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Agent Day 1 | Getting Started with Privy
Agent Day 1 | Getting Started with Privy

A quick guide to help you start strong from day 1 with Privy.

Natalie Bernacchi avatar
Written by Natalie Bernacchi
Updated over a week ago

Welcome to Privy!

We've put this guide together for you to help you succeed at speed, using the tips & tricks we've all picked up along the way from our customers.


How did we create this guide?

We've onboarded thousands of customers, reviewed data, and taken feedback to create the following checklist detailing the most impactful steps our most successful customers took in their first days using Privy.

Privy was created by someone just like you (an agent / investor), for you. With that said, we like to keep things simple and easy, and that's exactly how we created the checklist below to get you up and running in no time at all.


Step 1: Take the Privy Quick Start Course

We highly encourage you to take this course before doing anything else in the platform. We've spent years analyzing data and interviewing customers and those that followed these steps had much more success right from the get-go. Plus, you can complete it in less than 25 minutes!


Step 2: Setup your Agent Profile

Share your contact information, headshot, MLS ID and coverage area, branding, relevant social media accounts, and professional bio to start connecting with investors.

**Make sure to Turn on 'Investor Leads' - Check the 'Yes, I want Investor Leads' box at the bottom of your profile to become a Privy Preferred Agent in your MLS coverage area and attract new clients.


Step 3: Add your Investor Clients


Step 4: Setup saved searches for your clients

After adding your clients to your Privy roster, you can easily create saved searches based on their exact buying criteria and have Privy do the work for you by sending automatic emails anytime there is a new property that matches their specifications.


Step 5: Setup agent branded deal alerts

You and your clients will never miss a deal again when you set up real-time deal alerts. Just make sure your logo and headshot are uploaded (from step 2) to customize with your Agent brand.


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Step 6: Attend a Live Training Session

Attend a live training session hosted by our Customer Success Team, where you'll get a complete walkthrough of the platform, followed by a live Q&A session, where you can have your questions answered in real time.


Key resources

We work hard to make sure Privy is not only impactful for you, but easy and enjoyable to use. You'll have plenty of support and guidance throughout the onboarding process, but if you find yourself stuck, there are a lot of places to help you get the most out of Privy, depending on where you are or what you need:

In-product help

Wherever you are in Privy, you'll find helpful tooltips or hotspots with embedded educational content to help you learn more. Keep an eye out for this icon around the platform for additional context and links to helpful information and tutorials.

Help Center

Where we have all our help articles like this one, FAQs, how-tos, and best practices all in one place. Most of our customers find everything they need and more right here.

Courses

We are continually adding courses so our customers can continue to gain knowledge and become Privy experts. Whether you are new to Privy, or just need a refresher, we highly recommend you review our courses here.

Live Trainings

Our customer success team runs regular live training sessions, which consist of a full walkthrough of Privy followed by a live Q&A session where you can ask any pressing questions and get an answer in real time. Register here.

Chat with support

We are just one "send" away! Just reach out via the Messenger on the bottom, right side of the screen when logged into the Privy app and chat to our support team. We're always ready to help.

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