2020-08-06 Live Training Call

On this live training call, we discussed…

  • Can Land Records have multiple Tags attached in the Investment Dominator – 6:10
  • How to merge the leads from the Buying Website with the information that is already in the Investment Dominator – 9:00
  • How to Undo completed transactions in the Investment Dominator  – 18:50
  • When is it a good time to use an Option package agreement vs an Contract package agreement to purchase property – 23:50
  • How to process emails that show up in the in the Marketing Tab in Investment Dominator – 28:50
  • Why isn’t First Name and Last Name being requested on the Optin Page in Investment Dominator – 34:00
  • How to process a 2nd parcel an owner wishes to sell in the Investment Dominator – 35:30
  • When importing new Prospect records why would the .CSV Excel File still hold a previous week’s prospect records in the Investment Dominator – 41:45
  • What is the difference between the Short Legal vs Long Legal Description fields in the Land Records in Investment Dominator – 46:35
  • When uploading lists into Investment Dominator are Trusts typed as Individual or as Company – 51:45
  • When uploading lists into Investment Dominator why is there a [back tax] field; but, no [property tax] field specified – 51:45

2020-08-03 Live Training Call

On this live training call, we discussed…

  • What are the Investment Dominator [Big-3] setup requirements – 6:30
    • Signature/Profile    – 6:55
    • Company Info               – 10:30
    • Domains                        – 24:20
  • Will users be notified when their SSL Certificate expires for Buying/Selling Sites in Investment Dominator – 38:25
  • Is it possible to display the Webinar questions as they are being answered for clarity  – 40:50
  • How to Tag groups of records that are already in the Investment Dominator  – 42:45
  • When property owners request offers via the Buying Site can notifications be sent to multiple email addresses – 46:35
  • What is the most efficient way to update Prospect status records to Mailed Letter 1 status in Investment Dominator – 48:40
  • What is the name of a company that will take current pictures and post [For Sale] signs on your listed property – 52:25
  • How to go about finding a title company to obtain a list of [Out of State Owners] – 57:35

2020-07-30 Live Training Call

On this live training call, we discussed…

  • When is the next 2-Day Investment Dominator Maximizer Workshop scheduled – 2:40
  • What would be the reason for changing the 10 day time period in the Seller Offer contract in Investment Dominator – 3:55
  • How to change the working time in Offers sent out of the Investment Dominator – 6:10
  • When owners enter their information on the Buying Site how can Investment Dominator send emails to multiple email addresses  – 10:30
  • How to write up and Suggest A Feature in the Investment Dominator – 12:50
  • Which Seller list [County Data Lead Source] is recommended for county information, AgentPro247, Rebo-Gateway or Data Tree – 15:50
  • How to upload and manage a mass list of Prospect records in the Investment Dominator – 24:15
  • When is the recommended time for cleaning out or discarding non-responsive prospects out of Investment Dominator – 34:10
  • If an owner record already exists in Investment Dominator will a new letter be generated for the owner if a new property is imported – 39:50
  • How to distinguish between an email notification generated from PAT Live versus generated from the Buying site – 43:15
  • Who can assist with the generation of customized letter or envelopes in the  Investment Dominator – 49:25
  • Which is the most time consuming step in the LPG Process Flow – 54:55

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.

2020-07-27 Live Training Call

On this live training call, we discussed…

  • What are the Investment Dominator [Big-3] setup requirements – 3:40
    • Signature/Profile        – 5:25
    • Company Info            – 10:15
    • Domains                     – 27:25
  • When does PAT Live representative enter Seller’s information directly into Investment Dominator – 41:00
  • Is it necessary to train PAT Live representative on how to enter Seller’s information – 44:30
  • Is there an additional cost for PAT Live or is this service included with the Investment Dominator  – 46:15
  • Does it take a long time for PAT Live to enter Seller’s information into the Investment Dominator – 49:40
  • When is the next 2-Day Investment Dominator Maximizer Workshop scheduled – 52:45
  • Do any existing articles exist on how to send out Offer Letters using a mail house such as Click-2-Mail – 54:50
  • How to generate a custom envelope in the Investment Dominator – 59:20

2020-07-23 Live Training Call

On this live training call, we discussed…

  • What is the cost of the 2-Day Maximizer workshop – 4:40
  • What is the importance of the custom [Don’t Bother me again] status in the Investment Dominator – 6:00
  • What is the optimal time for a follow-up call after sending an initial Offer Letter – 12:00
  • When uploading a prospect list and receiving a message [X # of existing owners] should we delete these records to prevent duplicate records in Investment Dominator – 14:00
  • What can possibly prevent the successful configuration of your Buying/Selling site domains in Investment Dominator – 20:55
  • Should a more friendly URL be used for the Buying site and a professional business-like URL for the Selling site in Investment Dominator – 26:15
  • With 200 lead records imported why would only 149 be showing in the Land records in the Investment Dominator – 29:25
  • How to add Tags to land records that already exists in the Investment Dominator – 36:35
  • How to modify the [Down Payment] field in the Notes section on Lease Purchase agreements in the Investment Dominator – 42:05
  • Regarding the HOA/POA field in Investment Dominator is that to be entered based on a calendar year or as a monthly payment – 49:45
  • How to change the order of Property Listings on my selling site in Investment Dominator – 52:15
  • When will the Sales Lease Agreement and Sales Contracts be available for access in Investment Dominator – 57:50

2020-07-20 Live Training Call

On this live training call, we discussed…

  • What are the Investment Dominator [Big-3] setup requirements – 3:45
    • Signature/Profile     – 4:05
    • Company Info          – 8:00
    • Domains                  – 16:30
  • Does the subject matter in the 2-Day Investment Dominator Maximizer workshop train using ID functionality  – 28:45
  • What is the recommended package to initially set up PAT Live for taking Neutral Letter calls – 34:30
  • Who should be consulted to set up a call center such as PAT Live for Neutral Letter calls  – 38:05
  • When will last week’s Webinars be posted in the Investment Dominator – 42:30
  • How to determine Market Value of vacant land and houses using the Investment Dominator – 44:00
  • What is the process to add Tags to prospect records in the Investment Dominator – 50:05
  • What is the process for exporting Neutral Letters out of Investment Dominator for ITI (Letter Printing.Net) mail merge – 53:40
  • How is a PAT Live possibly creating duplicate records in the Investment Dominator – 59:00

2020-07-16 Live Training Call

On this live training call, we discussed…

  • How to replace existing Jing by Tech-Smith with new Tech-Smith Capture tool – 3:00
  • Should additional Stages be created in the Investment Dominator  – 10:10
  • What is the rationale for moving a Land Record into a custom status [Don’t Call Me Again] in Investment Dominator  – 13:30
  • Should the creation of Neighbor Letters be an outsourced task on a regular basis – 21:15
  • When an owner has multiple properties what is the most efficient way to generate offers in the Investment Dominator – 25:50
  • When owners have multiple parcels does Investment Dominator only mail 1 neutral letter per own – 36:10
  • What are the steps to set up a Lease Purchase type seller financing loan out of Investment Dominator – 37:45
  • How to [Batch Update] multiple land records at once in Investment Dominator – 45:45
  • How does Investment Dominator prevent the creation of duplicate owner records – 53:10
  • Is it feasible to save any of PAT Live’s information provided in email format for future reference – 59:05

2020-07-13 Live Training Call

On this live training call, we discussed…

  • What are the Investment Dominator [Big-3] setup requirements – 4:50
    • Signature/Profile             – 5:20
    • Company Info                 – 8:15
    • Domains                         – 23:30
  • Are buyers or sellers responsible for providing Flood Insurance where necessary  – 35:25
  • Is it necessary to provide a Local Phone # in the specific area where land is being purchased – 38:55
  • What is the most efficient way to add Tags to prospect status land records in the Investment Dominator – 43:50
  • How to modify the status field, (in batch) of multiple land records in the Investment Dominator – 48:05
  • Is there any type of flow-chart showing the relationship of stages and status in the Investment Dominator – 50:40
  • In setting up PAT Live should their standard email address – PAT@Patlive.com be utilized – 55:10
  • How to generate an Offer in the Investment Dominator – 57:30