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/

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.

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 Load Saved Criteria For Our Outside Data Service

NOTE: If you would like to know How To Generate A New Land List Via our Outside Data Service please click here.

In order to Load Your Saved Criteria first, navigate to the ‘Land’ tab then click on the ‘Import’ option.

Click the ‘Get Data From Our Outside Data Service’ option, this will allow you to see the options below like ‘Load Criteria’:

Select the saved criteria that you would like to load, then click the ‘Load Criteria‘ option:

From this point, you will get a new pop up screen that contains your previously saved list criteria.

You can make any final adjustments to fine-tune and adjust your query before importing your next list of records.

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.

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.

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:

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.

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 Select A Sub-Set of Prospect Records For Printing

First off, it is advisable to import only the specific records you plan to process into the Investment Dominator. However, you may have already imported several thousands of records into the Investment Dominator; but, only want to select/process a sub-set of the prospect records imported.

How do you manage a large number of prospect records imported going forward on a weekly basis?

Step 1) – Select all Prospect Land records and put them in the “ON HOLD” status

Note: Check for any other Land Records in the “HOLD” Status prior to executing this step and update/move those records into a different status.

Use the ‘Search By‘ function and select the “Prospect” status as shown below.

Press the blue ‘Search‘ button next to the field to bring up all the prospect records in your system.

Click the ‘Select All‘ checkbox above the records to select all the records in the search query.

Select the ‘Change Status‘ option above the records.

Change the status field to the ‘ON HOLD‘ option.

And press the blue ‘Confirm Move‘ button to move these selected records from the ‘Prospect’ status to the ‘On Hold’ status.

Press the blue ‘Clear Search‘ option above the record table to display all records under the ‘Land‘ page.

Step 2) – Select only the Prospect records by Property ID Range to be processed

NOTE: The following is only a simulation, you may select any number of records to be processed by Property ID Range as necessary.

Select/display all records “ON HOLD” status by pressing the ‘On Hold‘ Stage filter at the top of the record table as shown:

Select the ‘Search by>Property Id Range‘ option and enter the record range of records that you want to process.

Click the blue ‘Search‘ button.

NOTE: The ‘Property Id Range’ can equal 250 records, 500 records or any range of records you want to process. In this example 11 records display.

Click the ‘Select All‘ checkbox to select all the records in the search query.

Click the ‘Change Status‘ option.

The “Prospect” status should already be selected, so simply press the blue ‘Confirm Move‘ button so that these selected records move from the “ON HOLD” status to the “Prospect” status:

Step 3) – Generate your direct mail letter campaign

Click the ‘Campaigns‘ option above the record table:

Click the green icon on the first line to save the .CSV Excel mailing list file, (containing all Prospect records included in that mailing) to your computer and send the .CSV file and two accompanying template files, (Neutral Letter and Envelope template) files to LPGLetters.com for them to process.

Step 4) – Use the ‘Bulk Update Records’ option to change the status of processed records for tracking

Click the ‘Bulk Update Records‘ function to change status of the records mailed from ‘Prospect’ to the ‘Mailed Letter-1’ status:

NOTE: The following week in order to process the next set of 250 or 500 records simply repeat the process above starting at Step 2) .

Notes: How To Attach A Property To A Note

There are two ways you can attach a property, or properties to a seller financing Note:

  1. If you create the Note from the ‘Land>Options>Payment Calculator> Create New Loan‘ or ‘Land>Options>Payment Calculator> Create New Lease Purchase‘ then the system will attach the property record that you were on when you opened the Payment Calculator to the New Note record.
  2. If you create the Note from the ‘Notes> New Note‘ screen, then under the ‘Property Information‘ section you will need to manually select the property or properties that you want to attach to the Note.

NOTE: In order to attach a property record to a Note record the Land Record must be in the ‘Complete/ Ready To Sell‘, or ‘SOLD‘ Status.

NOTE: Multiple properties can be attached to a single Note record.

How To Move A Land Deal Over To The House Deal Section and Vice Versa

Sometimes the County may have indexed a property incorrectly in the list landowners that you obtained and initially uploaded into the Investment Dominator, or a person builds a home on a lot after you get the data from the County. In these scenarios, you will need to move that improperly indexed record from the ‘Land Deals‘ section over to the ‘House Deals‘ section so that it can be properly processed as a house deal (which has a completely different process than the land area).

  • To move the record over you simply look up the record under the ‘Land Deals‘ section and click on the ‘Edit‘ option next to it.
  • Under the ‘Property Information‘ section select ‘House‘ from the dropdown menu called ‘Property Type‘.

    NOTE: Selecting ‘Mobile Home‘, or ‘Commercial Property‘ will also move this record to the ‘House Deals‘ section.
  • Click the ‘Update Record‘ button to save the changes and move the record from the ‘Land Deals‘ tab over to the ‘House Deals‘ tab.

How To Generate an Offer Package (for Land Investing)

Did you know that the Investment Dominator can help you when it comes time to make offers on properties of vacant land?

You will be pleased to know that the software has a built-in calculator that quickly gives you a idea reasonable offers you can make to a seller. To access it, a contact record must be in the ‘Pending Preliminary Research‘ status.

On the right hand side of the record click on the Options Menu then the option called ‘Calculate Offer/ Option Amount‘.

A window will appear that lets you input some specific information about the property.

For land, the two most important numbers are the MARKET VALUE and any BACK TAXES AND PENALTIES, or money owed by the property.

landoffer

Once you enter in those numbers, the calculator will leap into action and give you an offer. Well, technically, the calculator will give you a minimum and maximum offer.

It is up to you what offer you make, but experienced investors know that they don’t want to start at the high end and leave themselves nowhere to go. So it might be a good idea to start on the low end or somewhere in the middle.

That way, in case the seller come back with a counteroffer, you will have room to negotiate.

landoffer2

You can choose either the minimum or maximum offer and click “Set”, and that information will be entered in the “Offer” field (the contents of which field will be merged into the offer letter later on).

Once you have set your Offer Amounts as well as saved any Back Tax amounts to the property record you can generate your Offer Package which include:

  • An Offer Cover Letter explaining your offer
  • A one-page Offer agreement
  • An optional Exhibit A page
  • An Address Label for your offer package (typically sent in a 9×11 envelope)

To Generate these documents go to ‘Land> Campaigns> Offers‘ :

Then click on Generate Documents:

You have the option to select ‘Local Printer’ or ‘Other’

For this example, We go through the PDF documents and .Doc File templates you can generate.

You will be able to generate documents for the following documents:

Offer Cover Letter
Offer
Exhibit A

You will also see you can just click on the ‘Zip File’ option and generate all of the documents into one folder.

How to Import your List (for House Investing)

The value of the Investment Dominator is truly seen once you start importing records and generating mailings. So how can you import your list when investing in houses?

Once inside the ‘House Deals’ side of the Investment Dominator CRM, click on the link that says ‘Import’

houseimp

STEP 1 – File Format

To avoid any problems uploading your list, we STRONGLY suggest that you first download the “Sample List” provided in Step 1 of the import process.

2016-09-19_1032

The formatting of this sample file is exactly what the Investment System requires, so the best practice is to simply add your contact records to the sample list. Be sure there are no excess spaces in the cells of the file as this may cause issues with the import.

As in the case of the sample file your import file must be saved as a comma delimited file or .csv file.

Required Fields

Your import .csv file must include the following required fields of information.

Required? Field Name  Value
 YES Type Must be set to either Individual or Company no other values will be accepted.
YES IF… the Type field is set to “Individual” for that record. First Name Typically this is the first name of the owner, or a care of contact, or if there are multiple owners on title just select one. NOTE: This value will be inserted into the Caller’s First Name field in the system. 

Format: Text
Character Limit: 40

YES IF… the Type field is set to “Individual” for that record. Last Name Typically this is the last name of the owner, or a care of contact, or if there are multiple owners on title just select one. NOTE: This value will be inserted into the Caller’s First Name field in the system. 

Format: Text
Character Limit: 40

NO Owner’s First Name First name of the owner. NOTE: This name will be printed on the offer agreement. 

Format: Text
Character Limit: 40

NO Owner’s Last Name Last name of the owner. NOTE: This name will be printed on the offer agreement. 

Format: Text
Character Limit: 40

NO 2nd Owner’s First Name First name of the 2nd owner. NOTE: This name will be printed on the offer agreement. 

Format: Text
Character Limit: 40

NO 2nd Owner’s Last Name Last name of the 2nd owner. NOTE: This name will be printed on the offer agreement. 

Format: Text
Character Limit: 40

NO 3rd Owner’s First Name First name of the 3rd owner. NOTE: This name will be printed on the offer agreement. 

Format: Text
Character Limit: 50

NO 3rd Owner’s Last Name Last name of the 3rd owner. NOTE: This name will be printed on the offer agreement. 

Format: Text
Character Limit: 50

NO 4th Owner’s First Name First name of the 4th owner. NOTE: This name will be printed on the offer agreement. 

Format: Text
Character Limit: 50

NO 4th Owner’s Last Name Last name of the 4th owner. NOTE: This name will be printed on the offer agreement. 

Format: Text
Character Limit: 50

NO 5th Owner’s First Name First name of the 5th owner. NOTE: This name will be printed on the offer agreement. 

Format: Text
Character Limit: 50

NO 5th Owner’s Last Name Last name of the 5th owner. NOTE: This name will be printed on the offer agreement. 

Format: Text
Character Limit: 50

YES IF… the Type field is set to “Company” for that record. Company Name of the company, trust, church or bank. 

Format: Text
Character Limit: 100

 NO Email Email address of the owner. 

Format: Text
Character Limit: 40

 NO Phone Phone number of the owner. 

Format: Text
Character Limit: 40

 NO Phone 2 Secondary phone number of the owner. 

Format: Text
Character Limit: 40

 NO Fax Fax number of the owner. 

Format: Text
Character Limit: 40

 YES Address Street address of the owner. 

Format: Text
Character Limit: 50

 NO Address 2 Additional address information of the owner. 

Format: Text
Character Limit: 50

 YES City City of the owner 

Format: Text
Character Limit: 40

 YES State State of the owner. 

Format: Text
Character Limit: 40

 YES Zip Zip code of the owner. 

Format: Text
Character Limit: 40

 YES APN APN (Assessors Parcel Number) of the property. 

Format: Text
Character Limit: 40

 NO Property Address Property street address, or GPS Coordinate (00.000000, -000.000000) 

Format: Text
Character Limit: 250

 NO Property City Property city. 

Format: Text
Character Limit: 50

 YES Property County Property county. 

Format: Text
Character Limit: 40

 YES Property State Property State. 

Format: Text
Character Limit: 40

 NO Property Zip Property Zip code. Including this data in your import will allow you to comp your properties faster. 

Format: Zip code
Character Limit: 10

 NO Property Size The size of the property in acres

Format: Numeric
Character Limit: 53

 NO Zoning This is the property’s zoning classification. 

Format: Text
Character Limit: 40

 NO Short Legal Description Short legal description of the property. This is the summarized version of the property’s legal description. 

Format: Text
Character Limit: 65535

 NO Offer Amount The amount you would like to offer for the property. 

Format: Numeric
Character Limit: 53

 NO Option Amount The amount you would like to offer for the property on an option. 

Format: Numeric
Character Limit: 53

 NO Offer Accept By Format as “MM/DD/YYYY”
Character Limit: 10
 NO Option Accept By Format as “MM/DD/YYYY”
Character Limit: 10
 NO Offer Expires On (Close of Escrow) Format as “MM/DD/YYYY”
Character Limit: 10
 NO Option Expires On Format as “MM/DD/YYYY”
Character Limit: 10
 NO Market Value The market value or ARV (After Repair Value) of a property. 

Format: Numeric
Character Limit: 53

 NO Assessed Value The county’s assessed value for the property. 

Format: Numeric
Character Limit: 30

 NO Repair Estimate The estimated repair costs for the property. NOTE: This field is not used for land investing. 

Format: Numeric
Character Limit: 53

 NO Back Taxes The amount of back taxes owed on the property. 

Format: Numeric
Character Limit: 53

 NO Tags Separate each tag that you would like the property indexed with a pipe character like this: Tag 1|Tag 2|Tag 3 

Format: Text
Character Limit: 65535

Again, double check that your list contains these 11 required import fields…

Type
First Name
Last Name
Company
Address
City
State
Zip
APN
Property County
Property State

The 31 optional import fields are…

Owner’s First Name
Owner’s Last Name
2nd Owner’s First Name
2nd Owner’s Last Name
3rd Owner’s First Name
3rd Owner’s Last Name
4th Owner’s First Name
4th Owner’s Last Name
5th Owner’s First Name
5th Owner’s Last Name
Email
Phone
Phone 2
Fax
Address 2
Property Address
Property City
Property Zip
Property Size
Zoning
Short Legal Description
Offer Amount
Option Amount
Offer Accept By
Option Accept By
Offer Expires On (Close of Escrow)
Option Expires On
Market Value
Assessed Value
Repair Estimate
Back Taxes
Tags

NOTE: Your import file cannot include additional fields beyond these 11 required fields and 31 optional fields

STEP 2 – Upload Your File

Once you know that your list is formatted correctly, click on “Choose File” and then select the list of records that you would like to upload.

upload

Once the list has been uploaded, click on “House Deals” to see the contact records and to begin working with them.

NOTE: There is an import file size limit of 2.5 MB which is around 14,000 records. Remember you only want to import the number of records you plan to mail to at any given time. To split a larger list of records into smaller import files review this article

Troubleshooting Issues

On occasion, some of your contact records might be rejected because they aren’t formatted correctly. The system will import as many records as it can and then tell you what was wrong with the others.

Let’s see an example.

Let’s say that you try to upload this list (we have added the colors to make it easier to identify the errors:

list-errors

Some of these contacts records are fine and will be uploaded. But the ones with errors will not be accepted by the system. For example, look at the name of Column “E”. Instead of “Address”, the user has changed it to “ADDY”.

When the user tries to upload the list, this is the error message they will see:

error_with_column_name

So the user will correct the name of Column “E”, changing it to “Address”, and then try the import again. Once they do, the list will be accepted…almost. The user will now see a different error message:

after_fixing_the_column_name

The system has now accepted the list. 1 new contact record was uploaded, 6 records already in the system were not uploaded, and 4 contacts were rejected because they had issues. According to the error message:

  • Row 3 is missing a zip code
  • Row 4 has not identified the contact as “Individual” or “Company”
  • Row 6 is missing a first name
  • Row 11 is missing the APN

If you look back up at the screenshot of the list, you can see those empty fields.

Once the user corrects those errors, the corrected contacts will be uploaded into the system.

If you are still having problems uploading your list (for example if the first number of the zip code is a “0” or if your APN is being distorted):

  • Check out this article
  • Or click on the “Support” button in the upper right corner of the User Guide and get in contact with our Customer Service team…

support

Or even better, click the Help button from within your CRM and contact support that way…

support

How to Import your List (for Land Investing)

The fun all begins once you start importing records into the system to generate your mailings.

Follow the simple instructions below to import your land lists via .csv file.

Navagate to the ‘Land’ tab, then click on the ‘Import’ option:

import

STEP 1 – File Format

To avoid any problems uploading your list, we STRONGLY suggest that you first download the “Sample List” provided in Step 1 of the import process.

2016-09-19_1032

The formatting of this sample file is exactly what the Investment System requires, so the best practice is to simply add your contact records to the sample list. Be sure there are no excess spaces in the cells of the file as this may cause issues with the import.

As in the case of the sample file your import file must be saved as a comma-delimited file or .csv file.

Required Fields

Your import .csv file must include the following required fields of information.

Required? Field Name  Value
 YES Type Must be set to either Individual or Company no other values will be accepted.
YES IF… the Type field is set to “Individual” for that record. First Name Typically this is the first name of the owner, or a care of contact, or if there are multiple owners on title just select one. NOTE: This value will be inserted into the Caller’s First Name field in the system.

Format: Text
Character Limit: 40

YES IF… the Type field is set to “Individual” for that record. Last Name Typically this is the last name of the owner, or a care of contact, or if there are multiple owners on title just select one. NOTE: This value will be inserted into the Caller’s First Name field in the system.

Format: Text
Character Limit: 40

NO Owner’s First Name First name of the owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 40

NO Owner’s Last Name Last name of the owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 40

NO 2nd Owner’s First Name First name of the 2nd owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 40

NO 2nd Owner’s Last Name Last name of the 2nd owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 40

NO 3rd Owner’s First Name First name of the 3rd owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 50

NO 3rd Owner’s Last Name Last name of the 3rd owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 50

NO 4th Owner’s First Name First name of the 4th owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 50

NO 4th Owner’s Last Name Last name of the 4th owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 50

NO 5th Owner’s First Name First name of the 5th owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 50

NO 5th Owner’s Last Name Last name of the 5th owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 50

YES IF… the Type field is set to “Company” for that record. Company Name of the company, trust, church or bank.

Format: Text
Character Limit: 100

 NO Email Email address of the owner.

Format: Text
Character Limit: 40

 NO Phone Phone number of the owner.

Format: Text
Character Limit: 40

 NO Phone 2 Secondary phone number of the owner.

Format: Text
Character Limit: 40

 NO Fax Fax number of the owner.

Format: Text
Character Limit: 40

 YES Address Street address of the owner.

Format: Text
Character Limit: 50

 NO Address 2 Additional address information of the owner.

Format: Text
Character Limit: 50

 YES City City of the owner

Format: Text
Character Limit: 40

 YES State State of the owner.

Format: Text
Character Limit: 40

 YES Zip Zip code of the owner.

Format: Text
Character Limit: 40

 YES APN APN (Assessors Parcel Number) of the property.

Format: Text
Character Limit: 40

 NO Property Address Property street address, or GPS Coordinate (00.000000, -000.000000)

Format: Text
Character Limit: 250

 NO Property City Property city.

Format: Text
Character Limit: 50

 YES Property County Property county.

Format: Text
Character Limit: 40

 YES Property State Property State.

Format: Text
Character Limit: 40

 NO Property Zip Property Zip code. Including this data in your import will allow you to comp your properties faster.

Format: Zip code
Character Limit: 10

 NO Property Size The size of the property in acres.

Format: Numeric
Character Limit: 53

 NO Zoning This is the property’s zoning classification.

Format: Text
Character Limit: 40

 NO Short Legal Description Short legal description of the property. This is the summarized version of the property’s legal description.

Format: Text
Character Limit: 65535

 NO Offer Amount The amount you would like to offer for the property.

Format: Numeric
Character Limit: 53

 NO Option Amount The amount you would like to offer for the property on an option.

Format: Numeric
Character Limit: 53

 NO Offer Accept By Format as “MM/DD/YYYY”
Character Limit: 10
 NO Option Accept By Format as “MM/DD/YYYY”
Character Limit: 10
 NO Offer Expires On (Close of Escrow) Format as “MM/DD/YYYY”
Character Limit: 10
 NO Option Expires On Format as “MM/DD/YYYY”
Character Limit: 10
 NO Market Value The market value or ARV (After Repair Value) of a property.

Format: Numeric
Character Limit: 53

 NO Assessed Value The county’s assessed value for the property.

Format: Numeric
Character Limit: 30

 NO Repair Estimate The estimated repair costs for the property. NOTE: This field is not used for land investing.

Format: Numeric
Character Limit: 53

 NO Back Taxes The amount of back taxes owed on the property.

Format: Numeric
Character Limit: 53

 NO Tags Separate each tag that you would like the property indexed with a pipe character like this: Tag 1|Tag 2|Tag 3

Format: Text
Character Limit: 65535

Again, double check that your list contains these 11 required import fields…

Type
First Name
Last Name
Company
Address
City
State
Zip
APN
Property County
Property State

The 31 optional import fields are…

Owner’s First Name
Owner’s Last Name
2nd Owner’s First Name
2nd Owner’s Last Name
3rd Owner’s First Name
3rd Owner’s Last Name
4th Owner’s First Name
4th Owner’s Last Name
5th Owner’s First Name
5th Owner’s Last Name
Email
Phone
Phone 2
Fax
Address 2
Property Address
Property City
Property Zip
Property Size
Zoning
Short Legal Description
Offer Amount
Option Amount
Offer Accept By
Option Accept By
Offer Expires On (Close of Escrow)
Option Expires On
Market Value
Assessed Value
Repair Estimate
Back Taxes
Tags

NOTE: Your import file cannot include additional fields beyond these 11 required fields and 31 optional fields

STEP 2 – Upload Your File

Once you know that your list is formatted correctly, click on the ‘Choose File‘ option then select the .csv file from your local device that you would like to upload.

Click the blue ‘Upload List‘ button to begin the import.

Your import will be added to the ‘Pending Imports‘ queue and you can review the progress of the import by scrolling to the bottom of the import screen:

Once the list has been uploaded, click the ‘Details‘ option to the right of the import record to review the results of the import:

NOTE: There is an import file size limit of 2.5 MB which is around 14,000 records. Remember you only want to import the number of records you plan to mail to at any given time. To split a larger list of records into smaller import files review this article

Troubleshooting Issues

On occasion, some of your contact records might be rejected because they aren’t formatted correctly. The system will import as many records as it can and then tell you what was wrong with the others.

Let’s see an example.

Let’s say that you try to upload this list (we have added the colors to make it easier to identify the errors:

list-errors

Some of these contacts records are fine and will be uploaded. But the ones with errors will not be accepted by the system. For example, look at the name of Column “E”. Instead of “Address”, the user has changed it to “ADDY”.

When the user tries to upload the list, this is the error message they will see:

error_with_column_name

So the user will correct the name of Column “E”, changing it to “Address”, and then try the import again. Once they do, the list will be accepted…almost. The user will now see a different error message:

after_fixing_the_column_name

The system has now accepted the list. 1 new contact record was uploaded, 6 records already in the system were not uploaded, and 4 contacts were rejected because they had issues. According to the error message:

  • Row 3 is missing a zip code
  • Row 4 has not identified the contact as “Individual” or “Company”
  • Row 6 is missing a first name
  • Row 11 is missing the APN

If you look back up at the screenshot of the list, you can see those empty fields.

Once the user corrects those errors, the corrected contacts will be uploaded into the system.

If you are still having problems uploading your list (for example if the first number of the zip code is a “0” or if your APN is being distorted):

  • Check out this article
  • Or click on the “Support” button in the upper right corner of the User Guide and get in contact with our Customer Service team

support

Or even better, click the Help button from within your CRM and contact support that way…

support