2021-06-10 Live Training Call

Questions answered on this call:

  • 3:10 – How can we sort and filter contacts after import into ID
  • 12:45 – How to split records into smaller uploads for organization
  • 15:10 – Can you use your cellphone as your company phone.
  • 19:00 – Ring Central Explanation as to what numbers are used for
  • 10:28 – Reminder on the company address field
  • 23:10 – How to customize our selling site theme
  • 29:50 – How do we upload a large CSV file into the Investment Dominator
  • 35:00 – Does Investment Dominator include options to add payment buttons
  • 38:30 – Going over the Selling site merge fields
  • 40:30 – How do I record an issue properly for Ticket Support (Tech Smith)
  • 45:45 – Using Techsmith for capturing online pictures of a property
  • 49:00 – How to do an advanced search within the Investment Dominator
  • 53:25 – Can you help explain the optin page and what information is taken
  • 56:50 – How to process a new offer request

2021-06-03 Live Training Call

Questions We talked about:

  • 3:50 – How to search records within Investment Dominator
  • 6:40 – Looking through your activity log to see record activity
  • 15:02 – How to add tags to your records
  • 19:37 – How to undo an action
  • 26:50 – How to change default offer dates
  • 36:00 – How to disable the optin page
  • 37:00 – Where does optin page information go (marketing tab)
  • 38:00 – How to change optin page theme
  • 39:00 – How to enable optin page
  • 41:10 – All about optin page articles within ID
  • 42:50 – Customizing the Investment Dominator
  • 47:40 – How to upload a neighbor list within the ID
  • 53:00 – Recommendations on services for creating a custom website
  • 57:00 – How to give another team member access to ID

How to Remail To The Same County

There could be a lot of reasons why you would like to remail to a county again that was already processed in mailed letter one status, but what about if we wanted to issue another mailing with an updated list of records.

Lets first identify what we are trying to accomplish

  1. Update records
  2. Create a new status
  3. Create a custom document
  4. Import updated records
  5. Send out mailed letter 2

From these steps we will begin to create an idea of everything we need and this tutorial will take everything step by step to ensure you can follow along easily.

Please note if at any time at all within the Investment Dominator you have made a mistake you can undo most actions made within the application, review our article here about this: https://user-guide.investmentdominator.com/how-to-undo-actions/

Step 1: Update records

We want to ensure that we do not mail to a person we already have mailed to in our mailed letter 1, people we made an offer to or purchased property. In order to do that you can scrub through your list which was previously uploaded and delete the contacts with which you do not want to work with.

A helpful tip with organization as well when updating the records you want to work with is adding a new tag to associate all the records with your mailed letter 2. For this demonstration I have chosen ML2 you can do whichever works for you and if you need more information on tagging review this article here: https://user-guide.investmentdominator.com/how-to-tag-records-and-execute-advanced-searches/

Then once you are done with filtering through your list just keep in mind the APN make sure this matches with the previous information before this is essential to ensure everything imports properly if you notice discrepancies please review this article here: https://user-guide.investmentdominator.com/how-to-properly-format-apns-and-zip-code-values-in-excel/

Step 2: Create A New Status

We have an article chain which goes over everything in more detail located here: https://user-guide.investmentdominator.com/how-to-manage-offer-campaign-part-2/ . This will explain how to create a new status but in this article I will highlight the key information.

Go to the Customize section of the Investment Dominator then click on ‘Custom stages and Statuses’

Then click on Add Status

From there click the appropriate settings like shown above Then once done click Add.

Then sort your status like so the most important part of this is to ensure prospect is at the top and your new mailed letter 2 comes after mailed letter 1. Then hit Save.

Step 3: Create A New Custom Document

Just like the example before we have an article that goes over this in detail which can be found here: https://user-guide.investmentdominator.com/how-to-manage-offer-campaign-part-3/

Proceed to the customize section of the Investment Dominator then go to ‘Custom Documents’ then click ‘Add Document’.

For more detail on the creation of the document you can review the article listed, but follow what’s on the picture above and make sure to turn on allow ‘Bulk Update’ this will prompt the Move To section from that select ‘Mailed letter 2‘.

Step 4: Import Updated records

So going back to what we did on step 1 the next step after creating this document is to take our CSV and upload it into the Investment Dominator, but there are some things we want to change from our normal process.

Go to the import section of your Investment dominator and this time take your updated list and click on ‘Update Existing Records’. this short prompt in yellow will also highlight some key items that need to match in order for this to work. Go ahead and upload your list then you should be good to go to our last step.

Step 5: Send Out Mailed Letter 2

So now that you have completed the following the last thing to do to complete your second mailing is to send them out and the key for this step is to not generate a campaign. Since you are using custom documents you are going to need to use the generate documents button within the land tab.

The reason for this is so we can use our custom documents the way we intended to have them work so we can send them straight to mailed letter 2.

It will ask you to choose the records which you want to work with so if you did our tagging earlier you should search for tag then click all records within it.

Then because of the step we did earlier for our custom documents then the bulk update happens after sending out mailing they should be pushed to Mailed Letter 2 instead of 1.

How To Configure Your Website’s Domain – (Custom Domains)

The Investment Dominator comes with integrated buying and selling websites. By default, the URL (web address) of these sites will be something like the following:

www.investmentdominator.com/rei-crm/crm-00001/

Can you imagine slapping that address on your letter to an owner? This would definitely not convey a professional looking site URL.

Therefore many users, choose to purchase their own custom domains from a domain registrar like GoDaddy.com and then point that domain to their Investment Dominator account. In other words, when the person types in the custom domain that you purchased (i.e. www.YourDomain.com) it will send them to your buying, or selling site.

Configuring your custom domains involves a 2-step process. Please follow the instructions below to configure both your Buying Website and Selling website(s) in the Investment Dominator.

Note: In the following example we are using domain provider GoDaddy.Com with instructions.

Step 1) Register A Domain And Point It To Our Server

Execute the following to register your purchased Domain on the domain provider’s site, (i.e. GoDaddy, Name Cheap, REI Black Book etc.). In this example access GoDaddy.com.

We recommend that you register one domain for your buying site and another domain for your selling site. The reason we use two separate domains is that the people going to these two sites are in very different markets and have very different mindsets about real estate, so your domains should reflect that mindset that they are in.

1. Log in to GoDaddy.com and navigate to your My Products page using the following logon screen as shown:

2. If you aren’t automatically directed there, make sure to select the My Products tab as shown:

3. Click Domain Manager, Or under Domain Products select Manage next to the domain you would like to configure as shown:

Note: The system will display the following screen as shown:

4. From the top menu, click the DNS tab, and select Manage Zones as shown:

Note: The following SEARCH box will display for entry of domain name as shown:

5. Begin to enter the custom domain name you want to use and select the domain, click Search as shown:

6.  On the DNS Management page, in the Records section, click the Click pencil icon on existing MX records (pencil icon) next to CNAME (www) record as shown:

7. Change the ‘Points to’ value to investmentdominator.com, change ‘TTL’ to Custom and ‘Seconds’ to 600 as shown:                            

8. Click the ‘Save‘ option to continue.

9. Scroll down to the Forwarding section and click on Add next to the Domain section as shown:

10. Enter in your custom domain starting with the www. in the blank text box to the under the FORWARD TO section.

11. Select the Permanent (301) option.

12. Check the Update my nameservers and DNS settings to support this change option.

13. Click Save.

Step 2) Map Your Domain To Your APP In Investment Dominator

1. After you have pointed your domain(s) DNS to the correct IP Address, you can map your domains to your Investment Dominator CRM. To do this, log into your Investment Dominator app and click on the “Customize Site” button at the top.

2. Then scroll down to the section labeled ‘Website Settings – Buying‘ or ‘Website Settings – Selling‘ sections and enter your domain in the ‘Buying Site Domain‘ and/or ‘Selling Site Domain‘ boxes

3. Click the ‘Change Your Domain‘ button, on the next screen review and confirm the change and your new domain will be saved.

The Investment Dominator Quick Start Guide Part 2 – Setting Up Domains

Hello and welcome to the second part of your journey with the Investment Dominator. The main topic for today is how you can begin to set up your domains for your buying and selling site. This article is meant to be a gateway to other domain providers which means it will be constantly updated.

If you missed part 1 of the Quick Start Guide on setting up your profile, please click here

If you are wondering the reason for customizing and creating our own domain since we are already provided a default one. You want to remain different from your peers and the best way to do this is by adding a personal flair to your website link. Especially when sending this out to your potential prospects!

Step 1: Register Your Domain and Point It To The Investment Dominator Server

Please note we recommend having separate buying and selling domains. This is simply because they both have two different purposes and in order to keep the flow of traffic to your site regulated for your potential prospects there should respectively be two channels one for selling and one for buying.

Step 2: Mapping Your Domain To your Investment Dominator App

Once the setup has been made with your domain and directed to our server the next step in the process will be to connect it to Investment Dominator.

Go into the customize tab on the Investment Dominator and go into your Website Settings – Buying from this section you will be prompted with an option to change your domain. Go ahead and click on this so we can register your new domain.

Go ahead and enter your new domain information for your buying site and if you made sure to connect your C-Name record with Investment Dominator click the check box below. From there hit the next button to confirm your domain name.

Step 3: Secure Your New Domains

Now after you confirm you will be prompted with a screen telling you your domain was changed and instead of just clicking okay we want to hit the Click Here To Secure Your Domain button. A lot of people miss this step so if you happened to click away, go into Customize -> Website Settings – then under the buying site domain there should be a button like so in the picture above which says Secure Your Domain.

Then you will be presented with a screen that looks like this enabling you to generate your SSL provided by Investment Dominator which will secure your website so you can have even better search optimization for your Buying or Selling site.

Then there you have it you have officially set up your Domains and have redirected them onto the Investment Dominator. Not to mention your sites are also now secured allowing for search engines to quickly prioritize your site rather than if it was not secured. The next step of this journey is Quick Start Guide Part 3 which is all about Customizing you can find this here. While you are still at the start of your journey with the Investment Dominator If you run into technical problems you can also message using the help function provided. For more information on where to find this check out this article here.

The key to realizing a dream is to focus not on success but significance, and then even the small steps and little victories along your path will take on greater meaning. – Oprah Winfrey

How to Manage Offer Campaign – Part 2

Step 3: Adding Custom Statuses

Hello Again, From what we discussed in How to Manage Offer Campaign Part 1 we now have a firm understanding of the Default Deal Flow Setup and now we want to learn how to add our own custom Statuses. In order to do that let’s start with the custom statuses for the Prospect Stage.

So if you are now just starting from this tutorial go ahead and log into your investment dominator. Go ahead and follow the arrow in the picture above pointing to the customize section.

From the customize section go ahead and click on ‘Custom Stages and Statuses’ then this page will open up like so:

Proceed to scroll down until you hit a section in which you can add your own status which you can see represented by the arrow above.

Following the chart from How to Manage Offer Campaign Part 1 for the purposes of this article, we are going to focus on the ‘Prospect’ stage and create our ‘Custom Statuses’ which are represented as orange. Just as a reminder the beige is the default deal setup which you can go over again from the article linked to part 1.

You will be introduced by a window asking you about the ‘Custom Status‘ type you wish to create go ahead and choose Land. You will then notice from the arrows above the fields which need your attention. Since we are in the ‘Prospect Stage’ and looking to add on additional letters. Following our ‘Mailed Letter 1′ will be ‘Mailed Letter 2’ which goes under the ‘Status Name’ then under ‘Status Options’ click the checkmark for ‘Generate Document’ after this go-ahead click the add button.

You will now see after adding the custom status it now shows up under the ‘Custom Property Status’ highlighted in a red box above. Now for the purpose of this tutorial let’s generate a ‘Mailed Letter 3’ which we will repeat the same steps we did for ‘Mailed Letter 2’.

Keep in mind it’s the same steps as before, but for ‘Status Name’ put ‘Mailed Letter 3’. Now after hitting the add button you should see your newly created ‘Statuses‘.

From this point, we now need to correct the order in which our Statuses will communicate with each other just like how we have it in our diagram above. Go ahead and click the ‘Sort Status’ button to the right of the ‘Add Status’ button.

You will now be prompted with a window showing you the Custom Statuses we have created. Since we are primarily working on Land you can see above ‘Prospect’ are the custom statuses we created. These are out of order and in order to change this, we can drag and drop them below. Like so :

So first should be ‘Prospect’ then ‘Mailed Letter 1’, and then both custom statuses following respectively. Then all you would have to do is click the ‘Save’ button to finalize everything we have done. Now for the final part of this, we will be adding custom documents that will be attached to your custom statuses. You can find this on How to Manage Offer Campaign Emails Part 3

How to Manage Offer Campaign – Part 1

When we are using the Investment Dominator Real Estate CRM there are a lot of useful tools to help you mitigate steps in your processes. For instance, when sending out your bulk campaign offer letters you don’t have to use tags, you can use the following Custom Statuses, Custom Document, and a Recurring Task. We also have articles on these individual topics, but for now, let’s cover this. 🙂

Step 1: Understanding the Deal Flow

Before we jump straight into how to manage offer campaign emails it’s important to understand Stage vs Statuses which we have an article about here. This is important to follow the diagrams prepared for this conversation. Now let’s first take a look at the deal flow to help us understand the process.

Starting with our first row you can see the default deal flow setup which takes us through our process without the statuses behind it which can be customized (we will go over this later). It starts from left to right with the last stage being a sold property.

By now you should be familiar with this process, but if not then fear no more let’s break this down even further with the statuses behind each stage.

Step 2: Understanding Stage vs Status

So you can see above just how these stages which are listed in Bold set up a direct path through our statuses so they are all connected steps in the process. We first go into prospects that originally send a Prospect Neutral Letter this then turns into a Mailed Letter 1 before then turning into the Offer Request Stage and becoming Pending Preliminary Research status.

So the way you want to think about this process is we are essentially going from Stage to Stage, but we must pass through the statuses in order to complete each stage. Please keep in mind these are the default statuses and can be customized. So after ‘Pending Preliminary Research’ status is done we are able to then complete the Offer Requests stage to then take us to the Offers Made. This Stage contains multiple statuses depending on what type of agreement you send out. For example, Offer Sent is used if you send out the Offer Package, Options Sent is used if you send out Options, and Blind Offers Sent is used if you send out Blind Offers. If the owner accepts offer or option then this takes you to the Buying Stage. Then as we close on the property we move the record into the ‘Open Escrow Status’ which will allow us to enter the best part of the process.

The Selling Stage then presents us with our final Buying status being moved into the Complete/Ready to Sell status from there we can complete the process and move into the last stage and status which is Sold. Then Hooray we completely walked through the deal process flow and can discuss more custom statuses for all your needs such as multiple Mailed Letter, or multiple Offer Letter Sent. Please continue onto Part 2 for a more detailed explanation of how Custom Statuses Work.

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.


How To Create A Custom 2nd Offer Cover Letter

After an initial offer has already been sent, if there is no response you may want to follow up with an increased amount for the second offer. There are built-in 2nd Offer Cover Letter templates in the LPG System. As a general rule 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.

If you would still like to test out variations of the 2nd Offer Cover Letter, in this article we will discuss how you can create a new custom version that uses our content as a base and then incorporates you custom verbiage in the document.

Create A Custom 2nd Offer Cover Letter Template

Note: The following procedure is meant to address 2nd Offers on individual parcels only.  If an owner has multiple properties and 2nd Offers are being issued for each property, the verbiage in the document content section will need to be altered to address this matter.

1. Access the 2nd Offer Cover Letter Template in the LPG System

  • Logon to LPG with username/password [my.landprofitgenerator.com]
  • Access ‘Documents‘ section
  • Scroll down to ‘Download Doc 3a – Second Offer Cover Letter‘ and open the document

2. In Investment Dominator access ‘How To Customize Jack’s Offer Templates’ instructions

  • Select ‘Help‘ function
  • Select ‘+ Search Our User Guide‘ from the menu choices
  • Enter ‘Jack‘ in search box
  • Press the blue ‘Search User Guide‘ button

Access the ‘How To Customize Jack’s Offer Templates‘ article and follow instructions to create a custom 2nd Offer Cover Letter document.

3. Create the 2nd Offer Cover Letter in the Investment Dominator (Document Content field)

A) Go to ‘Customize> Custom Documents> Add Document’.

B) Then select the following settings…

  • To = Owner – Land Only
  • Status = Pending Preliminary Research
  • Document File Type = Both
  • Document Type = Portrait
  • Document Title = (Give your document a name)
    • Press the ‘Source‘ button to disable all [wiz wig] functions
  • Document Content = (Copy and paste this content under the ‘Source’ tab)
    • Select the blue this content HTML text
    • Press [Cntl-A] to highlight/select all HTML text
    • Press [Cntl-C] to copy all HTML text
    • Place cursor in corner of Document Content field box
    • Press Cntl-V to paste all HTML text into field
    • Press the ‘Source‘ button to enable all [wiz wig] functions
    • Alter the text in Document Content field box to read as 2nd Offer Cover Letter template from step 1
    • Place Cursor over Signature Line (after the word ‘Sincerely’)
    • Use the [Insert Merge Field:]select the ‘your signature’ from the drop down list of fields
  • Allow Generate Envelope/Label = Labels
  • Allow Export Data = Yes
  • Allow Bulk Update = Yes
  • Move To = ‘Offer Sent’ status
  • Per Each Property = Yes

C) Press the blue ‘Add/Update’ button to save the new Custom 2nd Offer Cover Letter Document

How To Customize Buying and Selling Site Text Display

On both the Buying and Selling Sites provided in the Investment Dominator system, there is existing default text serving as an introduction to that specific website. You can modify and design your own version of this textual information to convey any messages you deem appropriate.

To customize either of the initial Buying or Selling Site text displayed, this is accomplished by entry of data into the [Buying Site Homepage Text] field.

Changing your Buying Site text display is easy to do, simply go to ‘Customize> Website Settings – Buying> Access Buying Site Homepage Text:‘ field.

Note: Changing your Selling Site text requires you go to ‘Customize> Website Settings – Selling> Access Selling Site Homepage Text:‘ field

Scroll down to [Buying Site Homepage Text] field and enter any text you want to appear when Buying Site Homepage initially displays.

Note: Any text or images found in the [Buying Site Homepage Text] field will automatically prevent Investment Dominator from the displaying the default built-in site text.

Once text has been entered into the [Buying Site Homepage Text] field, Scroll down to the end of the page and click the blue ‘Update Site‘ button to save the changes.

To view the changes click ‘Websites> Buying Site‘:

Your Buying or Selling Site with your new changes will be displayed on a browser tab.