NOTE: The DataTree Integration is a paid addon option for the Investment Dominator system that is currently in beta and available for select accounts only at this time.
We are excited to announce our new Investment Dominator DataTree Integration which allows you to generate a filtered and formated land list directly from DataTree and with only a few clicks import that into the system.
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 DataTree is and how to use its integration.
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 DataTree’ 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 Arizona and the County of Graham. (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…
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 Owner Zip Codes which by default is set to ‘No‘ but for the purpose of this article when you hit ‘Yes‘, you will be prompted with a textbox.
This box allows you to enter in zip codes of areas you would like to not include in your list.
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 DataTree.
For example, if there are 10,000 records in a county but you only have 500 records left in your DataTree 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.
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.
NOTE: Records are created under the ‘Prospect‘ status by default.
Hello Again, From what we discussed in How toManage 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 EmailsPart 3
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) .
There are two ways you can attach a property, or properties to a seller financing Note:
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.
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.
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.