Chances are if you are coming across this article you want to know the difference between the types of Users you can create under your profile. We have released a new system update that will not only allow you to further personalize these Permissions to best fit their Roles, but you can also add Custom …
New Update for Roles and Permissions for User Management Read More »
With the introduction of the new wizards coming to the Investment Dominator we wanted to provide a step-by-step solution to help with Selling. Let’s break down how this will impact how you use the Investment Dominator. You are given the choice to choose if you want to Generate A Listing or Process New Prospects looking for …
If you ever felt lost when working with the Notes section within Investment Dominator we hope this guide on how to export your Notes will help! Let’s say that we have been keeping track of your payments for a Note within your system, but realized that one of the checks bounced on your payments. You …
How To Log A Returned (Bounced) Check For A Note Payment In The System Read More »
If you need to export the payment history of a Loan or Lease Purchase Note managed in the Investment Dominator please follow these simple steps: First, under the ‘Note‘ tab select the ‘Edit‘ link next to a Note record. Scroll down to the ‘Payments‘ section of the Note. Then click the ‘Export’ option: Video Tutorial:
If you ever felt lost when working with the Notes section within Investment Dominator we hope this guide on how to export your Notes will help! Let’s say we have two scenarios we will be working with first we want to export just a single note. First, go to the Notes section of your Investment …
How To Export Your Notes (Loans and Lease Purchase) Read More »
If you have made to this article chances are you have completed the setup process for Actum Automated ACH Payment Processing Integration within Investment Dominator. If you have not done so already, please review this article here. Once your Actum account is connected with the Investment Dominator you’ll have the option to enable the Automated …
We are pleased to announce our integration with the Actum ACH Payment Processing service which allows you to set up automatic ACH payment debiting for your owner financed land buyers under the ‘Notes‘ section of your Investment Dominator system. Imagine auto-charging your owner-financed buyers each month automatically! To set this up you will first need …
Below are some of the top questions we receive regarding our Automated ACH Payment Processing Integration with Actum: Please review these before submitted a support ticket through the ‘Help’ tab of your Investment Dominator system. Do I need my own account with Actum, or do I use a shared corporate account?In order to use the …
Automated ACH Payment Processing –Actum Integration FAQ’s –What You Need To Know Read More »
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 …
Zapier: How To Connect The Investment Dominator To DocuSign Read More »
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 …
How To Set Default Seller Financing Note and Email Settings Read More »
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: …
How To Generate A 1098 Document For Active Loans Read More »
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 …
How To Generate Seller Financing Notes From Land Records Read More »
To generate documents for a Note first select one or more Note records from the records table under the ‘Notes‘ tab. Then click the ‘Generate Documents‘ option: Click on either the .doc icon or .pdf icons to generate and download the document. NOTE: Before you generate documents make sure a buyer record is linked to …
Loans Type: You can either choose to calculate a loan with an amortization schedule or a lease-purchase sale which is similar to a rent to own type of sale. Enter In Sale Price: This is the agreed sales price for the property, or in other words, what you are selling the property for. Enter Down …
Payment Calculator>Loans: Terminology and Definitions Read More »
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 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 …
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