In this lesson, you will learn:
How to maximize Your Client Roster: Effortlessly upload your client list and customize searches tailored to each client, automatically delivering real-time deals with your agent branding. Sending them a Privy’s Competitive Market Analysis ( Live CMA™) for deals on your saved search not only aids in swiftly identifying potential purchases but also allows you to instantly share detailed, attractive reports, enhancing trust and decision-making.
How to get Investor leads and have real time-engagement them through Privy: When an investor designates you as their Privy Preferred Agent, you’ll receive immediate notifications. This enables you to promptly reach out, simplifying the process of converting investor leads into investor clients.
How to make your Investor/Agent communication effortless & streamlined: Gain visibility into essential contact details for both new and existing investors on your Client Roster. This feature facilitates seamless initiation of conversations, enhancing your client interactions.
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Your Turn
Add a client to your Client Roster
Upload a list of clients to your Client Roster
Create a Saved Search for 5 different clients based on their own individual criteria and set them up for automated deal alert emails
Resources
FAQ
How many clients can I add to my client roster?
You can add as many as you'd like, however we do limit the uploads to 20 clients per upload.
Can Investor users reach out to Agent users on the Privy platform?
Yes! Privy helps connect Investors with Investor-Friendly Agents. Privy users with an Investor account can select a Privy Preferred Agent in any MLS Market they are looking to invest in. Once an Investor selects and designates an Agent as their Privy Preferred Agent, the Agent will be notified so the Agent can connect and begin a potential investor/agent relationship.
