Zapier: How To Connect The Investment Dominator To DocuSign

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 DocuSign, but first, let’s talk a little about DocuSign…

What is DocuSign?

DocuSign’s easy-to-use digital transaction platform lets users send, sign and manage legally binding documents securely in the cloud

How To Connect The Investment Dominator To Docusign

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 “DocuSign“.

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

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

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 Docusign Account

Click the ‘Sign in to DocuSign‘ button then enter your DocuSign information into the popup window when it appears.

How To Get Your DocuSign API Key

One thing to note is all you need to do to link your ‘DocuSign‘ account to Zapier all you need to do is log in with your details when prompted.


If for any reason you need your API Key, after logging into ‘DocuSign’ go to settings and then from the bottom-left menu click ‘Integrations and API‘:

From there you will be able to find information regarding anything to do with your API access codes.

Step 5 – Setup The Action

Under the ‘Set up action’ You should have a template already in place in Docusign to select your template.

Before moving on there are some things that would prove useful which I want to point out there are some required fields that unless entered will result in an error. While fields like ‘Email Subject and Email Blurb’ are optional if there is existing information filled into your template from ‘DocuSign‘.

Required Fields

  • Template ID
  • Recipient Email
  • Recipient Name
  • Recipient Role

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, closing a deal in your Investment Dominator CRM will prompt the contract to be sent to the client automatically!

How To Set Default Seller Financing Note and Email Settings

Seller Financing Notes for either a Loan or Lease Purchase agreement deals have specific pre-set percentages or amounts, that will be calculated/charged based on how buyers adhere to their monthly payments.

The following instructions illustrate how to pre-set these amounts that will show up in the ‘Loan Information‘ section of the Notes for each seller financing deal. This also pertains to built-in email communications that are automatically generated in Investment Dominator.

Step 1) Pull The Default Note Settings In A Seller Financing Deal

In order to see the pre-set note settings, (already established) in Investment Dominator set up a seller financing deal with your Land Record in ‘Complete/Ready To Sell‘ status as shown:

Select the ‘Payment Calculator‘ from the ‘Options‘ function and set up the terms for the loan.

Make the appropriate entries based on loan information, (Down Payment, HOA/POA, Terms, etc.).

Notice there are specific entries that have already been pre-populated in the Payment Calculator as shown:

Step 2) Access The Note Settings For Seller Financing Deals

To display the pre-set note settings in Investment Dominator access the Customize > +Note Settings as shown:

Step 3) Reset The Default Note Settings/Emails As Needed For Seller Financing Deals

You can pre-set any of the default note settings as needed for future seller financing deals as shown:

You can also alter any of the pre-set email communications as they pertain to received or late payment notices that are generated in Investment Dominator as shown:

Step 4) Once All Pre-Set Changes Are Complete Press Update Site

When you are finished modifying the pre-set amounts and making any changes to built-in email communications press the blue ‘Update Site’ button to save all entries as shown:

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!

How To Configure Your Website’s Domain – (Custom Domains)

The Investment Dominator comes with integrated buying and selling websites. By default, the URL (web address) of these sites will be something like the following:

www.investmentdominator.com/rei-crm/crm-00001/

Can you imagine slapping that address on your letter to an owner? This would definitely not convey a professional looking site URL.

Therefore many users, choose to purchase their own custom domains from a domain registrar like GoDaddy.com and then point that domain to their Investment Dominator account. In other words, when the person types in the custom domain that you purchased (i.e. www.YourDomain.com) it will send them to your buying, or selling site.

Configuring your custom domains involves a 2-step process. Please follow the instructions below to configure both your Buying Website and Selling website(s) in the Investment Dominator.

Note: In the following example we are using domain provider GoDaddy.Com with instructions.

Step 1) Register A Domain And Point It To Our Server

Execute the following to register your purchased Domain on the domain provider’s site, (i.e. GoDaddy, Name Cheap, REI Black Book etc.). In this example access GoDaddy.com.

We recommend that you register one domain for your buying site and another domain for your selling site. The reason we use two separate domains is that the people going to these two sites are in very different markets and have very different mindsets about real estate, so your domains should reflect that mindset that they are in.

1. Log in to GoDaddy.com and navigate to your My Products page using the following logon screen as shown:

2. If you aren’t automatically directed there, make sure to select the My Products tab as shown:

3. Click Domain Manager, Or under Domain Products select Manage next to the domain you would like to configure as shown:

Note: The system will display the following screen as shown:

4. From the top menu, click the DNS tab, and select Manage Zones as shown:

Note: The following SEARCH box will display for entry of domain name as shown:

5. Begin to enter the custom domain name you want to use and select the domain, click Search as shown:

6.  On the DNS Management page, in the Records section, click the Click pencil icon on existing MX records (pencil icon) next to CNAME (www) record as shown:

7. Change the ‘Points to’ value to investmentdominator.com, change ‘TTL’ to Custom and ‘Seconds’ to 600 as shown:                            

8. Click the ‘Save‘ option to continue.

9. Scroll down to the Forwarding section and click on Add next to the Domain section as shown:

10. Enter in your custom domain starting with the www. in the blank text box to the under the FORWARD TO section.

11. Select the Permanent (301) option.

12. Check the Update my nameservers and DNS settings to support this change option.

13. Click Save.

Step 2) Map Your Domain To Your APP In Investment Dominator

1. After you have pointed your domain(s) DNS to the correct IP Address, you can map your domains to your Investment Dominator CRM. To do this, log into your Investment Dominator app and click on the “Customize Site” button at the top.

2. Then scroll down to the section labeled ‘Website Settings – Buying‘ or ‘Website Settings – Selling‘ sections and enter your domain in the ‘Buying Site Domain‘ and/or ‘Selling Site Domain‘ boxes

3. Click the ‘Change Your Domain‘ button, on the next screen review and confirm the change and your new domain will be saved.

The Investment Dominator Quick Start Guide Part 2 – Setting Up Domains

Hello and welcome to the second part of your journey with the Investment Dominator. The main topic for today is how you can begin to set up your domains for your buying and selling site. This article is meant to be a gateway to other domain providers which means it will be constantly updated.

If you missed part 1 of the Quick Start Guide on setting up your profile, please click here

If you are wondering the reason for customizing and creating our own domain since we are already provided a default one. You want to remain different from your peers and the best way to do this is by adding a personal flair to your website link. Especially when sending this out to your potential prospects!

Step 1: Register Your Domain and Point It To The Investment Dominator Server

Please note we recommend having separate buying and selling domains. This is simply because they both have two different purposes and in order to keep the flow of traffic to your site regulated for your potential prospects there should respectively be two channels one for selling and one for buying.

Step 2: Mapping Your Domain To your Investment Dominator App

Once the setup has been made with your domain and directed to our server the next step in the process will be to connect it to Investment Dominator.

Go into the customize tab on the Investment Dominator and go into your Website Settings – Buying from this section you will be prompted with an option to change your domain. Go ahead and click on this so we can register your new domain.

Go ahead and enter your new domain information for your buying site and if you made sure to connect your C-Name record with Investment Dominator click the check box below. From there hit the next button to confirm your domain name.

Step 3: Secure Your New Domains

Now after you confirm you will be prompted with a screen telling you your domain was changed and instead of just clicking okay we want to hit the Click Here To Secure Your Domain button. A lot of people miss this step so if you happened to click away, go into Customize -> Website Settings – then under the buying site domain there should be a button like so in the picture above which says Secure Your Domain.

Then you will be presented with a screen that looks like this enabling you to generate your SSL provided by Investment Dominator which will secure your website so you can have even better search optimization for your Buying or Selling site.

Then there you have it you have officially set up your Domains and have redirected them onto the Investment Dominator. Not to mention your sites are also now secured allowing for search engines to quickly prioritize your site rather than if it was not secured. The next step of this journey is Quick Start Guide Part 3 which is all about Customizing you can find this here. While you are still at the start of your journey with the Investment Dominator If you run into technical problems you can also message using the help function provided. For more information on where to find this check out this article here.

The key to realizing a dream is to focus not on success but significance, and then even the small steps and little victories along your path will take on greater meaning. – Oprah Winfrey

How To Obtain A Street View Of A Property Using Google Maps

In many instances there may be a need to obtain street view shots of specific properties for either reference or marketing purposes on listings.  

One way to obtain street views of property or even create short video presentations of properties being sold can be achieved by using Google Maps.com and executing the following instructions.

Note: The following instructions work successfully on standard computer equipment such as desk top and lap top computers and may operate a bit differently using Chrome Books and/or Mac hardware.

Step 1) Access Google Maps To Enter Property Address Or Location

Access Google Maps by entering – ‘https://www.google.com/maps’  in the address bar of any browser. 

Once Google Maps has been accessed successfully a screen similar to the following will be displayed as shown:

Step 2) Enter Property Address, Latitude/ Longitude Coordinates Or Location Information

Either of the following types of search criteria can be entered into Google Maps to locate a specific property for display:

      • Property Address: Example – 1911 Xelda Avenue North, Lehigh Acres, FL
      • Latitude/ Longitude Coordinates: Example – 26.632217, -81.696555
      • Location: Example – Grand Canyon National Park Arizona

For this illustration we will use a specific Property Address.  Enter the Property Address in the ‘Search Google Maps’ box as shown:

Note: If a valid Property Address, Latitude/ Longitude Coordinates or Location is entered, Google Maps will process the entry immediately and migrate to that specific location. This will be noted by the RED Balloon highlighting the specific address found by Google Maps.

Step 2) Select The Satellite Display Of The Entry

Select the Satellite version display of the specific address, latitude/ longitude coordinates or location as shown:

Once the Satellite view of the specific address or location is displayed, the RED Balloon will still be seen highlighting the specific address or location as shown: 

Step 3) Zoom In On Image And Select ‘Google Man’ For Street View

It is often necessary to ‘Zoom In‘ on the Satellite view in order to successfully see the street view of property prior to selecting the ‘Google Man’.  Use the ‘Zoom In‘ / ‘Zoom Out‘ feature as shown:

Once zoomed in, select the ‘Google Man‘ by left-clicking and dragging to the specific location to start the Street View display as shown:

Step 4) Drag And Drop ‘Google Man’ At Location For Street View

Drag and drop the ‘Google Man’ to the specific location where you wish to obtain the street view. Left-click and drag the ‘Google Man’ to the specific location and simply release the left-click to DROP the ‘Google Man’! 

Important #1:  After selecting, (left-clicking) and dragging the ‘Google Man’, if the streets at or near the address and/or latitude / longitude locations DO NOT turn blue, this indicates that a Google Car has never driven down that street; therefore, NO street views can be obtained!

Important #2: After selecting, (left-clicking) and dragging the ‘Google Man’, if the streets turn blue; but, after releasing the ‘Google Man’ the image does NOT successfully show the street view, you may need to ‘Zoom In’ a bit closer to actually show the street view!

A street view can be successfully obtained if you see an image similar to the following:

Step 5) Once Street View Is Shown Move Around The Immediate Area

The Street View should display as follows at the selected location where the ‘Google Man’ was dropped as shown:

Once the Street View is successfully displayed, you can move around and view the immediate area by holding down the Cntrl-Key on a standard keyboard and Left-Clicking and holding down the left-click on the computer mouse simultaneously to move around the area.

Locate the Cntrl-Key and Left-Click on mouse as shown:

The Investment Dominator Quick Start Guide – How To Get Started

Welcome, to the start of your journey using the Investment Dominator Real Estate CRM system! Let’s start this journey right with a tutorial on what you need to get started 🙂

Step 1 – Setup Your User Profile

First, log in to your admin console you can get the link to this in your Welcome/ Confirmation email.

It should look like this once you login:

Please note: Once you first open up the Investment Dominator there is a welcome tour provided for new users like you to get accustomed to the software. Take a moment to go through this tour by clicking the ‘Next’ button, it walks you through some basics and only takes 5 minutes 🙂

After logging in let’s go ahead and take a look at the main navigation bar at the top of the page, it should look like this:

From this navigation bar, you can access all the main parts of the program which include:

  • Land = Your Land Property Records and Ownership Data
  • Houses = House Property Records and Ownership Data
  • Marketing = Your “Buyers List”
  • Notes = Your Loans and Lease Purchases
  • Tasks = Manage all of your tasks for both you and your team
  • Customize = Customize both your system and websites
  • Websites = Access your buying and selling websites
  • Team = Manage team access into your system
  • Profile = Manage your profile
  • Help = For reference documents or to submit support tickets for any issues that come up
  • Log out = Securely log out of the investment Dominator

So now that we have browsed the top menu bar and you have a general understanding of what is accessible under each section, let’s go ahead and dive into the ‘Profile‘ tab. 🙂

Step 2 – Creating Your Digital Signature

After clicking on the ‘Profile‘ tab under the ‘My Profile‘ section you can see below we are welcomed to some fields which require your review and input.

Let’s go ahead and fill-in these sections in order to populate data for us when we start to send letters to potential prospects. start with your name, email, and make sure to set your ‘Time Zone’ as the time zone you personally are in. Below you can see the example:

Great, so let’s take a look at this great feature we have which takes document signing to a whole other level. Do not worry about having to use your trackpad, or mouse to create this either, go ahead and simply click on the gray ‘Generate Signature‘ button on the bottom right to generate your signature. Like this:

You will be welcomed by a new window which will open up to provide you with some new items that require your attention.

Go ahead and enter your name and select a font style that best represents you.

NOTE: This signature will only be used for marketing purposes.

Please note if you choose to change the color to anything other than black there may be additional costs that you can incur

You should then see a signature preview, proceed on if you are satisfied with what you see. To finalize the process click the green ‘Insert Signature‘ button to save your generated signature.

Then click on the blue ‘Update‘ button at the bottom of the page to save the changes:

Step 3 – Filling In Your Company Information

Great work so far! We are now hitting the halfway point so let’s get down to business!

Remember the main menu bar from earlier let’s go ahead and take a look at this again, but this time our focus will be on the tab called ‘Customize‘.

Let’s go ahead and break down this page, to begin we are first going to just put our focus on the ‘Company Information’ section:

Let’s break this down by first filling out the fields that start with the word “Company”. This information should just focus on NOT your personal details, but rather your company info. This information is going to be used on your website as well as on your letters which get sent out to potential buyers so let’s do this now in order to populate the system with the correct data for later.

Then when we take a look at the company name section there is one thing to note if you do not have a company name or LLC you can use a D.B.A (Doing Business As).

The ‘Offer Phone’ and ‘Offer Email’ fields are optional, however, we recommend that you use a different phone number and email for your offer package that is different from your main company phone and email.

If you need to set up phone numbers for your business check out this article about how to use ring central as an affordable company phone system where you can easily set up multiple company phone numbers from one account.

Also, don’t forget to add your ‘Selling Email‘ address if you would like your sales message going to a different email address (this is recommended).

Please note: You’ll want to make sure that your buying information is different from your selling information because you want to make sure the people that sell you land call/email a different phone/address than the people that buy land from you.

Next, we want to take a look at the ‘Company Time Zone‘ field, this is the timezone that your company is in and could be different than your personal time zone:

Lastly, we have two parts the company notes (which display on your Buying website under the Contact Us page, and here you for example can put something like “We are open Monday through Friday 9 am-5 pm EST”.

And the next under the ‘Real estate Agent/ Broker ‘ field select which applies to you.

This section only applies if you are a real estate agent or broker and if you select ‘Yes‘ a short agent disclosure will appear in your marketing letter and on your buying website.

Well, congratulations! We have completed the quick start guide now go ahead and click the big blue ‘Update Site‘ button at the bottom of the page to save all of your information that you just entered.


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.