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:

Zapier: How To Connect The Investment Dominator To eSignatures.io

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 eSignatures.io to generate a sales document, but first, let’s talk a little about eSignatures.io…

What is eSignatures.io?

You can automate your day-to-day tasks and build workflows between apps that otherwise wouldn’t be possible. This includes your Investment Dominator, your ideal online document store and any other platform you can think of.

This gives you the power to automatically trigger contracts from Investment Dominator, and you can automatically forward signed documents to your online storage too.

How To Connect The Investment Dominator To eSignatures.io

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 “eSignatures.io“.

Under the ‘When this happens…’ field select ‘Update Record‘.

And under the ‘then do this!‘ field select ‘Create Contract‘:

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 eSignatures.io Account

Click the ‘Sign in to eSignatures.io‘ button then login to your account.

How To Get Your Secret Token API Key

Should you need your API key for any reason just sign in to your eSignatures.io account and then from the top-right menu click ‘API‘:

Then when prompted when selecting ‘Connect Account’ you will be prompted to input the ‘Secret Token‘ to allow Zapier to connect.

Click the ‘Continue‘ button to progress with the setup.

Step 5 – Setup The Action

Under the ‘Set up action‘ heading select the eSignatures.io marketing list that you want to connect to.

Then click the ‘Email‘ field to map the eSignatures.io ‘Email‘ field with the Investment Dominator Buyers List ‘Email‘ field.

NOTE:Template‘, ‘Signer Name‘, and ‘Signer Email‘ are the only fields that are required to be mapped out the rest are optional; however, if your eSignatures.io document includes things like buyer’s address and phone number you will want to include and map out those fields as well.

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, when you mark a property as sold in your Investment Dominator CRM it will also be automatically sent a contract request to your eSignatures.io by Zapier!

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.

How To Generate A 1098 Document For Active Loans

IMPORTANT: While the Investment Dominator CRM provides users with the option to generate a 1098 document, you must consult with your CPA and have them review the document prior to submitting it to IRS or your buyer.

The Investment Dominator system gives you the option to generate a 1098 document for your active loans.

NOTE: The IRS deadline date to file this form is January 31st of the subsequent year so January 31st, 2021, is the deadline for the 2020 1098 document.

Also NOTE: This document only applies to active loans (this does not apply to lease purchases).

Step 1: Updating Your Buyer Information

Before we get started with the steps to generate the document one thing we want to check on is if the correct information is put in place for our buyer in order to have the fields input correctly.

Let’s start by opening your Investment Dominator then going into the ‘Marketing‘ tab:

You should have a contact record indexed under the ‘Buyer‘ Type. Locate your buyer then click on the ‘Edit‘ link to the right of the record:

Ensure that the contact record is linked to the property under the ‘Interested In‘ field and that the contact information like the buyer’s name, email, and phone are filled in:

Next, you will need to enter the address, city, state, and zip code of the buyer as these fields will be applied to the 1098 document.

Lastly, a critical step that needs to be completed or the 1098 document cannot be generated properly will be the SSN or TIN of the buyer. This is required in order the link the 1098 form to the buyer:

Part 2: Updating Your Information

Now that the information has been properly set-up for your buyer the next step you will need to do is make sure all of your information is correct.

Please proceed to the ‘Customize‘ section at the top of Investment Dominator and then click on ‘Company Information‘ this will allow you to to enter in your SSN or TIN into the system.

Step 3: Generating The 1098 Form

Next, you must go to your ‘Notes‘ section at the top of Investment Dominator and find the loan you want to generate the documents from.

Click the checkbox to the left the record of your choice then click the ‘Generate Documents‘ option at the top of the table:

You have the option to preview the document by clicking on the magnifying glass icon to the left the PDF icon.

NOTE: This is just a preview. Do not print directly from this preview page as that will not be compatible with the requirements for the 1098 document:

While the preview shows the correct placement this is only a preview to represent how the data will be printed on the final official paper.

When clicking on the PDF icon on the right side, however, this will be the correct setup for information that needs to be printed on the official form paper which can be requested from the IRS, purchased from an office supply store, or provided by your CPA. Please remember to consult with your CPA and have them review the document prior to submitting it to IRS or your buyer.

NOTE: There are three templates for the 1098 Form there is A, B, and C copy, please consult with your CPA on what to do with these three versions but generally speaking:

  • 1098 A – This one goes directly to the IRS
  • 1098 B – This one goes to the buyer of the loan
  • 1098 C – This one is for your records

IMPORTANT: While the Investment Dominator CRM provides users with the option to generate a 1098 document, you must consult with your CPA and have them review the document prior to submitting it to IRS or your buyer.

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: