How To Create A Custom Neutral Letter Template For Mailing

The two mail houses we recommend at this time are LPGletters.com or LPGmailer.com both of which are full service mailing services that print, fold, stuff, stamp and mail your letters out on your Company’s behalf. This article will focus primarily on the service provided by LPGletters.com  or ITI – Letterprinting.Net. In the event you have a need to create a new custom template for a mail merge this article provides step by step instructions on how to accomplish this task.

Overview

In order to create a custom Neutral Letter Template for mailing to either of the afore listed mail houses you must complete the following steps.

Step 1: Open Up A Blank ‘Word’ Document File

This blank ‘Word’ document file will be utilized to house the new version of the Neutral Letter Template for mailing.

Step 2: Access ‘Campaigns’ Function In Either Land Or House Deals Section

  • Log into your Investment Dominator Admin Console and navigate to either the ‘Land Deals‘ or ‘House Deals‘ section depending on the type of properties you are working with.
  • Click on the link in the upper right side of the page called ‘Campaigns‘.

Step 3: Access Template Icon For ‘Generate Prospect Neutral Letter Template’

  • Once you access the [?] icon the system will reveal the ‘Generate Prospect Neutral Letter Template‘ and ‘Generate Envelope Template‘ PDF downloads.
  • Select the ‘Generate Prospect Neutral Letter Template‘ for PDF download.

Step 4: Open And Recreate The Template In Word Document

  • Open the ‘Generate Prospect Neutral Letter Template‘ and down-load the built-in template onto your computer.
  • Copy each line of the ‘Generate Prospect Neutral Letter Template‘ into the blank ‘WORD’ file you opened in Step 1.
  • Copy the SIGNATURE into your ‘WORD’ file using Jing or some other ‘Snip-it’ tool available.

Note: This template must be recreated as a new version because it contains all of ITI placeholder information as highlighted in RED for a successful mail merge.

Step 5: Make Changes To Save In ‘WORD’ And ‘PDF’ Formats

  • Make any appropriate changes to the new version of the Prospect Neutral Letter Template in the ‘WORD’ file.
  • SAVE the new version of the Prospect Neutral Letter Template in ‘WORD’ file format on your computer.
  • SAVE the new version of the Prospect Neutral Letter Template in ‘PDF’ file format on your computer.

Note: The new version of the Prospect Neutral Letter Template in ‘PDF’ file format is sent to ITI, (Letterprinting.Net).

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.

Land 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
    • LandWatch.com
    • Zillow.com
    • Redfin.com
    • Craigslist.org
    • LandsofAmerica.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

The built-in Land Statuses are configured with the following Record Options:

  • Prospect
    • Generate Documents
  • Mailed Letter 1
    • Generate Documents
    • New Offer Request
  • Pending Preliminary Research
    • Set Property Location
    • View On Map
    • Market Research
      • Realtor.com
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
      • Craigslist.org
      • LandsofAmerica.org
    • Calculate Offer/ Option Amount
    • Generate Documents
  • Offer Sent
    • Market Research
      • Realtor.com
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
      • Craigslist.org
      • LandsofAmerica.org
    • Calculate Offer/ Option Amount
    • View On Map
  • Option Sent
    • Market Research
      • Realtor.com
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
      • Craigslist.org
      • LandsofAmerica.org
    • Calculate Offer/ Option Amount
    • View On Map
  • Blind Offer Sent
    • Market Research
      • Realtor.co
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
      • Craigslist.org
      • LandsofAmerica.org
    • Calculate Offer/ Option Amount
    • View On Map
  • Open Escrow – Detailed Research
    • Market Research
      • Realtor.com
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
    • View On Map
    • Generate Listing
    • Generate Ad
    • Payment Calculator
  • Complete – Ready To Sell
    • Generate Documents
    • Market Research
      • Realtor.com
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
    • View On Map
    • Generate Listing
    • Generate Ad
    • Payment Calculator
  • Found Buyer – Open Escrow
    • Generate Documents
    • Market Research
      • Realtor.com
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
    • View On Map
    • Generate Listing
    • Generate Ad
    • Payment Calculator
  • SOLD
    • 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.