How To Move A Land Deal Over To The House Deal Section and Vice Versa

Sometimes the County may have indexed a property incorrectly in the list landowners that you obtained and initially uploaded into the Investment Dominator, or a person builds a home on a lot after you get the data from the County. In these scenarios, you will need to move that improperly indexed record from the ‘Land Deals‘ section over to the ‘House Deals‘ section so that it can be properly processed as a house deal (which has a completely different process than the land area).

  • To move the record over you simply look up the record under the ‘Land Deals‘ section and click on the ‘Edit‘ option next to it.
  • Under the ‘Property Information‘ section select ‘House‘ from the dropdown menu called ‘Property Type‘.

    NOTE: Selecting ‘Mobile Home‘, or ‘Commercial Property‘ will also move this record to the ‘House Deals‘ section.
  • Click the ‘Update Record‘ button to save the changes and move the record from the ‘Land Deals‘ tab over to the ‘House Deals‘ tab.
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Advanced Search and Saved Searches

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 as Equal To, Not Equal To, In, Not In, Less Than, Greater Than, Between, Is Empty, Is Not Empty, etc. to the search.

Advanced Searches can also be saved and accessed under the ‘Reports> Saved Searches‘ area.

Below are some examples of advanced searches that you could run…

Example 1: By Status and By Date Created

Let’s say you want to identify all the records under your Land Deals section where the Status is set to ‘Prospect‘ and where you created the records on a particular date (through import or manually one-by-one). All you need to do is go to ‘Land Deals> Advanced Search‘ and then create a search with the following criteria:

Example 2: By Type and By Phone

Let’s say you want to identify a list of contacts in your Buyers List that have phone numbers but have not purchased a property from you yet. All you need to do is go to ‘Buyers List> Advanced Search‘ and then create a search with the following criteria:

Example 3: By City, Status, and Note

Let’s say you want to identify all the house deals you are currently researching in the Houston area, where you also mentioned “roofing issues” in a note. All you need to do is go to ‘House Deals> Advanced Search‘ and then create a search with the following criteria:

Example 4: By Status and Tag

Let’s say you want to identify all the land deals that you have successfully sold to this point and that was also tagged with a custom tracking tag that you created. All you need to do is go to ‘Land Deals> Advanced Search‘ and then create a search with the following criteria:

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How To Add A Property Search Bar To Your Selling Site

You can provide your Selling Site visitors with the ability to search for available properties on your Selling Site by:

  • Keyword (In Listing Heading, Short and Long Description)
  • State
  • City
  • County
  • Parcel Number (APN)
  • Property #
  • Price
  • Size

How To Add or Remove The Search Option From Your Selling Site

You can add or remove the property search option from your Selling Site under ‘Customize> Website Settings – Selling> Display Property Search‘.

Select ‘Yes‘ to display it, and ‘No‘ to remove it.

How To Add The Search Option To A Custom Selling Site Page

To add the search option to a custom page, first, create a public Custom Selling Site Page then under the under the ‘Insert Merge Field‘ dropdown menu select the ‘Property Search‘ option which will insert the ‘[property-search]‘ merge tag into your ‘Page Content‘ and add the interactive property search bar your custom page.

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Add An Interactive Property Listing Map To A Custom Selling Site Page

Did you know you can add an interactive property listing map to your selling site that allows visitors to see visually exactly where you have listings for sale.

When the visitor clicks a ‘FOR SALE‘ sign icon (the property location pin) a brief description of the property will appear which includes the property ‘Listing Headline‘, the ‘APN (Parcel Number)‘, the ‘Size (in acres)‘, the ‘Zoning‘, the ‘Market Value‘, and the ‘Sale Price‘ of the property along with a ‘View Details‘ button that takes the visitor to the detailed property listing.

How To Add The Map To Your Custom Page

To add this interactive map to a custom Selling Site page first create a public Custom Page then under the ‘Insert Merge Field‘ dropdown menu select the ‘Property Listing Map‘ option which will insert the ‘[property-listing-map]‘ merge tag into your ‘Page Content‘ and add the interactive property map to your custom page.

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Company Emails

You can set up to 3 company emails in the Investment Dominator system under the ‘Customize> Company Information‘ screen.

Company Email

The ‘Company Email‘ field is the default email address that a user can set for the company. The system sends notifications to this email address when someone fills out the forms on the ‘Sell Your Land‘, ‘Sell Your House‘ or ‘Contact Us‘ pages of your ‘Buying Site‘.

This email address is also used as the ‘From/ Reply’email address in the notification email that is sent out to the owners when they submit the ‘Sell Your Land’ or ‘Sell Your House‘ forms IF they include their email address (optional) in the form submission.

Offer Email (Optional)

The ‘Offer Email‘ address is printed by default on the P.S. line of your Offer Cover Letters.

NOTE: If you do not configure a unique ‘Offer Email‘ address then the system will just use your ‘Company Email‘ address instead.

Selling Site Email (Optional)

When someone fills out the Property Interest Form on a Property Listing posted on your Selling Site the ‘Selling Site Email‘ address is sent a notification about the inquiry.

NOTE: If you do not configure a unique ‘Selling Site Email” address then the system will just use your ‘Company Email‘ address instead.

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Sample Buying Site Video

Below is an example of a Buying Site video that you can use on your ‘Sell Your Land‘ page:

 

To use this video on your website simply copy/paste the video HTML snippet from the section below into the ‘Source‘ tab of the HTML editor under ‘Customize> Website Settings – Buying> Sell Your Land Page Text‘:

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Phone System And Call Center

In order to build your land business in a scalable manner, we recommend that you set up your phone system with a company called Ring Central.

Ring Central will provide you with options such as custom extensions, directories, automated menus and more. They provide you also with both a local phone number, eFax number, and company toll-free number and sms/texting capabilities for your business.

Click here for more details. Or visit www.LPGphone.com

With Ring Central, you can easily set up a phone system that separates callers from your buying side and your selling side of the business. You can also set up additional extensions for marketing, pre-recorded messages, and even offer processing so that callers get routed to the right person or agent depending on their need.

Call Center

Even with your phone system may be setup through Ring Central you’ll want to consider outsourcing the actual call taking/ call processing to a Call Center and for that, we recommend Pat Live. Pat Live not only specializes in processing real estate calls for investors, but they also have experience taking land calls. Sign up through www.LandCalls.com to add a call center to your land business.

Additional Reference:
https://user-guide.investmentdominator.com/using-a-call-center-to-take-your-calls/

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Add Records

For the most part, you’ll want to create records in the Investment Dominator by importing data from into either the ‘Land Deals’, ‘House Deals‘, or ‘Buyers List‘ 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 Deal Record

  • Click the ‘Land Deals‘ tab.
  • Click the ‘Add Record‘ option at the top right side of the screen.
  • Fill out the fields under both the ‘Caller’ as well as the ‘Owner of Record’ sections (which includes the owner’s Name and Address) as well as at minimum the ‘Property State’, ‘Property County’, and ‘Property APN’ fields.

Create A House Deal Record

  • Click the ‘House Deals‘ tab.
  • Click the ‘Add Record‘ option at the top right side of the screen.
  • Fill out the fields under both the ‘Caller’ as well as the ‘Owner of Record’ sections (which includes the owner’s Name and Address) as well as at minimum the ‘Property State’, ‘Property County’, and ‘Property Address’ fields.

Create A Buyer’s List Record

  • Click the ‘Buyers List‘ tab.
  • Click the ‘Add Contact‘ option at the top right side of the screen.
  • Fill out at a minimum the ‘Name’ and either a ‘Phone’, ‘Email’, or ‘Address’ for the Contact.
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Email Deliverability – SPF Record For Your Custom Buying Site Domain

We use a service called SMTP.com to relay our notification emails.

As long as you have configured your buying site’s domain with a www CNAME record to point to investmentdominator.com as recommended you shouldn’t have to make any adjustments in regards to the email notification system.

However, if you are pointing your domain to our servers another way then you must configure a TXT record with a TXT Value of :

v=spf1 include:_spf.smtp.com ~all

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Set Property Location Option (Land)

Most vacant land lots do not have a property street address which is typically assigned to a property once a building permit has been filed. It is likely that the County Assessor will only provide you with partial property location information like the Property’s Township, Section, and Range numbers and legal description, and perhaps a Property Zip code and street name, while others just provide you with a copy of the Plat Map (Showing roads in the area and the lot location), or access to their GIS system (which is preferable).

Use the information the County provides to locate your lot within the Investment Dominator system…

  • Click the ‘Land Deals‘ tab at the top of the screen.
  • Click the ‘Offer Requests‘ Stage to pull up your properties in the “Pending Preliminary Research” status.
  • Hover over the ‘Options‘ icon and click the ‘Set Property Location‘ option.
  • An interactive map will appear and you can hold down your  Ctrl key on your keyboard while rotating your computer mouse wheel control to zoom in and out of the map. Click and drag the map area to move your location view until you locate your property per the information the County Assessor gives you for that property. 
  • Click the map to add a location pin to the property
  • Click the ‘Save Pin Location‘ to save both the GPS coordinates for the property (pin location) as well as the Property Zip code.
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