If you ever felt lost when working with the Notes section within Investment Dominator we hope this guide on how to export your Notes will help! Let’s say that we have been keeping track of your payments for a Note within your system, but realized that one of the checks bounced on your payments. You …
How To Log A Returned (Bounced) Check For A Note Payment In The System Read More »
If you need to export the payment history of a Loan or Lease Purchase Note managed in the Investment Dominator please follow these simple steps: First, under the ‘Note‘ tab select the ‘Edit‘ link next to a Note record. Scroll down to the ‘Payments‘ section of the Note. Then click the ‘Export’ option: Video Tutorial:
IMPORTANT: While the Investment Dominator CRM provides users with the option to generate a 1098 document, you must consult with your CPA and have them review the document prior to submitting it to IRS or your buyer. The Investment Dominator system gives you the option to generate a 1098 document for your active loans. NOTE: …
How To Generate A 1098 Document For Active Loans Read More »
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 …
To make changes to a Loan or Lease Purchase Note first, click on the ‘Edit‘ link to the right of the record that you want to update. Next, from the Edit screen, click the ‘Edit Record‘ option located at the top right of the page: This will allow you to edit and save any portion …
How To Make Changes/Edits To A Loan/ Lease Purchase Note or Logged Payments Read More »
There are two ways you can create a new Loan or Lease Purchase Note in the system: Navigate to ‘Notes> New Note‘ fill out the form and click the blue ‘Create Note‘ button at the bottom of the screen. 2) You can create a Note from the 2nd step of the ‘Payment Calculator‘ option screen …
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