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.