Based on your status in the Real Estate world, that being an Agent/Broker or simply an Independent Real Estate Investor, you may need to display or hide the Disclosure Notice statement that appears on Neutral Letters generated out of Investment Dominator.
The following steps will demonstrate the simplest way to either show or hide the customized or built-in Disclosure Notice statement.
Step 1) Select Company Information From Customize Menu
Access the Company Information section of Investment Dominator from the Customize main menu as shown:
Step 2) In Company Information Scroll To Real Estate Agent/Broker
After accessing Company Information section, (from the Customize menu) scroll down to the ‘Real Estate Agent/Broker Disclosure’ field.
Note: This field is usually set to the default – ‘YES‘ and therefore is displaying the built-in Agent Disclosure field populated as shown:
Step 3) To Hide The Agent Disclosure Notice On Neutral Letters
The default setting of the ‘Real Estate Agent/Broker Disclosure’ field will cause the built-in Agent Disclosure to display in the company information section; as well as, print on the Neutral Letters produced out of Investment Dominator.
To hide the Agent Disclosure notice and prevent it from printing on Neutral Letters, simply select ‘NO‘ on the ‘Real Estate Agent/Broker Disclosure’ field as shown:
The Investment Dominator is designed to keep track of your contact records organized by the various statuses in the LPG Process Flow for a specific county specified. In order to track conversion rates such as Neutral Letters mailed and calls coming in for Offer Requests; as well as, the number of contracts being accepted from offers being sent and deals sold for profits, there is a method to achieve this goal. By use of saving pre-defined Advanced Searches and the creation of Tags and tracking specific counties per campaign, tracking these types of results is now attainable.
The following steps can be executed to accomplish this task:
Step 1) Create The TAG Campaign
To create the tag campaign in the system go to ‘Customize> Tags> Add Tag’…
Then enter a new tag campaign name and click the blue ‘Add’ button to save…
Note: The aforementioned tag campaign name created will be included in the .CSV file imported into Investment Dominator with your new prospect records in the ‘Tags’ column as shown:
Step 2) Create 3 Saved Searches For Access
Access the ‘Advanced Search‘ to quickly identify the Tag’d Campaign records under the ‘Land Deals‘ area as shown:
Create the 3 specific Saved Searches for the appropriate statuses and specific counties is described as follows:
Saved Search 1) Tag campaign contains ‘Campaign-1’ AND Status = Mailed Letter 1 Saved Search 2) Tag campaign contains ‘Campaign-1’ AND Status = Pending Preliminary Research Saved Search 3) Tag campaign contains ‘Campaign-1’ AND Status = Complete/Ready To Sell
For each piece of Search Criteria entered, use the blue ‘Add Rule‘ function
Press the blue ‘Save‘ button to name and save each search entered as shown:
Saved Search 1) Campaign-1Mailed – Name the specific Search for Status – [Mailed Letter 1], press the blue ‘OK‘ button to save the search. Saved Search 2) Campaign-1Pending – Name the specific Search for Status – [Pending Preliminary Research], press the blue ‘OK‘ button to save the search. Saved Search 3) Campaign-1CompReady – Name the specific Search for Status – [Complete/Ready To Sell], press the blue ‘OK‘ button to save the search.
Step 3) Calculate Acceptance Rates
Calculate each of the 3 saved Advanced Search using the following list to obtain numbers for specific county response results. On each saved Advanced Search modify the ‘County’ field to correspond with the specific county where you are calculating acceptance rates.
a) Access the ‘Advanced Search‘ function and select a specific Saved Search from the drop-down ‘Select a saved search‘ field, modify the ‘County‘ field and press the blue ‘Search‘ button as shown:
b) Press the Select All as shown to produce the record count from the previous Advanced Search as shown:
c) Go back to step a) and b) repeat for all 3 saved Advanced Searches associated with ‘Campaign-1‘. Record all numbers received.
d) Calculate acceptance rates from mailings as follows: – Take number from Campaign-1Pending report and divide into the number from Campaign-1Mailed to determine the acceptance response rate for Offer Requests from Neutral Letters mailed. Example: Campaign-1Mailed = 300, Campaign-1Pending = 30 300 divided by 30 = 10 or 10% response rate
– Take number from Campaign-1CompReady report and divide into the number from Campaign-1Pending to determine the acceptance rate % of Offer Request mailed or land under contract. Example: Campaign-1Pending = 30, Campaign-1CompReady = 3 30 divided by 3 = 10% contracts accepted from Offer Requests sent.
Step 4) View Campaign Reports
In the event you wish to view any of the 3 saved campaign Advanced Searches you may do so by accessing the Reports section within the Land Deals area as shown:
In the ‘Saved Searches‘ section you will find all 3 of the named Advanced Searches created in Step 2) as shown:
AgentPro247 is a 3rd party self-service research and lead generation tool for Real Estate Investors to utilize in order to pull specific County data for importing into the Investment Dominator CRM. The data coming from AgentPro247 is extracted in a specific format and data fields must be added and modified to successfully import the records into Investment Dominator for processing.
The following steps can be executed to accomplish this task:
Step 1) Access AgentPro247 Data For Download
AgentPro247 is sent and must be downloaded as follows:
Note: Once file is downloaded onto your computer save the file in the appropriate file location for future access.
Step 2) Open Saved Excel File And Add Column Headings
Open up the saved Excel .CSV (Comma Delimited) file from Step #1, add and modify column headings appropriately.
Note: It is common for AgentPro247 data to be missing ‘Mail Address’ along with a missing ‘Type’ and ‘Company’ field information. The ‘Type’ and ‘Company’ fields must be added to the .CSV file as shown:
Modify the existing column headings based on AgentPro247 Data Investment Dominator Field Comparison as shown:
Any unnecessary columns should be deleted from the Excel file such as PZip, PZip4, MUnitNumber, MUnitType etc.
Step 3) Save Newly Modified Excel File For Import
Save the newly modified Excel .CSV (Comma Delimited) file from Step #2 as an appropriately named file for importing into Investment Dominator.
Note: Any Optional fields can be added and imported based on Optional Fields list in How to Import your List (for Land Investing) Article in Investment Dominator.
The newly saved Excel .CSV (Comma Delimited) should have 11 mandatory data fields for successful importing; as well as, any optional fields as shown:
The two mail houses we recommend at this time are LPGletters.com or LPGmailer.com both of which are full service mailing services that print, fold, stuff, stamp and mail your letters out on your Company’s behalf. This article will focus primarily on the service provided by LPGletters.com or ITI – Letterprinting.Net. In the event you have a need to create a new custom template for a mail merge this article provides step by step instructions on how to accomplish this task.
In order to create a custom Neutral Letter Template for mailing to either of the afore listed mail houses you must complete the following steps.
Step 1: Open Up A Blank ‘Word’ Document File
This blank ‘Word’ document file will be utilized to house the new version of the Neutral Letter Template for mailing.
Step 2: Access ‘Campaigns’ Function In Either Land Or House Deals Section
Log into your Investment Dominator Admin Console and navigate to either the ‘Land Deals‘ or ‘House Deals‘ section depending on the type of properties you are working with.
Click on the link in the upper right side of the page called ‘Campaigns‘.
Step 3: Access Template Icon For ‘Generate Prospect Neutral Letter Template’
Once you access the [?] icon the system will reveal the ‘GenerateProspect Neutral Letter Template‘ and ‘Generate EnvelopeTemplate‘ PDF downloads.
Select the ‘Generate Prospect Neutral Letter Template‘ for PDF download.
Step 4: Open And Recreate The Template In Word Document
Open the ‘Generate Prospect Neutral Letter Template‘ and down-load the built-in template onto your computer.
Copy each line of the ‘Generate Prospect Neutral Letter Template‘ into the blank ‘WORD’ file you opened in Step 1.
Copy the SIGNATURE into your ‘WORD’ file using Jing or some other ‘Snip-it’ tool available.
Note: This template must be recreated as a new version because it contains all of ITI placeholder information as highlighted in RED for a successful mail merge.
Step 5: Make Changes To Save In ‘WORD’ And ‘PDF’ Formats
Make any appropriate changes to the new version of the Prospect Neutral Letter Template in the ‘WORD’ file.
SAVE the new version of the Prospect Neutral Letter Template in ‘WORD’ file format on your computer.
SAVE the new version of the Prospect Neutral Letter Template in ‘PDF’ file format on your computer.
Note: The new version of the Prospect Neutral Letter Template in ‘PDF’ file format is sent to ITI, (Letterprinting.Net).
Please note: As a general rule we don’t recommend that you change any of our built-in document templates as these have been tested and tweaked over thousands of successful deals. For this reason, we only give you the option to create your own custom documents instead of editing our built-in templates. If you would still like to test out variations of the letter for yourself, in this article we will discuss how you can create a new Custom Neutral Letter Document, (by adding your Custom Logo) that uses our content as a base and then incorporates your own custom logo into that document.
Create A Custom Neutral Letter Template
Note: The Custom Logo should already be saved on your computer in either a .PNG, JPEG or .JPG file format. Logo must be 207 pixels wide and 54 pixels high.
1. Go to ‘Customize> Custom Documents> Add Document’.
2. Then select the following settings…
To = Owner – Land Only
Status = Prospect
Document File Type = Both
Document Type = Portrait
Document Title = (Give your document a name)
Document Content = (Copy and paste this content under the ‘Source’ tab)
Allow Generate Envelope/Label = Envelope
Allow Export Data = Yes
Allow Bulk Update = Yes
Move To = Mailed Letter 1
Per Each Property = No
Adding The Custom Logo On Neutral Letter Template
3. In the Document Content section of the new custom document execute the following:
Selecting the Custom Logo:
Press the ‘Source’ button to disable all HTML functions as shown
Copy and past this content under the ‘Source’ tab to copy in HTML code for the built-in Neutral Letter
Press the ‘Source‘ button again to enable all HTML functions
Place your cursor at the specific location you wish to position your custom logo
Select the ‘Image‘ function from the various HTML functions as shown
Uploading Custom Logo from your computer
Press the ‘Upload‘ tab to upload your logo image to the Investment Dominator server
Press the ‘Choose File‘ button to select the Logo file from your computer as shown
Sending Custom Logo file to the Investment Dominator Server:
Once you have selected and opened the specific logo file on your computer the file name should appear next to the ‘Choose File‘ button
IMPORTANT: Press ‘Send it to the Server‘ button prior to pressing the green ‘OK‘ button to ensure logo file is sent to the Investment Dominator server as shown.
Press ‘OK‘ button to complete logo selection
Once the logo has been successfully sent to the Investment Dominator server, press the green ‘OK‘ button to complete logo selection.
4. Click the blue ‘Add’ button to save the new Custom Document
How To Use Your New Custom Neutral Letter
After you have created your custom neutral letter template, you can use it by clicking on ‘Campaigns’ under the ‘Land’ tab of the system and scrolling down to the bottom of the page you will see an option to use the custom letter template that you created in the ‘Custom Document Template‘ section (as shown below) and it will merge in the information of all contact records in the corresponding status.
We don’t recommend that you change any of our built-in document templates as these have been tested and tweaked over thousands of successful deals. For this reason, we only give you the option to create your own custom documents instead of editing our built-in templates. However, if you would like to test out variations of the letter for yourself, in this article we will discuss how you can create a new Custom Document that uses our content as a base and then add your own customizations to that. Continue reading “How To Customize Jack’s Neutral Letter”