How To Convert AgentPro247 Data To Import Into Investment Dominator

AgentPro247 is a 3rd party self-service research and lead generation tool for Real Estate Investors to utilize in order to pull specific County data for importing into the Investment Dominator CRM. The data coming from AgentPro247 is extracted in a specific format and data fields must be added and modified to successfully import the records into Investment Dominator for processing.

The following steps can be executed to accomplish this task:

Step 1) Access AgentPro247 Data For Download

AgentPro247 is sent and must be downloaded as follows:

Note: Once file is downloaded onto your computer save the file in the appropriate file location for future access.

Step 2) Open Saved Excel File And Add Column Headings

Open up the saved Excel .CSV (Comma Delimited) file from Step #1, add and modify column headings appropriately.

Note: It is common for AgentPro247 data to be missing ‘Mail Address’ along with a missing ‘Type’ and ‘Company’ field information. The ‘Type’ and ‘Company’ fields must be added to the .CSV file as shown:

Modify the existing column headings based on AgentPro247 Data Investment Dominator Field Comparison as shown:

Any unnecessary columns should be deleted from the Excel file such as PZip, PZip4, MUnitNumber, MUnitType etc.

Step 3) Save Newly Modified Excel File For Import

Save the newly modified Excel .CSV (Comma Delimited) file from Step #2 as an appropriately named file for importing into Investment Dominator.

Note: Any Optional fields can be added and imported based on Optional Fields list in How to Import your List (for Land Investing) Article in Investment Dominator.

The newly saved Excel .CSV (Comma Delimited) should have 11 mandatory data fields for successful importing; as well as, any optional fields as shown:

How To Create A Custom 2nd Offer Cover Letter

After an initial offer has already been sent, if there is no response you may want to follow up with an increased amount for the second offer. There are built-in 2nd Offer Cover Letter templates in the LPG System. 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.

If you would still like to test out variations of the 2nd Offer Cover Letter, in this article we will discuss how you can create a new custom version that uses our content as a base and then incorporates you custom verbiage in the document.

Create A Custom 2nd Offer Cover Letter Template

Note: The following procedure is meant to address 2nd Offers on individual parcels only.  If an owner has multiple properties and 2nd Offers are being issued for each property, the verbiage in the document content section will need to be altered to address this matter.

1. Access the 2nd Offer Cover Letter Template in the LPG System

  • Logon to LPG with username/password [my.landprofitgenerator.com]
  • Access ‘Documents‘ section
  • Scroll down to ‘Download Doc 3a – Second Offer Cover Letter‘ and open the document

2. In Investment Dominator access ‘How To Customize Jack’s Offer Templates’ instructions

  • Select ‘Help‘ function
  • Select ‘+ Search Our User Guide‘ from the menu choices
  • Enter ‘Jack‘ in search box
  • Press the blue ‘Search User Guide‘ button

Access the ‘How To Customize Jack’s Offer Templates‘ article and follow instructions to create a custom 2nd Offer Cover Letter document.

3. Create the 2nd Offer Cover Letter in the Investment Dominator (Document Content field)

A) Go to ‘Customize> Custom Documents> Add Document’.

B) Then select the following settings…

  • To = Owner – Land Only
  • Status = Pending Preliminary Research
  • Document File Type = Both
  • Document Type = Portrait
  • Document Title = (Give your document a name)
    • Press the ‘Source‘ button to disable all [wiz wig] functions
  • Document Content = (Copy and paste this content under the ‘Source’ tab)
    • Select the blue this content HTML text
    • Press [Cntl-A] to highlight/select all HTML text
    • Press [Cntl-C] to copy all HTML text
    • Place cursor in corner of Document Content field box
    • Press Cntl-V to paste all HTML text into field
    • Press the ‘Source‘ button to enable all [wiz wig] functions
    • Alter the text in Document Content field box to read as 2nd Offer Cover Letter template from step 1
    • Place Cursor over Signature Line (after the word ‘Sincerely’)
    • Use the [Insert Merge Field:]select the ‘your signature’ from the drop down list of fields
  • Allow Generate Envelope/Label = Labels
  • Allow Export Data = Yes
  • Allow Bulk Update = Yes
  • Move To = ‘Offer Sent’ status
  • Per Each Property = Yes

C) Press the blue ‘Add/Update’ button to save the new Custom 2nd Offer Cover Letter Document

How To Customize Buying and Selling Site Text Display

On both the Buying and Selling Sites provided in the Investment Dominator system, there is existing default text serving as an introduction to that specific website. You can modify and design your own version of this textual information to convey any messages you deem appropriate.

To customize either of the initial Buying or Selling Site text displayed, this is accomplished by entry of data into the [Buying Site Homepage Text] field.

Changing your Buying Site text display is easy to do, simply go to ‘Customize> Website Settings – Buying> Access Buying Site Homepage Text:‘ field.

Note: Changing your Selling Site text requires you go to ‘Customize> Website Settings – Selling> Access Selling Site Homepage Text:‘ field

Scroll down to [Buying Site Homepage Text] field and enter any text you want to appear when Buying Site Homepage initially displays.

Note: Any text or images found in the [Buying Site Homepage Text] field will automatically prevent Investment Dominator from the displaying the default built-in site text.

Once text has been entered into the [Buying Site Homepage Text] field, Scroll down to the end of the page and click the blue ‘Update Site‘ button to save the changes.

To view the changes click ‘Websites> Buying Site‘:

Your Buying or Selling Site with your new changes will be displayed on a browser tab.

How To Tag Records And Execute Advanced Searches

Tags can be used to index Land, House and Contact records in the system without affecting their stage/status. You can use the tagging methodology to keep track of mailing campaigns, interests, and grouped characteristics.

For example, lets say you wanted to group specific records for a specific calendar date (Tag) and search for all records in a certain County where all land records have a primary phone number populated. The following illustrates how to accomplish this task.

Create A Tag

To create a tag in the system go to ‘Customize> Tags> Add Tag’…

Then enter a new tag name and click the blue ‘Add’ button to save…

Tag Records

To tag land records go to the ‘Land Deals’ tab and then select some records from the overview table then click the ‘Tag’ option at the top of the table.

To tag house records go to the ‘House Deals’ tab and then select some records from the overview table then click the ‘Tag’ option at the top of the table. 

To tag contact records go to the ‘Buyers List’ tab and then select some records from the overview table then click the ‘Tag’ option at the top of the table. 

Select a least one tag under the ‘Tags’ option then click the blue ‘Confirm Tag’ button to index the records under those tags.

(Advanced) Search And Select Tagged Records

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.

All you need to do is go to ‘Land Deals> Advanced Search‘ and then create a search with the desired criteria.


Example: By a specific Tag, by County and by Primary Phone

Let’s say you want to identify all the records under your Land Deals section where there is a specific ‘Tag‘, (on a specific date) where records are in a particular ‘County‘ and where the ‘Primary Phone #‘ field is NOT Empty. All you need to do is go to ‘Land Deals> Advanced Search‘ and then create a search with the following criteria:

Note: Simply press the ‘Add rule‘ button to select each criteria for the advanced search and press the blue ‘Save‘ button to name each advanced search.

Once the new advanced search has been generated, named and saved, press the blue ‘Search‘ button to execute the Advanced Search.

Advanced Searches can be accessed from within the ‘Select a saved search‘ in the Advanced Search function; as well as, under the ‘Reports> Saved Searches‘ area.

OR

Once executed, advanced searches will quickly identify and retrieve the appropriate records under the ‘Land Deals‘, ‘House Deals‘, and ‘Buyers List‘ section based on multiple AND/OR search criteria.

How To Create A Custom Neutral Letter Template For Mailing

The two mail houses we recommend at this time are LPGletters.com or LPGmailer.com both of which are full service mailing services that print, fold, stuff, stamp and mail your letters out on your Company’s behalf. This article will focus primarily on the service provided by LPGletters.com  or ITI – Letterprinting.Net. In the event you have a need to create a new custom template for a mail merge this article provides step by step instructions on how to accomplish this task.

Overview

In order to create a custom Neutral Letter Template for mailing to either of the afore listed mail houses you must complete the following steps.

Step 1: Open Up A Blank ‘Word’ Document File

This blank ‘Word’ document file will be utilized to house the new version of the Neutral Letter Template for mailing.

Step 2: Access ‘Campaigns’ Function In Either Land Or House Deals Section

  • Log into your Investment Dominator Admin Console and navigate to either the ‘Land Deals‘ or ‘House Deals‘ section depending on the type of properties you are working with.
  • Click on the link in the upper right side of the page called ‘Campaigns‘.

Step 3: Access Template Icon For ‘Generate Prospect Neutral Letter Template’

  • Once you access the [?] icon the system will reveal the ‘Generate Prospect Neutral Letter Template‘ and ‘Generate Envelope Template‘ PDF downloads.
  • Select the ‘Generate Prospect Neutral Letter Template‘ for PDF download.

Step 4: Open And Recreate The Template In Word Document

  • Open the ‘Generate Prospect Neutral Letter Template‘ and down-load the built-in template onto your computer.
  • Copy each line of the ‘Generate Prospect Neutral Letter Template‘ into the blank ‘WORD’ file you opened in Step 1.
  • Copy the SIGNATURE into your ‘WORD’ file using Jing or some other ‘Snip-it’ tool available.

Note: This template must be recreated as a new version because it contains all of ITI placeholder information as highlighted in RED for a successful mail merge.

Step 5: Make Changes To Save In ‘WORD’ And ‘PDF’ Formats

  • Make any appropriate changes to the new version of the Prospect Neutral Letter Template in the ‘WORD’ file.
  • SAVE the new version of the Prospect Neutral Letter Template in ‘WORD’ file format on your computer.
  • SAVE the new version of the Prospect Neutral Letter Template in ‘PDF’ file format on your computer.

Note: The new version of the Prospect Neutral Letter Template in ‘PDF’ file format is sent to ITI, (Letterprinting.Net).

How To Edit/Delete Tags In BULK

Tags are used to index Land, House and/or Contact records in Investment Dominator; as well as, to group certain records for future reference. This article will focus primarily on editing or the deletion of existing tags assigned to multiple records in the CRM in a bulk manner.

Note: There is an existing article detailing how Tags and the Tagging Records process works in detail entitled, How Tags and Tagging Records Work In The Investment Dominator CRM.

Create a Tag

To create a tag in the CRM select ‘Customize > Tags > Add Tag button as shown…

Next, enter the new Tag Name and select the blue ‘Add‘ button as shown…

Note: In this example, the Tag will be used to tag land records on initial offers to search for the mailing of 2nd Offers in the near future.

Tag Records

To tag land records go to the ‘Land Deals’ tab and select the records for tagging, then select the ‘Tag’ function as shown….

Select the newly created tag from the drop-down list of tags to be assigned to the previously selected land records and press the blue ‘Confirm Tag‘ button as shown…

Note: This same methodology applies to the tagging of both House and Contact records in Investment Dominator.

System should display Records(s) successfully update message should display!

Editing/Deleting Tags In BULK

To edit/delete a tag in the CRM select ‘Customize > Tags > Scroll or PAGE to the specific TAG for editing or deletion.

Select the ‘Edit’ function to EDIT or DELETE the selected Tag as shown…

Note: The last created TAG will appear on the very end of the previously created tags list.

To Edit the existing TAG make any appropriate changes to the tag and press ‘Save’ function.

To Delete the existing TAG press the ‘Delete’ function.

NOTE: Editing or deleting the tag will remove any reference to the tag in any records in the system even if records were indexed using that tag.

Search By… Tag Option

You can now search all land records by the newly modified tag using the ‘Search By’ function and selecting the ‘Tag’ option. Select the specific tag to filter by and select the blue ‘Search’ button…

Searching by the selected Tag will return all records where this tag, (or modified tag) is now assigned.

If the specific tag was deleted from the system, the tag will NOT be available in the drop-down tags list for selection.

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:

How To Calculate Acreage Size Of Property

In many instances you may not have the actual size of a parcel, (in acres) from either county data or county records from list service brokers. The GIS, (geographical information system) will supply a screen shot of the actual parcel and you will be able to pull cross streets near your subject property to determine its location. In our example, this article will illustrate how you can determine the actual acreage size of any parcel using Google Maps.

Step 1) – Acquire Cross Streets From GIS County Map

Record the appropriate cross streets from the GIS system in the county website. Example: Cross Streets from GIS in Harnett County

Edit the appropriate Land record in Investment Dominator to assist in determining the size of the subject parcel.

Cross Streets From GIS
Access Edit Function

Step 2) – Access The Cross Streets Location In Google Maps

In a new browser window, access googlemaps.com

In the “Search Google Maps” search box type in the appropriate cross streets from Step 1) above. (Example: S 3rd St & E McNeill St)

Note: Make sure you select the appropriate matching cross streets that pop-up based on your entry in the search box.

Google Maps will go directly to the selected cross streets based on your selection.

Step 3) Locate Your Parcel In Relation To Cross Streets

Use the GIS county map from Step 1) and locate your subject parcel on Google Maps in relation to cross streets.

Note: You may want to Zoom-In on your subject parcel prior to proceeding to Step 4)

Step 4) Measure Distance And Size Of Your Parcel

Find one corner of your subject parcel and <right-click> on that corner to display the appropriate menu.

Select Measure Distance from menu to start measuring the subject parcel.

To start measuring, <left-click> on each corner of the subject parcel until lines have been drawn completely around the image.

Acquire the Total area in sq ft of the entire parcel for Investment Dominator calculation.

Acquire Total Sq Ft Of Parcel

Step 5) Calculate Acreage Size Of Your Parcel

Copy the Total Area: field in sq ft into the edited record from Step 4)

Go to the Property Information section of the Investment Dominator record.

Enter the Total Area: field calculation from Google Maps into the What is the size of the property? field [SQ. FT.] box in the Investment Dominator.

Press the Enter key on your keyboard to process [SQ. FT.] box entry. Note: The system will jump back to the top of the current record.

Press the Update Record button in the upper right corner of the screen.

Scroll back down to the Property Information section of the record and view the size in Acres box.

Recommended Ring Central Setup

We recommend LPGphone.com (Ring Central) as our preferred phone system for the Land Profit Generator method.

The reasons we recommend them as a resource include:

  • They offer a full-featured virtual phone system (virtual PBX) that can be easily self-managed (doesn’t require expensive phone techs to configure) at a fraction of the cost of a traditional company phone system.

    NOTE: For a complete list of features and up-to-date pricing information please refer to: https://www.ringcentral.com/office/plansandpricing.html
  • They are a virtual system that is hosted in the cloud so you don’t need to install any software on a server that you need to manage or maintain.
  • They provide you with full-featured Desktop and Mobile Applications that allow you to easily make and receive calls from your company phone lines and much more. To download their Desktop or Mobile Apps visit: https://support.ringcentral.com/download.html

Recommended Setup:

We have two recommended setups:

  • A two-line setup
    This will cost you less money per month and is only recommended if the same person/team in your company that takes the offer request calls is also the same person/team that handles offer questions/ negotiations.
  • A three-line setup
    If you have a call center like LandCalls.com answering your offer request line and a separate person/team that answers questions about offers you have made, or is in charge of handling offer negotiations then you want to use this three-line setup to ensure you have a separate extra line for your offer negotiation person/team and you significantly reduce the chance that the seller will call your call center to negotiate an offer.

    NOTE: With Ring Central you can upgrade/downgrade as needed so you can start with two lines then increase to three in the future as your company grows.

The Two-Line Setup

Here’s how it works:

Here’s how you set this up:

In this setup you have two lines, one for your buying (acquisition) side of your business, and one for your selling (disposition) side of your business. At a minimum you want to keep these lines separate because there is a major difference between people that sell land to you and people that buy land from you and you don’t want to cross those two distinctly different markets together.

When someone calls your Buying Line they will hear a custom ‘Auto Receptionist’ message prompting them to either select 1 if they received a letter from you and are interested in selling their property, and #2 if they want to speak to someone regarding an offer you already sent them. This is set up under ‘Phone System> Auto Receptionist> IVR Menus> New IVR Menu

NOTE: The downside of using the two-line setup is it relies on the caller listening to the message and selecting the correct option. Whereas the three-line setup is a simpler process for the caller and eliminates most scenarios

Where To Save The Two Numbers In The Investment Dominator?

Save your Buying Line under both:

  • Customize> Company Information> Company Phone
    Here you are going to put the notation (Option 1) after the number.
  • Customize> Company Information> Offer Phone
    Here you are going to put the notation (Option 2) after the number.

Save Your Selling Line under:

  • Customize> Company Information> Selling Site Phone

The Three-Line Setup

Here’s how it works:

Here’s how you set this up:

Register two additional users with phone numbers (so that your account has a total of three lines).

How to add a User with a line:

Navigate to ‘Users> Add User‘:

Select the ‘Domestic‘ option then click ‘Next‘:

Click on the tab called ‘Add Users without Devices‘.

Then select ‘Yes‘ under the ‘With Numbers‘ field.

Select a local number from the options then click the ‘Add’ button.

Click the ‘Unassigned Extensions‘ option from the left sidebar, then click new extension line to configure it:

Fill out the form to set up the new user/line.

How To Route/ Forward Your RingCentral Lines

Under the User’s ‘Call Handling & Forwarding‘ settings you can set the forward number that will either go to your call center as in the case of line 1, the desktop app of the person that is going to handle your offer negotiation for line 2, as well as the person/team taking your sales calls for line 3.

Create an Unconditional Forward Custom Rule When Forwarding To Pat Live

The type of phone number that Pat Live assigns to you requires an extra step when configuring it as a forward. You must in addition to the regular ‘Call Handling & Forwarding’ options mentioned above create what’s called an Unconditional Forwarding Custom Rule. Below are the steps to set that up:

Click the ‘Custom Rules‘ tab.

Name the rule “Forward To Pat Live”.

Select all the numbers you would like to forward to Pat Live by clicking the Check Box options to the left of the number.

Click ‘Done‘.

Select the ‘Unconditional Forwarding‘ option to the left of the screen:

Enter in the Pat Live forward line under the ‘Forward Calls‘ input.

Click the blue ‘Save‘ button.

Test Your Changes

You will want to call each of your phone numbers after you configure them to test and ensure they are routed to the proper end points.


NOTE: Ring Central is a 3rd party company so they can change their pricing, features, interface at any time and we do not have control over that. This article should merely serve as a reference to help you get set up the way we have structured our business.