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 »
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 »
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 …
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 …
If your Buyer wants to pay off their Loan Note early, or Buy a Lease Purchased property prior to the completion of their lease term, then you can generate a payoff amount for them easily in the system. To access a Note’s ‘Payoff Amount‘ first click the ‘Edit‘ link to the right of the Note …
© 2022 Orbit Publishing. LLC
