Privy customers with an Agent account can upload their list of clients for an easy way to manage and send their clients specific searches to meet each clients' criteria. They can also enroll their clients in personalized automatic email alerts just like they would for their owned saved search alerts.
Our enhanced client management system offers agents a streamlined approach to expanding your network of investor clients while efficiently tracking and managing client activity, all within one user-friendly platform.
You can access this powerful feature by selecting the "Clients" tab from the left navigation menu when logged in to Privy.
With this new feature, you'll receive the following benefits:
Maximize Your Client Roster
Impress Investor Clients: Effortlessly upload your client list and customize searches tailored to each individual 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 instantly share detailed, attractive reports, enhancing trust and decision-making.
Investor Leads & Real-Time Engagement
Instant Notifications: 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.
Effortless Communication
Streamlined Communication: Gain visibility into essential contact details for both new and existing investors on your Agent Roster. This feature facilitates seamless initiation of conversations, enhancing your client interactions.