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:

2021-03-01 Live Training Call

On this live training call, we discussed…

  • What are the Investment Dominator [Big-3] setup requirements – 5:05
    • Signature/Profile                         – 6:10
    • Company Info                             – 10:55
    • Domains                                     – 24:50
  • How to immediately review the [Big-3] setup requirements in Investment Dominator – 39:00
  • Is the phone system required to be from Ring Central only or are there other phone systems available – 43:05
  • Can virtual phone numbers be used in Company Information phone setup – 46:00
  • Is it better to have a real signature vs a generated signature for a higher open rate – 46:55
  • Is the email address used in the neutral letter from Investment Dominator – 48:00
  • Can the Google Voice # be used for the company phone and then forwarded to PAT Live in company information – 48:40
  • Does the $37.00/month include the PAT Live answering service – 49:40
  • What if you have a Real Estate License; but are NOT active do we still need to disclose – 52:00
  • What to do if the Domain updated in GoDaddy displays the message [Your connection is not private] message – 53:15
  • If there are 3 separate PAT Live phone #s, couldn’t one be used for PAT Live, the second for PAT Live to answer offers and the 3rd for PAT Live to answer Selling Site calls – 58:40

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 The New Prospect Script Creates A Task In Investment Dominator

In the Marketing section of the Investment Dominator when people view your property ads and contact you for additional information the ‘New Prospect’ script allows you to process that lead and actually set up the sale.

Once the ‘New Prospect’ script has been completed the Investment Dominator now creates an actual Task for you to set a reminder to contact your lead at some point in the near future and facilitate a follow-up conversation to close the sale. 

The following illustrates this step-by-step process:

Step 1) Access The ‘New Prospect’ Script

Access the ‘New Prospect’ script by clicking on the ‘Marketing > New Prospect‘ option to activate the Wizard.

The ‘New Prospect’ script allows guides you through the appropriate questions to ask a potential buyer so you can have the best opportunity to close the sale on a given property.

Note: As you answer specific questions in the Wizard, that information is filled into up-coming questions such as [First Name] or [what property are you interested in?].

Step 2) Select A Follow-up Date And Save The New Prospect Information

A crucial step in this process is to select a follow-up appointment date for Investment Dominator to automatically create a Task in the Tasks function and assign that task to your user-id as shown:

Note: The New Prospect record for this lead appears in the Marketing section as shown:

Step 3) Set The Reminder Task To Follow-up

Access the newly generated task in the Tasks section and Edit the record as shown:

Notice how Investment Dominator created the task with the appropriate Title, Description and assigned the task to your User-ID.

Set the Recursion On: field to ‘YES‘ and leave all other fields set to default values (i.e. Daily selection, Every 1 Days) as shown:

Optional – The Start Date: field defaults to have the reminder task pop-up on the day before the follow-up is to occur.  If you want the pop-up reminder to start immediately, you will need to change the Start Date: field accordingly as shown:

Set the Reminder: field to ‘YES‘ and update the Remind Me field to 3 Minutes and press the blue Update Task button as shown: 

This Reminder option will pop-up each time you login to Investment Dominator until you turn this reminder off and press the green Update and Close button as shown:

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.

How To Change Dashboard Using View Function

You may have the need change the Land Records Dashboard fields display to provide additional fields for reference.  In the event the Dashboard display is showing too many fields, you may feel the need to reduce the number of fields being displayed for readability.

The following instructions can be executed to either add additional fields or reduce the number of fields in the Dashboard display based on your level of comfort.

Step 1) Display Dashboard Fields In Land Deals Area

Access the Land Deals area to display the Dashboard Fields to determine specific fields you may want to add or eliminate from the display as shown: 

Step 2) Access The View Function To Display Dashboard Fields

Access the ‘View’ Function to display existing Dashboard fields list for selection order and subsequent display as shown:

Step 3) Display Fields For Selection And DE-Selection

Once access the ‘View’ Function, the system will display the existing fields being displayed; as well as, the fields which are NOT currently being displayed on your Dashboard.

Note: Fields that are selected with a blue check should correspond with fields displayed on your Dashboard as shown: 

Fields Currently Displayed On Dashboard
Fields NOT Currently Displayed On Dashboard

Step 4) Select Any Un-checked Field To Display On Dashboard

Select any specific field for display on your Dashboard that is NOT currently checked!

Example: For illustration we have selected, (checked) the ‘Offer Amount‘ field to be displayed on our Dashboard as shown:

Step 5) Press Blue SAVE Button To Process Field Selection

Press the blue Save button to process the fields that have been either checked or un-checked for display on your Dashboard as shown:

Step 6) System Displays Updated Dashboard Fields

Based on selected or de-selected fields Investment Dominator will now show fields on your Dashboard as shown:

Note: In our example, we selected the ‘Offer Amount’ field to be added to our Dashboard display.

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 Instruct PAT Live To Take Customer Calls

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. By following these instructions there is NO need to supply PAT Live with any other scripts for taking customer calls.

Send an email communication to PAT@PATlive.com based on the following: Note: Subject Line of email – [PAT Live Account #, First and Last Name]

The body of email is as follows:

——————————————————————————————————————–

  1. Login to Investment Dominator account using Access Credentials (Example: https://investmentdominator.com/rei-crm/crm-00002/my/login.php Username: patliverep01, Password: patliverep01)
  2. Locate Customer Record in Investment Dominator (record status – ‘Mailed Letter 1’)
  3. Use the New Offer Request script to collect customer information

——————————————————————————————————————–

The following steps detail exactly what the PAT Live representatives will see when handling customer calls:

Step 1) Logging Into Your Investment Dominator Account

Note: PAT Live representative username/password should already have been created based on Article – How To Give PAT Live Access To Investment Dominator.

Step 2) Access The Land Records In Investment Dominator

In order to locate a customer, the PAT Live representative should access the green Land records as shown:

Step 3) Locate Customer Record In Investment Dominator

Locate a customer record as follows in Investment Dominator:

    • 1-Search by ‘Last Name‘ using the Search function
    • 2-Customer Record should be in ‘Mailed Letter 1‘ status
    • 3-Put a check by the customer’s name to select that specific record
    • 4-Access the New Offer Request as the script for collecting customer information

Step 4) Use The New Offer Request Script To Collect Customer Info

Collect all customer information as detailed using the New Offer Request script.

The entire call should take anywhere from 5 – 7 minutes.

Press the blue ‘Process Offer Request‘ button when customer call is complete.  Investment Dominator automatically places record in ‘Pending Preliminary Research’ status.