AgentPro247 is a 3rd party self-service research and lead generation tool for Real Estate Investors to utilize in order to pull specific County data for importing into the Investment Dominator CRM. The data coming from AgentPro247 is extracted in a specific format and data fields must be added and modified to successfully import the records into Investment Dominator for processing.
The following steps can be executed to accomplish this task:
Step 1) Access AgentPro247 Data For Download
AgentPro247 is sent and must be downloaded as follows:
Note: Once file is downloaded onto your computer save the file in the appropriate file location for future access.
Step 2) Open Saved Excel File And Add Column Headings
Open up the saved Excel .CSV (Comma Delimited) file from Step #1, add and modify column headings appropriately.
Note: It is common for AgentPro247 data to be missing ‘Mail Address’ along with a missing ‘Type’ and ‘Company’ field information. The ‘Type’ and ‘Company’ fields must be added to the .CSV file as shown:
Modify the existing column headings based on AgentPro247 Data Investment Dominator Field Comparison as shown:
Any unnecessary columns should be deleted from the Excel file such as PZip, PZip4, MUnitNumber, MUnitType etc.
Step 3) Save Newly Modified Excel File For Import
Save the newly modified Excel .CSV (Comma Delimited) file from Step #2 as an appropriately named file for importing into Investment Dominator.
Note: Any Optional fields can be added and imported based on Optional Fields list in How to Import your List (for Land Investing) Article in Investment Dominator.
The newly saved Excel .CSV (Comma Delimited) should have 11 mandatory data fields for successful importing; as well as, any optional fields as shown:
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.
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 ‘GenerateProspect Neutral Letter Template‘ and ‘Generate EnvelopeTemplate‘ 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).
In many instances you may not have the actual size of a parcel, (in acres) from either county data or county records from list service brokers. The GIS, (geographical information system) will supply a screen shot of the actual parcel and you will be able to pull cross streets near your subject property to determine its location. In our example, this article will illustrate how you can determine the actual acreage size of any parcel using Google Maps.
Step 1) – Acquire Cross Streets From GIS County Map
Record the appropriate cross streets from the GIS system in the county website. Example: Cross Streets from GIS in Harnett County
Edit the appropriate Land record in Investment Dominator to assist in determining the size of the subject parcel.
Step 2) – Access The Cross Streets Location In Google Maps
In a new browser window, access googlemaps.com
In the “Search Google Maps” search box type in the appropriate cross streets from Step 1) above. (Example: S 3rd St & E McNeill St)
Note: Make sure you select the appropriate matching cross streets that pop-up based on your entry in the search box.
Google Maps will go directly to the selected cross streets based on your selection.
Step 3) Locate Your Parcel In Relation To Cross Streets
Use the GIS county map from Step 1) and locate your subject parcel on Google Maps in relation to cross streets.
Note: You may want to Zoom-In on your subject parcel prior to proceeding to Step 4)
Step 4) Measure Distance And Size Of Your Parcel
Find one corner of your subject parcel and <right-click> on that corner to display the appropriate menu.
Select Measure Distance from menu to start measuring the subject parcel.
To start measuring, <left-click> on each corner of the subject parcel until lines have been drawn completely around the image.
Acquire the Total area in sq ft of the entire parcel for Investment Dominator calculation.
Step 5) Calculate Acreage Size Of Your Parcel
Copy the Total Area: field in sq ft into the edited record from Step 4)
Go to the Property Information section of the Investment Dominator record.
Enter the Total Area: field calculation from Google Maps into the What is the size of theproperty? field [SQ. FT.] box in the Investment Dominator.
Press the Enter key on your keyboard to process [SQ. FT.] box entry. Note: The system will jump back to the top of the current record.
Press the Update Record button in the upper right corner of the screen.
Scroll back down to the Property Information section of the record and view the size in Acres box.
We recommend LPGphone.com (Ring Central) as our preferred phone system for the Land Profit Generator method.
The reasons we recommend them as a resource include:
They offer a full-featured virtual phone system (virtual PBX) that can be easily self-managed (doesn’t require expensive phone techs to configure) at a fraction of the cost of a traditional company phone system.
They are a virtual system that is hosted in the cloud so you don’t need to install any software on a server that you need to manage or maintain.
They provide you with full-featured Desktop and Mobile Applications that allow you to easily make and receive calls from your company phone lines and much more. To download their Desktop or Mobile Apps visit: https://support.ringcentral.com/download.html
We have two recommended setups:
A two-line setup This will cost you less money per month and is only recommended if the same person/team in your company that takes the offer request calls is also the same person/team that handles offer questions/ negotiations.
A three-line setup If you have a call center like LandCalls.com answering your offer request line and a separate person/team that answers questions about offers you have made, or is in charge of handling offer negotiations then you want to use this three-line setup to ensure you have a separate extra line for your offer negotiation person/team and you significantly reduce the chance that the seller will call your call center to negotiate an offer.
NOTE: With Ring Central you can upgrade/downgrade as needed so you can start with two lines then increase to three in the future as your company grows.
The Two-Line Setup
Here’s how it works:
Here’s how you set this up:
In this setup you have two lines, one for your buying (acquisition) side of your business, and one for your selling (disposition) side of your business. At a minimum you want to keep these lines separate because there is a major difference between people that sell land to you and people that buy land from you and you don’t want to cross those two distinctly different markets together.
When someone calls your Buying Line they will hear a custom ‘Auto Receptionist’ message prompting them to either select 1 if they received a letter from you and are interested in selling their property, and #2 if they want to speak to someone regarding an offer you already sent them. This is set up under ‘Phone System> Auto Receptionist> IVR Menus> New IVR Menu‘
NOTE: The downside of using the two-line setup is it relies on the caller listening to the message and selecting the correct option. Whereas the three-line setup is a simpler process for the caller and eliminates most scenarios
Where To Save The Two Numbers In The Investment Dominator?
Save your Buying Line under both:
Customize> Company Information> Company Phone Here you are going to put the notation (Option 1) after the number.
Customize> Company Information> Offer Phone Here you are going to put the notation (Option 2) after the number.
Save Your Selling Line under:
Customize> Company Information> Selling Site Phone
The Three-Line Setup
Here’s how it works:
Here’s how you set this up:
Register two additional users with phone numbers (so that your account has a total of three lines).
How to add a User with a line:
Navigate to ‘Users> Add User‘:
Select the ‘Domestic‘ option then click ‘Next‘:
Click on the tab called ‘Add Users without Devices‘.
Then select ‘Yes‘ under the ‘With Numbers‘ field.
Select a local number from the options then click the ‘Add’ button.
Click the ‘Unassigned Extensions‘ option from the left sidebar, then click new extension line to configure it:
Fill out the form to set up the new user/line.
How To Route/ Forward Your RingCentral Lines
Under the User’s ‘Call Handling & Forwarding‘ settings you can set the forward number that will either go to your call center as in the case of line 1, the desktop app of the person that is going to handle your offer negotiation for line 2, as well as the person/team taking your sales calls for line 3.
Create an Unconditional Forward Custom Rule When Forwarding To Pat Live
The type of phone number that Pat Live assigns to you requires an extra step when configuring it as a forward. You must in addition to the regular ‘Call Handling & Forwarding’ options mentioned above create what’s called an Unconditional Forwarding Custom Rule. Below are the steps to set that up:
Click the ‘Custom Rules‘ tab.
Name the rule “Forward To Pat Live”.
Select all the numbers you would like to forward to Pat Live by clicking the Check Box options to the left of the number.
Select the ‘Unconditional Forwarding‘ option to the left of the screen:
Enter in the Pat Live forward line under the ‘Forward Calls‘ input.
Click the blue ‘Save‘ button.
Test Your Changes
You will want to call each of your phone numbers after you configure them to test and ensure they are routed to the proper end points.
NOTE: Ring Central is a 3rd party company so they can change their pricing, features, interface at any time and we do not have control over that. This article should merely serve as a reference to help you get set up the way we have structured our business.
Please note: 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. For this reason, we only give you the option to create your own custom documents instead of editing our built-in templates. If you would still like to test out variations of the letter for yourself, in this article we will discuss how you can create a new Custom Neutral Letter Document, (by adding your Custom Logo) that uses our content as a base and then incorporates your own custom logo into that document.
Create A Custom Neutral Letter Template
Note: The Custom Logo should already be saved on your computer in either a .PNG, JPEG or .JPG file format. Logo must be 207 pixels wide and 54 pixels high.
1. Go to ‘Customize> Custom Documents> Add Document’.
2. Then select the following settings…
To = Owner – Land Only
Status = Prospect
Document File Type = Both
Document Type = Portrait
Document Title = (Give your document a name)
Document Content = (Copy and paste this content under the ‘Source’ tab)
Allow Generate Envelope/Label = Envelope
Allow Export Data = Yes
Allow Bulk Update = Yes
Move To = Mailed Letter 1
Per Each Property = No
Adding The Custom Logo On Neutral Letter Template
3. In the Document Content section of the new custom document execute the following:
Selecting the Custom Logo:
Press the ‘Source’ button to disable all HTML functions as shown
Copy and past this content under the ‘Source’ tab to copy in HTML code for the built-in Neutral Letter
Press the ‘Source‘ button again to enable all HTML functions
Place your cursor at the specific location you wish to position your custom logo
Select the ‘Image‘ function from the various HTML functions as shown
Uploading Custom Logo from your computer
Press the ‘Upload‘ tab to upload your logo image to the Investment Dominator server
Press the ‘Choose File‘ button to select the Logo file from your computer as shown
Sending Custom Logo file to the Investment Dominator Server:
Once you have selected and opened the specific logo file on your computer the file name should appear next to the ‘Choose File‘ button
IMPORTANT: Press ‘Send it to the Server‘ button prior to pressing the green ‘OK‘ button to ensure logo file is sent to the Investment Dominator server as shown.
Press ‘OK‘ button to complete logo selection
Once the logo has been successfully sent to the Investment Dominator server, press the green ‘OK‘ button to complete logo selection.
4. Click the blue ‘Add’ button to save the new Custom Document
How To Use Your New Custom Neutral Letter
After you have created your custom neutral letter template, you can use it by clicking on ‘Campaigns’ under the ‘Land’ tab of the system and scrolling down to the bottom of the page you will see an option to use the custom letter template that you created in the ‘Custom Document Template‘ section (as shown below) and it will merge in the information of all contact records in the corresponding status.
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:
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.
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) .
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:
If you are using PAT Live as a call center, you may need to provide their representatives access into your Investment Dominator account as they receive calls from prospective sellers. The following illustrates how to complete this process.
Step 1) – Create New Rep User For PAT Live
Navigate to ‘Team> Add User‘.
Step 2) – Enter Required Fields For User
From the ‘Add User’ screen enter in all REQUIRED fields as shown in the screenshot below to create a new PAT Live user.
Note: For each PAT Live Representative added use a different Rep# and for simplicity, set a simple username and password for them to use.
Step 3) – Set Field Restrictions For PAT Live User
Set the following restrictive fields YES or NO as follows for each PAT Live Representative:
Allow Delete Property: No
Allow Merge Property: No
Allow Edit Property: Yes
Allow Delete Contact: No
Allow Edit Contact: Yes
Allow Generate Letter: No
Allow Generate Offer: No
Allow Generate Label: No
Allow Delete Attachment: No
Allow Generate API: No
Allow Edit Menu: No
Allow Edit Custom Pages: No
Allow Delete Custom Pages: No
View Financial Reports: No
View Notes: No
Allow Add Note: No
Allow Edit Note: No
Allow Delete Note: No
View Seller Information: No
Click the blue ‘Finish Add User‘ button to save and create the new PAT Live user into the system.
Step 4) – Send Access URL, Username and Password to PAT Live for access
Send the appropriate Access URL and login credentials, (Username/Password) to PAT@Patlive.com with your associated Name and Account #, along with other instructions regarding their access into your account.
Note: All users that you create under the ‘Team‘ tab including the PAT Live user will log in to the system using the exact same URL as you do. They will just use their own username and password that you created in the above steps.