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2019-04-18 Live Training Call

On this live training call, we discussed…

  • How to ensure the Selling Site URL appears correctly on the Neutral Letter – 5:00
  • How to handle the Owner name on land records when Caller name is entered – 9:15
  • Is it necessary to re-import previous data since New Investment Dominator fields have been added  – 11:00
  • How to upload and move pictures (up/down) in the Investment Dominator – 14:40
  • Which specific information is captured by the Pat Live Rep in the Investment Dominator  – 20:05
  • How to view Pat Live comments (from callers) in Investment Dominator – 27:30
  • How to create a Tag(s) in the Investment Dominator – 29:35
  • How to do a Standard Search vs Advance Search in the Investment Dominator – 32:40
  • How to add Tag(s) to imported records – 38:40
  • How to keep the Caller Name in our land records without changing the Owners name – 40:30
  • Is it necessary to create a special folder for re-mailing Mailed-Letter-1 status records – 42:00
  • How to create new templates for the re-design of Buyer or Seller sites – 47:40
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