System Updates and Roadmap

Planned Upcoming System Updates (Roadmap):

Below is a list of planned updates for the Investment Dominator (not in any particular order).
NOTE: We do push out urgent updates as needed, but generally speaking the items listed below are what we are currently developing and planning to release.

UPDATE: Data Service Update (Additional Advanced Filters and Map Views)
UPDATE: REIPrintMail Integration (All Built-In Documents and Custom Documents)
NEW: System Setup Wizard
NEW: Buying/ Selling Site Theme Options
UPDATE: Built-In Sales Contract Templates
NEW: Marketing Contact Pipeline (Contact Stages, Statuses, Types)
NEW: Custom Campaigns
UPDATE: Custom Webhooks
NEW: eSignature Integration
NEW: Note (Loans/ Lease Purchase) Custom Documents
NEW: Custom Envelope/Label Generator
NEW: SMS Campaign Message Templates
NEW: Public Plugin and Theme Marketplace
NEW: Owner Financing Property Listing Element
NEW: Loan Amortization Tables
NEW: Borrower Portal
NEW: Custom Website Icons
NEW: SSL Generation for Subdomains
UPDATE: GET/POST API Call for Property Notes
NEW: Image Markup Tools For Marketing
NEW: Export Property Notes Option
NEW: Message Management
NEW: Custom Fields
UPDATE: Import Data Wizard
NEW: Add Note (Owner Financing) record type via API
NEW: Shape Files (Lot Lines) Map Overlays
NEW: Selling Site Banner/ Map Option

Below is a list of recent updates to the Investment Dominator CRM system:

RELEASE: 07.01.22- 07.31.22 | DATE: July 2022

July 9th

⦿ Fixed issue in Activity Log, where Import Details could not be displayed

July 15th

⦿ Update: Team Management and Tasks have been improved

⦿ Update: User Permissions and Task Calendar View (Card View)

⦿ Update: Property Owner Management Screens

RELEASE: 06.01.22- 06.30.22 | DATE: June 2022

June 24th

⦿ Update: Changed Layout of the Company Name and owner name within Letters

⦿ Update: Added the “Other option to the bank’s list in the Actum integration. Allowing the option to write the name of your bank

June 29th

⦿ Fixed issue in Activity Log, where Import Details could not be displayed

⦿ Fixed issue in Research Deals Wizard, where tables were being duplicated

RELEASE: 05.01.22- 05.30.22 | DATE: May 2022

May 3rd

⦿ Fixed issue when using calculate offer icon was subtracting Loans and Mortgages from the total offer instead of back taxes.

May 10th

⦿ Fixed issue when using REI Printmail Wizard becoming unresponsive when importing no records imported correctly.

May 13th

⦿ Fixed issue when merging two records the Comparables would be deleted.

⦿ Update: Terminology has changed from Local Printer to “Local Printer (Office/Home).

⦿ Update: Icons for History and Calculator options have been improved.

May 21st

⦿ Fixed issue when using Due Diligence Wizard the record table would display twice if choosing “Continue Progress”.

May 31st

⦿ Fixed issue with “Ext” field for Offer Phone and Selling Site Phone would not save.

RELEASE: 04.01.22- 03.30.22 | DATE: April 2022

April 5th

⦿ Fixed issue with Blind Offer Cover Letters is generated only once per owner. The wording is also updated if the owner has more than one property.

⦿ Fixed bug where symbols like “&” or “%” did not appear in the search for the company name.

April 7th

⦿ Fixed issue in the marketing dashboard, where the Interest column appears twice

⦿ Fixed bug where the wrong records were being edited while filtering by Lead Source in Marketing Dashboard

April 8th

⦿ Fixed issue where the CSV for Neutral letters was generating one record per property. Now only once for multiple owners.

⦿ Fixed issue where the merge field “property-video” was not displaying the video on the selling site.

April 12th
⦿ Fixed issue where records were not being saved into ID from Ring Central

April 22nd
⦿ Fixed issue where Washington DC could not be selected under the “Company Information” section

RELEASE: 03.01.22- 03.31.22 | DATE: March 2022

March 2nd

⦿ Fixed issues Investment Dominator API not responding to the Sold and Found-Buyer – Open Escrow.

⦿ Fixed issue when an APP had more than 100k owner records and caused problems in the Notes Section.

March 3rd

⦿ Update: Created a new script to detect if any changes were made on the wizard tables on App 00001 to update the database when logged in.

⦿ Update: Merge Fields have been added that can be used on the Custom Buying / Selling Site. These are related to the new fields recently added to the Wizard Menus. These merge fields work when the URL has the “view=p_id” parameter

⦿ Update: The following adjustments have been made on the Make Offers Wizard:

1. We have added the ability to edit important information with the property without having to leave the wizard.

2. We added the Offer Agreement Document row that was missing and included the DOC and PDF documents.

3. Now you can Add Notes and see the current Notes of the property

4. The Google map is now an image when you have already set the location. We also added a Button to enable the Interactive map so they can use Google Map Integration on the Wizard instead of seeing the Image.

⦿ Fixed an issue that caused the Dashboard Icon on the navigation bar to look distorted on Safari.

⦿ Fixed an Issue that caused the ” & ” on the Signature Line to show up as &amp.

⦿ Update: The input field for directions under the record-edit screen has been updated to be an HTML editor input.

March 4th

⦿ Fixed an Issue that would print the username twice under the .doc documents

March 8th

⦿ Fixed an Issue when exporting records the Option Amount field cuts off after the first 3 digits

⦿ Update: The merge field [financing_settings_json] has been added. This will return the default rate and default Doc Fee on a json array. This is also used for custom merge fields.

March 11th

⦿ Fixed an Issue where Ext Fields were not saving for phone numbers

⦿ Fixed an issue where tags could not be created when using the symbol ‘

March 15th

⦿ Fixed an issue where Notes would use the Return Check value for Late Fees instead of the Late Fee Value.

March 16th

⦿ Fixed Terminology for generating Offer Documents to be more clear. For example, it now includes the Offer Agreement and Offer Cover Letter

March 18th

⦿ Update: History now shows up for the following fields within the Land > Edit Record Screen:
1. Assigned To:
2. Remove: Last Status Updated
3. Property Record Status
4. County Assessed Value
5. Market Value (Comps)
6. Offer Amount
7. Option Amount
8. Offer Accept By
9. Option Accept By
10. Offer Expires On (Close of Escrow)
11. Option Expires On
12. Sale Price

March 22nd

⦿ Fixed issue where the order of sorting letters in custom documents did not match the order of default documents

March 25th

⦿ Update: “Update Property Location” now opens with a pop-up to set the property location on the Interactive google maps.

⦿ Update: The “View on Map” option will now only be available when the location is already set and only show an image of the map.

⦿ Update: Fields that were added to Landforms have been added to API and the export function. Also, these new database fields have been updated to align history and calculator icons.

⦿ Fixed issue where email from selling site was coming from the buying site. Now, this is sent to the company email instead.

⦿ Fixed issue with typos on the Land Reports screen

⦿ Fixed issue with Blind Offer Cover Letter not displaying properly if you have more than one offer contract for an owner.

March 25th

⦿ Fixed issue with “Update Property Location” where the interactive map will not display.

⦿ Fixed “Washington DC” causing an error on company state within Company Information. Format now changed from state abbreviation to Full name and Abbreviation.

RELEASE: 02.04.22- 02.28.22 | DATE: February 2022

February 4th

⦿ Fixed issues with Selling Site menu drag and drop feature not working correctly.

February 7th

⦿ Fixed issues with Selling Site optin form constantly expanding and contracting .

February 10th

⦿ Update: The new 7 main wizards are now integrated with Investment Dominator. These will be shown in the new Dashboard or using menu drop down feature. The 7 wizard screens are as follows:

1. Find Deals
2. Send Letters
3. Research Deals
4. Makes Offers
5. Due Diligence
6. Market
7. Sell

⦿ Update: New Dashboard this is broken down into 3 main sections.

1. Dashboard section with new Wizard icons
2. Records In Process (Land, Houses, Marketing, Notes)
3. Task Calendar

⦿ Update: Edit Record page updated due to addtion of Wizards.

1. New Database ID Fields
2. Comparables Section
3. Financing Section

⦿ Update: Extension Field added to Phone numbers under Company Information.

⦿ Update: The previous Dashboard with status of each record in process listed out when clicking on Land/Dashboard and Houses/Dashboard will now bring you to My Deals Section.

⦿ Update: New Screens added for Outside Data Service Integration pertaining to review of imported records as well as rejected records. Now when a record is rejected the user will have the option to edit the record.

February 14th

⦿ Fixed issue where property notes returned a fatal error because of TimeZone.

⦿ Update: TimeStamp action format has been changed from dd/mm/yyyy

⦿ Task section under property records-edit has been hidden

⦿ Adjustments made to fields containing USD on the record-edit screen.

February 15th

⦿ Fixed issue where campaigns section not working properly when there were no prospect records.

⦿ Fixed An issue where timezones not being supported causing dashboard not to load any records. Different Time Zones support will be a feature update so currently Phoneix Time Zone will be default.

February 25th

⦿ Fixed Issue where memory size has been exhausted on buying site because of large amount of owner records.

⦿ Fixed issue with selling site map showing private land sellings.

February 22th

⦿ Fixed issue with Make Offer Wizard where Net To Seller Amount was not considering Back Taxes.

February 25th

⦿ Update: Offer, Blind Offer and Option Signature line Format changed to ex. John Smith, Manager of Orbit Investments, LLC

⦿ Update: Investment Dominator Support Page has been updated to allow paramters on the URL. This allows Support to pre-fill form when a user is redirected from student portal. New Parameters accepted are ticket_email and ticket_crm

⦿ Update: Military Addresses have been added to the State Fields:

1. Armed Forces Europe, Africa, Middle East and Canada = AE
2. Armed Forces Pacific = AP
3. Armed Forces Americas (except Canada) = AA

⦿ Fixed issue where new fields on Transaction Information were not being saved properly.

⦿ Fixed issue with Make Offer Wizard where Net To Seller Amount was not considering Back Taxes.

⦿ Fixed issue with user not able to submit form when using Enter Key

⦿ Fixed issue where Flood Fields were not being saved properly

⦿ Fixed issue where Comp Links were hidden on specific records

February 28th

⦿ Fixed issue where users couldn’t create new notes (Loans/ Lease Purchases) has been fixed.

RELEASE: 01.01.22- 01.31.22 | DATE: January 2022

January 11th

⦿ Fixed issues with Selling Site menu not responding to changes on Custom theme options

January 19th

⦿ Fixed issues with payoff amount for loans not showing properly.

January 20th

⦿ Fixed issue where records have full name of the state instead of using abbreviations.

RELEASE: 12.01.21- 12.31.21 | DATE: December 2021

December 1st

⦿ Update: Investment Dominator Navigation Bar will now include submenus under each of the main tabs.

December 2nd
⦿ Update: The Optin-form merge field now accepts the parameter instance = 1. This will now allow for multiple instances of the same merge field by changing the number following the Instance.

ex.

[optin-form instance=1 button_text=’SIGN UP’ input_fields=’, c_phone, c_city’ confirmation_url='[selling-theme-path]/thank-you’]
[optin-form instance=2 button_text=’SIGN UP’ input_fields=’, c_state, c_address, c_phone’ confirmation_url='[selling-theme-path]/thank-you’]

December 6th

⦿ Fixed issues with attaching photos to support ticket for ID

December 9th

⦿ Fixed issues with First Name field defaults to sdfsd

⦿ Fixed issues with custom theme thumbnails didn’t show for tablet users

⦿ Fixed issues with import screen not showing detail fields properly

⦿ Update: Already Exisiting account Account screen for REI Printmail Integration

December 10th

⦿ Fixed issues with custom colors not showing with default themes

⦿ Fixed issues with Link to view imported records after importing not responding

⦿ Fixed issues with Tags not transferring over when merging two records

December 28th

⦿ Fixed issues phone numbers used under company information not formatting correctly

RELEASE: 11.01.21- 11.30.21 | DATE: November 2021

November 12th

⦿ Update: ‘The Status Last Update’ field for Advanced Searches will now allow for dates instead of the number of days before today when a status has changed. NEW calendar date picker option.

November 18th

⦿ Update: When using the Outside Data Service Integration the Activity log will now show the JSON data associated with: rejected records, requested data, and recieved data.

November 24th

⦿ Update: when using the Outside Data Service Integration the Activity Log will include the name of the saved Criterias used and amount of records imported before and after choosing Criteria.

⦿ Update: When using the Outside Data Service Integration the Activity log will now show the JSON data associated with:

Rejected records
Requested data
and Recieved data.

⦿ Update: Import Screen Design Update including the Import Screen for Outside Data Service

⦿ Update: Outside Data Service Integration Menu will now display the name of the Saved Criteria on the Header and also will indicate how many Previously Imported Records Have been used.

⦿ Fixed issue in realtion to merge field for Buying and Selling Logo not working properly on .doc templates for campaigns.

⦿ Fixed issues with images uploaded to Custom Documents using the .doc Templates.

November 29th

⦿ Update: Fixed issues with Offer Amount not working under Lands Table.

RELEASE: 10.01.21- 10.31.21 | DATE: October 2021

October 5th

⦿ Update: CSV files for custom documents now include all columns that the template needs based on merge fields used. Can now use merge fields with calculations like dates.

October 11

⦿ Issue fixed with different dates being printed on .doc or .pdf for offer/option default templates.

October 26

⦿ Issue fixed with action merge fields prompting users to click here for buying and selling sites.

⦿ Issue fixed when extra spaces were added to merge fields on custom document templates.

⦿ Issue fixed with Outside Data Service saved criteria’s not saving.

⦿ Issue fixed with Outside Data Service not importing the apartment number on the address.

⦿ Update: “Saved Criteria” and “Previously saved criteria” are now replaced by a single dropdown.

⦿ New Disclaimers added to Outside Data Service Import Screen: (Record Credits, Total Imported, Record Count).

⦿ Issue fixed with Outside Data Service not importing the apartment number on the address.

⦿ Update: Company State Field now replaced with dropdown instead of textbox. This now includes all state code support needed from REIPrintMail.

October 27

⦿ Update: Contact Fields have been added to the “View” option in Marketing Tab

⦿ Update: New Merge Fields

1. [blog_posts_json page_id=’36’ page=’1′ limit=’10’] –
This merge field will show blog pages, you can select the page_id which is the page that the merge posts is attached to

2. [property-listing-elements order =’1′] –
This merge field is to show all of the listing elements of the property. If order is set the number should match to the “Order Display”

3. [property_listings_json status_id=’11’ page=’1′ limit=’10’] –
This merge field returns Json with all the property listings

⦿ Issue fixed When searching for APNs including ‘ / ‘

⦿ Issue fixed when clearing the Interest Ratio on payment calculator when clicking on back from summarize screen.

⦿ Issue fixed using Tags that have an apostrophes

⦿ Issue fixed with Marketing import functions showing a blank screen and not updating existing records.

⦿ Issue fixed with Outside Data Service not importing the apartment number on the address.

⦿ Update: Marketing Campaign Section layout changes to match Land Campaigns.

⦿ Update: Pending Imports section adjusted to “Imports” which now shows Outside Data Service imports and search bar.

⦿ Update: REIPrintMail Integration

1. Added Envelope preview screen as well as new disclaimers before finalizing order.

2. Error Message clarification from “API connection issue to “Opps, Looks like there was an issue connecting to REI. Please Update your connection settings to resolve this issue”

⦿ Update: Houses, Marketing, and Notes updated in the backend: These Updates include

1. New Pagination
2. New Campaign Section
3. New Generate Documents Section
4. New functionality to upload lists

October 27

⦿ Issue fixed with Outside Data Service Order not allowing some inputs.

⦿ Issue fixed with generating .doc custom documents not generating correctly.

⦿ Update: Merge fields for custom documents now include << >> instead of [ ]

⦿ Update: CSV files for Options/Offers built in Campaign documents included with ZIP file.

⦿ Update: Added back name field for REIPrintMail Setup Wizard .

RELEASE: 09.01.21- 9.30.21 | DATE: September 2021

September 1st

⦿ Offer Request form not saving properly has been fixed

⦿ Update: New version of Zapier has been released along with this are items such as the Property Interested In field and Contact Notes. Which have been adjusted.

September 2nd

⦿ Datatree saved criteria has been adjusted

⦿ Tags not properly generating and instead displaying numbers has been fixed

⦿ ITI Direct template options under campaign screen has been adjusted

⦿ Update: Market Value range has increased from 200k to 1 Million

September 3rd

⦿ The merge field for [property-city] has been fixed after being included after Long Description

⦿ Imported documents failing at 10% Progress has been fixed

⦿ Merge fields not properly displaying when clicking source view has been fixed

⦿ Merge fields not properly displaying when clicking source view has been fixed

⦿ Update: Contact support link has been added to the footer

September 9th

⦿ Offers/Options added back to Bulk Update within Campaign/Options

⦿ Issues with Timezone when exporting Task to Outlook has been fixed

September 15th

⦿ Validation added if existing member with REI Printmail During Setup

September 20th

⦿ Orders with REI now have updated return Address for Users

September 24th

⦿ Help Section updated with removal of Quick Start Videos Added button for easy access to the User Guide Articles.

⦿ Added check order status to “Activity Log” for REI PrintMail Logs

RELEASE: 08.01.21- 8.30.21 | DATE: August 2021

⦿ Merge fields for custom letters and douments fixed

⦿ Made adjustments for new pending imports screen

⦿ Fixed issues with undo merge option

⦿ Fixed issues with Campaign section options and offers

Aug. 16

⦿ Fixed issue with sorting of offer documents

⦿ Fixed issue with Interest Rate on Payment Calculator

⦿ Fixed issue with bulk update of more than 15k records

⦿ Update: Terms of Service

Aug. 18

⦿ Fixed issue with apostrophe displaying incorrectly on Offer Cover Letters

⦿ Update: When exporting records, notes will be exported into one column seperated by this symbol ” | ”

Aug. 20

⦿ Update: REIPrintMail Integration is now released and available in Campaign section for Neutral Letters

⦿ Update: New Function added to detect duplicate addresses when generating a campaign

August 24

⦿ Update: Tagging Records within Investment Dominator can now begin with a number

⦿ Fixed issue with owner id sorting when generating documents

RELEASE: 07.01.21- 7.26.21 | DATE: July 2021

⦿ Data Integration update with Outside Data Feed Service

⦿ Campaign Section update to generating documents

⦿ REI Print mail integration now shows with coming soon option on neutral letter generation

⦿ Fixed sorting of letters and envelopes through generating documents

⦿ Fixed issues with CSV files for custom mailing campaign

⦿ Property location feature changed to now click to preview

⦿ Fixed issues with custom documents

⦿ Fixed issues with exporting large amounts of records

⦿ Fixed issues with document preview screen

⦿ Outside Data Feed Service filter “Exclude Previously Imported Records” now available for Saved Criteria

⦿ New functionality to see details and progress on imported files

RELEASE: 06.22.21- 6.30.21 | DATE: June 2021

⦿ Added Automated Payment Processing via Actum Integration

⦿ Data Integration update with Outside Data Feed Service

⦿ Added merge function to Activity Log

⦿ Bug Fixed with envelopes on marketing tab when generating on .DOC

⦿ Added field for assign to which can be used for Land, House, Contact or a Note to a user

⦿ Updated the merge function to include owner information

⦿ Added “Options” -> Integrations under the customize tab

⦿ Update to the Outside Data Service Feed

RELEASE: 05.18.21 | DATE: May 2021

⦿ Data Integration update with Outside Data Feed Service (Two Updates)

⦿ Added calendar view to the Tasks tab

RELEASE: 04.06.21/ 04.21.21 | DATE: April 2021

⦿ Fixed Custom Themes

⦿ Adjusted Export Payments function

⦿ Added new fields for Lease Purchase screen update

⦿ Fixed Advanced Search issue on Marketing Tab

⦿ Fixed bug with bulk tag records update

⦿ Fixed bug with loans where “Returned” option did not show up on payment methods with “check”

⦿ Fixed bug on documents where the order of labels did not match letters

RELEASE: 03.05.21 | DATE: March 2021

⦿ Added “Properties owned” filter to the advanced search screen

⦿ Added new fields to “view” within the land section and House section (owner ID)

RELEASE: 02.01.21 | DATE: February 2021

⦿ Fixed property images to sort alphabetically automatically

⦿ Added prompt upgrade screen after exceeding notes

⦿ Added Datatree Integration

⦿ Added advanced search option Multiple Owner ID’s allowed

⦿ Offer Calculator updated

⦿ lease/loan payment calculator updated

RELEASE: 01.08.21 | DATE: January 2021

⦿ Meta Tag now allowed on the Website Header Tracking Code

⦿ Added new fields to the Land table

⦿ Added Google maps to the properties section

⦿ Bug fixed – Undo button not working

⦿ Added Permissions for DataTree and CSV importing

⦿ Added DataTree import option for beta testers

⦿ Bug Fixed – Deleting tag not working

⦿ Added IRS 1098 document for notes

⦿ Added SSN / TIN field for Company and for contacts

2020-11-05: Updated: API
2020-11-05: Updated: Selling Site Merge Fields
2020-11-03: Updated: Selling Site Merge Fields
2020-11-03: Updated: Activity Log
2020-10-29: Updated: Links
2020-10-27: Added: New Selling Site Merge Fields
2020-10-19: Updated: Land>Options>Market Research> LandWatch.com
2020-10-12: Updated: Land Records Overview Table
2020-10-09: Updated: Custom Pages
2020-09-23: Updated: Buying Site (Legacy Theme)
2020-09-22: Added: Additional custom theme merge codes added.
2020-09-22: Updated: Header/Footer added to custom theme model
2020-09-22: Updated: Custom Document (DOC) [my-signature] merge code Output
2020-09-15: Updated: Land> Options> Offer Calculator
2020-09-10: Updated: Land> Advanced Search> Tags
2020-09-10: Updated: 2.0 Buying Site Theme> Contact Us Page
2020-09-09: Updated: Notes>Generate Documents> Late Notice 1
2020-09-01: Updated: Offer/ Option Package Templates
2020-08-12: Updated: Admin Console> Modal Close
2020-08-12: Updated: Market Research>Zillow
2020-07-01: Updated: Land>Edit>Options>New Offer Request
2020-07-01: Updated: Import Error Messages
2020-06-12: Updated: Forgot password page
2020-06-12: Updated: Selling Site Site Map
2020-06-12: Updated: Task Quick Search
2020-06-10: Updated: Note notifcation templates and merge fields
2020-05-22: Updated: Task Reminders
2020-05-22: Updated: Available Property Map
2020-05-22: Added: Property Listing Custom Elements
2020-05-22: Added: Select All Results on Page Option
2020-05-11: Updated: Land> Advanced Search Fields
2020-05-11: Updated: Marketing> Advanced Search Columns
2020-05-11: Updated: Markeing> View Option
2020-05-07: Updated: Profile (Rep User)
2020-05-07: Updated: My Team> Add User
2020-05-01: Updated: Add Additional Property Option
2020-05-01: Updated: Create New Lease Purchase
2020-05-01: Updated: Payment Calculator
2020-05-01: Updated: Built-In Property Listing Page
2020-05-01: Updated: Edit Custom Page Screen
2020-04-28: Updated: Record Pagination
2020-04-28: Updated: New Note and Payment Calculator> Create Loan
2020-04-24: Updated: Built In Optin Page – Safari Fix
2020-04-16: Updated: Listing Long Description HTML Editor
2020-04-16: Updated: Customize> Company Information
2020-04-16: Updated: Notes> Payoff Amount, Per Diem, Log Payment
2020-04-09: Updated: Listing Long Description> HTML Editor Added New Options
2020-04-09: Updated: Land> Edit> Removed Custom HTML Code Field
2020-04-09: Updated: Loans> Payoff Amount/ Log Payment>Principal Only Payment
2020-04-09: Updated: API> Property and Contact Notes and Links (JSON array)
2020-04-03: Updated: Land> Campaigns> CSV
2020-04-08: Updated: API>Muiltiple Ownership Fields
2020-04-06: Updated: Legacy Listing Page> Listing Short Description
2020-04-03: Updated: Display Order of Notes
2020-04-01: Updated: Option Template
2020-04-01: Updated: Default Offer/Option Expiration Day
2020-04-01: Updated: Neutral Letter Template
2020-03-31: Updated: [my-signature] Merge Field
2020-03-31: Updated: Logo Generator
2020-03-25: Updated: Listing Page Thumbnails
2020-03-25: Updated: Short Legal Description Merge Field Output
2020-03-25: Updated: Optin Page Redirect
2020-03-17: Added: [all-owners] merge field for custom documents
2020-02-20: Updated: New Offer Request Form
2020-02-20: Updated: Mailhouse Letter Template
2020-02-19: Added: Lease Purchase Payment Calculator Options
2020-02-19: Added: Lease Purchase Note Management
2020-02-19: Added: Customize> Website Settings – Selling Site> Listing Display Order Options
2020-01-03: Added: Marketing>Campaigns> Sale Documents
2020-01-03: Added: Marketing>Campaigns> Marketing
2020-01-03: Added: Marketing>Campaigns> Lease Purchase Documents
2020-01-03: Updated: Marketing>Campaigns, Land> Campaigns, Houses>Campaigns
2020-01-03: Updated: Dashboard and Navigation Menu
2020-01-03: Updated: Set default values for ‘Note Settings’
2020-01-02: Added: New Notes Tab
2020-01-02: Updated: Payment Calculator
2020-01-02: Updated: Dashboard and Navigation Menu
2020-01-02: Added: Customize> Note Settings
2019-12-02: Added: Selling Site 2.0 Theme
2019-12-02: Added: Custom Selling Site Theme Option
2019-11-20: Updated: Envelope Template
2019-11-20: Updated: Option Agreement
2019-11-18: Updated: Version 2.0 Listing Page Layout
2019-11-15: Updated: Blind Offer Cover Letter Template
2019-11-13: Updated: User Guide Website
2019-11-06: Updated: Buyer Site Theme 2.0
2019-11-05: Updated: Import> Optional Owner Fields
2019-10-31: Added: Customize> Website Settings – Buying> Select Your Buying Site Theme
2019-10-31: Added: Generate Blind Offer Package
2019-10-31: Added: Generate Option Package
2019-10-31: Updated: Default Statuses
2019-10-31: Updated: Added Owner 3 -5 fields
2019-10-29: Updated: Select>Tag
2019-10-28: Updated: Advanced Search
2019-10-28: Updated: Custom Documents
2019-10-25: Updated: Offer Calculator
2019-10-23: Updated: Selling Site
2019-10-22: Updated: Disable Auto Fill on My Profile/ User Forms
2019-10-15: Updated: Selling Site> Property Search
2019-10-09: Updated: Offer Calculator
2019-10-07: Updated: Set Property Location Option
2019-09-16: Updated: Record Options Menu
2019-09-10: Updated: Help> Sell Your House Tab Options
2019-09-09: Updated: Help> Ticket History
2019-09-06: Updated: Custom Documents
2019-09-03: Updated: Offer Letter
2019-09-02: Updated: Manage Menu
2019-09-02: Added: Land Deals> Market Research> Landsofamerica.com
2019-08-28: Updated: Buyers List> New Prospect> Date Picker
2019-08-28: Updated: Sort Functions
2019-08-21: Updated: Add User Screen
2019-08-16: Updated: Offer Package Templates
2019-08-15: Updated: Property Overview> Tags Column
2019-08-15: Updated: Change Password
2019-08-15: Updated: Acitivity Log Actions
2019-08-15: Updated: New Prospect> Calendar
2019-08-13: Updated: Property Overview> Owner Column
2019-08-13: Updated: Generate Documents> Files> Time Stamp (For Chomebook Users)
2019-08-09: Updated: New Zapier’s Zap (NEW OPTIONS = Record Type)
2019-08-09: Updated: Customize> Website Settings – Buying> Manage Buying Site Menu
2019-08-09: Updated: Customize> Website Settings – Selling> Manage Selling Site Menu
2019-08-09: Updated: Customize> Custom Stages and Statuses> Custom Property Statuses> Edit> Delete
2019-08-09: Added: Customize> Website Settings – Buying> Add Custom CSS Style
2019-08-09: Added: Customize> Website Settings – Selling> Add Custom CSS Style
2019-08-09: Updated: Added ‘Tags’ column under Column View Options
2019-08-06: Added: Buyers List> New Prospect (Call Wizard)
2019-08-06: Added: Buyers List> Options> Schedule A Follow Up Task
2019-08-06: Added: Buyers List> Options> New Prospect Call
2019-08-06: Added: Buyers List> Edit> Visited Property
2019-07-31: Updated: Custom Merge Post Page
2019-07-31: Updated: Custom Blog
2019-07-31: Updated: Custom Optin Page
2019-07-24: Updated: Advanced Search
2019-07-16: Updated: Help Section
2019-07-15: Updated: Zapier Zap (Update Trigger)
2019-07-15: Updated: Activity Log
2019-07-12: Updated: Custom Document Merge Fields
2019-07-08: Updated: Record Table Tooltips
2019-07-02: Updated: Date Merge Field (Accounts For Users Timezone)
2019-07-02: Updated: Zapier Zap (Update Trigger)
2019-07-01: Updated: Interactive Property Listing Map
2019-06-18: Added: Buyers List> Reports> Saved Searches
2019-06-18: Added: Interactive Property Listing Map Option
2019-06-17: Updated: Add Record (Notes)
2019-06-17: Updated: Customize> File Library (Pagination)
2019-06-17: Updated: Customize> Custom Pages and Posts (Pagination)
2019-06-17: Updated: Customize> Tags (Pagination)
2019-06-17: Updated: Listing Page (No Available Properties Screen)
2019-06-13: Added: Custom Overview Table View Columns
2019-06-13: Updated: Advanced Search (Search Notes)
2019-06-13: Added: General File Libary
2019-06-04: Updated: Buyers List Overview Record Loading
2019-06-04: Added: Property Search Option For Selling Site
2019-06-03: Updated: Export Records Function
2019-05-24: Updated: Import Max File Size (2.5.MB per file)
2019-05-22: Added: Secure Your Custom Domain with FREE SSL
2019-05-21: Updated: Login Screen
2019-05-21: Updated: Custom Document DOC Generator
2019-05-22: Updated: Network Speed.
2019-05-09: Updated: Sell Your Land/ Sell Your House Page
2019-05-09: Updated: LetterPrinting.net envelope template
2019-05-08: Updated: Time Stamps
2019-05-06: Updated: Record Merge Screen
2019-04-30: Updated: Custom Merge Posts Merge Fields
2019-04-30: Updated: Property Edit Page With Inline Comping Options
2019-04-30: Updated: Property Edit Page With Inline Offer/Option Calculator Option
2019-04-30: Updated: Neutral Letter Mailing House Template and .csv Export with New or_greeting column.
2019-04-30: Added: Envelope Preview Option
2019-04-30: Added: Custom Document Preview Options
2019-04-29: Updated: Custom Merge Posts Merge Fields
2019-04-25: Added: Body CSS Classes For Custom Nested Styles
2019-04-20: Updated: Sell Your Land/ House
2019-04-25: Updated: Land Deals> Import
2019-04-25: Updated: House Deals> Import
2019-04-17: Added: Envelope Adjustment Options.
2019:04-17: Added: User Permission To Hide All Seller Fields
2019:04-17: Updated: Custom Optin Form UTM/Lead Source Tracking
2019:04-17: Updated: Optin Form Merge Code
2019-04-15: Updated: Installer
2019-04-15: Updated: Sample Import List
2019-04-08: Updated: Default Website Banner Preview Path
2019-04-08: Updated: HELP> Weekly Live Q&A Training Calls> Click Here To View Replays of Previous Live Q&A Training Sessions
2019-04-05: Updated: Activity Log Timestamp Timezone Conversion
2019-04-05: Updated: Neighbor’s Letter Copy
2019-04-05: Added: HELP>Weekly Live Q&A Training Calls Tab
2019-04-05: Added: Optional Import Fields
2019-04-05: Added: Buyers List> Import> Update Existing Contacts
2019-04-05: Added: House Deals> Import> Update Existing Owner and Property Records
2019-04-05: Added: Land Deals> Import> Update Existing Owner and Property Records
2019-04-03: Updated: Advance Search> Primary Phone Field
2019-04-03: Updated: Select>Generate Document: Label and Envelope Order of Documents
2019-03-21: Updated: Listing Images Order
2019-03-20: Updated: Export Order
2019-03-18: Updated: Export Option
2019-03-15: Updated: Optin Page Form
2019-03-12: Updated: ‘API> when Owner ID first and last name are empty, it looks for company name
2019-03-08: Added: ‘Customize> Document Template Settings> Add or Current Resident To Envelope’ option
2019-03-08: Added: Selling Site Email to ‘Customize> Company Information
2019-03-08: Updated: Moved ‘Selling Site Phone’ setting to Customize> Company Information section
2019-02-27: Updated: Offer Agreement Template – Item 6
2019-02-27: Updated: Buyers List> Interest Form
2019-02-27: Updated: Buyers List> Notes
2019-02-27: Updated: API> Contact
2019-02-25: Updated: Land Deals> Reports> Lands Deals Summary
2019-02-13: Added: Logo Generator
2019-02-11: Updated: Advanced Search
2019-02-04: Updated: House Deals> Options
2019-01-28: Updated: Upload Files
2019-01-24: Updated: Sell Your House
2019-01-24: Updated: Land Deals> Sort Market Value
2019-01-24: Updated: Land Deals> Set Property Location
2019-01-24: Updated: Help> Ticket History
2019-01-18: Updated: Added ‘Calculate Offer/Option Amount’ Option To ‘Set Offer/Offer Amounts’ screen.
2019-01-18: Updated: Import
2019-01-15: Updated: Zapier Zap

2019-01-06: Property Short and Long Descriptions and the HTML Editor
2019-01-06: (LAYOUT CHANGE) – Timestamped Notes (Private/ Public)
2019-01-06: Property Reference Links (Private/ Public)
2019-01-06: New Header, Body, and Footer Source Fields
2019-01-06: LetterPrinting.net Letter Template Generator
2019-01-06: Generate Signature Option
2019-01-06: New ‘Set Property Location’ Option
2019-01-06: Set Offer and Option Amounts (Bulk Record Table Option)
2019-01-06: Record Options for Custom Statuses
2019-01-06: Advanced (Land) Record Search and Saved Searches
2019-01-06: (LAYOUT CHANGE) – New More Efficient Layout for Record Options (for Land and House Records)
2018-12-18: Update: Listings Page
2018-12-11: Updated: API (Get Contacts Default Order = DESC)
2018-12-07: Updated: New Call Request Form (Added Phone)
2018-11-26: Updated: Buyer’s List>Import
2018-11-19: Added: Neighbors Letter Export Data Option
2018-11-19: Updated: Neighbors Letter Template
2018-11-08: Updated: API and API Documentation
2018-11-05: Updated: Merge Record Screen
2018-11-02: Updated: Custom Domains
2018-10-26: Updated: .doc Label Template
2018-10-25: Updated: API
2018-10-22: Updated: House Deals> Market Research
2018-10-22: Updated: Listings Page
2018-10-19: Updated: Buyers List Record Timezone
2018-10-16: Updated: Property Edit Screen/ Sell Your Land Form – Step 2.
2018-10-15: Updated: .doc Envelope Template
2018-10-10: Updated: Sell Your Land Form – Step 2.
2018-09-24: Updated: Selling Site Listing Layout A
2018-08-21: Added: Selling Site Listing Layout
2018-08-21: Added: Header/Footer Color Scheme Options
2018-08-21: Added: Custom Optin Page Option
2018-08-20: Updated: Offer Template
2018-08-31: Added: Redfin comp option
2018-08-18: User Guide
2018-08-24: Updated: House Documents
2018-08-24: Updated: Offer Labels
2018-07-13: Updated: Tags
2018-07-10: Updated: Neutral Letter Template
2018-07-10: Added: Customize> Company Information> Offer Phone
2018-07-10: Added: Customize> Company Information> Offer Email
2018-07-10: Added: Customize> Company Information> Company Time Zone
2018-07-10: Added: Customize> Company Information> Company Fax
2018-07-10: Added: Custom Stages
2018-07-10: Added: Custom Stage Sort
2018-07-10: Added: Search By…> Stage
2018-07-10: Updated: Custom Statuses
2018-07-10: Updated: Land Deals/ House Deals Overview
2018-07-10: Updated: My Profile
2018-07-10: Updated: Land Deals> Reports> Lands Deals By Stage
2018-07-10: Updated: House Deals> Reports> House Deals By Stage
2018-07-05: Updated: Prospect Neutral Letter
2018-06-22: Updated: Custom Documents Merge Fields
2018-06-18: Updated: Welcome Tour
2018-06-13: Updated: System Stages
2018-06-13: Added: Page Descriptions
2018-06-13: Added: Buying Site and Selling Site xml Sitemap
2018-06-13: Updated: Land Deals> Edit> Options (Offer/Option Sent Status)
2018-06-13: Updated: Land Deals> Offer Calculator
2018-06-13: Updated: House Deals> Reports> Houses Deals By Stage
2018-06-13: Updated: Land Deals> Reports> Lands Deals By Stage
2018-06-13: Updated: Customize> Custom Documents> Add/Edit Document> To
2018-06-13: Updated: Customize> Custom Documents> Add/Edit Document> Move To:
2018-06-13: Updated: Search By…> Status
2018-06-13: Updated: Land Deals> Stages
2018-06-13: Updated: Installer Default Optin Page Value
2018-05-22: Added: Tagging Function For Properties and Contacts
2018-05-22: Added: Search By Tags Function
2018-05-22: Added: Reports By Tags
2018-05-22: Added: Separate Option Amount Field
2018-05-22: Updated: Import Fields
2018-05-22: Added: Default Offer/ Option Acceptance and Expiration Dates
2018-05-21: Update: Image Alt Tag
2018-03-28: Added: New Offer Request (For House Deals)
2018-03-20: Updated: Merge Function
2018-03-14: Updated: Property Edit Screen
2018-03-05: Updated: Default Homepage Text (Buyers Site)
2018-03-01: Added: Buyers List Import option.
2018-02-26: Update: My Profile screen
2018-02-22: Update: Custom Page and Post Edit Screen
2018-02-21: Update: Default PS Line
2018-02-01: Updated: New Offer Request option added to record summary page.
2018-02-01: Added: New Offer Request option/ call wizard.
2018-01-26: Added: Custom Agency Disclosure Option
2018-01-26: Update: Agency Disclosure
2018-01-26: Update: Neutral Letter Template
2018-01-05: Update: Property Edit field label change
2018-01-05: Update: Facebook OG:Tags
2018-01-03: Update: Offers> (Owner) Logic
2017-12-28: Added: Import Summary To Activity Log
2017-12-08: Added: Select Export option (Land, Contacts)
2017-12-08: Added: Merge Record option (Contacts)
2017-11-24: Added: Merge Record option (Land)
2017-11-24: Update: Buyers List> Add Record required fields
2017-11-24: Update: Combined Lien and Back Taxes fields together on Land Deals Overview page.
2017-10-26: Update: Help (New Ticketing System)
2017-10-26: Update: Faster Search Queries
2017-10-26: Update: Delete Records (Includes Owners Now)
2017-10-26: Update: Land Deals, House Deals table (Mobile View)
2017-10-19: Update: Offer Envelope Labels (.PDF)
2017-10-19: Update: Import (optional fields), Add, Edit Record
2017-10-02: Update: Add Additional Properties
2017-09-28: Update: USD() formatted merge values (Custom Documents)
2017-09-28: Update: Offers> Bulk Update
2017-09-27: Update: Rep User Permissions
2017-09-26: Update: Import Function
2017-09-26: Update: Sell Your Land Form
2017-09-26: Update: Image/File Uploader
2017-09-26: Update: Realtor.com Function
2017-09-22: Update: Login Sessions
2017-07-20: Update: Labels Template (.DOC)
2017-07-07: Update: Sell Your Land/House Form Functions.
2017-06-30: Update: Option Template
2017-06-26: Update: Contact Record Preview Option
2017-06-23: Adde: Record Preview Option
2017-06-23: Updated Pagination Function (Save Setting)
2017-06-23: Added: Search By Property Zip Code Function
2017-06-17: Update: Edit Contact Screen
2017-06-17: Update: Optin Page Functions
2017-06-14: Update: Improved keyword search for all search functions
2017-05-19: Update: Default Offer/Option Accept By date and Offer/Option Expires On (Close of Escrow) date.
2017-05-12: Update: Contact Us page.
2017-05-11: Added: Search by… Acquisition Type option.
2017-05-05: Added: Helpful tip.
2017-04-28: Update: Added spam blocker to optin forms.
2017-04-27: Update: Letter PDF generator and letter templates.
2017-04-13: Update: Default Homepage Text (Buying Site).
2017-04-13: Update: Mapping function.
2017-04-13: Update: Offer and Option template.
2017-04-11: Added: Image Order Function.
2017-04-11: Update: Add Custom Document Template Screen Help Tip.
2017-04-06: Added: User guide video on how to evaluate land within the Investment Dominator system.
2017-04-06: Update: Tasks> Add Tasks screen – removed link to user record.
2017-04-04:
- Update: Task> (Record Table Headers)
- Bug Fix: Custom documents that contained a common in the title prematurely stopped the .DOC generator.
2017-04-03: Bug Fix: Systems with custom domains configured had issues with the website images if the website was brought up by clicking under My Site> Selling Site.

System Updates and Roadmap

Planned Upcoming System Updates (Roadmap):

Below is a list of recent updates to the Investment Dominator CRM system:

Related Training Modules