We are excited to announce our new Investment Dominator DataTree Integration which allows you to generate a filtered and formated land list directly from DataTree and with only a few clicks import that into the system.
With this integration, you will not need to filter, scrub, or manually import land records into the system!
Let’s take a dive into this step by step to understand what DataTree is and how to use its integration.
First, log into your Investment Dominator CRM and navigate to the ‘Land‘ tab, then click the ‘Import‘ option.
By default, the standard ‘Upload Import CSV File‘ option will be preselected, so for the purpose of this article go ahead and click ‘Get Data From DataTree’ option. This selection will change ‘Step 2‘ of the process and look like the following:
NOTE: Notice the ‘Select Criteria…’ dropdown and ‘Load Criteria’ button, these options can be used after you first define and save a list’s criteria. More information about that process can be found here.
STEP 1: Generating Your New Land List – Selecting List Criteria
To start the process, select the State you want to generate your list in.
A list of Counties for that State will then load.
Select the County that you would like to focus on.
For this example, I choose to do the State of Colorado and the County of Adams. (Please note you can do whichever location you want).
You will notice how once we enter the County information we see Market Value pop up allowing us to set the range for properties we want to look for within the selected area. This can come in handy later when if we want to expand our generated list for more properties.
Click the ‘Get Record Count‘ button to find out how big your land list is and then generate your list (Skip to STEP 2 of this article), or we also have some neat ‘Advanced Filters’ which can help you adjust your list criteria further…
Click the ‘Advanced Filters‘ section to expand it.
Under this section you can adjust the ‘Property Size Range‘, allowing you to adjust your list to only contain properties within the range of acres you select.
Next is the option to Include Owners with Multiple Properties this is selected by default to ‘Yes‘ in order to provide ease of access when working through your list. If you so choose you can set this to ‘No‘, however, this means you would have to manually input the other properties of that owner to your list in the event they want you to make an offer on all of their properties that they own.
Lastly, we have the option to Exclude In-state Owners which by default is set to ‘Yes‘.
Now that we have gone over the advanced filters let’s click the button called ‘Get Record Count’ to continue.
STEP 2: Getting Your Record Count
After clicking the ‘Get Record Count’ button some new options will pop up as well as information about your generated list.
Let’s start with the top ‘Exclude Previously Imported Records’ option. This option is preselected to ‘Yes‘ which comes in handy when we are loading the same Criteria again to perform another search. You don’t want to pay for the same leads more than once right? This option allows you to exclude those.
If you change any of the information above while you are in this step you can hit the button ‘Refresh Count‘ button to see what the updated list size is.
Next, we have the ‘Limit Size of Mailing’ which is followed by a text box and an indicator in brackets notifying you how many records you have left in the month from DataTree.
For example, if there are 10,000 records in a county but you only have 500 records left in your DataTree monthly allotment you will need to enter in 500 to only pull 500 of the 10,000 possible records for that county. The system will then pull a random set of 500 records out of the 10,000 records and import only those into your system.
NOTE: For the field ‘What status would you like to move the records into’ since we are importing a new list it is recommended and by default set to ‘Prospect status’.
Lastly, we have the ‘Tag Records’ option which allows you to add tracking or segmenting tags to all the records generated in this list. You can add as many tags as you wish.
NOTE: If you would like to save this list of criteria in the system for future reference, see this article:
After reviewing all of the options hit the ‘Import List‘ button to continue.
You will then get a notification that your list has been imported and you should notice your new records appear under the ‘Land‘ tab.