Tag: Investment Dominator

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. 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.
  7. 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.
  8. 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.
  9. 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.
  10. 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.
  11. 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.
  12. 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
  13. 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.
  14. 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 and also under the ‘Exclude Previously Imported Records‘ option is set to ‘Yes‘ when you subsequently pull data from that same County.
  15. 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.
  16. 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.
  17. 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.

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 Generate A New Land List With Our Optional Paid Outside Data Service Option

We are excited to announce our new Investment Dominator Paid Data Service Option which allows you to generate a filtered and formated land list directly from one of the leading property data companies in the Nation and import that data directly into the system with only a few clicks.

With this integration, you will not need to filter, scrub, or manually import land records into the system!

Let’s take a dive into this step by step to understand what our Paid Data Service is and how to use it.

First, log into your Investment Dominator CRM and navigate to the ‘Land‘ tab, then click the ‘Import‘ option.

By default, the standard ‘Upload Import CSV File‘ option will be preselected, so for the purpose of this article go ahead and click ‘Get Data From Our Outside Data Service’ option. This selection will change ‘Step 2‘ of the process and look like the following:

NOTE: Notice the ‘Select Criteria…’ dropdown and ‘Load Criteria’ button, these options can be used after you first define and save a list’s criteria. More information about that process can be found here.

STEP 1: Generating Your New Land List – Selecting List Criteria

To start the process, select the State you want to generate your list in.

A list of Counties for that State will then load.

Select the County that you would like to focus on.

For this example, I choose to do the State of Colorado and the County of Adams. (Please note you can do whichever location you want).

You will notice how once we enter the County information we see Market Value pop up allowing us to set the range for properties we want to look for within the selected area. This can come in handy later when if we want to expand our generated list for more properties.

Click the ‘Get Record Count‘ button to find out how big your land list is and then generate your list (Skip to STEP 2 of this article), or we also have some neat ‘Advanced Filters’ which can help you adjust your list criteria further…

Advanced Filters

Click the ‘Advanced Filters‘ section to expand it.

Under this section you can adjust the ‘Property Size Range‘, allowing you to adjust your list to only contain properties within the range of acres you select.

Next is the option to Include Owners with Multiple Properties this is selected by default to ‘Yes‘ in order to provide ease of access when working through your list. If you so choose you can set this to ‘No‘, however, this means you would have to manually input the other properties of that owner to your list in the event they want you to make an offer on all of their properties that they own.

Lastly, we have the option to Exclude In-state Owners which by default is set to ‘Yes‘.

Now that we have gone over the advanced filters let’s click the button called ‘Get Record Count’ to continue.

STEP 2: Getting Your Record Count

After clicking the ‘Get Record Count’ button some new options will pop up as well as information about your generated list.

Let’s start with the top ‘Exclude Previously Imported Records’ option. This option is preselected to ‘Yes‘ which comes in handy when we are loading the same Criteria again to perform another search. You don’t want to pay for the same leads more than once right? This option allows you to exclude those.

If you change any of the information above while you are in this step you can hit the button ‘Refresh Count‘ button to see what the updated list size is.

Next, we have the ‘Limit Size of Mailing’ which is followed by a text box and an indicator in brackets notifying you how many records you have left in the month from our Paid Data Service.

For example, if there are 10,000 records in a county but you only have 500 records left in your Paid Data Service monthly allotment you will need to enter in 500 to only pull 500 of the 10,000 possible records for that county. The system will then pull a random set of 500 records out of the 10,000 records and import only those into your system.

NOTE: For the field ‘What status would you like to move the records into’ since we are importing a new list it is recommended and by default set to ‘Prospect status’.

Lastly, we have the ‘Tag Records’ option which allows you to add tracking or segmenting tags to all the records generated in this list. You can add as many tags as you wish.

NOTE: If you would like to save this list of criteria in the system for future reference, see this article:

How To Save Your Data Feed Criteria

After reviewing all of the options hit the ‘Import List‘ button to continue.

You will then get a notification that your list has been imported and you should notice your new records appear under the ‘Land‘ tab.

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.