How To Generate A Direct Mail Campaign With Our REIPrintMail Integration

We are excited to announce our new Integration with REIPrintMail which is a 3rd party service that allows you to take your Prospect records from within the Investment Dominator and send them directly to REIPrintMail for processing. They will then print, prepare and mail out your letters on your behalf for a fee.

Let’s take a dive into this step-by-step to understand what goes into a mailing campaign with REIPrintMail, first let’s locate where in the Investment Dominator this new feature is.

From within the ‘Land’ tab go to ‘Campaigns
Then select from the drop-down menu under the ‘Prospect Neutral Letter’ line the ‘REI Print Mail’ option.

A new campaign wizard screen will then appear:

NOTE: There is a limit of 4,999 records per order with REIPrintMail, if you are working with more records than this, you will need to do multiple orders.

Click the ‘Next – Generate Order with REIPrintMail’ button to move on with your order.

Notice a new screen comes up called ‘CASS Certification ‘ this will ensure that your records within your list have valid addresses. This will take some time to process, so please be patient.

Once the CASS Certification process has finished you will get an order review screen, this will provide you with all the details about the order.

Things you should review before moving on include:

  • # Successfully Processed Records
  • # Rejected Records
  • Cost Per Letter
  • Total Mailing Cost
  • Rejected Record Details

When reviewing your rejected records, make note of the ‘Error Message’ this will allow you to see the actual reason the records were not approved for mailing. Later on, you will be given a chance to move these records in bulk into the ‘SKIP TRACE’ Status, but for now, let’s focus on the ones that are approved for mailing right now which in our example is 1,209 records.

NOTE: At this point, no transaction has occurred as this is just a review of the order information.

Once all information has been reviewed select the ‘Reviewed/ Approved – Continue with Order‘ option at the bottom of the screen then click on the ‘Order‘ button to continue with the order.

Next, you will see an REI Payment screen that will allow you to enter your payment information:

Once you have entered in your payment information and submitted the order by hitting the ‘PAY‘ button an Order Complete message should appear:

Click the ‘Bulk Update Records Now‘ button to move these records from the ‘Prospect’ Status to the ‘Mailed Letter 1’ Status.

Next, if you had any records that did not pass the CASS Certification you can click the ‘Bulk Update Rejected Records‘ button to move these records with bad addresses into the ‘SKIP TRACE‘ Status.

NOTE: You can view the status of orders with REIPrintMail through their website by logging in at https://reiprintmail.com/login

For questions about your order contact REIPrintMail support at 1-800-378-0378 and reference your REIPrintMail Order ID.

How to Remail To The Same County

There could be a lot of reasons why you would like to remail to a county again that was already processed in mailed letter one status, but what about if we wanted to issue another mailing with an updated list of records.

Lets first identify what we are trying to accomplish

  1. Update records
  2. Create a new status
  3. Create a custom document
  4. Import updated records
  5. Send out mailed letter 2

From these steps we will begin to create an idea of everything we need and this tutorial will take everything step by step to ensure you can follow along easily.

Please note if at any time at all within the Investment Dominator you have made a mistake you can undo most actions made within the application, review our article here about this: https://user-guide.investmentdominator.com/how-to-undo-actions/

Step 1: Update records

We want to ensure that we do not mail to a person we already have mailed to in our mailed letter 1, people we made an offer to or purchased property. In order to do that you can scrub through your list which was previously uploaded and delete the contacts with which you do not want to work with.

A helpful tip with organization as well when updating the records you want to work with is adding a new tag to associate all the records with your mailed letter 2. For this demonstration I have chosen ML2 you can do whichever works for you and if you need more information on tagging review this article here: https://user-guide.investmentdominator.com/how-to-tag-records-and-execute-advanced-searches/

Then once you are done with filtering through your list just keep in mind the APN make sure this matches with the previous information before this is essential to ensure everything imports properly if you notice discrepancies please review this article here: https://user-guide.investmentdominator.com/how-to-properly-format-apns-and-zip-code-values-in-excel/

Step 2: Create A New Status

We have an article chain which goes over everything in more detail located here: https://user-guide.investmentdominator.com/how-to-manage-offer-campaign-part-2/ . This will explain how to create a new status but in this article I will highlight the key information.

Go to the Customize section of the Investment Dominator then click on ‘Custom stages and Statuses’

Then click on Add Status

From there click the appropriate settings like shown above Then once done click Add.

Then sort your status like so the most important part of this is to ensure prospect is at the top and your new mailed letter 2 comes after mailed letter 1. Then hit Save.

Step 3: Create A New Custom Document

Just like the example before we have an article that goes over this in detail which can be found here: https://user-guide.investmentdominator.com/how-to-manage-offer-campaign-part-3/

Proceed to the customize section of the Investment Dominator then go to ‘Custom Documents’ then click ‘Add Document’.

For more detail on the creation of the document you can review the article listed, but follow what’s on the picture above and make sure to turn on allow ‘Bulk Update’ this will prompt the Move To section from that select ‘Mailed letter 2‘.

Step 4: Import Updated records

So going back to what we did on step 1 the next step after creating this document is to take our CSV and upload it into the Investment Dominator, but there are some things we want to change from our normal process.

Go to the import section of your Investment dominator and this time take your updated list and click on ‘Update Existing Records’. this short prompt in yellow will also highlight some key items that need to match in order for this to work. Go ahead and upload your list then you should be good to go to our last step.

Step 5: Send Out Mailed Letter 2

So now that you have completed the following the last thing to do to complete your second mailing is to send them out and the key for this step is to not generate a campaign. Since you are using custom documents you are going to need to use the generate documents button within the land tab.

The reason for this is so we can use our custom documents the way we intended to have them work so we can send them straight to mailed letter 2.

It will ask you to choose the records which you want to work with so if you did our tagging earlier you should search for tag then click all records within it.

Then because of the step we did earlier for our custom documents then the bulk update happens after sending out mailing they should be pushed to Mailed Letter 2 instead of 1.

How To Show/Hide Disclosure Notice On Neutral Letters

Based on your status in the Real Estate world, that being an Agent/Broker or simply an Independent Real Estate Investor, you may need to display or hide the Disclosure Notice statement that appears on Neutral Letters generated out of Investment Dominator.

The following steps will demonstrate the simplest way to either show or hide the customized or built-in Disclosure Notice statement.

Step 1) Select Company Information From Customize Menu

Access the Company Information section of Investment Dominator from the Customize main menu as shown:

Step 2) In Company Information Scroll To Real Estate Agent/Broker

After accessing Company Information section, (from the Customize menu) scroll down to the ‘Real Estate Agent/Broker Disclosure’ field.

Note: This field is usually set to the default – ‘YES‘ and therefore is displaying the built-in Agent Disclosure field populated as shown:

Step 3) To Hide The Agent Disclosure Notice On Neutral Letters

The default setting of the ‘Real Estate Agent/Broker Disclosure’ field will cause the built-in Agent Disclosure to display in the company information section; as well as, print on the Neutral Letters produced out of Investment Dominator.

To hide the Agent Disclosure notice and prevent it from printing on Neutral Letters, simply select ‘NO‘ on the ‘Real Estate Agent/Broker Disclosure’ field as shown:

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:

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 Set Default Seller Financing Note and Email Settings

Seller Financing Notes for either a Loan or Lease Purchase agreement deals have specific pre-set percentages or amounts, that will be calculated/charged based on how buyers adhere to their monthly payments.

The following instructions illustrate how to pre-set these amounts that will show up in the ‘Loan Information‘ section of the Notes for each seller financing deal. This also pertains to built-in email communications that are automatically generated in Investment Dominator.

Step 1) Pull The Default Note Settings In A Seller Financing Deal

In order to see the pre-set note settings, (already established) in Investment Dominator set up a seller financing deal with your Land Record in ‘Complete/Ready To Sell‘ status as shown:

Select the ‘Payment Calculator‘ from the ‘Options‘ function and set up the terms for the loan.

Make the appropriate entries based on loan information, (Down Payment, HOA/POA, Terms, etc.).

Notice there are specific entries that have already been pre-populated in the Payment Calculator as shown:

Step 2) Access The Note Settings For Seller Financing Deals

To display the pre-set note settings in Investment Dominator access the Customize > +Note Settings as shown:

Step 3) Reset The Default Note Settings/Emails As Needed For Seller Financing Deals

You can pre-set any of the default note settings as needed for future seller financing deals as shown:

You can also alter any of the pre-set email communications as they pertain to received or late payment notices that are generated in Investment Dominator as shown:

Step 4) Once All Pre-Set Changes Are Complete Press Update Site

When you are finished modifying the pre-set amounts and making any changes to built-in email communications press the blue ‘Update Site’ button to save all entries as shown: