Welcome, to the start of your journey using the Investment Dominator Real Estate CRM system! Let’s start this journey right with a tutorial on what you need to get started 🙂
Step 1 – Setup Your User Profile
First, log in to your admin console you can get the link to this in your Welcome/ Confirmation email.
It should look like this once you login:
Please note: Once you first open up the Investment Dominator there is a welcome tour provided for new users like you to get accustomed to the software. Take a moment to go through this tour by clicking the ‘Next’ button, it walks you through some basics and only takes 5 minutes 🙂
After logging in let’s go ahead and take a look at the main navigation bar at the top of the page, it should look like this:
From this navigation bar, you can access all the main parts of the program which include:
- Land = Your Land Property Records and Ownership Data
- Houses = House Property Records and Ownership Data
- Marketing = Your “Buyers List”
- Notes = Your Loans and Lease Purchases
- Tasks = Manage all of your tasks for both you and your team
- Customize = Customize both your system and websites
- Websites = Access your buying and selling websites
- Team = Manage team access into your system
- Profile = Manage your profile
- Help = For reference documents or to submit support tickets for any issues that come up
- Log out = Securely log out of the investment Dominator
So now that we have browsed the top menu bar and you have a general understanding of what is accessible under each section, let’s go ahead and dive into the ‘Profile‘ tab. 🙂
Step 2 – Creating Your Digital Signature
After clicking on the ‘Profile‘ tab under the ‘My Profile‘ section you can see below we are welcomed to some fields which require your review and input.
Let’s go ahead and fill-in these sections in order to populate data for us when we start to send letters to potential prospects. start with your name, email, and make sure to set your ‘Time Zone’ as the time zone you personally are in. Below you can see the example:
Great, so let’s take a look at this great feature we have which takes document signing to a whole other level. Do not worry about having to use your trackpad, or mouse to create this either, go ahead and simply click on the gray ‘Generate Signature‘ button on the bottom right to generate your signature. Like this:
You will be welcomed by a new window which will open up to provide you with some new items that require your attention.
Go ahead and enter your name and select a font style that best represents you.
NOTE: This signature will only be used for marketing purposes.
Please note if you choose to change the color to anything other than black there may be additional costs that you can incur
You should then see a signature preview, proceed on if you are satisfied with what you see. To finalize the process click the green ‘Insert Signature‘ button to save your generated signature.
Then click on the blue ‘Update‘ button at the bottom of the page to save the changes:
Step 3 – Filling In Your Company Information
Great work so far! We are now hitting the halfway point so let’s get down to business!
Remember the main menu bar from earlier let’s go ahead and take a look at this again, but this time our focus will be on the tab called ‘Customize‘.
Let’s go ahead and break down this page, to begin we are first going to just put our focus on the ‘Company Information’ section:
Let’s break this down by first filling out the fields that start with the word “Company”. This information should just focus on NOT your personal details, but rather your company info. This information is going to be used on your website as well as on your letters which get sent out to potential buyers so let’s do this now in order to populate the system with the correct data for later.
Then when we take a look at the company name section there is one thing to note if you do not have a company name or LLC you can use a D.B.A (Doing Business As).
The ‘Offer Phone’ and ‘Offer Email’ fields are optional, however, we recommend that you use a different phone number and email for your offer package that is different from your main company phone and email.
If you need to set up phone numbers for your business check out this article about how to use ring central as an affordable company phone system where you can easily set up multiple company phone numbers from one account.
Also, don’t forget to add your ‘Selling Email‘ address if you would like your sales message going to a different email address (this is recommended).
Please note: You’ll want to make sure that your buying information is different from your selling information because you want to make sure the people that sell you land call/email a different phone/address than the people that buy land from you.
Next, we want to take a look at the ‘Company Time Zone‘ field, this is the timezone that your company is in and could be different than your personal time zone:
Lastly, we have two parts the company notes (which display on your Buying website under the Contact Us page, and here you for example can put something like “We are open Monday through Friday 9 am-5 pm EST”.
And the next under the ‘Real estate Agent/ Broker ‘ field select which applies to you.
This section only applies if you are a real estate agent or broker and if you select ‘Yes‘ a short agent disclosure will appear in your marketing letter and on your buying website.
Well, congratulations! We have completed the quick start guide now go ahead and click the big blue ‘Update Site‘ button at the bottom of the page to save all of your information that you just entered.