When an owner receives your letter and wants to request an offer from you, they will do one of two things…
- Go to your Buying website that is referenced in the letter and fill out the offer request form under the ‘SELL YOUR LAND or ‘SELL YOUR HOUSE’ page.
- They will call you and request an offer over the phone.
If the owner goes to your buying site…
If the owner goes to your website they simply need to enter their name and reference number that was printed on the envelope and letter in the first step of the form. By doing that, the system will look up their record and on the 2nd step of the form they can enter in some additional information about them and their property, that they wish to sell, and submit the offer request.
Here is a sample video that we would post above the offer request form on your buying site to explain to the owner in a simple manner how to fill out the form on your buying site:
NOTE: The system automatically puts the record in the ‘Pending Preliminary Research’ status when someone requests an offer through your buying site.
If the owner calls you…
If the owner chooses to call you instead (most do), then the proper way to process the call is to…
- Ask the owner if the property that they are wanting to sell is a Land lot or a House. Depending on what the owner says, click on either the ‘Land Deals‘, or the ‘House Deals‘ tab at the top of your Investment Dominator Admin Console.
- Next, click on the option called ‘New Offer Request‘.
- Ask the caller if they can give you the reference number found on the bottom right corner of the letter and envelope you sent them.
If they can’t find this number then select the option to do a search by their last name, company name, or APN of the property instead.
- Select their record in the results table then click the blue ‘Continue‘ button at the bottom of the screen.
- This will open up the New Offer Request form that has all the questions you will want to ask the caller.
Simply follow the prompts on this screen and fill out the inputs in order starting from the top of the screen.
- Click the blue ‘Process Offer Request‘ button at the bottom of the screen to save the offer request.
- Now that the offer request has been saved in the system and you can find it by clicking on the Offer Request stage.
The next step is to do your preliminary research and make your offer, here are a couple articles that cover that step in detail…
How Tags and Tagging Records Work In The Investment Dominator CRM
Tags can be used to index Land, House and Contact records in the system without ...read more
How to Change The Default Offer/ Option Acceptance and Expiration Dates
By default, the system generates both your Offer and Option agreements with an acceptance date ...read more
Stages vs. Statuses
A Stage in the Investment Dominator is an organizational group that contains records indexed with ...read more