2021-03-25 Live Training Call

On this live training call, we discussed…

  • How to verify being signed up for the upcoming 2 ½ Day ID Maximizer Workshop – 4:00
  • How to order letters to be mailed out via a mailing house in Investment Dominator –  5:30
  • Do you send blind offers letters with the PAT Live answering service number with a separate script- 7:40
  • If there are 2 numbers for sellers (Company and Offer) are they local to where the land is being purchased – 12:55
  • Is it necessary to change the name-servers on GoDaddy.com – 15:15
  • How to change status of land records to “mailed letter 1” in Investment Dominator – 20:20
  • Can status of records still be changed even though several others have previously been changed in Investment Dominator – 23:40
  • What are the time schedules for the upcoming 2 ½ Day ID Maximizer Workshop – 25:20
  • How to resolve the issue of the Buying and Selling Websites sites being reversed in Investment Dominator – 27:25
  • How to resolve error messages displayed when selecting the [Generate SSL] function in Investment Dominator – 30:20
  • Are there any sessions on setting up Ring Central or Pat Live in Investment Dominator – 34:05
  • How to delete duplicate records in “Prospect” status in Investment Dominator – 36:55
  • Is it a simple process to setup a PAT Live account for use in Investment Dominator – 43:45
  • What if there is an existing GoDaddy Domain established for another business – 45:55
  • With an existing address for a Company in company information, is it permissible to put Ste. ### on the company address – 48:05
  • When answering our own neutral letters calls directly, is it possible to just have 1 phone for those who request an offer and 1 phone for those who are receiving offers – 50:05
  • What time do the Thursday Webinars actually start, is it 1:00 PM – 53:40

Why Are There fewer Letters In My Campaign Than The Number of Prospect Records In My System?

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.

Zapier: How To Connect The Investment Dominator To eSignatures.io

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and SAAS systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to eSignatures.io to generate a sales document, but first, let’s talk a little about eSignatures.io…

What is eSignatures.io?

You can automate your day-to-day tasks and build workflows between apps that otherwise wouldn’t be possible. This includes your Investment Dominator, your ideal online document store and any other platform you can think of.

This gives you the power to automatically trigger contracts from Investment Dominator, and you can automatically forward signed documents to your online storage too.

How To Connect The Investment Dominator To eSignatures.io

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “eSignatures.io“.

Under the ‘When this happens…’ field select ‘Update Record‘.

And under the ‘then do this!‘ field select ‘Create Contract‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Land Deal‘.

Under the ‘Record Status‘ field select ‘Sold‘.

Click the ‘Continue‘ button to progress to the next step:

Click the ‘Test Trigger‘ button to pull a few records from your Investment Dominator Buyers List.

If everything looks good, click the ‘Continue‘ button twice to progress to the next step.

Step 4 – Connect Your eSignatures.io Account

Click the ‘Sign in to eSignatures.io‘ button then login to your account.

How To Get Your Secret Token API Key

Should you need your API key for any reason just sign in to your eSignatures.io account and then from the top-right menu click ‘API‘:

Then when prompted when selecting ‘Connect Account’ you will be prompted to input the ‘Secret Token‘ to allow Zapier to connect.

Click the ‘Continue‘ button to progress with the setup.

Step 5 – Setup The Action

Under the ‘Set up action‘ heading select the eSignatures.io marketing list that you want to connect to.

Then click the ‘Email‘ field to map the eSignatures.io ‘Email‘ field with the Investment Dominator Buyers List ‘Email‘ field.

NOTE:Template‘, ‘Signer Name‘, and ‘Signer Email‘ are the only fields that are required to be mapped out the rest are optional; however, if your eSignatures.io document includes things like buyer’s address and phone number you will want to include and map out those fields as well.

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, when you mark a property as sold in your Investment Dominator CRM it will also be automatically sent a contract request to your eSignatures.io by Zapier!

DataTree User Permissions

When you have the Paid Data Service enabled on your account only the Super Admin is given the permission to Import data from DataTree initially.

If you would like to grant access to DataTree data to another user on your team you can do that by following the steps below…

  1. Log in as the Super Admin (this is the account that your billing is attached to)
  2. Navigate to the ‘Team‘ tab.
  3. Click on the ‘Edit‘ link next to the team member you would like to set the permission for.
  4. Set the ‘Allow Import – DataTree‘ to ‘Yes
  5. Click the ‘Update User‘ button at the bottom of the screen to save the change.

Customize> Website Settings – Selling> Property Listing Elements

Your property listing pages on your ‘Selling Site‘ are made up of template elements:

If you would like to customize how your property listing page looks, arrange what content displays in what order, or add new content sections then keep reading…

How To Customize Your Property Listing Page With Custom HTML Listing Elements

1) Navigate to ‘Customize> Website Settings – Selling> Property Listing Elements‘:

2) Click on the ‘Create New Listing Element‘ button:

3) Either use the HTML Editor to create your custom property listing element or click the ‘Edit Source‘ option to add source code to the block. For example, you could add YouTube embed code or PayPal button code under the ‘Edit Source‘ area.

NOTE: You can use merge fields to dynamically call in data or built-in elements from the system.

4) Once you have given your new listing element a name and have added your content click the blue ‘Create‘ button to create the element:

5) You can use the ‘Move Up‘ or ‘Move Down‘ options to set the position of your new listing element:

6) Reload one of your property listings on your ‘Selling Site‘ to view the updates to your listing:

NOTE: Custom elements will display on all your public property listings.

Bulk Update: Advanced Options

You can set the values for the following record fields in bulk under ‘Land> Campaigns> Bulk Update Records> Advanced Options‘:

  • Offer Accept By
  • Option Accept By
  • Offer Expires On
  • Option Expires On
  • Tags

Here’s how…

Navigate to ‘Land> Campaigns‘:

Under the ‘Offers‘ section click the ‘Bulk Update Records‘ option:

Click on the ‘Advanced Options‘ section:

You can save the specific dates that are in your offer contracts to the record itself, or tag these records so that you can reference them later:

Land> Reports: Understanding Your Deal Flow KPI’s

We have a few key reports built into the Investment Dominator regarding your land investment deal flow, located under the ‘Land> Reports‘ section.

Interest By Property

This report will show you the number of people interested in a particular property based on how many people are connected to your property under the ‘Interest In‘ field of your Buyers List (‘Marketing‘ tab).

You can click on the number next to the property description to load the actual list of contacts interested in that particular property.

This report shows you what types of properties get more interest than others.

Saved Searches

This is where all of your saved ‘Advanced Searches‘ are displayed. For more information on how to create an ‘Advanced Saved Search‘ please review this article: https://user-guide.investmentdominator.com/advanced-search-and-saved-searches/

Property By Tags

This report shows the number of records that contain a particular tag. This is useful when segmenting your list by tags.

Click the number next to the Tag name to load the specific list of properties that contain that Tag.

Land Deal Summary

This section displays the main KPI’s of your land deal flow. They include:

  • Total Invested (Land)
    This is the amount you have spent and recorded in the system to purchase land.
  • Total Asset Value (Land)
    This is the total amount value based on the Market Values entered in the system for the property you own.
  • Total Revenue Generated (Land)
    This is the amount of revenue you have generated by selling land based on the recorded sale price saved in the system.
  • Total Profit (Land)
    This is the total profit generated from land sales based on data entered into the system under the ‘Transaction Information‘ section of your property records.
  • Average Deal Life Cycle (In Days) (Land)
    This is how long on average does it take to buy and sell a property according to data entered into the system.

Land Deal By Stage

Your deal flow is organized by Stages in the system. You can view a count of properties in each Stage of your deal flow so that you can identify bottlenecks quickly.

Hover over a column to view the number of properties within that Stage and click the column to load the list of properties within that Stage.

PAT Live Management

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.

Initial Email

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: pat@patlive.com.

In email Subject Line put your [Account #, <<First & Last Names>>]

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.)

PAT Live Contact

Phone: 888-899-0607 Email:  sales@patlive.com

How To Enter Neighbor Records Into The System And Generate Neighbor Letters

Generating Neighbor Letters out of Investment Dominator is a strategy to assist in selling properties you are currently marketing. To adequately support this activity, it is necessary to enter Neighbor records into the Investment Dominator for access.

There are currently 2 different methods to have Neighbor records entered into Investment Dominator and they are described as follows:

A) Entering Neighbor Records by way of the Add Contact function in the Marketing tab. Enter 1 Neighbor record at a time for a given property.

B) The importing of Neighbor Records for specific parcels after acquiring a list of names/addresses from county records or using an outside vendor.

A) Enter Neighbor Records by [Add Contact] function

Neighbor Records can be entered 1 record at a time for a given property using the Add Contact function. The following steps illustrate this process:

Step 1a) Under Marketing Tab > [Add Contact] function

Navigate to the ‘Marketing Tab> Add Contact function:

Step 2a) Enter Any Available Neighbor Information

On Add Contact screen enter any information acquired to generate Neighbor Record. Fields noted in RED, (not marked Optional) should be entered.

Note: If using County record information you may have a limited amount of information to enter for this neighbor, such as first/last name and mailing address.

1st Part Of Neighbor Record
2nd Part of Neighbor Record

Step 3a) Finish and Add Neighbor Record

Press the blue Finish Add Contact button to complete entry of Neighbor Record

B) Importing Neighbor Records for parcels after acquiring names/addresses from county records or use of an outside vendor

Neighbor records can be entered into the Investment Dominator, (in bulk) by use of the Import function. The following steps illustrate this process:

Note: A vendor such as ListSource can be employed to supply an entire list of Neighbors around a specific parcel for importing into Investment Dominator.

Step 1b) Under Marketing Tab > Import function

Navigate to the ‘Marketing Tab> Import function:

Step 2b) Prepare The Import List Based On Sample List Format

Prior to importing a list of Neighbor records, make sure your .CSV (Excel) file is saved on your computer based on the following attributes:

  • Each Neighbor record must have the Type=Neighbor
  • First Name, Last Name, Address, City, State, Zip Code, Interested In Property ID – A, (at minimum) fields must be entered based on SAMPLE-CONTACT-IMPORT-LIST.csv as shown
  • Excel file must be saved as .CSV (Comma Delimited) at an appropriate location on your computer

Note: Use the sample list to ensure your data list is formatted correctly.

Step 3b) Import Excel Neighbor Records File

Under Marketing Tab select Import function to import Neighbor Records Excel file into Investment Dominator.

Choose the .CSV Comma Delimited Excel file, (saved from Step 2b) using the Choose File function. The chosen file displays next to Choose File button.

Press the blue Upload List button to import the Neighbor Records into Investment Dominator.

C) Generating The Neighbors Letter Campaign

Navigate to the ‘Marketing> Campaigns‘ screen in the system, then under the ‘Marketing section click the .DOC or .PDF icons on the ‘Neighbor’s Letter (Land)‘ line for both the letters and envelopes.

If you would like to have a mailing house print the letters click on the green .CSV icon to the right of the row to generate the mailing list for the main house.