In this video, Benson Juarez explains Step 3: Setting Up Deal Alerts in the agent onboarding process with Privy.
After completing your profile and adding your investor clients, it’s time to set up and save searches using Privy's deal-finding algorithm. Benson walks you through how to:
Define your clients' buy box (investment criteria), including area, price point, property type, and investment strategy. Privy then automates deal alerts tailored to your clients' needs, saving you time and ensuring your clients receive the best real estate investment opportunities.
This step-by-step guide covers:
Defining your client's buy box: area, price, property type, and strategy
How to set up filters for deals that meet your criteria, like ARV and property style
Automating deal alerts with your branding, photo, and contact information
Saving time and building stronger relationships with clients by delivering personalized deals directly to their inbox