want to receive investor leads" on your profile. Leads are sent by market, so keep your service area up to date.
Set up so you do not miss one
Add [email protected] to your contacts so lead emails reach your inbox, not spam. The lead email subject is "You Have a New Investor Lead Waiting."
How a lead works
An investor requests an agent. The request goes to every eligible Certified agent in that market at the same time.
You get the lead email. It shows the investor's market, goals and strategy. It does not show their name or contact details yet.
First to accept wins. The first Certified agent to accept the lead is matched with the investor. There is no shortlist and the investor does not choose between agents.
You get their contact details. Once you accept, you see the investor's contact information, and the investor is told you are ready to help.
Reach out. Contact the investor as soon as you are able. A quick, friendly first message gets the relationship off to a good start.
How long a lead stays open
A lead stays open for 7 days. On day 6 we email you a reminder: "An investor lead in [Market] closes tomorrow." After day 7 the lead expires for all agents.
If a lead is already taken
Another agent accepted first. Nothing else is needed. The next lead is yours to take, so watch for the email and respond quickly.
Investors who add you directly
An investor can also pick you from the Add Agent list in Privy. You get an email with their answers, and they appear in your client list.
Making the most of a lead
Ask about their market, budget and strategy before you send deals.
Add them to a saved search so they get automated deal alerts under your name.
Keep your profile photo and bio current. Investors see them in the email they receive.
Questions about a lead? Email [email protected].