NOTE: The following article is to help you format raw county data into a formatted Investment Dominator .csv import file. The good news is that using a formatted import file is just one of two ways of getting data into your CRM. If you do not want to create a formatted import file, please check …
Occasionally, you may have imported several records into Investment Dominator, (in error) and you need to delete all records in that recent import. The following illustrates how to identify and delete all Land records from a specific import. Step 1 – Identify all records in the last Import Select [Team] function from the top level …
If you get your land lists from AgentPro 24/7 and want to save some time reformatting the data for the Investment Dominator, check out this handy Google Doc a fellow student Josiah Stacy created to speed up the process and was willing to share: Click here to access the Google Doc Thanks Josiah!
If you are dealing with a high priced property or one that you are not sure you want to purchase you may want to send an Option Agreement to the owner vs. an Offer Agreement. The Option gives you the option to purchase a property at a specific predetermined price on or before a particular …
How To Generate An Option Package (for Land Investing) Read More »
To add multiple property owners to a land, or house ownership record click on the ‘Edit‘ link to the right of the property record: Then make sure that the ‘Individual‘ option is selected under the question ‘Owner of Record> This property is owned by:‘, and the ‘Yes‘ option is selected under the question ‘Owner of …
How To Add Multiple Owners To A Property Owner Record Read More »
We are currently looking to work with talented web developers to grow a directory of 3rd party plugins and themes for the Investment Dominator system that would allow users to add additional functionality to their business by utilizing the data they store in the Investment Dominator CRM. Web developers would leverage our robust and secure …
The Investment Dominator Plugin and Theme Marketplace (COMING SOON) Read More »
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 …
The Investment Dominator equips you with the ability to create your own Custom Documents, Custom Website Pages, and Custom Blog and Property Posts. When creating these custom templates you can utilize system merge fields to dynamically pull in data from an Owner Record, Property Record, Contact Record, Your Company Information, or Profile. Here is a …
Under the ‘Land Deals‘, ‘House Deals‘, and ‘Buyers List‘ tabs there is a data table that displays the records under that section. Because of screen space, we do not display all columns of information for each record; instead we only display a small portion of the record data as a preview and to get the …
For the most part, you’ll want to create records in the Investment Dominator by importing data from into either the ‘Land’, ‘Houses‘, or ‘Marketing‘ tabs. However, from time-to-time you may need to create just a single record manually. For that please follow the process below. Create A Land Record Hover over the ‘Land’ tab. Click …
If you would like to set the offer and/or option amounts in bulk here are the steps… Click on the green ‘Land Deals‘ tab. And then click on the ‘Offer Requests‘ Stage at the top of the table. Click the blue ‘Set Offer/ Options Amounts‘ button. This will display the Offer and Option Amount fields …
How To Set Offer/ Option Amounts In Bulk For Land Deals Read More »
The ‘Marketing‘ section on the Investment Dominator is where we manage the disposition or marketing/sales side of the business. Jack and Michelle Bosch talk about this in the Land Profit Generator training program in Session 16: Internet Marketing Basics. Basically, the Buyers List a list of prospects that you grow, refine, and nurture over time. …
What Is The Purpose of The Marketing Contact List (A.K.A Buyer’s List)? Read More »
Most single actions that you or other users in your system do (for example, changing a value of a field, deleting a record, merging a record, creating a record… etc) are logged and indexed under ‘Team> Activity Log‘. Also under this section, you can ‘Undo’ past actions. So for example, if you accidentally deleted some …
You can order or arrange the order of your records in your data table by a particular column by clicking on the arrow icons of the column you want to sort by.
Tags can be used to index Land, House and Contact records in the system without affecting their stage/status. You can use tags to keep track of mailing campaigns, interests, and grouped characteristics. For example, say you wanted to test the results of two separate direct mail pieces; what you could do is tag one group …
How Tags and Tagging Records Work In The Investment Dominator CRM Read More »
A Stage in the Investment Dominator is an organizational group that contains records indexed with a predefined set of statuses. The default Stages/Statuses of Land Deals… Denotes a Stage Denotes a Status belonging to that Stage All In-Process All statuses (including custom statuses), except for ‘FILE CLOSED’ and ‘ON HOLD’ Prospects Prospect Mailed Letter 1 …
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