Skip to main content

Add Investor Clients to Saved Searches

Quickly learn how to add investor clients to your saved searches.

Parul Acharya avatar
Written by Parul Acharya
Updated over 2 months ago

Learn how to add investor clients to your saved searches in Privy, whether you’re creating a new search or updating an existing one. This ensures your clients receive tailored property updates that match their investment criteria.


Steps to Add Clients While Conducting a Search

  1. Set Up Your Search

    • Go to the Filter tab

    • Fill out your search criteria (e.g., location, deal type, price range)

    • Click Run Search

  2. Save Your Search

    • Return to the Filter tab and click on Save Search

    • Fill out the required details for the search

  3. Add a Client

    • Select the Add a Recipient tab

    • Choose or enter the client you’d like to add to the saved search

  4. Save Your Updates

    • Click Save to finalize the process


Steps to Add Clients to Existing Searches

  1. Access Your Saved Searches

    • Hover your mouse over the left-hand side of the screen and click on Searches

  2. Edit a Saved Search

    • Find the search you want to update

    • Click the notepad and pencil icon to edit the saved search

  3. Add a Client

    • Click the Add a Recipient tab

    • Select or enter the client’s information

  4. Save Your Changes

    • Click Save to update the search


Next Steps

Once you’ve added clients to a saved search, they’ll start receiving real-time deal alerts tailored to their preferences, helping you stay proactive and keep your investor clients engaged!

Did this answer your question?