Privy’s enhanced client management system gives agents a streamlined way to expand their network, efficiently manage investor clients, and deliver tailored property insights. By using the Client Roster, agents can upload and organize their client list, send personalized searches, and engage with investor leads—all within a single, user-friendly platform.
How to Access Your Client Roster
Log in to your Privy account
From the left navigation menu, select Clients
Key Benefits of the Client Roster
1. Maximized Client Management
Effortlessly Upload and Manage Clients: Add your client list to organize and track all investor activity.
Tailored Searches: Create customized property searches for individual clients to match their investment criteria.
Automated Alerts: Enroll clients in personalized email alerts, ensuring they receive real-time deals branded with your agent information.
Enhanced Decision-Making: Use Privy’s LiveCMA™ to quickly analyze saved searches and generate detailed, attractive reports for your clients. This not only helps investors identify opportunities faster but also builds trust and strengthens your role as a valued advisor.
2. Investor Leads and Real-Time Engagement
Instant Notifications: When an investor designates you as their Privy Pro Agent, you’ll receive immediate notifications.
Seamless Lead Conversion: Quickly connect with investor leads and convert them into active clients by leveraging timely insights and opportunities.
3. Effortless Communication
Streamlined Client Interactions: Gain visibility into essential contact details for both new and existing clients on your roster.
Improved Engagement: Easily initiate conversations and maintain strong relationships with investor clients by sharing valuable opportunities and market updates.
Learn how to easily upload investor clients to your client roster.
How It Works
Upload your list of clients directly into the Client Roster.
Set up personalized searches based on each client’s investment preferences.
Enable automatic email alerts for new, real-time property deals.
Monitor investor activity and quickly respond to notifications for designated Privy Preferred Agents.
Why Use the Client Roster?
Save time managing and tracking your investor clients.
Build trust and deliver value with tailored searches and branded reports.
Stay informed and proactive with instant investor lead notifications.
Streamline communication for stronger client relationships and more closed deals.