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Agent Onboarding | Step 1: Completing Your Agent Profile

Learn how to successfully set up your agent profile in Privy

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

In this video, Benson Juarez walks you through "Completing Your Agent Profile" as part of the real estate agent onboarding process in Privy.

The first step to maximize your Privy account is setting up your agent profile. Benson explains the importance of filling out essential details, like your contact information, MLS ID, and bio, to help you stand out to potential investors. By ensuring your profile is complete and professional, you'll increase your chances of getting investor leads in your target market. Don't forget to check the box that allows your profile to be displayed to investors actively using the platform!

  • In this tutorial, you’ll learn:

  • How to navigate the profile setup page.

  • What information is crucial to add, including your bio and areas of expertise.

  • Tips for optimizing your profile to attract investor leads. Watch the full video to ensure your profile is 100% ready to showcase your skills and connect with real estate investors!

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