2021-07-12 Live Training Call

What are the Investment Dominator [Big-3] setup requirements –3:20
Signature/Profile – 3:54
Company Info – 9:55
Domains – 25:20

  • 34:45 – How to Generate your SSL
  • 36:35 – How to join live calls and view previous recordings
  • 38:00 – If we change the color for signature does this show an increase in costs
  • 39:10 – What functionality does the company email provide
  • 39:50 – When you are in the process of getting your LLC what do you put under the company name section
  • 40:43 – Do I have to set up both domains and map to the Investment Dominator
  • 42:40 – Why do we have to map 2 domains to the Investment Dominator
  • 45:30 – How do we customize our themes for our websites buying/ selling
  • 47:40 – Going over buying site theme article
  • 49:08 – How to download and upload a custom theme for buying site
  • 51:20 – How to submit a ticket for help with domains
  • 54:10 – What is the best way to get familiar with the Investment Dominator

2021-07-08 Live Training Call

Questions answered on this call:

  • 4:00 – Updates with the Campaign section on the Investment Dominator
  • 9:34 – How to customize Jacks offer letter template
  • 17:30 – How to create a new page for selling site with map and list of properties
  • 35:10 – What is the REI Print mail option I see in the campaigns section
  • 46:20 – Do you recommend ITI or REI for mailhouse option
  • 48:20 – Updates to previous articles on how to use new campaign update
  • 50:10 – How to sign up for weekly Q&A calls and view replays
  • 51:20 – How to create a support ticket for the Investment Dominator
  • 53:15 – How can you preview the prospect neutral letter before mailing

2021-07-01 Live Training Call

Questions answered on this call:

  • 4:34 – Can you tell us how we can get more information about RC phone setup
  • 8:22 – How can we get more information about PatLive service
  • 10:40 – What does a Pat live member do with my Investment Dominator
  • 14:30 – Can you go over what information is associated with the neutral letter
  • 23:12 – What to do after sending a mailing with the mail house
  • 25:50 – How to check your activity log for records uploaded to ID
  • 28:12 – How to do an Advanced Search to look for records in Land tab
  • 30:58 – How to import records using data tree and related FAQ
  • 39:44 – Using our user guide to see Integrations available
  • 42:50 – Using record Ids to locate and tag properly
  • 47:44 – Can you provide more information for custom theme and how a freelancer can work on this
  • 56:15 – Where can we find more information on merge fields for Investment Dominator

2021-06-28 Live Training Call

What are the Investment Dominator [Big-3] setup requirements –2:30
Signature/Profile – 4:00
Company Info – 11:00
Domains – 28:50

  • 42:28 – How to find information on setting up a direct mailing ITI
  • 44:10 – What is the process for uploading a list and generating a campaign
  • 48:00 – How can we see previously recorded Q&A Live Streams
  • 50:10 – What are the first steps when working with the Investment Dominator
  • 51:50 – How do I properly troubleshoot when working with my domains
  • 54:35 – Can you explain the Recommended Ring Central Setup

2021-06-24 Live Training Call

Questions answered on this call:

  • 6:11 – What is TechSmith and why do you recommend it
  • 7:30 – Showcasing TechSmith functions
  • 10:00 – How to add images to properties listed on our selling site
  • 16:20 – Where can I find more information about our outside data service integration
  • 20:11 – How to generate a land list with our outside data service integration
  • 27:00 – How to change your selling site theme
  • 31:30 – Going over selling site customization options
  • 36:58 – How can we add users onto our account for ID
  • 42:00 – What is Zapier and what you can do with it
  • 44:00 – How to populate a google sheet with Zapier

How To Generate A Direct Mail Campaign With Our REIPrintMail Integration

We are excited to announce our new Integration with REIPrintMail which is a 3rd party service that allows you to take your Prospect records from within the Investment Dominator and send them directly to REIPrintMail for processing. They will then print, prepare and mail out your letters on your behalf for a fee.

Let’s take a dive into this step-by-step to understand what goes into a mailing campaign with REIPrintMail, first let’s locate where in the Investment Dominator this new feature is.

From within the ‘Land’ tab go to ‘Campaigns
Then select from the drop-down menu under the ‘Prospect Neutral Letter’ line the ‘REI Print Mail’ option.

A new campaign wizard screen will then appear:

NOTE: There is a limit of 4,999 records per order with REIPrintMail, if you are working with more records than this, you will need to do multiple orders.

Click the ‘Next – Generate Order with REIPrintMail’ button to move on with your order.

Notice a new screen comes up called ‘CASS Certification ‘ this will ensure that your records within your list have valid addresses. This will take some time to process, so please be patient.

Once the CASS Certification process has finished you will get an order review screen, this will provide you with all the details about the order.

Things you should review before moving on include:

  • # Successfully Processed Records
  • # Rejected Records
  • Cost Per Letter
  • Total Mailing Cost
  • Rejected Record Details

When reviewing your rejected records, make note of the ‘Error Message’ this will allow you to see the actual reason the records were not approved for mailing. Later on, you will be given a chance to move these records in bulk into the ‘SKIP TRACE’ Status, but for now, let’s focus on the ones that are approved for mailing right now which in our example is 1,209 records.

NOTE: At this point, no transaction has occurred as this is just a review of the order information.

Once all information has been reviewed select the ‘Reviewed/ Approved – Continue with Order‘ option at the bottom of the screen then click on the ‘Order‘ button to continue with the order.

Next, you will see an REI Payment screen that will allow you to enter your payment information:

Once you have entered in your payment information and submitted the order by hitting the ‘PAY‘ button an Order Complete message should appear:

Click the ‘Bulk Update Records Now‘ button to move these records from the ‘Prospect’ Status to the ‘Mailed Letter 1’ Status.

Next, if you had any records that did not pass the CASS Certification you can click the ‘Bulk Update Rejected Records‘ button to move these records with bad addresses into the ‘SKIP TRACE‘ Status.

NOTE: You can view the status of orders with REIPrintMail through their website by logging in at https://reiprintmail.com/login

For questions about your order contact REIPrintMail support at 1-800-378-0378 and reference your REIPrintMail Order ID.

2021-06-21 Live Training Call

What we discussed on this call:

What are the Investment Dominator [Big-3] setup requirements –0:40
Signature/Profile – 3:25
Company Info – 11:00
Domains – 30:00

  • 44:25 – Reviewing information regarding your Company Phone and Ring Central
  • 46:05 – Ring Central Articles
  • 52:40 – more information on Pat live Services
  • 55:00 – How to sign up for live calls and view recordings
  • 57:30 – Information about submitting a ticket for support

2021-06-17 Live Training Call

Questions answered on this call:

  • 6:23 – Can you go over Ring Central information (Ext 2)
  • 11:00 – General Introduction with Zapier Automation
  • 13:00 – Articles we have on Zapier integration
  • 15:15 – Connecting Investment Dominator to Ring Central with Zapier
  • 28:00 – Going over importing records using our integration with Datatree
  • 31:45 – Troubleshooting records from Datatree integration import
  • 35:00 – How to turn on your zap made within Zapier
  • 36:36 – Connecting the Investment Dominator to Google Sheets
  • 44:00 – How to add your API credentials into Zapier from ID
  • 47:00 – Seeing how Zapier automation can update a spreadsheet for you