How To Move A Land Deal Over To The House Deal Section and Vice Versa

Sometimes the County may have indexed a property incorrectly in the list landowners that you obtained and initially uploaded into the Investment Dominator, or a person builds a home on a lot after you get the data from the County. In these scenarios, you will need to move that improperly indexed record from the ‘Land Deals‘ section over to the ‘House Deals‘ section so that it can be properly processed as a house deal (which has a completely different process than the land area).

  • To move the record over you simply look up the record under the ‘Land Deals‘ section and click on the ‘Edit‘ option next to it.
  • Under the ‘Property Information‘ section select ‘House‘ from the dropdown menu called ‘Property Type‘.

    NOTE: Selecting ‘Mobile Home‘, or ‘Commercial Property‘ will also move this record to the ‘House Deals‘ section.
  • Click the ‘Update Record‘ button to save the changes and move the record from the ‘Land Deals‘ tab over to the ‘House Deals‘ tab.
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The Investment Dominator Plugin Directory (COMING SOON)

We are currently looking to work with talented web developers to grow a directory of 3rd party plugins for the Investment Dominator system that would allow users to add additional functionality to their business by utilizing the data they store in the Investment Dominator CRM.

Web developers would leverage our robust and secure API to access data within Investment Dominator accounts and create additional functionalities and tools that can be shared among the growing Investment Dominator user community to help improve their success in the area of Land, Home and Note Investing and management.

If you are interested in becoming an Investment Dominator plugin developer, then please send us a message under the ‘Help> Suggest A Feature‘ section and let us know, please also include your web development experience, coding languages you specialize in,  and what plugins you would like to develop. We are looking forward to working with you to help grow this platform into the #1 Real Estate Investment CRM for Land, Homes, and Notes.

NOTE: Approved developers must be an Investment Dominator user themselves, understand the structure of the platform, have a solid grasp on how the API works and should have experience or a deep understanding of Land, Home, or Note investment procurement and management.

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Advanced Search and Saved Searches

With our ‘Advanced Search‘ option, you can easily and quickly identify records under the ‘Land Deals‘, ‘House Deals‘, and ‘Buyers List‘ section based on multiple AND/OR search criteria.

Using this feature you can identify records based on almost any record field in the system and by adding a combination of custom record filter rules such as Equal To, Not Equal To, In, Not In, Less Than, Greater Than, Between, Is Empty, Is Not Empty, etc. to the search.

Advanced Searches can also be saved and accessed under the ‘Reports> Saved Searches‘ area.

Below are some examples of advanced searches that you could run…

Example 1: By Status and By Date Created

Let’s say you want to identify all the records under your Land Deals section where the Status is set to ‘Prospect‘ and where you created the records on a particular date (through import or manually one-by-one). All you need to do is go to ‘Land Deals> Advanced Search‘ and then create a search with the following criteria:

Example 2: By Type and By Phone

Let’s say you want to identify a list of contacts in your Buyers List that have phone numbers but have not purchased a property from you yet. All you need to do is go to ‘Buyers List> Advanced Search‘ and then create a search with the following criteria:

Example 3: By City, Status, and Note

Let’s say you want to identify all the house deals you are currently researching in the Houston area, where you also mentioned “roofing issues” in a note. All you need to do is go to ‘House Deals> Advanced Search‘ and then create a search with the following criteria:

Example 4: By Status and Tag

Let’s say you want to identify all the land deals that you have successfully sold to this point and that was also tagged with a custom tracking tag that you created. All you need to do is go to ‘Land Deals> Advanced Search‘ and then create a search with the following criteria:

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Creating Line Breaks and Paragraph Breaks with The HTML Editor

When creating a custom page, post, or document you have the option to create a line break or a paragraph break in your text.

To create a paragraph break simply click the ‘Enter’ key on your keyboard and this will drop your next line down a paragraph space.

To create a line break hold down the ‘Shift’ key then click the ‘Enter’ key this will drop your text to the line below.

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System Merge Fields

The Investment Dominator equips you with the ability to create your own Custom Documents, Custom Website Pages, and Custom Blog and Property Posts. When creating these custom templates you can utilize system merge fields to dynamically pull in data from an Owner Record, Property Record, Contact Record, Your Company Information, or Profile.

Here is a list of system Merge Fields that you can use to output data on to your custom website pages, posts, and documents:

  • You can perform basic calculations with any numeric field in the system. To do this you must surround your calculation with double parentheses. For example the calculation for the Net To Seller amount is (([property-price]-[property-backtaxes]))
  • To output your value as a currency then place USD in front of your calculation for example: USD(([property-price]-[property-backtaxes])) will output the calculated value in the form of USD.
  • You can calculate a future date by adding the number of days to any date merge field in the system for example [current-date +7] will output the date of seven days in the future.
  • Some merge fields have option variables that you can include inside the merge field to add functionality to them. For example [optin-form confirmation_url=’/custom-page’] allows you to set a custom confirmation page URL for the Optin Form that is created when you use the merge field.
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How To Add A Property Search Bar To Your Selling Site

You can provide your Selling Site visitors with the ability to search for available properties on your Selling Site by:

  • Keyword (In Listing Heading, Short and Long Description)
  • State
  • City
  • County
  • Parcel Number (APN)
  • Property #
  • Price
  • Size

How To Add or Remove The Search Option From Your Selling Site

You can add or remove the property search option from your Selling Site under ‘Customize> Website Settings – Selling> Display Property Search‘.

Select ‘Yes‘ to display it, and ‘No‘ to remove it.

How To Add The Search Option To A Custom Selling Site Page

To add the search option to a custom page, first, create a public Custom Selling Site Page then under the under the ‘Insert Merge Field‘ dropdown menu select the ‘Property Search‘ option which will insert the ‘[property-search]‘ merge tag into your ‘Page Content‘ and add the interactive property search bar your custom page.

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Add An Interactive Property Listing Map To A Custom Selling Site Page

Did you know you can add an interactive property listing map to your selling site that allows visitors to see visually exactly where you have listings for sale.

When the visitor clicks a ‘FOR SALE‘ sign icon (the property location pin) a brief description of the property will appear which includes the property ‘Listing Headline‘, the ‘APN (Parcel Number)‘, the ‘Size (in acres)‘, the ‘Zoning‘, the ‘Market Value‘, and the ‘Sale Price‘ of the property along with a ‘View Details‘ button that takes the visitor to the detailed property listing.

How To Add The Map To Your Custom Page

To add this interactive map to a custom Selling Site page first create a public Custom Page then under the ‘Insert Merge Field‘ dropdown menu select the ‘Property Listing Map‘ option which will insert the ‘[property-listing-map]‘ merge tag into your ‘Page Content‘ and add the interactive property map to your custom page.

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Data Table and Custom Column View

Under the ‘Land Deals‘, ‘House Deals‘, and ‘Buyers List‘ tabs there is a data table that displays the records under that section. Because of screen space, we do not display all columns of information for each record; instead we only display a small portion of the record data as a preview and to get the complete set of data on that particular record click the ‘Edit‘ option next to the record to open it and access all the fields of information.

How To Change The Default Column View of The Overview Table

To customize what columns of data to display on the data table click the ‘View‘ option at the top of the data table.

Select the columns that you would like to display on the data table and then click the ‘Save‘ button to save the change.

How To Reset The Column View Back To The Default View

To reset the column view back to the original recommended view, click the ‘View‘ option to load the Custom Columns settings then click the ‘Reset To Default‘ button.

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File Library

If you would like to host a file like an image, video, or document (max file size 10MB) online you can use the Investment Dominator File Library to do so. You can access the File Library under ‘Customize> File Library‘.

Click the ‘Add File‘ button to locate a file on your local machine to upload to the web.

Once the file has uploaded the system will display the online path to the file.

Upload Files To The File Libray From The HTML Editor

You can upload files to the file library also from the built-in HTML Editor.

For example, click the ‘Image‘ option on the HTML Editor then under the ‘Upload‘ tab click the ‘Choose A File‘ option and then select a file from your local machine. Then click the ‘Send it to the Server‘ option to upload the file to the File Library as well as insert it into your HTML.

How To Delete Files From The File Library

You can remove files from the system by locating the file in the reference table under ‘Customize> File Library‘ then by clicking the ‘Delete‘ option next to the file you would like to remove.

You will then be prompted to ‘Confirm‘ the action.

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Company Emails

You can set up to 3 company emails in the Investment Dominator system under the ‘Customize> Company Information‘ screen.

Company Email

The ‘Company Email‘ field is the default email address that a user can set for the company. The system sends notifications to this email address when someone fills out the forms on the ‘Sell Your Land‘, ‘Sell Your House‘ or ‘Contact Us‘ pages of your ‘Buying Site‘.

This email address is also used as the ‘From/ Reply’email address in the notification email that is sent out to the owners when they submit the ‘Sell Your Land’ or ‘Sell Your House‘ forms IF they include their email address (optional) in the form submission.

Offer Email (Optional)

The ‘Offer Email‘ address is printed by default on the P.S. line of your Offer Cover Letters.

NOTE: If you do not configure a unique ‘Offer Email‘ address then the system will just use your ‘Company Email‘ address instead.

Selling Site Email (Optional)

When someone fills out the Property Interest Form on a Property Listing posted on your Selling Site the ‘Selling Site Email‘ address is sent a notification about the inquiry.

NOTE: If you do not configure a unique ‘Selling Site Email” address then the system will just use your ‘Company Email‘ address instead.

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