How To Log A Returned (Bounced) Check For A Note Payment In The System

If you ever felt lost when working with the Notes section within Investment Dominator we hope this guide on how to export your Notes will help!

Let’s say that we have been keeping track of your payments for a Note within your system, but realized that one of the checks bounced on your payments.

You can log this from your Investment Dominator directly and here’s how.

  1. First, find the Note for which you want to log the returned payment

2. Next click on Edit for that record

3. Scroll down to payments and click on Edit Payments

4. Go to the transaction you would like to report

5. Select the Payment Method as Check

6. Last click on the button for Returned

Proceed through the screens and this will be marked as returned.

This short video shows you a demonstration of how you can do this below:

How To Export Your Notes (Loans and Lease Purchase)

If you ever felt lost when working with the Notes section within Investment Dominator we hope this guide on how to export your Notes will help!

Let’s say we have two scenarios we will be working with first we want to export just a single note.

First, go to the Notes section of your Investment Dominator and locate the record you want to export:

Once selected then click on export to export just that one note.

Then let’s say for this example we want to export all the data for the Notes we have within our system.

To do this all you need to do is click the Export button on the top right next to reports this will then download a CSV file of all your notes.

How to Create a Custom Letter Template for ITI Direct

Did you know you could also send Custom Letters to a mail house like ITI Direct?

  1. Go to the Land Tab then click on the Campaigns Section you will be presented with this screen.
  2. find the custom document you created (for more information click here)
  3. Select the option ‘Other’

You will see your word documents which can be opened up and edited specifically to the needs of your mailhouse of your choice. For this istance we are working with ITI Direct so what you would do in this case is review the information needed directly from ITI which is also here.

From the information on the ITI Direct site we can see that we need to have our merge fields displayed with <<mergefield>> instead of what the Investment Dominator Provides as this [mergefield].

In order to do this open up those downloaded files on your computer and within Microsoft word click on enable editing then

1. Click replace

2. Under find what put this symbol [

3. For Replace With put this symbol <<

4. Click on Replace all

5. Do this same process again for this symbol ] and replace with >>

Once you are done review your documents to ensure they are in the proper format

Lastly just make sure you are saving this document as a PDF.

Following along with the article on what ITI needs in order to fufill a mailing you will need your:

2 PDF’s one with your custom letter template and custom envelope Template so make sure to save those word documents as PDF.

Last your CSV file associated with your custom letter which can be found on the Other screen

How To Update My Email On File

You may have wondered if it is possible to change the email address associated with the Investment Dominator.

We’re here to tell you this is possible, in fact, there are two ways you can change emails with the Investment Dominator.

If you need to change the email address for the Super Admin for your Investment Dominator account (email associated with your billing), please create a support ticket under the ‘Help‘ tab of your system.

If you need to change an email address of a user in your system, or even another admin member of your team you can do the following:

Head into the ‘Team‘ section of the Investment Dominator:

Find the user you wish to change the information for by Clicking ‘Edit‘:

Then change the Email Address field for that User:

NOTE: The ‘Email‘ field is a separate field from the ‘Username‘ field. If you update the ‘Email‘ field for a user we also recommend that you update their ‘Username‘ as well to match.

Zapier: How To Connect The Investment Dominator To Ring Central

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and SAAS systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to Ring Central to generate a sales document, but first, let’s talk a little about Ring Central…

What is Ring Central?

Ring Central provides calling features that have been designed to give you a flexible, mobile, and powerful cloud phone system. Choose from a variety of available phone numbers, install our apps on your desktop computer, smartphone, or tablet, and improve communications with call forwarding, Call Flip, and more.

How To Connect The Investment Dominator To Ring Central

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “RingCentral” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “Investment Dominator“.

Under the ‘When this happens…’ field select ‘Call Ended‘.

And under the ‘then do this!‘ field select ‘Post Contact‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Ring Central Account:

Click the ‘Sign in to RingCentral‘ button then log in to your account.

Once logged into RingCentral through Zapier you will be prompted to make a test pull of data. If there is no existing call on your account hit ‘skip test‘, this will generate caller information as an example that can be used for testing.

Step 3 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Once done connecting make sure under ‘Action Event’ is Post Contact.

If everything looks good, click the ‘Continue‘ button

Step 3 – Setup The Zap Action

Please note for this part of the zap to work properly, you will need to have a property in the complete and ready to sell status. Then you will attach this property to your record in the marketing tab in order to populate on your zap.

Under the ‘Type’ field select which record type applies to you, in this case, we want our buyer so we input number 2 for ‘Buyer’.

Under the ‘Contact Id’s‘ field select the buyer record.

The last required field is the ‘First name’ and the rest are optional

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, when you end a call in Ring Central your contact will post into your Investment Dominator CRM it will also be automatically sent to your marketing tab by Zapier!

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. šŸ™‚

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.

How To Add A PayPal ‘Buy It Now’ Button To Your Property Listings

 Did you know you can actually add a PayPal ‘Buy It Now’ button to your listing? Well, you can! And here is how you do it…

1. First, follow the instructions from PayPal in order to generate your Buy It Now button code.  You can find the official instructions for that here.

2. Once you have your ‘Buy It Now’ button code from PayPal copy it then go to your listing in the Investment Dominator Admin Console and click the ‘Edit‘ link to the right of the property record.

3. Click the ‘Edit Source‘ link below the ‘Listing Long Description‘ field and then paste in the PayPal button code where you want it to appear in your listing.

4. Save the changes and then go to your listing by clicking the Listing tab on the top of the screen. You should see the PayPal button appear on your listing page now.

How to Change the Status of the Property (for Land Investing)

One of the most important keys to keeping your records organized (and making sure that no deals fall through the cracks) is to keep each record in the proper status.

By default, each new record is put into the “Prospect” status. While you can bulk update records after a mailing, you can manually change the status in one of two ways. You can either:

1. From your dashboard, select the records that you would like to update. And then click on “Change Status”

changestland

And select which status you would like to change your records to (all the records that you select will be changed to this status)…

stland

2. A second way is to change the status from inside the contact record itself. From your dashboard, click on the link that says “Edit”

edit

And once inside the contact record, change the “Property Record Status” to your desired status. After that, click on “Update Record” at the bottom of the page to save your record.

contredch

How to Change the Status of the Property (for House Investing)

One of the most important keys to keeping your records organized (and making sure that no deals fall through the cracks) is to keep each record in the proper status.

By default, each new record is put into the “Prospect” status. While you can bulk update records after a mailing, you can manually change the status in one of two ways. You can either:

1. From your dashboard, select the records that you would like to update. And then click on “Change Status”

statush

And select which status you would like to change your records to (all the records that you select will be changed to this status)…

statush2_001

2. A second way is to change the status from inside the contact record itself. From your dashboard, click on the link that says “Edit”

edithr

And once inside the contact record, change the “Property Record Status” to your desired status. After that, click on “Update Record” at the bottom of the page to save your record.

statusrec

How to Configure your CRM and Websites

One of the first things that you will want to do after getting access to your Investment Dominator account is to customize the CRM and the websites that came with your subscription.

While the websites have already been built for you, we strongly encourage you to add your personal touch to them so they resonate more with buyers and sellers. You can also add videos to your landing page.

The first thing that you will want to do after logging in is to change your signature (the digital image that will be used on marketing material).

To do so, click on ‘My Profile‘…

tour1

Once inside, you will want to upload an image or your signature (this can be as easy as taking a picture with your phone and emailing it to yourself). Click on ‘Choose File‘, crop your image, and the click ‘Update‘ to save the changes.

sig1

After you have updated your signature, click on ‘Customize‘ to add a personal touch to your buying and selling sites.

Once inside the ‘Customize‘ section, you can add all sorts of information about yourself, your realtor, company notes, and logo. But perhaps the most important part is the actual text that visitors will see when they visit your sites.

At the bottom of the ‘Customize‘ page, you will see two large editable text boxes for your selling and buying websites.

site-text

Anything you type into those two boxes will overwrite the default text. If you want to keep some of the default text, just copy and paste it into the boxes and then make any adjustments that you want to.

If you want to include an embedded video in your website, just record your video and upload it to YouTube. Then, once on YouTube click on ‘Share‘ and then ‘Embed‘.

Click ‘source‘ on the text box and the paste the YouTube HTML code into the box. Then scroll down and click on ‘Update Site‘ to save your changes.

site

How to Avoid Creating Duplicate Records

Here are some suggestions to help you avoid creating duplicate contacts – which can lead to double mailings, confusion, and missed opportunities.

Whenever a new list is uploaded to the Investment Dominator, the system will automatically check the imported contacts against existing records. So even if you have a new list for an area that you previously mailed to, you can be confident that no duplicate records will be created.

So how are duplicate records created? In one of two ways:

  1. When the seller enters their information through your website
  2. When a contact record is manually added by you or by a member of your team

Here is how you can address these potential problems:

1) If a seller prefers to visit your website instead of emailing you or calling in, make sure they enter in their reference number. This is the Owner ID that is printed on both the letter and the envelope. If they enter in the reference number, the system will update their existing record instead of creating a new one.

duprecord

2) Before manually creating a new Owner Record, make sure that you or your team member firstĀ use the Investment Dominator’s search function to locate the seller’s record. You can search by Last Name, Owner ID, or any other field that you see in the drop-down menu.

dup2

In the rare case that you can’t locate their record, go ahead and create a new record, but add the word TEMP in their name. Then once the call has ended, find the original record and update it before deleting the TEMP record.

Follow these suggestions and you will keep your list of contact records organized and profitable.

If you find duplicate records in your system please select the duplicate records and Merge them into one unique record.