Category: Data

How To Process A Subset Of Prospect Records

Occasionally you may find yourself in a position where there are several hundred or even a few thousand “Prospect” status records in the Land Deals area and you only want to print out, (or process) as subset of these records.  

In order to process a subset of the existing Prospect status records, the following will present the steps to achieve this goal. 

Step 1) Select Land Deals And Prospect Stage

Select the ‘Land’ Deals area and then select the ‘Prospect’ stage to display all ‘Prospect’ status records as shown:

Note: ‘Prospect’ stage may display both Prospect and Mailed Letter 1 status records when selecting ‘Prospect’ stage.

Step 2) Select Specific Prospect Records NOT Being Processed

Be sure to select the ‘Prospect’ status records you DO NOT wish to process first, as these records will be placed in another status so the system will bypass processing them at this time.

Note: You can select each record one at a time or use the ‘Search By’ function (selecting ‘Property ID Range’ feature) to select a large number of records at a time.  If you use the ‘Search By’ function, be sure to use the ‘Select All‘ box after the successful searching by ‘Property ID Range’ to select all records located in the search.

Step 3) Select ‘Change Status’ To Prevent Selected Records From Being Processed

Select the ‘Change Status’ function above selected records and update status to [On Hold] or some other custom status to prevent selected records from being processed as shown:

Change status of selected records to ‘On Hold’ and press the blue Confirm Move button as shown:

Step 4) Process Remaining ‘Prospect’ Status Records In Campaigns

Now that only the desired ‘Prospect’ status records remain in the system to be processed, access the ‘Campaigns’ function as shown:

Step 5) Select .CSV & Associated Template Files For Mailing

There is a drop down that will be under Prospect Neutral Letter labled as ‘ITI Direct Templates’ this will allow you to generate all files needed for sending to ITI. 

You now have the option to download a zip folder containing all necessary elements that you see on the screen now or you can download each individual element these include:

.CSV Template
Prospect Neutral Letter Template
Envelope Template

Note: This process is done using ITI, (Letterprinting.Net) to mail out neutral letters.

FINAL – The final step will be to go back into the Land Deals area and move the ‘On-Hold’ status records (set in Step 3) back to ‘Prospect’ status to be processed at a later time.

How To Understand The Two Land Deals Display Formats

In the Investment Dominator when displaying the green Land Deals records, the system will respond in one of two display formats.  Once the number of records, (in your Investment Dominator account) exceeds a specific number in the ‘All In Process‘ stage, the system will display the green Land Deals records in stages as opposed to individual land records.

Note: A Stage in the Investment Dominator is an organizational group that contains records indexed with a predefined set of statuses.

The following highlight the differences in the two types of Land Deals display formats:

Format #1 – Individual Land Deals Records Display

Prior to having a specific number of records in your Investment Dominator account, after pressing the green Land selection the system will display the ‘All In Process‘ land records as shown:

Format #2 – Land Deals Records In Stage Display

Once the number of records, (in your Investment Dominator account) exceeds a specific number in the ‘All In Process’ stage, after pressing the green Land selection the system will display the green Land Deals records in the various stages as shown:

Note: The various stages shown in Format #2 are the same stages shown on the My Land Deals page as shown:

How To Search For Specific Users In System Activity Log

In the Investment Dominator once a new team member has been created you may have the need to search the entire activity log for a specific user using the ‘Search By’ functionality.  This functionality is not as simple as it may appear when attempting to search based on what displays in the User field of the activity log display.

The following set of instructions will detail the steps needed to successfully search and display a specific user’s most recent activity.

Step 1) Access The Activity Log Function

To access the Investment Dominator Activity Log, select ‘Team > Activity Log’ as shown:

Step 2) Search By Specific User

Once the Activity Log is displayed access the ‘Search By‘ function and select the ‘User‘ designation from the drop-down menu as shown:

Step 3) Determine The Specific User Name For Search Criteria Box

Once the User criteria box is displayed you must determine the specific portion of the User name to enter into the search box.

Important Insight: It may appear you can enter both names as they appear in the User category, such as ‘Jack Bosch’; however such is NOT the case.  Internally, the system is looking for either Jack or Bosch as an entry in the User search box.  Entering both names will result in [Currently no activity meet this criteria] message!

Enter a specific name as shown to successfully process the user selection criteria:

Step 4) Press The Blue Search Button To Process Search Function

Press the associated blue ‘Search’ button for the system to process and display all activity for a specific user as shown:

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!

Outside Data Service – FAQ’s

Since we launched our new import Paid Data Service, there have been some great questions submitted to us from Investment Dominator users and we want to take a moment to address them here.

  1. Are we able to integrate our existing DataTree account with the Investment Dominator?

    No, while our Paid Data Service does pull data from DataTree in the background you cannot connect it with your individual DataTree account.

    If you have an existing account with DataTree you can still export that data from your account with them and then import that data that is manually processed by you into the Investment Dominator via our ‘Upload Import CSV File‘ option.

    For more information about that see our user guide article on how to import data via a. CSV file.
  2. Can you transfer accounts from DataTree to Investment Dominator?

    No, because we use a corporate account to integrate with DataTree and an individual account cannot be used in its place.
  3. How do I get started with the Paid Data Service?

    You must first select one of our paid addon plans for the Paid Data Service under the ‘Land> Import> Get Data From Our Outside Data Service> Select New Data Criteria‘ screen.

    NOTE: You can pull a record count based on your criteria prior to upgrading to a paid account, but you will not be able to import those records until your account has upgraded with a paid addon.
  4. What is the fastest way to learn more about our Paid Data Service?

    Navigate to our user guide located under the ‘Help’ tab of your Investment Dominator system or by going directly to https://user-guide.investmentdominator.com search for the keyword “Data” in the search bar, or click on the ‘Data’ tab.
  5. How much does the Paid Data Service cost?

    We have three main affordable plans to choose from:
    $47 per month gets you access to up to 470 records per month.
    $97 per month gets you access to up to 1385 records per month.
    $147 per month gets you access to up to 2450 records per month.

    Contact Sales at 1-(602)-712-0182 if you need access to more than 2450 records per month and they can set you up with a custom plan based on a cost of $0.06 per record per month.
  6. Can I just purchase a set amount of records vs. having a monthly subscription?

    At this time, we only have monthly subscription plans. You can purchase a list from other 3rd party list broker services and then filter and process it into a .csv import file and upload that into your system.
  7. Do unused records roll over to the next month?

    No, your Paid Data Service record limit resets at the beginning of each billing cycle and any unused records do not roll over to the next billing period.
  8. What is your cancellation/ refund policy on the Paid Data Service Integration?

    You can review our cancellation/ refund policy here under the ‘Subscription and Memberships’ section.
  9. Are more Advanced Filters and Options going to be added to the DatatTree Integration?

    Yes, you can review the list of planned updates here. Some updates are dependant on what our Data Provider allows, however, we are working closely with them to try and make more options available to us so more features can be rolled into our system.
  10. I want more Data Service options what do I do?

    We want to hear all your feedback about this new integration (good and bad), but please submit all feedback and feature requests through your Investment Dominator system under the ‘Help> Suggest A Feature‘ section. This allows us to effectively organize the requests on our end and focus our efforts on the most requested items from all our users in our planning and development of upcoming system updates.
  11. How can I limit the number of records I download from the Paid Data Service?

    After creating your search criteria and clicking ‘Get Record Count‘ look for the field ‘Limit Size of Mailing‘ then input the number of records you wish to choose out of your limit.
  12. I Added the Paid Data Service To my account, but I still cannot pull a list, what do I do?

    One thing to note is that the permissions for the Outside Data Service are only assigned by default to the Primary (or Super Admin) of the account. This means that if you have a team of 5 people on your account only the primary will be able to pull the data unless you specifically assign the ‘Allow Import From Outside Data Service‘ permissions to a member of your team. To do this simply follow the instructions discussed in more detail here: https://user-guide.investmentdominator.com/datatree-user-permissions
  13. I need help with the Paid Data Service what do I do?

    The first thing to do is log into your Admin Console and click the ‘Help‘ tab then do a quick keyword search under the ‘Search Our User Guide‘ section to see if we have a User Guide Article already that covers what you need help with.

    If you don’t find a User Guide article or still have questions, send us a message under the ‘Create A New Support Ticket‘ section and we will be happy to help you figure out a solution, take a look at your account, and troubleshoot issues as needed, or point you to training resources that answer the questions you have.
  14. If I pull a partial list from a county then come back later and pull the rest does the system ignore the ones I already pulled previously?

    Yes, but only if you had previously pulled the original dataset through the DataTree Integration and also under the ‘Exclude Previously Imported Records‘ option is set to ‘Yes‘ when you subsequently pull data from that same County.
  15. How is Market Value determined? Is it really Assessed Value?

    DataTree provides a data point called Market Value and for the majority of Counties in the United States, they have data for that. According to DataTree, they generate that value based on sold data from the County to determine the market value. In some cases, however, this data point is empty, and in those scenarios, the fallback in our system is to reference the Assessed Value instead.
  16. Do we exclude owners that own more than one property?

    Currently, we do not do this by default however if you click ‘Advanced Filters‘ you can set the filter called “Include owners with multiple properties?” to “No” and then it will exclude those owners.
  17. How old or fresh is the data is from the Data Service?

    It varies by County. Generally speaking, it is up-to-date because DataTree data is used by Title Companies such as First American Title to assist them with their closings however, it is not a real-time feed from the County. One of the upcoming features we want to add to our integration is to provide our users with the exact date that DataTree last refreshed the data in the selected County. At this time though this data is not possible to display on our screens.

Paid Data Service – Upcoming Advanced Filters

We want to take a moment to address some planned updates to our Paid Data Service and give some insight as to when to expect these.

Below are a list of planned updates and where we are at in the process:

  1. The ability to exclude records by owner zip codes.
    Once we have the ability to filter by owner zip code with our Data Provider we plan to provide you with the option to filter it by both entering in a set of zip codes manually, as well as through a by radius tool.
  2. Filter by Zoning Codes: Currently we are working on a solution that would allow you to filter records out based on county zoning codes.

Coming Soon! A few filters that we are working on adding in the next few weeks are:

  1. The Do Not Mail Filter
  2. Last Sale Date Filter
  3. Improvement Value Filter
  4. Individuals/ Companies Only Filter

These updates will be automatically pushed out to your Investment Dominator system and will appear under the ‘Advanced Filters‘ section as soon as they are ready.

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

The ‘Allow Import From Outside Data Service’ User Permissions

When you have the Paid Data Service enabled on your account only the Super Admin is given the permission to Import data from the Data Service initially.

If you would like to grant access to the Data Service to another user on your team you can do that by following the steps below…

  1. Log in as the Super Admin (this is the account that your billing is attached to)
  2. Navigate to the ‘Team‘ tab.
  3. Click on the ‘Edit‘ link next to the team member you would like to set the permission for.
  4. Set the ‘Allow Import From Outside Data Service‘ to ‘Yes‘
  5. Click the ‘Update User‘ button at the bottom of the screen to save the change.

How To View Imported Records From Outside Data Service

NOTE: If you would like to know How To Generate A New Land List Via Our Outside Data Service please click here.

When you import records into the system through our optional Paid Data Service the records will display under the ‘Land‘ tab of your system typically in the ‘Prospect ‘status:

NOTE: When you import records via our Paid Data Service we import more than the 11 required fields typically used in a CSV file import.

If you would like t to analyze the imported data further simply click on the ‘Edit‘ option to the right of an individual land record that was imported to review all the owner and property data that was given by DataTree:

DataTree typically provides information like all owners on record, as well as property geolocation data (longitude and Latitude of the property) which we add to the ‘Property Address‘ field for mapping.

You should also see the ‘Short Legal‘ description as well as the size of the property in acres as well as both Assessed and Market Values: