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An Agent's Role on an Investor's Team
An Agent's Role on an Investor's Team

Check out the video below where Jared James helps you to understand your role as a real estate agent on an investors team

Brittany Carcova avatar
Written by Brittany Carcova
Updated over 3 months ago

When working with real estate investors, agents play a crucial role as part of the investor’s team. Successful investors rely on a network of professionals, including lenders, contractors, and partners, to execute their deals efficiently. As an agent, your primary role is to eliminate friction and provide the resources needed to keep their business running smoothly.


Key Responsibilities

  1. Find and Deliver Investment Opportunities

    • Investors need a consistent stream of properties to sustain their business.

    • Use tools like Privy to identify and analyze potential deals quickly, ensuring you provide high-value opportunities tailored to their criteria.

  2. Provide Accurate and Relevant Data

    • Investors rely on data to make informed decisions.

    • Use Privy to deliver detailed insights, such as comparable sales, ARV (After Repair Value), and historical property data, to help them evaluate opportunities efficiently.

  3. Collaborate with the Investor’s Team

    • Build strong relationships with other members of the investor’s team, such as general contractors, lenders, and partners.

    • Communication and cooperation with these stakeholders ensure a smoother process for everyone involved.

  4. Eliminate Friction

    • Your role is to make the transaction process as seamless as possible for the investor.

    • Be proactive in resolving potential issues, streamlining property searches, and providing timely information.

  5. Leverage Technology for Efficiency

    • Tools like Privy allow you to analyze multiple properties quickly, compare deals, and identify the next best investment opportunities.

    • Using technology demonstrates your expertise and helps you act as a valuable resource on the investor’s team.


How Privy Supports Your Role

Privy equips agents with the tools to:

  • Quickly find properties that match an investor’s goals.

  • Access real-time MLS data and property insights to deliver accurate information.

  • Identify and analyze comparable properties to validate investment opportunities.

  • Save time and boost efficiency by automating deal analysis and research.

By integrating Privy into your workflow, you can enhance your ability to support investors and strengthen your role on their team.


Tips for Strengthening Your Role

  1. Communicate Regularly: Stay in contact with the investor to understand their evolving needs and keep them informed about potential deals.

  2. Be Proactive: Anticipate their needs by researching market trends and identifying opportunities before they ask.

  3. Collaborate with Other Team Members: Maintain positive relationships with contractors, lenders, and other stakeholders to facilitate smooth transactions.


Want to learn more? Register for one of our Live Training sessions or explore our Learning Center for additional resources!

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