Create Your Own Custom Optin Page/ Selling Site Theme

In addition to the two built-in Selling Site themes that come with the Investment Dominator system, you can design and develop your own custom themes and even share those themes with other users.

To create a custom theme you need to know a little about HTML and CSS. If you are not familiar with what that is, you can easily hire HTML and CSS developers on sites like Fiverr.com or Upwork.com that can take a visual design that you have end code it using those web languages.

Ok, Let’s Get Started

  1. Download this Sample Selling Site Theme template which contains all of the built-in merge fields to call in things like the Optin Form that we use in our default themes.

    You can use these merge fields to pull in information or functions used in the Investment Dominator.

  2. Use basic HTML and CSS to design your layout, then reference the merge fields as needed within your page structure.

  3. Compress your theme files into a .zip folder then upload that folder under ‘Customize> Website Settings – Selling> Optin Page‘ and click the ‘UPLOAD CUSTOM THEME‘ option.

NOTE: The filename of the .zip file you upload will be the name of the theme when it is uploaded and a screenshot of theme is automatically generated based on your index.html file.

Here is a list of merge fields you can reference in your custom theme files.

[selling-site-menu]

[selling-title]

[selling-logo]

[selling-description]

[selling-banner-text]

[selling-banner-image]

[selling-banner]

[optin-form button_text=’CUSTOM BUTTON TEXT’ confirmation_url=’/thank-you.html’ input_fields=’c_fname, c_lname, c_email, c_phone, c_zip’]

[optin-page-text]

[current-date]

[popup]PUT YOUR POPUP CONTENT HERE – (DO NOT USE MERGE POST DATA)[/popup]

[popup-link]POPUP LINK[/popup-link]

[my-company-agent-firstname]

[my-company-agent-lastname]

[my-company-agent-phone]

[my-company-name]

[my-company-phone]

[my-company-email]

[my-company-address]

[my-company-city]

[my-company-state]

[my-company-zip]

[my-company-site]

[my-letter-ps-line]

[my-firstname]

[my-lastname]

[my-email]

[my-signature]

[my-agency-disclosure]

[offer-phone]

[offer-email]

[company-fax]

[selling-site-footer]

How To Mark A Listing As “PENDING” or “SOLD” On The Selling Site?

After you find a buyer for your property or sell your property you may still want to keep the property listing up on your Selling Site to serve as social proof.

There are two settings you need to have for the listing to display on your site as Pending or Sold.

  • The ‘Status‘ of the record must be in the ‘Found Buyer – Open Escrow‘ status.
  • The ‘Listing Status‘ option must be set to ‘Public‘.

This will display the “PENDING” text over the thumbnail of the listing.

If you then change the ‘Status‘ to ‘SOLD‘ then the text “SOLD” will appear over the listing thumbnail.

How To Change The Look and Layout (Theme) of The Buying Site

The Investment Dominator system comes with two built-in Buying Site Themes a Legacy theme and a 2.0 theme as well as the option to create and upload your own custom theme. A theme controls the look and layout (design) of the website. For example, it controls what the menu, header, banner area, footer, and page structure looks like to the website visitor.

Changing your Buying Site Theme is easy to do, simply go to ‘Customize> Website Settings – Buying> Select Your Buying Site Theme‘:

Click on the theme option you want to change to:

Scroll down to the end of the page and click the blue ‘Update Site‘ button to save the changes.

To view the changes click ‘My Sites> Buying Site‘:

Your Buying Site with your new theme will load on a browser new tab:

How To Add Multiple Owners To A Property Owner Record

To add multiple property owners to a land, or house ownership record click on the ‘Edit‘ link to the right of the property record:

Then make sure that the ‘Individual‘ option is selected under the question ‘Owner of Record> This property is owned by:‘, and the ‘Yes‘ option is selected under the question ‘Owner of Record> Are there other owners on title?‘:

Enter the name of the others on title under the 2nd through 5th owner name fields.

NOTE: Typically we don’t deal with properties that have more than five owners on title, but if you do have a property with more parties than five you can either add the remaining names under the ‘5th Owner’s Last Name‘ field, or you can mark the record as a ‘Company/ Entity‘ then put all the owners into the ‘Company Name‘ field.

How To Move A Land Deal Over To The House Deal Section and Vice Versa

Sometimes the County may have indexed a property incorrectly in the list landowners that you obtained and initially uploaded into the Investment Dominator, or a person builds a home on a lot after you get the data from the County. In these scenarios, you will need to move that improperly indexed record from the ‘Land Deals‘ section over to the ‘House Deals‘ section so that it can be properly processed as a house deal (which has a completely different process than the land area).

  • To move the record over you simply look up the record under the ‘Land Deals‘ section and click on the ‘Edit‘ option next to it.
  • Under the ‘Property Information‘ section select ‘House‘ from the dropdown menu called ‘Property Type‘.

    NOTE: Selecting ‘Mobile Home‘, or ‘Commercial Property‘ will also move this record to the ‘House Deals‘ section.
  • Click the ‘Update Record‘ button to save the changes and move the record from the ‘Land Deals‘ tab over to the ‘House Deals‘ tab.

Advanced Search and Saved Searches

With our ‘Advanced Search‘ option, you can easily and quickly identify records under the ‘Land Deals‘, ‘House Deals‘, and ‘Buyers List‘ section based on multiple AND/OR search criteria.

Using this feature you can identify records based on almost any record field in the system and by adding a combination of custom record filter rules such as Equal To, Not Equal To, In, Not In, Less Than, Greater Than, Between, Is Empty, Is Not Empty, etc. to the search.

Advanced Searches can also be saved and accessed under the ‘Reports> Saved Searches‘ area.

Below are some examples of advanced searches that you could run…

Example 1: By Status and By Date Created

Let’s say you want to identify all the records under your Land Deals section where the Status is set to ‘Prospect‘ and where you created the records on a particular date (through import or manually one-by-one). All you need to do is go to ‘Land Deals> Advanced Search‘ and then create a search with the following criteria:

Example 2: By Type and By Phone

Let’s say you want to identify a list of contacts in your Buyers List that have phone numbers but have not purchased a property from you yet. All you need to do is go to ‘Buyers List> Advanced Search‘ and then create a search with the following criteria:

Example 3: By City, Status, and Note

Let’s say you want to identify all the house deals you are currently researching in the Houston area, where you also mentioned “roofing issues” in a note. All you need to do is go to ‘House Deals> Advanced Search‘ and then create a search with the following criteria:

Example 4: By Status and Tag

Let’s say you want to identify all the land deals that you have successfully sold to this point and that was also tagged with a custom tracking tag that you created. All you need to do is go to ‘Land Deals> Advanced Search‘ and then create a search with the following criteria:

You can even search records that have multiple tags by clicking the options ‘Add Rule‘, ‘AND‘, ‘Tag‘, ‘contains‘ then select the other tag to search by:

Company Emails

You can set up to 3 company emails in the Investment Dominator system under the ‘Customize> Company Information‘ screen.

Company Email

The ‘Company Email‘ field is the default email address that a user can set for the company. The system sends notifications to this email address when someone fills out the forms on the ‘Sell Your Land‘, ‘Sell Your House‘ or ‘Contact Us‘ pages of your ‘Buying Site‘.

This email address is also used as the ‘From/ Reply’email address in the notification email that is sent out to the owners when they submit the ‘Sell Your Land’ or ‘Sell Your House‘ forms IF they include their email address (optional) in the form submission.

Offer Email (Optional)

The ‘Offer Email‘ address is printed by default on the P.S. line of your Offer Cover Letters.

NOTE: If you do not configure a unique ‘Offer Email‘ address then the system will just use your ‘Company Email‘ address instead.

Selling Site Email (Optional)

When someone fills out the Property Interest Form on a Property Listing posted on your Selling Site the ‘Selling Site Email‘ address is sent a notification about the inquiry.

NOTE: If you do not configure a unique ‘Selling Site Email” address then the system will just use your ‘Company Email‘ address instead.

Phone System And Call Center

In order to build your land business in a scalable manner, we recommend that you set up your phone system with a company called Ring Central.

Ring Central will provide you with options such as custom extensions, directories, automated menus and more. They provide you also with both a local phone number, eFax number, and company toll-free number and sms/texting capabilities for your business.

Click here for more details. Or visit www.LPGphone.com

With Ring Central, you can easily set up a phone system that separates callers from your buying side and your selling side of the business. You can also set up additional extensions for marketing, pre-recorded messages, and even offer processing so that callers get routed to the right person or agent depending on their need.

Call Center

Even with your phone system may be setup through Ring Central you’ll want to consider outsourcing the actual call taking/ call processing to a Call Center and for that, we recommend Pat Live. Pat Live not only specializes in processing real estate calls for investors, but they also have experience taking land calls. Sign up through www.LandCalls.com to add a call center to your land business.

Additional Reference:
https://user-guide.investmentdominator.com/using-a-call-center-to-take-your-calls/

Add Records

For the most part, you’ll want to create records in the Investment Dominator by importing data from into either the ‘Land Deals’, ‘House Deals‘, or ‘Buyers List‘ tabs. However, from time-to-time you may need to create just a single record manually. For that please follow the process below…

Create A Land Deal Record

  • Click the ‘Land Deals‘ tab.
  • Click the ‘Add Record‘ option at the top right side of the screen.
  • Fill out the fields under both the ‘Caller’ as well as the ‘Owner of Record’ sections (which includes the owner’s Name and Address) as well as at minimum the ‘Property State’, ‘Property County’, and ‘Property APN’ fields.

Create A House Deal Record

  • Click the ‘House Deals‘ tab.
  • Click the ‘Add Record‘ option at the top right side of the screen.
  • Fill out the fields under both the ‘Caller’ as well as the ‘Owner of Record’ sections (which includes the owner’s Name and Address) as well as at minimum the ‘Property State’, ‘Property County’, and ‘Property Address’ fields.

Create A Buyer’s List Record

  • Click the ‘Buyers List‘ tab.
  • Click the ‘Add Contact‘ option at the top right side of the screen.
  • Fill out at a minimum the ‘Name’ and either a ‘Phone’, ‘Email’, or ‘Address’ for the Contact.

Can The My Buying Phone Number Be Different Than My Selling Phone Number?

Yes, the phone number that is displayed on your Buying Site as well as printed on your neutral letters is configured under ‘Customize> Company Information> Company Phone‘ and your Selling Site number is configured under ‘Customize> Website Settings – Selling> Selling Site Phone‘.

NOTE: You can also configure a different phone number for your offer package mailer under ‘Customize> Company Information> Offer Phone