How To Obtain A Street View Of A Property Using Google Maps

In many instances there may be a need to obtain street view shots of specific properties for either reference or marketing purposes on listings.  

One way to obtain street views of property or even create short video presentations of properties being sold can be achieved by using Google Maps.com and executing the following instructions.

Note: The following instructions work successfully on standard computer equipment such as desk top and lap top computers and may operate a bit differently using Chrome Books and/or Mac hardware.

Step 1) Access Google Maps To Enter Property Address Or Location

Access Google Maps by entering – ‘https://www.google.com/maps’  in the address bar of any browser. 

Once Google Maps has been accessed successfully a screen similar to the following will be displayed as shown:

Step 2) Enter Property Address, Latitude/ Longitude Coordinates Or Location Information

Either of the following types of search criteria can be entered into Google Maps to locate a specific property for display:

      • Property Address: Example – 1911 Xelda Avenue North, Lehigh Acres, FL
      • Latitude/ Longitude Coordinates: Example – 26.632217, -81.696555
      • Location: Example – Grand Canyon National Park Arizona

For this illustration we will use a specific Property Address.  Enter the Property Address in the ‘Search Google Maps’ box as shown:

Note: If a valid Property Address, Latitude/ Longitude Coordinates or Location is entered, Google Maps will process the entry immediately and migrate to that specific location. This will be noted by the RED Balloon highlighting the specific address found by Google Maps.

Step 2) Select The Satellite Display Of The Entry

Select the Satellite version display of the specific address, latitude/ longitude coordinates or location as shown:

Once the Satellite view of the specific address or location is displayed, the RED Balloon will still be seen highlighting the specific address or location as shown: 

Step 3) Zoom In On Image And Select ‘Google Man’ For Street View

It is often necessary to ‘Zoom In‘ on the Satellite view in order to successfully see the street view of property prior to selecting the ‘Google Man’.  Use the ‘Zoom In‘ / ‘Zoom Out‘ feature as shown:

Once zoomed in, select the ‘Google Man‘ by left-clicking and dragging to the specific location to start the Street View display as shown:

Step 4) Drag And Drop ‘Google Man’ At Location For Street View

Drag and drop the ‘Google Man’ to the specific location where you wish to obtain the street view. Left-click and drag the ‘Google Man’ to the specific location and simply release the left-click to DROP the ‘Google Man’! 

Important #1:  After selecting, (left-clicking) and dragging the ‘Google Man’, if the streets at or near the address and/or latitude / longitude locations DO NOT turn blue, this indicates that a Google Car has never driven down that street; therefore, NO street views can be obtained!

Important #2: After selecting, (left-clicking) and dragging the ‘Google Man’, if the streets turn blue; but, after releasing the ‘Google Man’ the image does NOT successfully show the street view, you may need to ‘Zoom In’ a bit closer to actually show the street view!

A street view can be successfully obtained if you see an image similar to the following:

Step 5) Once Street View Is Shown Move Around The Immediate Area

The Street View should display as follows at the selected location where the ‘Google Man’ was dropped as shown:

Once the Street View is successfully displayed, you can move around and view the immediate area by holding down the Cntrl-Key on a standard keyboard and Left-Clicking and holding down the left-click on the computer mouse simultaneously to move around the area.

Locate the Cntrl-Key and Left-Click on mouse as shown:

How To Generate Seller Financing Notes From Land Records

There are currently 2 different types of Seller Financing Notes, (Loan and Lease Purchase) that exists in Investment Dominator.

Seller Financing Notes for either a Loan or Lease Purchase note can be easily generated from Land Records in Investment Dominator by executing the following instructions.

Note: Please check with LPG Management Staff regarding associated costs for servicing Seller Financing Notes in your Investment Dominator account. 

Step 1) Access The Payment Calculator For A Specific Land Record

To access the ‘Payment Calculator’ for a specific land record, the following must be completed:

      • 1) Access the ‘Selling Stage‘ records
      • 2) Land Record must be in ‘Complete/ Ready To Sell‘ status
      • 3) Select the ‘Option‘ function for the Payment Calculator
      • 4) Select ‘Payment Calculator’ to calculate terms

Access the ‘Payment Calculator’ for a selected land record as shown:

Step 2) Enter Appropriate Seller Financing Term Data

Enter the appropriate Seller Financing Term data based on the ‘Type’ of Seller Financing Note selected.

If generating a Loan Type note populate the ‘Enter Down Payment’, ‘Enter Annual Property Tax’, ‘Enter HOA/POA’, ‘Enter Interest Rate’, ‘Enter Monthly Loan Service Fee’, ‘Enter Term’ fields as appropriate based on agreement with potential buyer.

If generating a Lease Purchase Type note populate the ‘Enter Deposit’, ‘Enter Annual Property Tax’, ‘Enter HOA/POA’, ‘Enter Base Rate’, ‘Enter Monthly Loan Service Fee’, ‘Enter Term’ fields as appropriate based on agreement with potential buyer.

Note: Hover over any [?] associated with a specific field to reveal a detailed explanation on how to best utilize that field in the note transaction.

Once the Seller Financing Term data has been entered press the blue ‘Summarize Terms‘ button to calculate current amounts due; as well as, show monthly Loan or Lease Purchase payments. 

An example of a Loan Type note for a 48 month term is shown as follows:

Step 3) Send Terms Output To Potential Buyer Or Create New Loan

Once terms of either the Loan or Lease Purchase have been calculated from Step 2) this information should can be sent to the potential buyer (in a PDF file format) for agreement by pressing the blue ‘Copy To Clipboard‘ button as shown:

Note: After pressing the blue ‘Copy To Clipboard’ button and showing all information highlighted, to create a PDF file format simply paste the contents of the Clipboard into a Word file and save that word file, (as PDF).

If the terms of either the Loan or Lease Purchase have been approved by the potential buyer then press the blue ‘Create New Loan‘ button as shown:

Step 4) Enter Appropriate Buyer And Verify Loan Information

After pressing the blue ‘Create New Loan’ button from Step 3) the system will migrate to the Notes section of Investment Dominator.

It is important to select the appropriate ‘Primary Buyer’ and/or ‘Secondary Buyer(s) prior to proceeding to the final Step 5) Creating the Note.

Verify all information in ‘Note Information’ section (i.e. Original Sale Amount, Monthly Payment etc.) for accuracy as shown:

Step 5) Create Note In Investment Dominator

Once all note information has been verified in Step 4) proceed with pressing the blue ‘Create Note‘ button to actually generate the Loan or Lease Purchase Note in Investment Dominator as shown:

The newly created Seller Financing Note should appear when accessing the Notes function in Investment Dominator and be in ‘Open’ status as shown:

How To Pull Comparable(s) For Market Value Calculations

In order to calculate a current Market Value price on a parcel to determine the minimum and maximum offer range in Investment Dominator, it is essential to pull comps from any one of the available Market Research site(s).

Note: There are various methods available for determining Market Value amounts and the following instructions highlight the most commonly utilized and recommended practice, that being the use of either SOLD or LISTED comparable(s).

Step 1) Ensure Land Records Have All Required Components

The required components must be populated to successfully calculate Market Values on Land Records in Investment Dominator and are listed as follows:

    • Land Record must be in ‘Pending Preliminary Research’ status
    • In the – Property Information section of the Land Record there must be a valid ‘Property Address (or Latitude/Longitude)’ populated.
    • In the – Property Information section of the Land Record there must be a valid ‘Property Zip’ populated
    • In the – Property Information section of the Land Record there must be a value in ‘What is the size of the property?’ field in either SQ. FT or Acres.

Step 2) Access The Options Function To Display ‘Market Research’ Menu

Access the Options function, (associated with the specific Land Record) to display the ‘Market Research’ selection as shown:

Step 3) Select ‘Market Research’ To Display Drop-Down Site Selections

Select ‘Market Research’ from the Options function to display the drop-down menu of sites for comparable(s) as shown: 

Step 4) Select The Desired Site For To View Comparable(s)

Select your desired site to view existing comparable(s) based on required components in Step 1).

Note: Zillow.com is one of the most commonly used sites for comparable(s).  Example: After selecting Zillow.com, Investment Dominator will execute Zillow.com site and pass the required field components, (Property Address, Property Zip & Property Size) for processing.

The system will place you in the specific area of the subject property for comparable(s) to display.

Step 5) Set Appropriate Site Parameters To Pull Sold/Listed Comps

Set the appropriate site parameters, (as applicable) to pull the Sold/Listed comparable(s) as follows:

Note: This example uses Zillow.com; however, the same parameters can apply to any of the other selected sites.  The Zillow.com site defaults to SOLD comps. 

    • Set ‘Price Range’ – $5k$200k
    • Set ‘Home Type’ – Lots/Land (vacant land)
    • Set ‘More: 2’ – Sold in Last – 6 months to 12 months

The resulting comparable(s) will display and you can utilize the address information of each comp and determine the distance from the subject property, (in Google Maps) to determine if the selected comp is a viable one to use for a Market Value.

In this specific example, if there are NO SOLD comparable(s) listed, the next step will be to check for LISTED comparable(s).

If viable SOLD comp(s) are found, they can be used for Market Value and there is no need to check LISTED comps. 

If NO SOLD comp(s) are found and LISTED comp(s) are found, it is permissible to take 75% – 80% of the LISTED comp(s) values for Market Value.

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.

How To Track Neutral Letter Conversion Rates In Investment Dominator

The Investment Dominator is designed to keep track of your contact records organized by the various statuses in the LPG Process Flow for a specific county specified. In order to track conversion rates such as Neutral Letters mailed and calls coming in for Offer Requests; as well as, the number of contracts being accepted from offers being sent and deals sold for profits, there is a method to achieve this goal. By use of saving pre-defined Advanced Searches and the creation of Tags and tracking specific counties per campaign, tracking these types of results is now attainable.

The following steps can be executed to accomplish this task:

Step 1) Create The TAG Campaign

To create the tag campaign in the system go to ‘Customize> Tags> Add Tag’…

Then enter a new tag campaign name and click the blue ‘Add’ button to save…

Note: The aforementioned tag campaign name created will be included in the .CSV file imported into Investment Dominator with your new prospect records in the ‘Tags’ column as shown:

Step 2) Create 3 Saved Searches For Access

Access the ‘Advanced Search‘ to quickly identify the Tag’d Campaign records under the ‘Land Deals‘ area as shown:

Create the 3 specific Saved Searches for the appropriate statuses and specific counties is described as follows:

Saved Search 1) Tag campaign contains ‘Campaign-1’ AND Status = Mailed Letter 1 Saved Search 2) Tag campaign contains ‘Campaign-1’ AND Status = Pending Preliminary Research Saved Search 3) Tag campaign contains ‘Campaign-1’ AND Status = Complete/Ready To Sell

For each piece of Search Criteria entered, use the blue ‘Add Rule‘ function

Press the blue ‘Save‘ button to name and save each search entered as shown:

Saved Search 1) Campaign-1Mailed – Name the specific Search for Status – [Mailed Letter 1], press the blue ‘OK‘ button to save the search. Saved Search 2) Campaign-1Pending – Name the specific Search for Status – [Pending Preliminary Research], press the blue ‘OK‘ button to save the search. Saved Search 3) Campaign-1CompReady – Name the specific Search for Status – [Complete/Ready To Sell], press the blue ‘OK‘ button to save the search.

Status – Mailed Letter 1
Status – Pending Preliminary Research
Status – Complete Ready To Sell

Step 3) Calculate Acceptance Rates

Calculate each of the 3 saved Advanced Search using the following list to obtain numbers for specific county response results. On each saved Advanced Search modify the ‘County’ field to correspond with the specific county where you are calculating acceptance rates.

a) Access the ‘Advanced Search‘ function and select a specific Saved Search from the drop-down ‘Select a saved search‘ field, modify the ‘County‘ field and press the blue ‘Search‘ button as shown:

b) Press the Select All as shown to produce the record count from the previous Advanced Search as shown:

c) Go back to step a) and b) repeat for all 3 saved Advanced Searches associated with ‘Campaign-1‘. Record all numbers received.

d) Calculate acceptance rates from mailings as follows: – Take number from Campaign-1Pending report and divide into the number from Campaign-1Mailed to determine the acceptance response rate for Offer Requests from Neutral Letters mailed. Example: Campaign-1Mailed = 300, Campaign-1Pending = 30 300 divided by 30 = 10 or 10% response rate

– Take number from Campaign-1CompReady report and divide into the number from Campaign-1Pending to determine the acceptance rate % of Offer Request mailed or land under contract. Example: Campaign-1Pending = 30, Campaign-1CompReady = 3 30 divided by 3 = 10% contracts accepted from Offer Requests sent.

Step 4) View Campaign Reports

In the event you wish to view any of the 3 saved campaign Advanced Searches you may do so by accessing the Reports section within the Land Deals area as shown:

In the ‘Saved Searches‘ section you will find all 3 of the named Advanced Searches created in Step 2) as shown:

How To Effectively Report Technical Issues For Support

When attempting to report Investment Dominator related issues to our Technical Department for support, there are 2 efficient methods of accomplishing this task so the Technical group is clear regarding the issue being reported.  Using the [Create A New Support Ticket] function in the Help section of Investment Dominator is our starting place.  There are 2 methods to effectively communicate support issues to our Technical Department.   

Method #1 – Screen Shots attached to support tickets.  Method #2 – A short video of issue being sited attached to support tickets.

Use the ‘Create A New Support Ticket‘ function when reporting Investment Dominator related issues for support.

To create a support ticket in the system go to ‘Help> Create A New Support Ticket’…

To capture a screen shot or record a short video of an issue for a support ticket, install a FREE version of the ‘TechSmith Capture‘ tool using the following link – https://www.techsmith.com/jing-tool.html. Press the blue Download or Free Download buttons to install the ‘TechSmith Capture‘ tool as shown:

Once the FREE version of the ‘TechSmith Capture‘ tool is successfully loaded onto any computer, the Capture function appears.

In order to capture an image of any screen on your computer select the RED Capture button as shown:

Note: Use the TechSmith Capture cross-hairs to select the appropriate Investment Dominator screen being captured.

On the following display, select the Capture Image Icon to actually capture the image for editing as shown:

Method #1 – Attach A Screen Shot Of Issue

Example: If there was an issue with Tagging A Record in Investment Dominator it will communicate effectively to attach a screen shot of the issue as shown:

  • Steps To Attach A Screenshot Are As Follows:
    • 1) Activate the TechSmith Capture function or any other snipping tool installed on your computer and attach 1 or more screen shots.
    • 2) Use the TechSmith Capture cross-hairs to select the Investment Dominator screen being captured
    • 3) Save the the screen shot in an appropriate folder on your computer for access.
    • 4) Go to ‘Help> Create A New Support Ticket’…
    • 5) Complete entry of Issue, Platform You Use, Browser You Use, Priority and press the ‘Choose File‘ function to import saved screen shot(s) of issue.

Method #2 – Create A Short Video Of Issue Sited

If a short video is needed to capture an Investment Dominator related issue, you can also use the Free TechSmith Capture tool to generate a recording.

  • Steps To Record A Short Video Of Issue Are As Follows:
    • 1) Activate the TechSmith Capture function or any other snipping tool installed on your computer, (with video capability).
    • 2) Use the TechSmith Capture cross-hairs to select the Investment Dominator screen being recorded.
    • 3) Select the Recording Icon to display the recording control panel, (see C TechSmith Recording Icon) below.
    • 4) Select the RED (record) button to begin the recording. System will display ‘3’… ‘2’… ‘1’ and begin recording your voice and your screen (see D TechSmith Capture Recording Start) below.
  • To Stop video recording…
    • 5) Once the video of issue has been recorded, press the blue Recording Stop button as shown:
  • To Upload video to Screencast…
    • 6) Press the blue Upload to Screencast button, (in lower right hand corner) to generate video link for attaching to support ticket as shown:
  • To copy video link…
    • 7) In the ‘Upload Complete’ section, to copy video link press the COPY button and then blue OK button and paste this link into your Help Desk Ticket (in both Issue Description and Link To The Issue field as shown:

Final Step – Press Blue ‘Create New Ticket’ Button

How To Convert AgentPro247 Data To Import Into Investment Dominator

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:

How To Create A Custom 2nd Offer Cover Letter

After an initial offer has already been sent, if there is no response you may want to follow up with an increased amount for the second offer. There are built-in 2nd Offer Cover Letter templates in the LPG System. 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.

If you would still like to test out variations of the 2nd Offer Cover Letter, in this article we will discuss how you can create a new custom version that uses our content as a base and then incorporates you custom verbiage in the document.

Create A Custom 2nd Offer Cover Letter Template

Note: The following procedure is meant to address 2nd Offers on individual parcels only.  If an owner has multiple properties and 2nd Offers are being issued for each property, the verbiage in the document content section will need to be altered to address this matter.

1. Access the 2nd Offer Cover Letter Template in the LPG System

  • Logon to LPG with username/password [my.landprofitgenerator.com]
  • Access ‘Documents‘ section
  • Scroll down to ‘Download Doc 3a – Second Offer Cover Letter‘ and open the document

2. In Investment Dominator access ‘How To Customize Jack’s Offer Templates’ instructions

  • Select ‘Help‘ function
  • Select ‘+ Search Our User Guide‘ from the menu choices
  • Enter ‘Jack‘ in search box
  • Press the blue ‘Search User Guide‘ button

Access the ‘How To Customize Jack’s Offer Templates‘ article and follow instructions to create a custom 2nd Offer Cover Letter document.

3. Create the 2nd Offer Cover Letter in the Investment Dominator (Document Content field)

A) Go to ‘Customize> Custom Documents> Add Document’.

B) Then select the following settings…

  • To = Owner – Land Only
  • Status = Pending Preliminary Research
  • Document File Type = Both
  • Document Type = Portrait
  • Document Title = (Give your document a name)
    • Press the ‘Source‘ button to disable all [wiz wig] functions
  • Document Content = (Copy and paste this content under the ‘Source’ tab)
    • Select the blue this content HTML text
    • Press [Cntl-A] to highlight/select all HTML text
    • Press [Cntl-C] to copy all HTML text
    • Place cursor in corner of Document Content field box
    • Press Cntl-V to paste all HTML text into field
    • Press the ‘Source‘ button to enable all [wiz wig] functions
    • Alter the text in Document Content field box to read as 2nd Offer Cover Letter template from step 1
    • Place Cursor over Signature Line (after the word ‘Sincerely’)
    • Use the [Insert Merge Field:]select the ‘your signature’ from the drop down list of fields
  • Allow Generate Envelope/Label = Labels
  • Allow Export Data = Yes
  • Allow Bulk Update = Yes
  • Move To = ‘Offer Sent’ status
  • Per Each Property = Yes

C) Press the blue ‘Add/Update’ button to save the new Custom 2nd Offer Cover Letter Document

How To Create A Custom Neutral Letter Template For Mailing

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.

Overview

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 ‘Generate Prospect Neutral Letter Template‘ and ‘Generate Envelope Template‘ 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).

How To Edit/Delete Tags In BULK

Tags are used to index Land, House and/or Contact records in Investment Dominator; as well as, to group certain records for future reference. This article will focus primarily on editing or the deletion of existing tags assigned to multiple records in the CRM in a bulk manner.

Note: There is an existing article detailing how Tags and the Tagging Records process works in detail entitled, How Tags and Tagging Records Work In The Investment Dominator CRM.

Create a Tag

To create a tag in the CRM select ‘Customize > Tags > Add Tag button as shown…

Next, enter the new Tag Name and select the blue ‘Add‘ button as shown…

Note: In this example, the Tag will be used to tag land records on initial offers to search for the mailing of 2nd Offers in the near future.

Tag Records

To tag land records go to the ‘Land Deals’ tab and select the records for tagging, then select the ‘Tag’ function as shown….

Select the newly created tag from the drop-down list of tags to be assigned to the previously selected land records and press the blue ‘Confirm Tag‘ button as shown…

Note: This same methodology applies to the tagging of both House and Contact records in Investment Dominator.

System should display Records(s) successfully update message should display!

Editing/Deleting Tags In BULK

To edit/delete a tag in the CRM select ‘Customize > Tags > Scroll or PAGE to the specific TAG for editing or deletion.

Select the ‘Edit’ function to EDIT or DELETE the selected Tag as shown…

Note: The last created TAG will appear on the very end of the previously created tags list.

To Edit the existing TAG make any appropriate changes to the tag and press ‘Save’ function.

To Delete the existing TAG press the ‘Delete’ function.

NOTE: Editing or deleting the tag will remove any reference to the tag in any records in the system even if records were indexed using that tag.

Search By… Tag Option

You can now search all land records by the newly modified tag using the ‘Search By’ function and selecting the ‘Tag’ option. Select the specific tag to filter by and select the blue ‘Search’ button…

Searching by the selected Tag will return all records where this tag, (or modified tag) is now assigned.

If the specific tag was deleted from the system, the tag will NOT be available in the drop-down tags list for selection.