In this video, Benson Juarez walks you through Step 2: Adding Investor Clients in the agent onboarding process with Privy.
After completing your profile, it’s crucial to add your investor clients to the Privy system so you can stay in front of them with automated deal notifications. Benson explains how to manually add clients or upload them via CSV, ensuring that your clients receive personalized deals with your branding, contact information, and photo.
Agents who add at least 10 investor clients see a 70% higher success rate, so it’s key to take this step seriously. By uploading clients, you’ll be able to automate deal alerts and keep your information in front of investors, helping you close more deals.
Watch the full video for a detailed guide on how to add clients and set up the automation that keeps you top of mind!
Key topics include:
Manually adding clients or bulk uploading via CSV
Automating deal alerts with your branding
How adding clients can increase your success with real estate investors