Why Are There fewer Letters In My Campaign Than The Number of Prospect Records In My System?

You may have noticed some strange things when you first start using the Investment Dominator system. For example, you might upload 1000 prospect records, but when you go to generate your mailing under ‘Land> Campaigns> Prospect Neutral Letter‘ you see that instead of 1000 letters in your mailing you have 958.

Why is this and what is going on?

Here’s what is happening: See out of 1000 Prospect records some of them are situations where the owner owns multiple properties and in that case, we only generate and send one letter to that owner.

So for example If one of the owners in the import file of 1000 prospects owns 5 properties then when we go to generate the mailing we will generate 996 letters. One letter for each owner that owns one property and one letter for the owner that owns five.

DataTree User Permissions

When you have the Paid Data Service enabled on your account only the Super Admin is given the permission to Import data from DataTree initially.

If you would like to grant access to DataTree data to another user on your team you can do that by following the steps below…

  1. Log in as the Super Admin (this is the account that your billing is attached to)
  2. Navigate to the ‘Team‘ tab.
  3. Click on the ‘Edit‘ link next to the team member you would like to set the permission for.
  4. Set the ‘Allow Import – DataTree‘ to ‘Yes
  5. Click the ‘Update User‘ button at the bottom of the screen to save the change.

Best Practice: How to Properly Copy and Paste Content

Generally speaking, it is never a good idea to copy/paste content from other websites, or from a word processing software like Google Docs, Microsoft Word, or Pages.

Why?

When you copy from a word processor you also may be unknowingly copying hidden background data that does not translate to web applications well.

As a result, when your content displays on a web page, like for example the property listing page, you may see weird icons or characters in the places where the invalid hidden data was saved.

How to prevent issues…

There are a few ways to prevent these hidden characters from displaying on your site…

  1. Don’t copy/paste from other sources. If you enter data directly into the system you will not run into these issues.
  2. If you must copy/paste information first paste it into a program like NotePad which will sterilize your content.

    Review your content in NotePad and make any necessary changes there, then copy/paste the content from NotePad into the Investment Dominator system.
  3. In some areas of the Investment Dominator where it is common for users to copy/paste content, we have included an option called ‘Paste as plain text‘ it looks like this:

Click on this icon and a popup window will appear. Paste in your content into the window and click ‘OK ‘. This will remove any of the hidden characters that can cause these display issues on your website.

You can then use the formatting options provided by the system’s HTML Editor to format your content properly.

Notes> Generate Documents

To generate documents for a Note first select one or more Note records from the records table under the ‘Notes‘ tab.

Then click the ‘Generate Documents‘ option:

Click on either the .doc icon or .pdf icons to generate and download the document.

NOTE: Before you generate documents make sure a buyer record is linked to the Note as well as a Property Record is attached.

Customize> Website Settings – Selling> Property Listing Elements

Your property listing pages on your ‘Selling Site‘ are made up of template elements:

If you would like to customize how your property listing page looks, arrange what content displays in what order, or add new content sections then keep reading…

How To Customize Your Property Listing Page With Custom HTML Listing Elements

1) Navigate to ‘Customize> Website Settings – Selling> Property Listing Elements‘:

2) Click on the ‘Create New Listing Element‘ button:

3) Either use the HTML Editor to create your custom property listing element or click the ‘Edit Source‘ option to add source code to the block. For example, you could add YouTube embed code or PayPal button code under the ‘Edit Source‘ area.

NOTE: You can use merge fields to dynamically call in data or built-in elements from the system.

4) Once you have given your new listing element a name and have added your content click the blue ‘Create‘ button to create the element:

5) You can use the ‘Move Up‘ or ‘Move Down‘ options to set the position of your new listing element:

6) Reload one of your property listings on your ‘Selling Site‘ to view the updates to your listing:

NOTE: Custom elements will display on all your public property listings.

Bulk Update: Advanced Options

You can set the values for the following record fields in bulk under ‘Land> Campaigns> Bulk Update Records> Advanced Options‘:

  • Offer Accept By
  • Option Accept By
  • Offer Expires On
  • Option Expires On
  • Tags

Here’s how…

Navigate to ‘Land> Campaigns‘:

Under the ‘Offers‘ section click the ‘Bulk Update Records‘ option:

Click on the ‘Advanced Options‘ section:

You can save the specific dates that are in your offer contracts to the record itself, or tag these records so that you can reference them later:

Record Select Options

There are three possible ways you can select records from any of the record tables in the Investment Dominator:

  • Select All‘ this option lets you select all the records loaded under the current Stage view, or Search Result.
  • Select All On Page‘ this option lets you select all the records loaded under the current page. For example, if you had 71 pages of records and only 10 records displayed on the current page…

…Then this option would allow you to only select the 10 on the current page.

  • Select Record‘ If you click the checkbox to the left of the record you can select just that single record. You can use this option to select a custom set of records that you can update using a Select Action.

Recommended Ring Central Setup

We recommend LPGphone.com (Ring Central) as our preferred phone system for the Land Profit Generator method.

The reasons we recommend them as a resource include:

  • They offer a full-featured virtual phone system (virtual PBX) that can be easily self-managed (doesn’t require expensive phone techs to configure) at a fraction of the cost of a traditional company phone system.

    NOTE: For a complete list of features and up-to-date pricing information please refer to: https://www.ringcentral.com/office/plansandpricing.html
  • They are a virtual system that is hosted in the cloud so you don’t need to install any software on a server that you need to manage or maintain.
  • They provide you with full-featured Desktop and Mobile Applications that allow you to easily make and receive calls from your company phone lines and much more. To download their Desktop or Mobile Apps visit: https://support.ringcentral.com/download.html

Recommended Setup:

We have two recommended setups:

  • A two-line setup
    This will cost you less money per month and is only recommended if the same person/team in your company that takes the offer request calls is also the same person/team that handles offer questions/ negotiations.
  • A three-line setup
    If you have a call center like LandCalls.com answering your offer request line and a separate person/team that answers questions about offers you have made, or is in charge of handling offer negotiations then you want to use this three-line setup to ensure you have a separate extra line for your offer negotiation person/team and you significantly reduce the chance that the seller will call your call center to negotiate an offer.

    NOTE: With Ring Central you can upgrade/downgrade as needed so you can start with two lines then increase to three in the future as your company grows.

The Two-Line Setup

Here’s how it works:

Here’s how you set this up:

In this setup you have two lines, one for your buying (acquisition) side of your business, and one for your selling (disposition) side of your business. At a minimum you want to keep these lines separate because there is a major difference between people that sell land to you and people that buy land from you and you don’t want to cross those two distinctly different markets together.

When someone calls your Buying Line they will hear a custom ‘Auto Receptionist’ message prompting them to either select 1 if they received a letter from you and are interested in selling their property, and #2 if they want to speak to someone regarding an offer you already sent them. This is set up under ‘Phone System> Auto Receptionist> IVR Menus> New IVR Menu

NOTE: The downside of using the two-line setup is it relies on the caller listening to the message and selecting the correct option. Whereas the three-line setup is a simpler process for the caller and eliminates most scenarios

Where To Save The Two Numbers In The Investment Dominator?

Save your Buying Line under both:

  • Customize> Company Information> Company Phone
    Here you are going to put the notation (Option 1) after the number.
  • Customize> Company Information> Offer Phone
    Here you are going to put the notation (Option 2) after the number.

Save Your Selling Line under:

  • Customize> Company Information> Selling Site Phone

The Three-Line Setup

Here’s how it works:

Here’s how you set this up:

Register two additional users with phone numbers (so that your account has a total of three lines).

How to add a User with a line:

Navigate to ‘Users> Add User‘:

Select the ‘Domestic‘ option then click ‘Next‘:

Click on the tab called ‘Add Users without Devices‘.

Then select ‘Yes‘ under the ‘With Numbers‘ field.

Select a local number from the options then click the ‘Add’ button.

Click the ‘Unassigned Extensions‘ option from the left sidebar, then click new extension line to configure it:

Fill out the form to set up the new user/line.

How To Route/ Forward Your RingCentral Lines

Under the User’s ‘Call Handling & Forwarding‘ settings you can set the forward number that will either go to your call center as in the case of line 1, the desktop app of the person that is going to handle your offer negotiation for line 2, as well as the person/team taking your sales calls for line 3.

Create an Unconditional Forward Custom Rule When Forwarding To Pat Live

The type of phone number that Pat Live assigns to you requires an extra step when configuring it as a forward. You must in addition to the regular ‘Call Handling & Forwarding’ options mentioned above create what’s called an Unconditional Forwarding Custom Rule. Below are the steps to set that up:

Click the ‘Custom Rules‘ tab.

Name the rule “Forward To Pat Live”.

Select all the numbers you would like to forward to Pat Live by clicking the Check Box options to the left of the number.

Click ‘Done‘.

Select the ‘Unconditional Forwarding‘ option to the left of the screen:

Enter in the Pat Live forward line under the ‘Forward Calls‘ input.

Click the blue ‘Save‘ button.

Test Your Changes

You will want to call each of your phone numbers after you configure them to test and ensure they are routed to the proper end points.


NOTE: Ring Central is a 3rd party company so they can change their pricing, features, interface at any time and we do not have control over that. This article should merely serve as a reference to help you get set up the way we have structured our business.

Land> Reports: Understanding Your Deal Flow KPI’s

We have a few key reports built into the Investment Dominator regarding your land investment deal flow, located under the ‘Land> Reports‘ section.

Interest By Property

This report will show you the number of people interested in a particular property based on how many people are connected to your property under the ‘Interest In‘ field of your Buyers List (‘Marketing‘ tab).

You can click on the number next to the property description to load the actual list of contacts interested in that particular property.

This report shows you what types of properties get more interest than others.

Saved Searches

This is where all of your saved ‘Advanced Searches‘ are displayed. For more information on how to create an ‘Advanced Saved Search‘ please review this article: https://user-guide.investmentdominator.com/advanced-search-and-saved-searches/

Property By Tags

This report shows the number of records that contain a particular tag. This is useful when segmenting your list by tags.

Click the number next to the Tag name to load the specific list of properties that contain that Tag.

Land Deal Summary

This section displays the main KPI’s of your land deal flow. They include:

  • Total Invested (Land)
    This is the amount you have spent and recorded in the system to purchase land.
  • Total Asset Value (Land)
    This is the total amount value based on the Market Values entered in the system for the property you own.
  • Total Revenue Generated (Land)
    This is the amount of revenue you have generated by selling land based on the recorded sale price saved in the system.
  • Total Profit (Land)
    This is the total profit generated from land sales based on data entered into the system under the ‘Transaction Information‘ section of your property records.
  • Average Deal Life Cycle (In Days) (Land)
    This is how long on average does it take to buy and sell a property according to data entered into the system.

Land Deal By Stage

Your deal flow is organized by Stages in the system. You can view a count of properties in each Stage of your deal flow so that you can identify bottlenecks quickly.

Hover over a column to view the number of properties within that Stage and click the column to load the list of properties within that Stage.

HTML Editor Options

In various areas of the Investment Dominator you will find an HTML editor that will allow you to insert images, create bullet-point lists, format text, align text, add hyperlinks, create data tables, paste text from an external source, and much much more!

Below are just some of the options available to you in our HTML Editor.

Hover over the icons in the HTML Editor itself to get a definition of what each option is used for, but to help define some for you here please reference the image below: