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.