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 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.

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

HTML Editor Options

In various areas of the Investment Dominator you will find an HTML editor that will allow you to insert images, create bullet-point lists, format text, align text, add hyperlinks, create data tables, paste text from an external source, and much much more!

Below are just some of the options available to you in our HTML Editor.

Hover over the icons in the HTML Editor itself to get a definition of what each option is used for, but to help define some for you here please reference the image below:

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.

How To Add Public/Private Links On Listings

On land records and listings generated in the Investment Dominator you may have the need to provide additional information for yourself; as well as, potential buyers of property. We use both Public and Private links to accomplish this task as they can provide additional pertinent information for anyone accessing land records or customers perusing your Selling Site to purchase vacant land. Links also serve to keep listings clean and uncluttered with the information being provided.

Execute the following to add both Public/Privates links to any land records:

Step 1) To Create A Public/Private Link “Edit” A Land Record

Note: To create a Private Link a land record can be in any status, while in most instances to create a Public link the land record is in “Complete/Ready to Sell” status. Public links will appear on active listings.

Step 2) Access the [Links] section to add the new link

Once inside the land record scroll down to the [Links] section and press the “Add Link” button.

Step 3) Add either a Public/Private link with associated parameters

Note: Public links will display on any property listings below the property descriptions, while Private links are for personal use and will NOT display.

Enter the Title, Description, URL and Post Vars fields as needed for the new link.

Public Link Example: The following is a simple Public [Google Search] link and will produce an internet google search for entities in the state of “Arizona”.

Private Link Example: The following is a Private [County GIS Site Map] link and will access a GIS County Map for a specific parcel. This link provides information regarding the size, shape and location of the specific parcel as needed.

Step 4) Add Either Public or Private Link For Access

Once all appropriate link information has been added for either a Public or Private link press the blue Add button to generate the link.

Notice both types of links will be added and are active links which can be accessed from within the land record.

How To Select A Sub-Set of Prospect Records For Printing

First off, it is advisable to import only the specific records you plan to process into the Investment Dominator. However, you may have already imported several thousands of records into the Investment Dominator; but, only want to select/process a sub-set of the prospect records imported.

How do you manage a large number of prospect records imported going forward on a weekly basis?

Step 1) – Select all Prospect Land records and put them in the “ON HOLD” status

Note: Check for any other Land Records in the “HOLD” Status prior to executing this step and update/move those records into a different status.

Use the ‘Search By‘ function and select the “Prospect” status as shown below.

Press the blue ‘Search‘ button next to the field to bring up all the prospect records in your system.

Click the ‘Select All‘ checkbox above the records to select all the records in the search query.

Select the ‘Change Status‘ option above the records.

Change the status field to the ‘ON HOLD‘ option.

And press the blue ‘Confirm Move‘ button to move these selected records from the ‘Prospect’ status to the ‘On Hold’ status.

Press the blue ‘Clear Search‘ option above the record table to display all records under the ‘Land‘ page.

Step 2) – Select only the Prospect records by Property ID Range to be processed

NOTE: The following is only a simulation, you may select any number of records to be processed by Property ID Range as necessary.

Select/display all records “ON HOLD” status by pressing the ‘On Hold‘ Stage filter at the top of the record table as shown:

Select the ‘Search by>Property Id Range‘ option and enter the record range of records that you want to process.

Click the blue ‘Search‘ button.

NOTE: The ‘Property Id Range’ can equal 250 records, 500 records or any range of records you want to process. In this example 11 records display.

Click the ‘Select All‘ checkbox to select all the records in the search query.

Click the ‘Change Status‘ option.

The “Prospect” status should already be selected, so simply press the blue ‘Confirm Move‘ button so that these selected records move from the “ON HOLD” status to the “Prospect” status:

Step 3) – Generate your direct mail letter campaign

Click the ‘Campaigns‘ option above the record table:

Click the green icon on the first line to save the .CSV Excel mailing list file, (containing all Prospect records included in that mailing) to your computer and send the .CSV file and two accompanying template files, (Neutral Letter and Envelope template) files to LPGLetters.com for them to process.

Step 4) – Use the ‘Bulk Update Records’ option to change the status of processed records for tracking

Click the ‘Bulk Update Records‘ function to change status of the records mailed from ‘Prospect’ to the ‘Mailed Letter-1’ status:

NOTE: The following week in order to process the next set of 250 or 500 records simply repeat the process above starting at Step 2) .

How To Manipulate The Order of Property Listings On Your Selling Site

On your current Investment Dominator Selling Site, you may not be satisfied with the default order of listings displayed and may have a need to feature other listings appearing further down the list.

To change the order of how listings appear on your Selling site follow the steps below.

Step 1) Under ‘Customize> Website Settings – Selling’

Navigate to the ‘Customize>Website Settings – Selling‘ section:

Step 2) Scroll Down To The ‘Property Listings’ Section

Scroll down to the ‘Property Listings‘ section:

Step 3) Arrange The Listing Order

Select the specific listings you want to move either up or down in order based on the listings display.

Under the ‘Display Order‘ column select either the ‘Move Up‘ or ‘Move Down‘ options for the specific listing you want to either move up or move down, (one position at a time).

NOTE: As soon as you select either the ‘Move Up‘ arrow or ‘Move Down‘ arrow associated with a specific listing, the system immediately causes that listing to be re-positioned in the order display.

Step 4) Save the changes

NOTE: Simply pressing the ‘Move Up‘ arrow or ‘Move Down‘ arrow and seeing the listing change position in the Admin Console will NOT be sufficient to update the listing order on your Selling site. You must first save the changes.

To save the new listing order scroll to the bottom of the page and press the blue ‘Update Site‘ button.

Step 5) View The Changes On Your Selling Site

In order to see any Listing Order changes, select the ‘Websites>Selling Site‘ option from the menu as shown: