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
Set Up Your Search
Go to the Filter tab
Fill out your search criteria (e.g., location, deal type, price range)
Click Run Search
Save Your Search
Return to the Filter tab and click on Save Search
Fill out the required details for the search
Add a Client
Select the Add a Recipient tab
Choose or enter the client you’d like to add to the saved search
Save Your Updates
Click Save to finalize the process
Steps to Add Clients to Existing Searches
Access Your Saved Searches
Hover your mouse over the left-hand side of the screen and click on Searches
Edit a Saved Search
Find the search you want to update
Click the notepad and pencil icon to edit the saved search
Add a Client
Click the Add a Recipient tab
Select or enter the client’s information
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!