We are excited to announce we have made an update to the Dashboard of the Investment Dominator. This new update will present our new wizards for easy access to perform operations within Investment Dominator.
The Introduction of these Wizards will enable you to have an even easier time working on different processes with the Investment Dominator.
These Wizards will allow you to simplify the Investment Dominator with step-by-step help to complete the 7 tasks listed above.
Too busy to finish one of the Wizards? Not to worry these wizards will save your progress as you proceed and you can come right back to where you left off.
With the launch of our REIPrintmail Integration, we have had to make a few adjustments to the Investment Dominator System. For example, under the Company Phone number fields previously you were able to configure a company phone formatting like this:
1-(555)-555-5555 Ext. 1
With our recent system update, you are required to enter only a valid 10-digit phone number plus country code if this applies to you.
Here is an example of correct formatting:
1-(555)-555-5555 Or… 555-555-5555
Any additional text appended to the number like an extension number will not be accepted.
Please double check to ensure your phone numbers are correct as or you may see number formatting like this if entered with additional text information:
If you need to convey a phone extension we recommend using the ‘Company Notes‘ section or the ‘Letter P.S. Line’. You can also create a custom document that includes information about how to navigate your phone menu.
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.
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 Google Sheets to generate a sales document, but first, let’s talk a little about Google Sheets…
What is Google Sheets?
Google Sheets is a spreadsheet app. It looks and functions much like any other spreadsheet tool, but because it’s an online app, it offers much more than most spreadsheet tools. Here are some of the things that make it so much better:
It’s a web-based spreadsheet that you can use anywhere—no more forgetting your spreadsheet files at home. It works from any device, with mobile apps for iOS and Android along with its web-based core app. Google Sheets is free, and it’s bundled with Google Drive, Docs, and Slides to share files, documents, and presentations online.
How To Connect The Investment Dominator To Google Sheets
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 “Investment Dominator” under the ‘Connect this app…‘ field.
Under the ‘with this one!‘ field search for “Google Sheets“.
Under the ‘When this happens…’ field select ‘New Record‘.
And under the ‘then do this!‘ field select ‘Create Spreadsheet Row(s)‘:
Click the ‘Try it‘ button to continue with the setup.
Step 2 – 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.
Hit the ‘Continue‘ button on Zapier to keep going with the setup.
Step 3 – Setup The Zap Trigger
Under the ‘Record Type‘ field select ‘Land Deal‘.
Under the ‘Record Status‘ field select ‘Pending Preliminary Research‘.
Click the ‘Continue‘ button to progress to the next step:
Click the ‘Test Trigger‘ button to pull a few records from your Investment Dominator land list under ‘Pending Preliminary Research‘.
If everything looks good, click the ‘Continue‘ button twice to progress to the next step.
Step 4 – Connect Your Google Sheets Account
Click the ‘Sign in to Google Sheets‘ button then log in to your account.
Step 5 – Setup The Action
Under the ‘Set up action‘ heading select which Google Drive and the sheet that you want to connect to.
You will notice the columns in your sheet will import onto the Zapier screen and it will let you select which information can be selected for your rows.
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 update a record onto the Pending Preliminary Research status in the Dominator CRM it will also be automatically sent to your Google Sheets by Zapier!
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.
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.
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.
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.
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.
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.
PLEASE NOTE: This is not a pay-as-you-go service this is an optional monthly subscription that is in addition to your Investment Dominator CRM monthly subscription. Unused record credits do not roll over to the next billing period and there are no refunds for partially used credits, or for partial or inaccurate data.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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 generate a list from previously pulled and saved criteria under the ‘Outside Data Service’ section. To do this, select and load a ‘Saved Criteria’ option from the dropdown menu under ‘Step 2’ of the import process, then set the ‘Exclude Previously Imported Records‘ option to ‘Yes‘ the next time you pull data from that same County.
IMPORTANT NOTES: If you try to import from the same County again and DO NOT use the ‘Exclude Previously Imported Records‘ option, you may end up pulling the same records you had already imported previously and as a result will essentially use up record credits for unnecessary duplicate records. You must use the original criteria that was created, or saved when you first pulled from a given County. Failing to select the correct criteria, or creating a new criteria may cause you to pull duplicate records.
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.
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.
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.
What Use Codes does the system use to Identify Land Records?
The following use code filters are utilized: Vacant Land (NEC) Commercial Lot Multi-Family Acreage Multi Family Lot Recreational Acreage Residential Acreage Residential Lot Rural Homesite
Do we guarantee the data from this 3rd party data provider? No, the data provided through this 3rd party data service is deemed reliable but not guaranteed.
Furthermore, any filters or options relating to this integration are subject to limitations from both the Investment Dominator CRM system as well as from our 3rd party data service provider and may be updated, downgraded, or improved at any time for any reason.
Welcome to part 3 of your “Quick Start Guide to the Investment Dominator“. Now that we have set up our profile, created domains for our buying and selling sites we can begin the last stage which is customizing and personalizing our sites. This step is unique in getting brand reach for your company and we also have some pro tips to get you ahead of the game!
Go ahead and open the ‘Investment Dominator‘ and at the top menu go ahead and click customize.
You will then see a list of sections after closing the company information drop-down. We are going to be focusing on our buying and selling website settings which allow us to personalize our site however we please. If you are seeing this menu for the first time and want to learn more about the other sections please refer to Part 1 of our quick start journey here. If you already got that information down then let’s begin learning about the customization for our buying site first.
So when we click open to the Website Settings – Buying we are introduced with this drop-down allowing us to begin to start shaping the personality of your website.
You will then be prompted with a menu that looks like this allowing you to change the order of how the menu options for your website on your header of the page (which is top) and the footer (which is bottom).
Then if you click on the generate logo option you have the option to create a text field that can act as a logo for your company. You can see an example of the logo preview here from which I created using the fields available. You can then hit the Insert logo when you are done.
You will then be presented with this area which by default gives you a buying site theme, this legacy theme has been proven to give great results for your site in gaining attention from potential prospects. Also, our newly added default theme called 2.0 has the same results but updated to reflect a more colorful theme. Also if you are familiar with HTML and CSS you could upload a custom theme or use a site called Fiverr and have someone create one for you. Please refer to this article for more information on that here
Additionally, you can edit the banner associated with your buying site which you can find out more about here.
Then after picking your banner and logo you can then add a color for your website which will bring the pop out to attract potential prospects.
Finally, in the last section for the customizing buying page, you have the Buying Site Homepage Text which more information can be found here.
Please note when making any changes to your site there is a button at the bottom that says update site which will record all of your changes.
Now let’s move on to the Selling Site which is similar to the buying page but there are some things that are different which I want to go over.
For instance, you may notice how different the aspect is from buying to selling this is represented by two new options being presented. The Display Property Search can be turned on or off depending on your preferences. This Selling Site Layout can be horizontal or be pictured vertical allowing for flexibility when browsing your properties.
Then we have this section called Property Listing Elements which can be manipulated in many different ways of your choosing. If you are interested in a more detailed explanation for this section check out our article here on Property Listing Elements.
Next, we have the optin page this section allows for a fundamental piece of marketing adding more value to your real estate sales strategy. We do recommend you keeping this apart of your sites but if you so choose to opt-out you can read this article here. While you cannot change the theme of the selling website you can with your opt-in page by using our provided Legacy or 2.0 themes of if your HTML and CSS are up to par a custom theme can be uploaded.
So that wraps up part 3 to our Quick Start Guide through this experience we have learned how to properly set up our profile, create and secure our personal domains while also customizing each site unique to your own taste. 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.
Don’t judge each day by the harvest you reap, but by the seeds that you plant. – Robert Louis Stevenson
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
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).
Please note if you are trying to exclude previously imported records you must save the criteria of the data being pulled. For more information on saving Criteria within datatree please clickhere:
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.
You will also see an option that can be clicked called “import only one property per owner”. This has been a much-requested feature that will limit the import to just one property per owner.
We have the option to Exclude In-state Owners which by default is set to ‘Yes‘. As well as the option to Exclude owners on “do not mail lists”, by default this is no but if you want to select yes for this option. We are trying to add the most customization to prioritize your search as much as we can.
You will notice Ownership Type in case you did not want to get any “company records”, and you can Filter by Improvement Value. Also, keep in mind when you edit more filters this will change how many records you will be able to pull from a county.
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.
Note: This option will only show up if you load a ‘Saved Criteria’ or ‘Previously Saved Criteria’. Changing any criteria will disable this filter.
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:
First off, welcome to the Investment Dominator Real Estate CRM system! We are excited to help you scale your real estate investment business massively with this amazing system.
There are just a few things you need to set up initially to get started so…
Let’s get started!
Step 1 – Setup Your User Profile
First, log in to your Admin Console, the link to this is included in your Welcome/ Confirmation email.
Once you login, it should look like this:
Please note: There is an interactive welcome tour that pops up when you first log in that is designed to get you accustomed to the system. Take a few moments to go through this tour by clicking the ‘Next’ button. Don’t worry it only takes 5 minutes 🙂
Let’s go ahead and take a look at the main navigation bar at the top of the screen, 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 Owner Financed 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 gotten familiar with the top navigation 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
Click the ‘Profile‘ tab, then under the ‘My Profile‘ section go ahead and fill in some information about yourself. Start with your First Name, Last Name, Email, Phone Number, andTime Zone:
Ok, now it’s time to generate your marketing signature. We say marketing signature because this will only be used on your marketing letters, not on your contracts.
Don’t worry about having to use your trackpad, or mouse to create this either, simply click on the gray ‘Generate Signature‘ button on the bottom-right to generate your signature. Like this:
Simply enter your name to get started.
Then select a font style that best represents you.
Please note, if you choose to change the color to anything other than black there may be additional costs that you incur when you go to print your marketing letters later.
A signature preview should display and if all looks good click the green ‘Insert Signature‘ button to save your generated signature.
NOTE: This signature will only be used for marketing purposes.
Click on the blue ‘Update‘ button at the bottom of the page to save the changes:
Great work so far! We are now hitting the halfway point so let’s get down to business and finish strong!
Step 3 – Filling In Your Company Information
Remember that 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‘.
To start let’s focus on the ‘Company Information’ section:
Let’s break this down by first filling out the fields that start with the word “Company”.
NOTE: The information you set under this area should be about your company not about you personally.
Information entered here is going to be used on your website as well as on your letters that get sent out to potential sellers, 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 phone number and email address 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 messages to go 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 contact a different phone/email than the people that buy land from you.
Next, set the ‘Company Time Zone‘, this is the timezone that your company is in and could be different than your personal time zone:
If you enter in something under the optional ‘Company Notes‘ field this will display on your ‘Buying Website‘ under the ‘Contact Us‘ page. For example, you could enter in something like: “We are open Monday through Friday 9 am-5 pm EST” and that text would then display on your Contact Us page of your Buying Website.
Under the ‘Real estate Agent/ Broker ‘ field select which applies to you:
If you are a Real Estate Agent or Broker select ‘Yes‘ and a short agent disclosure will appear on your marketing letters and on your Buying Website. If you are not a Real Estate Agent or Broker simply select ‘No‘.
Ok, once you are done click the blue ‘Update Site‘ button at the bottom of the page to save your changes.
Congratulations!
We have completed the quick start guide. It’s time now to load some property data into your system and get investing!
