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House Record Options

Record Options are tools that you can use to perform functions on a particular record. For example, the Investment Dominator has built-in calculators, generators, maps and more and these are called ‘Record Options‘ in the system.

Record Options are indicated with a menu icon that looks like this: and if you hover over that icon you can access the ‘Options’ or tools available to you for that specific records.

Options include:

  • Generate Documents
  • New Offer Request
  • Set Property Location
  • Market Research
    • Realtor.com
    • Trulia.com
    • Zillow.com
    • Redfin.com
  • View On Map
  • Generate Listing
  • Generate Ad
  • Payment Calculator

Options Are Attached To Record Statuses

Record Options are attached to record Statuses. This means that as a property record moves from Status to Status the Record Options for that record change based on that update.

Default Setup For House Records

The built-in House Statuses are configured with the following Record Options:

  • Prospect
    • Generate Documents
  • Mailed Letter 1
    • Generate Documents
    • New Offer Request
  • Mailed Letter 1 – Neutral
    • Generate Documents
    • New Offer Request
  • Mailed Postcard
    • Generate Documents
    • New Offer Request
  • Mailed Letter 2
    • Generate Documents
    • New Offer Request
  • Pending Preliminary Research
    • Set Property Location
    • View On Map
    • Market Research
      • Realtor.com
      • Trulia.com
      • Zillow.com
      • Redfin.com
    • Calculate Offer/ Option Amount
    • Generate Documents
  • Generate Offer/ Meet With Seller
    • Set Property Location (Coming soon)
    • View On Map
    • Market Research
      • Realtor.com
      • Trulia.com
      • Zillow.com
      • Redfin.com
    • Calculate Offer/ Option Amount
    • Generate Documents
  • Open Escrow
    • Market Research
      • Realtor.com
      • Trulia.com
      • Zillow.com
      • Redfin.com
    • View On Map
    • Generate Listing
    • Generate Ad
  • Found Buyer – Update Escrow
    • Market Research
      • Realtor.com
      • Trulia.com
      • Zillow.com
      • Redfin.com
    • View On Map
    • Generate Listing
    • Generate Ad
  • TRANSACTION COMPLETE
    • Generate Documents
  • SOLD
    • Generate Documents
  • PURCHASED
    • Generate Documents
    • Market Research
      • Realtor.com
      • Trulia.com
      • Zillow.com
      • Redfin.com
    • View On Map
    • Generate Listing
    • Generate Ad
  • OFFER REJECTED – Follow Up
    • Generate Documents
  • SKIP TRACE
    • Generate Documents

Attach Record Options To Custom Statuses

You can attach any Record Option to a Custom Status that you create in the system.

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