Merging Records with REI PrintMail Integration

You may have noticed when you are getting ready to send a campaign to REI PrintMail of a pop up that alerts you which looks like the following:

Since you will be sending records directly to REI PrintMail for verification one thing you want to note is how records are being processed.

For instance, the Investment Dominator will consider a duplicate record if the mailing address is exactly matching another record. Now this will matter if you notice a couple at the same mailing address. The system will prompt you to select the records for merging before moving forward.

You will also notice that after selecting the records you wish to merge it will then bring up the same merging screen used throughout the Investment Dominator.

Make sure that the data you want to keep is in the middle and you get all needed information transferred over.

New REI PrintMail Direct Integration Feature

Did you know the Investment Dominator recently updated with a new feature now available in the Campaign section of the Land tab?

With this new update, you will now be able to select REI PrintMail as an option for your mail house.

There’s a ton of information on how you can set up this integration, generate a campaign as well as FAQ below:

How to Enable the Integration:
https://user-guide.investmentdominator.com/how-to-add-our-direct-mail-service-provider-through-rei-print-mail-to-your-investment-dominator-system/

How to Generate a Campaign:
https://user-guide.investmentdominator.com/how-to-generate-a-mail-campaign-with-our-direct-mail-service-provider-through-rei-print-mail/

FAQ:
https://user-guide.investmentdominator.com/direct-mail-service-provider-rei-print-mail-faqs-what-you-need-to-know/

New Actum Automated ACH Feature

Did you know the Investment Dominator recently updated with a new feature now available for your owner-financed land buyers?

With this new update, you will now be able to set up automatic ACH payment debiting for your owner-financed land buyers.

This will be located under the Integration section on the Investment Dominator:

There’s a ton of information on how you can set up this integration, setup payment process for owner financing notes as well as FAQ below:

How to Enable the Integration:
https://user-guide.investmentdominator.com/how-to-enable-the-actum-automated-ach-payment-processing-option-for-an-owner-financed-note-loan-or-lease-purchase/

How to Setup Automatic Payment Processing:
https://user-guide.investmentdominator.com/how-to-setup-automatic-ach-payment-processing-for-owner-financing-notes-loans-or-lease-purchases/

FAQ:
https://user-guide.investmentdominator.com/automated-ach-payment-processing-actum-integration-faqs-what-you-need-to-know/

How To Generate A Direct Mail Campaign With Our REIPrintMail Integration

NOTE: If you do not yet have an account with REIPrintMail, please create an account through LPGMailer.com so that they know you are a Land Profit Generator (Jack and Michelle Bosch) student.

We are excited to announce our new Integration with REIPrintMail which is a 3rd party service that allows you to take your Prospect records from within the Investment Dominator and send them directly to REIPrintMail for processing. They will then print, prepare and mail out your letters on your behalf for a fee.

Let’s take a dive into this step-by-step to understand what goes into a mailing campaign with REIPrintMail, first let’s locate where in the Investment Dominator this new feature is.

From within the ‘Land’ tab go to ‘Campaigns
Then select from the drop-down menu under the ‘Prospect Neutral Letter’ line the ‘REI Print Mail’ option.

A new campaign wizard screen will then appear:

NOTE: There is a limit of 4,999 records per order with REIPrintMail, if you are working with more records than this, you will need to do multiple orders.

Click the ‘Next – Generate Order with REIPrintMail’ button to move on with your order.

Notice a new screen comes up called ‘CASS Certification ‘ this will ensure that your records within your list have valid addresses. This will take some time to process, so please be patient.

Once the CASS Certification process has finished you will get an order review screen, this will provide you with all the details about the order.

NOTE: International (non-domestic) addresses will not be processed by REIPrintMail and will be excluded from your mail campaign. We recommend that you mark any international addresses with a custom Status then process them manually.

Things you should review before moving on include:

  • # Successfully Processed Records
  • # Rejected Records
  • Cost Per Letter
  • Total Mailing Cost
  • Rejected Record Details

When reviewing your rejected records, make note of the ‘Error Message’ this will allow you to see the actual reason the records were not approved for mailing. Later on, you will be given a chance to move these records in bulk into the ‘SKIP TRACE’ Status, but for now, let’s focus on the ones that are approved for mailing right now which in our example is 1,209 records.

NOTE: At this point, no transaction has occurred as this is just a review of the order information.

Once all information has been reviewed select the ‘Reviewed/ Approved – Continue with Order‘ option at the bottom of the screen then click on the ‘Order‘ button to continue with the order.

Next, you will see an REI Payment screen that will allow you to enter your payment information:

Once you have entered in your payment information and submitted the order by hitting the ‘PAY‘ button an Order Complete message should appear:

Click the ‘Bulk Update Records Now‘ button to move these records from the ‘Prospect’ Status to the ‘Mailed Letter 1’ Status.

Next, if you had any records that did not pass the CASS Certification you can click the ‘Bulk Update Rejected Records‘ button to move these records with bad addresses into the ‘SKIP TRACE‘ Status.

NOTE: You can view the status of orders with REIPrintMail through their website by logging in at https://reiprintmail.com/login

For questions about your order contact REIPrintMail support at 1-800-378-0378 and reference your REIPrintMail Order ID.

Outside Data Service – FAQ’s

Since we launched our new import Paid Data Service, there have been some great questions submitted to us from Investment Dominator users and we want to take a moment to address them here.

  1. Are we able to integrate our existing DataTree account with the Investment Dominator?

    No, while our Paid Data Service does pull data from DataTree in the background you cannot connect it with your individual DataTree account.

    If you have an existing account with DataTree you can still export that data from your account with them and then import that data that is manually processed by you into the Investment Dominator via our ‘Upload Import CSV File‘ option.

    For more information about that see our user guide article on how to import data via a. CSV file.
  2. Can you transfer accounts from DataTree to Investment Dominator?

    No, because we use a corporate account to integrate with DataTree and an individual account cannot be used in its place.
  3. How do I get started with the Paid Data Service?

    You must first select one of our paid addon plans for the Paid Data Service under the ‘Land> Import> Get Data From Our Outside Data Service> Select New Data Criteria‘ screen.

    NOTE: You can pull a record count based on your criteria prior to upgrading to a paid account, but you will not be able to import those records until your account has upgraded with a paid addon.
  4. What is the fastest way to learn more about our Paid Data Service?

    Navigate to our user guide located under the ‘Help’ tab of your Investment Dominator system or by going directly to https://user-guide.investmentdominator.com search for the keyword “Data” in the search bar, or click on the ‘Data’ tab.
  5. How much does the Paid Data Service cost?

    We have three main affordable plans to choose from:
    $47 per month gets you access to up to 470 records per month.
    $97 per month gets you access to up to 1385 records per month.
    $147 per month gets you access to up to 2450 records per month.

    Contact Sales at 1-(602)-712-0182 if you need access to more than 2450 records per month and they can set you up with a custom plan based on a cost of $0.06 per record per month.
  6. How can I upgrade my Paid Data Service subscription to a different plan?

    Simply contact your concierge, or call our sales line at 1-(602)-712-0182.
  7. Can I just purchase a set amount of records vs. having a monthly subscription?

    At this time, we only have monthly subscription plans. You can purchase a list from other 3rd party list broker services and then filter and process it into a .csv import file and upload that into your system.
  8. Do unused records roll over to the next month?

    No, your Paid Data Service record limit resets at the beginning of each billing cycle and any unused records do not roll over to the next billing period.
  9. What is your cancellation/ refund policy on the Paid Data Service Integration?

    You can review our cancellation/ refund policy here under the ‘Subscription and Memberships’ section.
  10. Are more Advanced Filters and Options going to be added to the DatatTree Integration?

    Yes, you can review the list of planned updates here. Some updates are dependant on what our Data Provider allows, however, we are working closely with them to try and make more options available to us so more features can be rolled into our system.
  11. I want more Data Service options what do I do?

    We want to hear all your feedback about this new integration (good and bad), but please submit all feedback and feature requests through your Investment Dominator system under the ‘Help> Suggest A Feature‘ section. This allows us to effectively organize the requests on our end and focus our efforts on the most requested items from all our users in our planning and development of upcoming system updates.
  12. How can I limit the number of records I download from the Paid Data Service?

    After creating your search criteria and clicking ‘Get Record Count‘ look for the field ‘Limit Size of Mailing‘ then input the number of records you wish to choose out of your limit.
  13. I Added the Paid Data Service To my account, but I still cannot pull a list, what do I do?

    One thing to note is that the permissions for the Outside Data Service are only assigned by default to the Primary (or Super Admin) of the account. This means that if you have a team of 5 people on your account only the primary will be able to pull the data unless you specifically assign the ‘Allow Import From Outside Data Service‘ permissions to a member of your team. To do this simply follow the instructions discussed in more detail here: https://user-guide.investmentdominator.com/datatree-user-permissions
  14. I need help with the Paid Data Service what do I do?

    The first thing to do is log into your Admin Console and click the ‘Help‘ tab then do a quick keyword search under the ‘Search Our User Guide‘ section to see if we have a User Guide Article already that covers what you need help with.

    If you don’t find a User Guide article or still have questions, send us a message under the ‘Create A New Support Ticket‘ section and we will be happy to help you figure out a solution, take a look at your account, and troubleshoot issues as needed, or point you to training resources that answer the questions you have.
  15. If I pull a partial list from a county then come back later and pull the rest does the system ignore the ones I already pulled previously?

    Yes, but only if you had previously pulled the original dataset through the DataTree Integration, choose a ‘Saved Criteria/Previously Saved Criteria’ and also the ‘Exclude Previously Imported Records‘ option is set to ‘Yes‘ when you subsequently pull data from that same County.

    Note: If you try to import from the same County again and not use the ‘Exclude Previously Imported Records‘ option, you might be pulling the same records you had already imported before. This will spend a lead on a duplicate record.
  16. How is Market Value determined? Is it really Assessed Value?

    DataTree provides a data point called Market Value and for the majority of Counties in the United States, they have data for that. According to DataTree, they generate that value based on sold data from the County to determine the market value. In some cases, however, this data point is empty, and in those scenarios, the fallback in our system is to reference the Assessed Value instead.
  17. Do we exclude owners that own more than one property?

    Currently, we do not do this by default however if you click ‘Advanced Filters‘ you can set the filter called “Include owners with multiple properties?” to “No” and then it will exclude those owners.
  18. How old or fresh is the data is from the Data Service?

    It varies by County. Generally speaking, it is up-to-date because DataTree data is used by Title Companies such as First American Title to assist them with their closings however, it is not a real-time feed from the County. One of the upcoming features we want to add to our integration is to provide our users with the exact date that DataTree last refreshed the data in the selected County. At this time though this data is not possible to display on our screens.

Paid Data Service – Upcoming Advanced Filters

We want to take a moment to address some planned updates to our Paid Data Service and give some insight as to when to expect these.

Below are a list of planned updates and where we are at in the process:

  1. The ability to exclude records by owner zip codes.
    Once we have the ability to filter by owner zip code with our Data Provider we plan to provide you with the option to filter it by both entering in a set of zip codes manually, as well as through a by radius tool.
  2. Filter by Zoning Codes: Currently we are working on a solution that would allow you to filter records out based on county zoning codes.

Coming Soon! A few filters that we are working on adding in the next few weeks are:

  1. The Do Not Mail Filter
  2. Last Sale Date Filter
  3. Improvement Value Filter
  4. Individuals/ Companies Only Filter

These updates will be automatically pushed out to your Investment Dominator system and will appear under the ‘Advanced Filters‘ section as soon as they are ready.