How To Give PAT Live Access To Investment Dominator

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: Yes
Allow Add Note: Yes
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.

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How To Send Out 2nd Offer 30 Days Apart

Once an initial batch of offers have already been sent, Investment Dominator allows you to Tag the associated records. At some date in the future, you can search for and select those specific records based on a Tag and send out 2nd Offers as needed.

Step 1) – Create A Tag For Each Record

From the ‘Customize‘ menu select the ‘Tags‘ section as shown:

Select the ‘Add Tag‘ button to create a new tag.

Give your tag a name by entering a value under the ‘Tag Name‘ field.

For example, you can name the tag to be the date you want to send out the 2nd offers.

When you’re ready, click the ‘Add ‘ button to create and save the tag in the system.

Step 2) – Select Records And Add Newly Created Tag

To select the records in the ‘Offers Sent‘ status simply select the ‘Search By…> Status‘ option from the Quick Search dropdown located just above the record table on the left side of the page.

Click the ‘Search‘ button to load these records indexed under the ‘Offer Sent‘ status.

Click the ‘Select All‘ function from the top of the record table. This will select all the records under the ‘Offer Sent’ status.

Then click the ‘Tag’ option to apply your newly created tag to the recordset.

Type in the name of the newly created tag that you created in Step 1 above and click the name when it appears in the list. Click the ‘Confirm Tag‘ button and then the ‘Ok, Close‘ button to complete tag assignment.

NOTE: To remind yourself to run the list 30 days later, create a Task in the system and assign it to your user account.

Step 3) – 30 Days Later Search For Tag’d Records

To retrieve these records at some point in the future you’ll want to run an ‘Advanced Search‘ to identify the records that are both in the ‘Offer Sent’ status still (meaning they have not yet accepted your offer) and that also have your custom tag applied to their record.

To do this go to ‘Land> Advanced Search‘ and add two rules to your search:

‘Status‘ equals ‘Offer Sent‘.
AND ‘Tag‘ equals the name of your custom tag you created in Step 1.

NOTE: You will want to create a Custom Status called “2nd Offer Sent” so that you can move these records into this custom Status once you have sent out the 2nd offers that way you will be able to identify who you sent 2nd offers out to in the future.

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How to process SKIP TRACED records in batches

The Investment Dominator allows you to SKIP Trace records and re-import them in large batches. So how can you process SKIP TRACED records in the Investment Dominator?

Step 1 – Select “Skip Trace” Status Records

Set each appropriate Land record in Investment Dominator to “SKIP TRACE” Status.

Select all SKIP TRACE status records in Land area by selecting Skip Trace

Step 2 – Export all “Skip Trace” Records

Select all SKIP TRACE status records by checking the Select All box.

Select the Export function to generate an Excel .CSV File as shown:

Export and save Excel records as necessary on your computer for sending to a VA for appropriate changes and re-importing back into Investment Dominator.

Step 3 – Delete all selected “SKIP TRACE” Records

Delete all selected SKIP TRACE Status records by pressing the Delete function.

After deleting all previously selected SKIP TRACE Status records, send exported .CSV File to VA for appropriate changes.

Once appropriate VA changes are complete, receive the .CSV File from VA back in Investment Dominator format for re-importing Step 4.

Step 4 – Re-import “Skip Traced” formatted records

Import SKIP TRACED formatted records back into Investment Dominator (Note: Add “Property Size” and “Market Value” fields on import file if necessary).

As in the case of all import files they must be saved and imported as comma delimited or .CSV file

On the Import, select the [Update Existing Records] button to update all Land records changes being re-imported back into Investment Dominator

Note: System will default to [Create New Records] button.

Select Update Existing Records, Choose File and Upload List

Final task, select “Choose File” button to select appropriate formatted Excel file from your computer with changes and press the [Upload List] button.

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How to Delete the last Import of Land Records

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 menu in Investment Dominator

Once inside the “My Team” function, select the [Activity Log] function

All Activity Log transactions are displayed in the most recent functions completed first, as indicated in the Date column.

In the Action column, the specific action you need to identify shows as “Add (By Importing List)“.

The Land record’s property ID range of that import will display, (in this case records #377 – 380).

This example shows only 4 Land records; however, depending on the size of the last import, this range could represent 500, 10,000 or more Land records.

Note: Write this property Id range down as you will need to enter these numbers in the next Step 2.

Step 2 – Selecting all records in the last import transaction

Go back to the Land records display in the Investment Dominator by selecting [Land] function

Select “Property Id Range” in [Search By] drop-down list to enter property Id range identified in Step 1.

Enter the property Id range as shown, (in the FROM and TO boxes) as search criteria to select all records in the last import.

Press the blue [Search] button to select/display all records in the property Id range.

Step 3 – Deleting all records identified and displayed in the last import

Once all records have been identified and displayed from the last import, Select All the records for deletion.

Once all records from the last import have been selected and displayed, (based on property Id range in Step 2) select the Delete function to process and confirm the deletion of all records.

System will ask you to CONFIRM the deletion

Once you CONFIRM the deletion of selected Land records and press OK, this last import is deleted from Investment Dominator.

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Terminology Changes for 2020

We have made some changes to the system in terms of what we call things to help clarify their function and allow for more space in the design so that we can add all the new features we are planning in 2020. Here are the terms that changed in the January 2020 update:

‘Land Deals‘ changed to ‘Land‘
‘House Deals‘ changed to ‘Houses‘
‘Buyers List‘ changed to ‘Marketing‘
‘Customize Site‘ changed to ‘Customize‘
‘My Sites‘ changed to ‘Websites‘
‘My Team‘ changed to ‘Team‘
‘My Profile‘ changed to ‘Profile‘
The bulk ‘Generate Documents‘ changed to ‘Campaigns‘.
NOTE: The select ‘Generate Documents‘ option stayed the same.
We added a new tab called ‘Notes‘ for seller financing.
We removed the ‘Customer Care and Training‘ box from the Dashboard and replaced it with a new Notes section.
NOTE: You can still access the customer care and training under the ‘Help‘ tab of the menu.
We added a new section under ‘Customize> Note Settings‘.

NOTE: We will be updating the user guide articles over time to reflect these changes; however, until they are updated you may see the old terminology referenced in the article content, screenshots, and attached training videos.

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Create Your Own Custom Optin Page/ Selling Site Theme

In addition to the two built-in Selling Site themes that come with the Investment Dominator system, you can design and develop your own custom themes and even share those themes with other users.

To create a custom theme you need to know a little about HTML and CSS. If you are not familiar with what that is, you can easily hire HTML and CSS developers on sites like Fiverr.com or Upwork.com that can take a visual design that you have end code it using those web languages.

Ok, Let’s Get Started

Download this Sample Selling Site Theme template which contains all of the built-in merge fields to call in things like the Optin Form that we use in our default themes.

You can use these merge fields to pull in information or functions used in the Investment Dominator.
Use basic HTML and CSS to design your layout, then reference the merge fields as needed within your page structure.
Compress your theme files into a .zip folder then upload that folder under ‘Customize> Website Settings – Selling> Optin Page‘ and click the ‘UPLOAD CUSTOM THEME‘ option.

NOTE: The filename of the .zip file you upload will be the name of the theme when it is uploaded and a screenshot of theme is automatically generated based on your index.html file.

Here is a list of merge fields you can reference in your custom theme files.

[selling-site-menu]

[selling-title]

[selling-logo]

[selling-description]

[selling-banner-text]

[selling-banner-image]

[selling-banner]

[optin-form button_text=’CUSTOM BUTTON TEXT’ confirmation_url=’/thank-you.html’ input_fields=’c_fname, c_lname, c_email, c_phone, c_zip’]

[optin-page-text]

[current-date]

[popup]PUT YOUR POPUP CONTENT HERE – (DO NOT USE MERGE POST DATA)[/popup]

[popup-link]POPUP LINK[/popup-link]

[my-company-agent-firstname]

[my-company-agent-lastname]

[my-company-agent-phone]

[my-company-name]

[my-company-phone]

[my-company-email]

[my-company-address]

[my-company-city]

[my-company-state]

[my-company-zip]

[my-company-site]

[my-letter-ps-line]

[my-firstname]

[my-lastname]

[my-email]

[my-signature]

[my-agency-disclosure]

[offer-phone]

[offer-email]

[company-fax]

[selling-site-footer]

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How To Mark A Listing As “PENDING” or “SOLD” On The Selling Site?

After you find a buyer for your property or sell your property you may still want to keep the property listing up on your Selling Site to serve as social proof.

There are two settings you need to have for the listing to display on your site as Pending or Sold.

The ‘Status‘ of the record must be in the ‘Found Buyer – Open Escrow‘ status.

The ‘Listing Status‘ option must be set to ‘Public‘.

This will display the “PENDING” text over the thumbnail of the listing.

If you then change the ‘Status‘ to ‘SOLD‘ then the text “SOLD” will appear over the listing thumbnail.

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How To Change The Look and Layout (Theme) of The Buying Site

The Investment Dominator system comes with two built-in Buying Site Themes a Legacy theme and a 2.0 theme as well as the option to create and upload your own custom theme. A theme controls the look and layout (design) of the website. For example, it controls what the menu, header, banner area, footer, and page structure looks like to the website visitor.

Changing your Buying Site Theme is easy to do, simply go to ‘Customize> Website Settings – Buying> Select Your Buying Site Theme‘:

Click on the theme option you want to change to:

Scroll down to the end of the page and click the blue ‘Update Site‘ button to save the changes.

To view the changes click ‘My Sites> Buying Site‘:

Your Buying Site with your new theme will load on a browser new tab:

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How To Generate A Blind Offer Package (for Land Investing)

IMPORTANT NOTE: We only recommend that you send out blind offers in an area where you have already done deals. If you have not done deals in an area yet we recommend only sending out the Neutral Letter Campaign followed by the regular Offer Package for only those who request offers from you.

To generate a Blind Offer campaign first import your data with the optional ‘Offer Amount‘ and ‘Back Taxes‘ data included in your import file, and import the records under the ‘Pending Preliminary Research‘ status.

Go go the ‘Land>Campaigns‘ page and toggle open the ‘Blind Offers‘ section.

Click the .DOC or .PDF options to download the following documents:

Blind Offer Cover Letter
Offer
Exhibit A (Optional)
Envelope Labels

We put the Blind Offer Cover Letter, Offer into a manila envelope with a printed label on the outside with the mailing address and mail that to the owners. Here is a list of the resources we recommend to complete this package.

NOTE: You will get a much lower acceptance rate with this type of campaign in comparison to the Neutral Letter/ Offer campaign.

When you are done printing your Blind Offers, click the blue ‘Bulk Update Records‘ button to move these records into the ‘Blind Offer Sent‘ status.

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How To Add Multiple Owners To A Property Owner Record

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 Record> Are there other owners on title?‘:

Enter the name of the others on title under the 2nd through 5th owner name fields.

NOTE: Typically we don’t deal with properties that have more than five owners on title, but if you do have a property with more parties than five you can either add the remaining names under the ‘5th Owner’s Last Name‘ field, or you can mark the record as a ‘Company/ Entity‘ then put all the owners into the ‘Company Name‘ field.

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