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Introduction to the Trusted Advisor Role

Data Source Strategy and Market Coverage

Analyzing Investor Activity Maps

The Nationwide Heatmap

State and City Level Metrics

Market Deep Dive: St. Louis Case Study

Identifying Hot Neighborhoods

Fix-and-Flip Property Analysis

Comparative Market Analysis (CMA)

Agent Features: Branding and Lead Generation

Agent Profiles

Lead List Management

Automation and Client Drips

Rental Analysis and Conclusion

Quiz

Course Feedback

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Are you a real estate agent looking to elevate your career and become an indispensable asset to property investors. Welcome to "Becoming a Trusted Advisor with Privy Data and Automation.

Are you a real estate agent looking to elevate your career and become an indispensable asset to property investors? Welcome to "Becoming a Trusted Advisor with Privy Data and Automation." In today's highly competitive real estate market, simply facilitating transactions is no longer enough. To truly stand out and build a lucrative, sustainable business, you need to transition from a traditional agent to a Trusted Advisor. This comprehensive course is designed to equip you with the advanced skills, data-driven strategies, and automation tools necessary to attract, guide, and retain high-value real estate investors.

Throughout this training, you will dive deep into the powerful Privy platform, learning how to leverage its nationwide data source coverage and real-time investor activity heatmaps. We will guide you through practical, real-world scenarios, including a detailed St. Louis case study, where you will master the art of identifying hot neighborhoods, conducting fix-and-flip property analyses, and generating highly accurate Comparative Market Analyses (CMAs). Furthermore, you will discover how to optimize your agent profile, manage lead lists effectively, and perform long-term rental analyses with projected cash flows and ROI. Finally, you will learn how to put your business on autopilot using automated client deal drips and saved searches. By the end of this course, you will possess the knowledge and technological edge to brand yourself as an expert, generate high-quality leads, and build lasting, profitable relationships with real estate investors.

Becoming a Trusted Advisor with Privy Data and Automation

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            <p>In the evolving landscape of real estate, the transition from a transactional agent to a strategic trusted advisor is essential for those seeking to capture and retain the investor market. This course provides a comprehensive framework for leveraging Privy’s robust data and automation tools to provide unparalleled value to investment-focused clients. By mastering the integration of nationwide data sources and market coverage strategies, real estate professionals can move beyond basic property searches to offer sophisticated market insights. The curriculum begins by defining the trusted advisor role, emphasizing how data-driven decision-making serves as the foundation for long-term client partnerships and professional growth in an increasingly competitive environment.</p>

<p>Participants will engage in a technical exploration of advanced platform features, including real-time investor activity heatmaps and localized metric analysis. Through detailed case studies, such as a deep dive into the St. Louis market, agents will learn to identify high-potential neighborhoods and conduct rigorous fix-and-flip and rental analyses. Furthermore, the course details the implementation of automated client drips and lead management systems designed to streamline workflow and maintain consistent engagement. By the conclusion of this training, agents will possess the technical proficiency to utilize Comparative Market Analysis (CMA) tools and rental projection dashboards, effectively positioning themselves as indispensable partners in their clients' wealth-building journeys.</p>
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