One of the most important keys to keeping your records organized (and making sure that no deals fall through the cracks) is to keep each record in the proper status. By default, each new record is put into the ‘Prospect’ status. While you can bulk update records after a mailing, you can manually change the …
How to Change the Status of the Property (for Land Investing) Read More »
One of the most important keys to keeping your records organized (and making sure that no deals fall through the cracks) is to keep each record in the proper status. By default, each new record is put into the ‘Prospect‘ status. While you can bulk update records after a mailing, you can manually change the …
How to Change the Status of the Property (for House Investing) Read More »
The value of the Investment Dominator is truly seen once you start importing records and generating mailings. So how can you import your list when investing in houses? Once inside the ‘House Deals’ side of the Investment Dominator CRM, click on the link that says Actions then ‘Import records’… STEP 1 – File Format To avoid …
The fun all begins once you start importing records into the system to generate your mailings. Follow the simple instructions below to import your land lists via .csv file. Navagate to the ‘Land’ tab, then click on the ‘Import’ option: STEP 1 – File Format To avoid any problems uploading your list, we STRONGLY suggest …
IMPORTANT! When you sign up initially for the Investment Dominator, you were assigned a password by the system. For security reasons, we highly recommend that you log in and change that password to a more secure custom password. You can update your password in just three simple steps: STEP1: Log into your Admin Console and …
One of the first things that you will want to do after getting access to your Investment Dominator account is to customize the CRM and the websites that came with your subscription. While the websites have already been built for you, we strongly encourage you to add your personal touch to them so they resonate …
While we definitely want to show you around the awesome app that we have created, we know that the time might come when you no longer wish to see the Virtual Tour when you log in. So let’s talk about how to disable it. After logging into your Investment Dominator app, click on “Profile” in the upper …
In other help articles we will go into more depth on customizing the Investment Dominator CRM and really making it your own. But first, let’s make sure you have your feet under you as you log into the app for the first time. The Investment Dominator is made up of 4 main parts: The buying …
An important feature of each property and contact record is the section to add and view Record Notes. Record Notes allow you to save key information about that record. Click the ‘Add Note‘ button to create a new Record Note: Record Notes can ether have a status of ‘Private‘ or ‘Public‘. Private Notes are only …
Record Notes: How to Add Record Notes to Stay Organized Read More »
Here are some suggestions to help you avoid creating duplicate contacts – which can lead to double mailings, confusion, and missed opportunities. Whenever a new list is uploaded to the Investment Dominator, the system will automatically check the imported contacts against existing records. So even if you have a new list for an area that …
In order to prepare an offer letter using the Investment Dominator, a few conditions need to be met: 1) The property record must be in the “Pending Preliminary Research” status 2) You must enter the name of the person who called inside the property record 3) The “Offer Amount” field must have a number inside …
When a seller calls you in response to a mailing, you will want to get as much information as you can about the seller and their property. We do this for two reasons: 1) to gauge the interest of the seller in their property, and 2) to be able to make a fair offer to …
How to Fill in Property Record Information for Land Read More »
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