How Do I Unmerge A Record?

If you merged two records by accident and would like to undo, or revert that action you can do so under the ‘Team> Activity Log‘ area.

In the Activity Log, you should see two merge actions one called Merge-D and another called Merge-U.

To perform the unmerge, click the ‘Undo‘ option for the Merge-D record first, then click the ‘Undo‘ option for the ‘Merge-U’ record.

How To Show/Hide Disclosure Notice On Neutral Letters

Based on your status in the Real Estate world, that being an Agent/Broker or simply an Independent Real Estate Investor, you may need to display or hide the Disclosure Notice statement that appears on Neutral Letters generated out of Investment Dominator.

The following steps will demonstrate the simplest way to either show or hide the customized or built-in Disclosure Notice statement.

Step 1) Select Company Information From Customize Menu

Access the Company Information section of Investment Dominator from the Customize main menu as shown:

Step 2) In Company Information Scroll To Real Estate Agent/Broker

After accessing Company Information section, (from the Customize menu) scroll down to the ‘Real Estate Agent/Broker Disclosure’ field.

Note: This field is usually set to the default – ‘YES‘ and therefore is displaying the built-in Agent Disclosure field populated as shown:

Step 3) To Hide The Agent Disclosure Notice On Neutral Letters

The default setting of the ‘Real Estate Agent/Broker Disclosure’ field will cause the built-in Agent Disclosure to display in the company information section; as well as, print on the Neutral Letters produced out of Investment Dominator.

To hide the Agent Disclosure notice and prevent it from printing on Neutral Letters, simply select ‘NO‘ on the ‘Real Estate Agent/Broker Disclosure’ field as shown:

How To Process A Subset Of Prospect Records

Occasionally you may find yourself in a position where there are several hundred or even a few thousand “Prospect” status records in the Land Deals area and you only want to print out, (or process) as subset of these records.  

In order to process a subset of the existing Prospect status records, the following will present the steps to achieve this goal. 

Step 1) Select Land Deals And Prospect Stage

Select the ‘Land’ Deals area and then select the ‘Prospect’ stage to display all ‘Prospect’ status records as shown:

Note: ‘Prospect’ stage may display both Prospect and Mailed Letter 1 status records when selecting ‘Prospect’ stage.

Step 2) Select Specific Prospect Records NOT Being Processed

Be sure to select the ‘Prospect’ status records you DO NOT wish to process first, as these records will be placed in another status so the system will bypass processing them at this time.

Note: You can select each record one at a time or use the ‘Search By’ function (selecting ‘Property ID Range’ feature) to select a large number of records at a time.  If you use the ‘Search By’ function, be sure to use the ‘Select All‘ box after the successful searching by ‘Property ID Range’ to select all records located in the search.

Step 3) Select ‘Change Status’ To Prevent Selected Records From Being Processed

Select the ‘Change Status’ function above selected records and update status to [On Hold] or some other custom status to prevent selected records from being processed as shown:

Change status of selected records to ‘On Hold’ and press the blue Confirm Move button as shown:

Step 4) Process Remaining ‘Prospect’ Status Records In Campaigns

Now that only the desired ‘Prospect’ status records remain in the system to be processed, access the ‘Campaigns’ function as shown:

Step 5) Select .CSV & Associated Template Files For Mailing

There is a drop down that will be under Prospect Neutral Letter labled as ‘ITI Direct Templates’ this will allow you to generate all files needed for sending to ITI. 

You now have the option to download a zip folder containing all necessary elements that you see on the screen now or you can download each individual element these include:

.CSV Template
Prospect Neutral Letter Template
Envelope Template

Note: This process is done using ITI, (Letterprinting.Net) to mail out neutral letters.

FINAL – The final step will be to go back into the Land Deals area and move the ‘On-Hold’ status records (set in Step 3) back to ‘Prospect’ status to be processed at a later time.

2021-04-29 Live Training Call

On this live training call, we discussed…

  • When is the next scheduled 2 ½ Day Investment Dominator Maximizer Workshop – 4:05
  • How to access replays of the recorded Investment Dominator Webinars – 6:10
  • Is it necessary to create new columns in the CSV import file into Investment Dominator when multiple owners exist in county records – 8:05
  • When purchasing Domains from GoDaddy or Name Cheap these are just purchasing/reserving a Domain Name and not producing a Website – 11:40
  • How to process a subset of Prospect status records from a large group of records in Investment Dominator – 14:10
  • Which specific section of Land Records will Trust type records be processed in Investment Dominator – 22:05
  • Is it necessary to re-import previous county records if the initial data did not include 2nd Owners information – 23:55
  • How to use the Generate Documents section in the Investment Dominator  – 26:55
  • How to Bulk Update fields in the Investment Dominator – 29:05
  • What are the next steps for sending out mailing to ITI from the Investment Dominator – 33:10
  • Is it necessary to have a Business License when using D.B.A. in the company name field in Investment Dominator – 38:55
  • Is it necessary to have a Real Estate license to set up an LLC for land flipping – 40:55
  • Should the Market Value from lead data information be considered a real Market Value in Land Data – 43:25
  • Should phone line set up with Ring Central cost $47.00 – 47:25
  • What is the list of non-disclosure states in the US – 51:05

2021-04-26 Live Training Call

On this live training call, we discussed…

  • What are the Investment Dominator [Big-3] setup requirements – 3:00
    • Signature/Profile                          – 5:25
    • Company Info                              – 10:10
    • Domains                                      – 27:45
  • How to immediately review the [Big-3] setup requirements in Investment Dominator – 44:00
  • What information is available to assist in calculating Market Values on properties from within the Investment Dominator – 46:00
  • Is there a script for PAT Live representatives to follow when taking calls from potential sellers – 47:30
  • How to set up a PAT Live representative in Investment Dominator – 52:20
  • When a company has multiple D.B.A. names which one should be chosen as the Company name in Company Information – 53:15
  • How to manage PAT Live as a company resource – 56:30

2021-04-22 Live Training Call

On this live training call, we discussed…

  • When sellers respond to Neutral Letters can it be determined the ones who came through PAT Live vs the ones on the Buying Website in Investment Dominator – 4:25
  • How does Investment Dominator handle duplicate records using the merge function – 6:50
  • Will all information under the customize tab be on the Neutral Letters in the Investment Dominator – 9:25
  • Is it wise to specify “private” in the Company Information [Address] field  in Investment Dominator – 11:10
  • How can a seller completing the form on the Buying Website result in a duplicate record issue in Investment Dominator – 13:55
  • Is it necessary to create a [2nd Owner] column for 2nd   owner’s information when importing data into the Investment Dominator – 20:00
  • Does the order of valid fields being imported into the Investment Dominator matter – 22:30
  • Can a Gmail account be used for the Buying and Selling websites in the Investment Dominator – 24:25
  • Where is it best to alter a personal email address in the Investment Dominator – 26:15
  • How to import your company Logo for the outgoing Neutral Letters – 28:55
  • Can Tags be entered at the time of uploading lead data in a .CSV file into the Investment Dominator – 37:40
  • What is the recommended number of skip-traced records that should be accumulated before processing in Investment Dominator – 42:10

2021-04-19 Live Training Call

On this live training call, we discussed…

  • What are the Investment Dominator [Big-3] setup requirements – 3:25
    • Signature/Profile                         – 3:40
    • Company Info                              – 9:05
    • Domains                                      – 25:30
  • How to immediately review the [Big-3] setup requirements in Investment Dominator – 40:35
  • Can only 1 domain be shared with both the Buying and Selling sites within the Investment Dominator – 42:25
  • How does the Company Notes work in Company Information in the Investment Dominator – 44:10
  • What is the best action to take when both Buying and Selling site domains are not secure in Investment Dominator – 45:00
  • Can we name and describe each Status and Stage within the LPG Process flow – 51:30
  • How can the Disclosure notice be eliminated from the neutral letter within Investment Dominator – 53:25
  • How to handle the 1098 forms when there are multiple LLCs being used – 54:55

2021-04-15 Live Training Call

On this live training call, we discussed…

  • What package do you suggest for using a Google Voice number – 3:10
  • How to have both my Company logo and Better Business logo on my buying site in Investment Dominator – 4:55
  • Is there any way to cross reference the list from data tree and what we send to ITI mailing in the Investment Dominator – 8:00
  • How to connect the communication information such as videos to the Buying and Selling sites in Investment Dominator – 11:10
  • In the Company Information is there any benefit to using a 1-800 number or is it important to have a local phone number – 14:30
  • How do we remove the “Sell Your House” Link reference from within Investment Dominator – 16:30
  • How to recover a prospect’s contact information (phone and email address) after merging the original record in Investment Dominator – 21:10
  • How to add Pay pal payment buttons for customer purchases to the Selling site in Investment Dominator – 29:05
  • How do connect the phone numbers from Grasshopper to the websites in Investment Dominator – 35:35
  • When the pointer to for the buying and selling domain CNAME is setup and it is referencing https:// as opposed to http:// is there an issue with security – 39:25
  • How to know when the Selling website is live to use in marketing effort in the Investment Dominator – 46:05
  • How are all of the individual custom pages generated in the [Manage Selling Site Menu] section of the Website Setting – Selling function in Investment Dominator – 51:35

2021-04-12 Live Training Call

On this live training call, we discussed…

  • What are the Investment Dominator [Big-3] setup requirements – 4:00
    • Signature/Profile                        – 4:05
    • Company Info                            – 10:30
    • Domains                                     – 26:40
  • How to immediately review the [Big-3] setup requirements in Investment Dominator – 39:00
  • What information is visible to customers out of Company Information from within the Investment Dominator – 41:10
  • What needs to be known/completed in order to send out the initial mailers – 45:50
  • How to UNDO actions in the Investment Dominator – 49:50
  • What is the reason to use a business address in Company Information in Investment Dominator – 52:25
  • Is it wise to start with a Google Voice # as opposed to using Ring Central as a phone system – 53:55
  • How can an Investment Dominator Website be considered secured – 58:15

2021-04-08 Live Training Call

On this live training call, we discussed…

  • How to connect and external Selling site to the Investment Dominator – 3:45
  • Why the menu items on the selling site are not showing in Investment Dominator – 7:35
  • In the Company Information section is the Offer Email the Buying Site Email in the Investment Dominator – 12:50
  • Are there any other account setup requirements other than websites and phone numbers in the Investment Dominator – 17:30
  • How can a Land Record disappear after being entered in Investment Dominator – 20:20
  • How to add the owner’s address in  the Land View display in the Investment Dominator – 27:20
  • If domains are pointed to the Investment Dominator server, does that mean email addresses cannot be setup by the domain providers – 30:20
  • What is the cost to outsource calls to a call center for people selling land – 33:25
  • How do we add an Administrator to an existing ID account – 36:35
  • How to change “the manager” text on a Blind Offer Letter in Investment Dominator – 39:10
  • How to use the date information in the [Transaction Information] Section of the Investment Dominator – 46:20
  • Can the current [Transaction Information] Section feed into the [Reports] section of the Investment Dominator – 52:00