We have a few key reports built into the Investment Dominator regarding your land investment deal flow, located under the ‘Land > Reports‘ section. Land KPI’s This report will give you the Call Back Rate, Offer Acceptance Rate and Profits. Call Back Rate: This percentage is the Offer Requests you have recieved in regards to …
September Update: Land > Reports: Understanding Your Deal Flow KPI’s Read More »
Please note: 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. For this reason, we only give you the option to create your own custom documents instead of editing our built-in templates. If you would still like …
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 would be. Below are a few tips to help manage your Pat …
On land records and listings generated in the Investment Dominator you may have the need to provide additional information for yourself; as well as, potential buyers of property. We use both Public and Private links to accomplish this task as they can provide additional pertinent information for anyone accessing land records or customers perusing your …
First off, it is advisable to import only the specific records you plan to process into the Investment Dominator. However, you may have already imported several thousands of records into the Investment Dominator; but, only want to select/process a sub-set of the prospect records imported. How do you manage a large number of prospect records …
How To Select A Sub-Set of Prospect Records For Printing Read More »
On your current Investment Dominator Selling Site, you may not be satisfied with the default order of listings displayed and may have a need to feature other listings appearing further down the list. To change the order of how listings appear on your Selling site follow the steps below. Step 1) Under ‘Customize> Website Settings …
How To Manipulate The Order of Property Listings On Your Selling Site Read More »
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 PatLive Navigate to ‘Team> Add User‘. Step 2) – …
How To Give PatLive Access To Investment Dominator Read More »
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 …
NOTE: The following article is to help you format raw county data into a formatted Investment Dominator .csv import file. The good news is that using a formatted import file is just one of two ways of getting data into your CRM. If you do not want to create a formatted import file, please check …
There are two ways you can attach a property, or properties to a seller financing Note: If you create the Note from the ‘Land>Options>Payment Calculator> Create New Loan‘ or ‘Land>Options>Payment Calculator> Create New Lease Purchase‘ then the system will attach the property record that you were on when you opened the Payment Calculator to the …
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 …
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 …
The Status of a Note is important because it is what controls the overall state of the Note is as well as properly indexes your records for accurate reporting. Here is a brief explanation of the built-in Note Statuses and what they mean: Preview: Initially when you create a new Note record from the Payment …
IMPORTANT: Before you delete a Note we highly recommend that you export both the Note and the payment data to your local machine as deleting the Note will also delete the attached payment history for that Note. To Delete A Note: Click on the ‘Notes‘ Tab. Click the ‘Edit‘ link next to the Note that …
To link buyer(s) to a Loan or Lease Purchase Note first click the ‘Edit‘ link to the right of the Note record that you want to update: Click the ‘Edit Record‘ option to the top right of the screen: Navigate to the ‘Buyer Information‘ section and under the ‘Primary Buyer‘ field select a Buyer Contact …
Notes: How To Link Buyers To a Loan or Lease Purchase Record Read More »
When your Buyer sends you a loan payment each month you’ll need to manually log that payment into the system so that the system can properly calculate the remaining balance of the loan as well as your property tax and HOA/POA escrow account. To log a loan payment first click on the ‘Edit‘ link next …
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