Creating a deal list in Privy is an effective way to organize and manage potential investment properties. With this feature, you can customize lists based on your specific criteria, track properties of interest, and streamline your workflow for evaluating deals. By saving properties to dedicated lists, you’ll have quick and easy access to them whenever needed without having to repeat searches. Whether you’re managing multiple investment strategies or focusing on a particular market, deal lists keep everything organized in one place.
Step-by-Step Guide to Creating a Deal List
Access the Lists Section
From the main navigation on the left, select the Lists option from the icon bar.
Create a New List
Click on the folder icon with a + symbol to create a new list.
Name and Save Your List
Fill in the required field: Name Your List, Add a Description, and Color Tags.
Click the blue Save button to create your deal list.
Delete Properties in a Folder
Access the Lists Section
From the main navigation on the left, select the Lists option from the icon bar.
Highlight Properties to Delete
Select the properties you wish to delete by highlighting them in the list.
Remove Properties
Click on the minus folder icon to remove the selected properties from the folder.
Confirm Deletion
Confirm the deletion to finalize the process. The properties will be removed from the folder.
Why Use a Deal List?
Stay Organized: Keep track of potential investment properties in one place.
Easily Access Deals: Quickly revisit properties without repeating searches.
Streamline Workflow: Simplify property management and analysis.