How To Customize Jack’s Offer Templates

We don’t recommend that you change any of our built-in document templates as these have been tested and tweaked over thousands of successful deals.  For this reason, we only give you the option to create your own custom documents instead of editing our built-in templates.  However, if you would like to test out variations of the letter for yourself, in this article we will discuss how you can create a new Custom Document that uses our content as a base and then add your own customizations to that.

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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.

  • Note (Loans/ Lease Purchase) Custom Documents
  • Owner Financing – Listing Template Update
  • Marketing Contact Pipeline
  • Public Plugin and Theme Marketplace
  • Custom HTML Blocks on Property Listing Page
  • Custom Website Icons
  • SSL Generation for Subdomains
  • Updated Quick Start Video Course
  • Updated Bulk Tag Management Option
  • Task Calendar
  • Automatic Tasks By Status
  • Offer Timestamps
  • GET/POST API Call for Property Notes
  • Export Property Notes option
  • Add Note record type to API
  • Lot Lines Overlay
  • Selling Site Banner/ Map Option
  • SSL for Subdomains Option
  • Generator Your Land Lists Inside The System

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

  • 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.
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