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.
Please note: As a general rule 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. If you would still like to test out variations of the letter for yourself, in this article we will discuss how you can create a new Custom Neutral Letter Document, (by adding your Custom Logo) that uses our content as a base and then incorporates your own custom logo into that document.
Create A Custom Neutral Letter Template
Note: The Custom Logo should already be saved on your computer in either a .PNG, JPEG or .JPG file format. Logo must be 207 pixels wide and 54 pixels high.
1. Go to ‘Customize> Custom Documents> Add Document’.
2. Then select the following settings…
To = Owner – Land Only
Status = Prospect
Document File Type = Both
Document Type = Portrait
Document Title = (Give your document a name)
Document Content = (Copy and paste this content under the ‘Source’ tab)
Allow Generate Envelope/Label = Envelope
Allow Export Data = Yes
Allow Bulk Update = Yes
Move To = Mailed Letter 1
Per Each Property = No
Adding The Custom Logo On Neutral Letter Template
3. In the Document Content section of the new custom document execute the following:
Selecting the Custom Logo:
Press the ‘Source’ button to disable all HTML functions as shown
Copy and past this content under the ‘Source’ tab to copy in HTML code for the built-in Neutral Letter
Press the ‘Source‘ button again to enable all HTML functions
Place your cursor at the specific location you wish to position your custom logo
Select the ‘Image‘ function from the various HTML functions as shown
Uploading Custom Logo from your computer
Press the ‘Upload‘ tab to upload your logo image to the Investment Dominator server
Press the ‘Choose File‘ button to select the Logo file from your computer as shown
Sending Custom Logo file to the Investment Dominator Server:
Once you have selected and opened the specific logo file on your computer the file name should appear next to the ‘Choose File‘ button
IMPORTANT: Press ‘Send it to the Server‘ button prior to pressing the green ‘OK‘ button to ensure logo file is sent to the Investment Dominator server as shown.
Press ‘OK‘ button to complete logo selection
Once the logo has been successfully sent to the Investment Dominator server, press the green ‘OK‘ button to complete logo selection.
4. Click the blue ‘Add’ button to save the new Custom Document
How To Use Your New Custom Neutral Letter
After you have created your custom neutral letter template, you can use it by clicking on ‘Campaigns’ under the ‘Land’ tab of the system and scrolling down to the bottom of the page you will see an option to use the custom letter template that you created in the ‘Custom Document Template‘ section (as shown below) and it will merge in the information of all contact records in the corresponding status.
Though we recommend PatLive as a call center that specializes in taking real estate related calls, it is important to understand that they are a 3rd party company/service and therefore must be managed properly by you just as any other employee/VA in your company would be.
Below are a few tips to help manage your Pat Live account more effectively.
Approximately 1 week after your account setup is complete and you are nearing the time for PATLive Reps to begin answering calls on your account, you must send the instructional management email to the email address: firstname.lastname@example.org.
In email Subject Line put your [Account #, <<First & LastNames>>]
Specify the following in the body of the email:
“Put In Opening Greeting” & “Side-Bar“
Keep calls to 7 minutes or less.
OK to interrupt customer to obtain pertinent information.
If unable to understand customer’s English – It is OK to collect Name & Phone only.
Review Your Monthly Billings
To review your monthly bill by calling PAT Live customer service at 1 800-775-7790. Review your first month’s bills immediately following the first full month of service.
Note: Obtain your username/password from PAT Live customer service agent.
While on the phone with a PAT Live customer care agent do the following:
Log into your account, (username/password)
Access “Billing” section
View – “Mailbox Billing Detail” – see all calls and call minutes being charged
Lodging Formal Complaints Regarding Calls
To lodge a formal complaint contact PAT Live customer service at 1 800-775-7790
Note: We normally lodge formal complaints if we notice 7 or more calls on a billing exceeding 12 minutes in length.
Lodging a formal complaint should result in the following actions:
PAT Live supervisor will review any months bill and analyze calls sited; as well as, any other excessive calls based on your requirements
PAT Live supervisor should contact you within 24 – 48 hours and provide a detailed report of analysis findings.
If you highlight specific calls, supervisors are authorized to provide “PAT Live Promo Minute” credits to your account.
(Optional) Request that the PAT Live supervisor assign an LR2 Rep or Customer Service Representative to your account in the future.
How PAT Live Bills Calls
In order to fully understand your monthly PAT Live bill, you must first know how calls are billed.
1 Minute or Less, (even a quick hang up) gets billed for 1 minute
Subsequent billing, occurs every 6 seconds, (i.e. 1.1 = 1 min 6 seconds, 1.2 = 1 min 12 seconds, 1.3 = 1 min 18 seconds, etc.)
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: