The Investment Dominator Quick Start Guide – How To Get Started

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.


Raw Data Processing: Identifying Entities

If the County saves both individual owner names as well as entities under a single Property Owner field then one of the data processing steps you will need to conduct is to programmatically identify these entities and move them to the ‘Company’ column within your list. You will also need to indicate under the ‘Type’ field that these records are companies by entering the value of ‘Company’ for these records.

Below is a list of common keywords that would indicate that the owner is not an individual but rather a company or entity:


acquisition
aka
assoc
associa
association
bank
benefactor
beneficiary
business
c/o
care of
church
city
club
county
dept
develop
eastern
es
est
estate
et al
family
firm
foundation
holding
inc
invest
ira
land
llc
lp
ltd
northern
of
owner
ownership
partner
property
school
service
southern
st
state
tenant
tr
trs
trust
univ
us
western

Raw data lists also contain multipart names or prefixes and suffixes that need to be identified and properly formatted into the ‘First Name’ and ‘Last Name’ columns in the case of ‘Individual’ records and should not be treated as companies simply because they contain multiple spaces. You can also use this list to distinguish between common multipart names and middle initials that the county may also include in the raw data and which should be removed.

Below is a list of common multipart names, prefixes, and suffixes that you should account for in your data processing scripts:

Atty
Da
De
Del
Della
Des
Di
Dr
Du
Esq
Et Al
I
II
III
IV
Jr
La
Le
Mac
Mc
MD
Mr
Mrs
O
PhD
Prof
Ret
Rev
Sir
Sr
Von

Below is an example macro that you can use (and adjust as needed) that identifies companies or multipart names based on keywords lists like the ones posted above. We use similar scripts to identify the Companies in a list and move the company name to the ‘Company’ column in our list.

First, create a workbook with 3 sheets:

    Set InfoWs = Sheets("info")
    Set Kw = Sheets("keywords")
    Set SmpleWs = Sheets("sample")

The “info” sheet must have a title in column “A”, where you paste the OWNERS on row 2. The “keywords” sheet starts in Column “A” row 1, and the data will be on the “sample” sheet row 2, so the titles for the “sample” will be “Type”, “First Name”, “Last Name” and “Company”.

Then add and run this macro to identify records based on the keywords listed in your “keywords” sheet:

Private Sub GetCompanies_Individuals()
    Dim wrdLRow As Long
    Dim wrdLp As Long
    Dim OwnersLrow As Long
    Dim OwnersLp As Long
    Dim fndWord As Long
    Dim InfoWs As Worksheet
    Dim Kw As Worksheet
    Dim SmpleWs As Worksheet
    Dim names() As String

    On Error Resume Next

    'Define worksheet that has data on it....
    Set InfoWs = Sheets("info")
    Set Kw = Sheets("keywords")
    Set SmpleWs = Sheets("sample")

    'Get last row for keywords based on column A
    wrdLRow = Kw.Cells(Rows.Count, "A").End(xlUp).Row
    
    'Get last row for owners based on column A
    OwnersLrow = InfoWs.Cells(Rows.Count, "A").End(xlUp).Row

    'Loop through lists and find matches....
    For OwnersLp = 2 To OwnersLrow
        fndWord = 0
        For wrdLp = 1 To wrdLRow

            'Look for word...
            fndWord = Application.WorksheetFunction.Search(Kw.Cells(wrdLp, "A"), InfoWs.Cells(OwnersLp, "A"))
            'If we found the word....then
            If fndWord > 0 Then
                    SmpleWs.Cells(OwnersLp, "A") = "Company"
                    SmpleWs.Cells(OwnersLp, "D") = WorksheetFunction.Proper(InfoWs.Cells(OwnersLp, "A"))
                    'fndWord = 0
                Exit For
            End If
        Next wrdLp
        
        If fndWord = 0 Then
            names = VBA.Split(InfoWs.Cells(OwnersLp, "A"), " ")
            SmpleWs.Cells(OwnersLp, "A") = "Individual"
            SmpleWs.Cells(OwnersLp, "B") = WorksheetFunction.Proper(names(0))
            SmpleWs.Cells(OwnersLp, "C") = WorksheetFunction.Proper(names(1))
        End If

    Next OwnersLp
End Sub

NOTE: If you are not familiar with creating macros, data processing software, data processing techniques, and best practices then we highly suggest you hire a professional data processor to filter and process your raw data lists to be used for import. This article explains how you can easily outsource this step to a highly qualified professional.