We don’t recommend that you change any of our built-in document templates as these have been tested and tweaked over thousands of successful deals. For this reason, we only give you the option to create your own custom documents instead of editing our built-in templates. However, if you would like to test out variations of the …
Once you are familiar with task management, we’ve created a feature that expands this allowing for you to also create Task Templates that trigger once the records meet a certain condition such as a change of status. Let’s walk through how to access this feature: 1. How to access Task Template Wizard First, from your …
Within Tasks, you may have noticed it has been updated to show 3 view options with one of them including the Calendar view. The three options are as follows: List Card Calendar You can also switch the months by clicking on the highlighted arrow options to go back and forth. If you wanted to just …
What Is Zapier? With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps In this article, we are going to explain how to connect the Investment Dominator to PandaDoc, but first, let’s talk …
Zapier: How To Connect PandaDoc With The Investment Dominator Read More »
With the launch of our REIPrintmail Integration, we have had to make a few adjustments to the Investment Dominator System. For example, under the Company Phone number fields previously you were able to configure a company phone formatting like this: 1-(555)-555-5555 Ext. 1 With our recent system update, you are required to enter only a …
NOTE: Accounts for REIPrintMail.com are not used for this integration. A NEW REIPrintMail API account needs to be created in order to integrate with the Investment Dominator. Would you like to send your Neutral Letter campaigns directly to a mailing service and have them print, prepare, and send out your letters on your behalf? Well, …
How To Enable The REIPrintMail Direct Mail Service Integration Read More »
Questions answered on this call: 3:10 – How can we sort and filter contacts after import into ID 12:45 – How to split records into smaller uploads for organization 15:10 – Can you use your cellphone as your company phone. 19:00 – Ring Central Explanation as to what numbers are used for 10:28 – Reminder …
Questions We talked about: 3:50 – How to search records within Investment Dominator 6:40 – Looking through your activity log to see record activity 15:02 – How to add tags to your records 19:37 – How to undo an action 26:50 – How to change default offer dates 36:00 – How to disable the optin …
There could be a lot of reasons why you would like to remail to a county again that was already processed in mailed letter one status, but what about if we wanted to issue another mailing with an updated list of records. Lets first identify what we are trying to accomplish Update records Create a …
The Investment Dominator comes with integrated buying and selling websites. By default, the URL (web address) of these sites will be something like the following: www.investmentdominator.com/rei-crm/crm-00001/ Can you imagine slapping that address on your letter to an owner? This would definitely not convey a professional looking site URL. Therefore many users, choose to purchase their …
How To Configure Your Website’s Domain with GoDaddy – (Custom Domains) Read More »
Hello and welcome to the second part of your journey with the Investment Dominator. The main topic for today is how you can begin to set up your domains for your buying and selling site. This article is meant to be a gateway to other domain providers which means it will be constantly updated. If …
The Investment Dominator Quick Start Guide Part 2 – Setting Up Domains Read More »
Step 3: Adding Custom Statuses Hello Again, From what we discussed in How to Manage Offer Campaign Part 1 we now have a firm understanding of the Default Deal Flow Setup and now we want to learn how to add our own custom Statuses. In order to do that let’s start with the custom statuses …
When we are using the Investment Dominator Real Estate CRM there are a lot of useful tools to help you mitigate steps in your processes. For instance, when sending out your bulk campaign offer letters you don’t have to use tags, you can use the following Custom Statuses, Custom Document, and a Recurring Task. We …
First off, welcome to the Investment Dominator Real Estate CRM system! We are excited to help you scale your real estate investment business massively with this amazing system. There are just a few things you need to set up initially to get started so… Let’s get started! Step 1 – Setup Your User Profile First, …
The Investment Dominator Quick Start Guide – How To Get Started Read More »
After an initial offer has already been sent, if there is no response you may want to follow up with an increased amount for the second offer. There are built-in 2nd Offer Cover Letter templates in the LPG System. As a general rule we don’t recommend that you change any of our built-in document templates …
On both the Buying and Selling Sites provided in the Investment Dominator system, there is existing default text serving as an introduction to that specific website. You can modify and design your own version of this textual information to convey any messages you deem appropriate. To customize either of the initial Buying or Selling Site …
How To Customize Buying and Selling Site Text Display Read More »
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