2021-06-14 Live Training Call

What we discussed in this call:

What are the Investment Dominator [Big-3] setup requirements –2:30
Signature/Profile – 4:15
Company Info – 9:30
Domains – 27:20

  • 39:00 – Do you have information on pricing for Ring Central
  • 42:25 – Do you have more information on Pat Live (new offer request)
  • 45:00 – Do you have more information on the live sessions you can sign up for
  • 47:37 – How to best use the User Guide within the Investment Dominator
  • 49:15 – Can we search the previous recording for Live Q&A
  • 50:24 – Can you review information on domains (what to do if we need help)

How To Instruct PAT Live To Take Customer Calls

Though we recommend PatLive as a call center that specializes in taking real estate related calls, it is important to understand that they are a 3rd party company/service and therefore must be managed properly by you just as any other employee/VA in your company. By following these instructions there is NO need to supply PAT Live with any other scripts for taking customer calls.

Send an email communication to PAT@PATlive.com based on the following: Note: Subject Line of email – [PAT Live Account #, First and Last Name]

The body of email is as follows:

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  1. Login to Investment Dominator account using Access Credentials (Example: https://investmentdominator.com/rei-crm/crm-00002/my/login.php Username: patliverep01, Password: patliverep01)
  2. Locate Customer Record in Investment Dominator (record status – ‘Mailed Letter 1’)
  3. Use the New Offer Request script to collect customer information

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The following steps detail exactly what the PAT Live representatives will see when handling customer calls:

Step 1) Logging Into Your Investment Dominator Account

Note: PAT Live representative username/password should already have been created based on Article – How To Give PAT Live Access To Investment Dominator.

Step 2) Access The Land Records In Investment Dominator

In order to locate a customer, the PAT Live representative should access the green Land records as shown:

Step 3) Locate Customer Record In Investment Dominator

Locate a customer record as follows in Investment Dominator:

    • 1-Search by ‘Last Name‘ using the Search function
    • 2-Customer Record should be in ‘Mailed Letter 1‘ status
    • 3-Put a check by the customer’s name to select that specific record
    • 4-Access the New Offer Request as the script for collecting customer information

Step 4) Use The New Offer Request Script To Collect Customer Info

Collect all customer information as detailed using the New Offer Request script.

The entire call should take anywhere from 5 – 7 minutes.

Press the blue ‘Process Offer Request‘ button when customer call is complete.  Investment Dominator automatically places record in ‘Pending Preliminary Research’ status.

PAT Live Management

Though we recommend PatLive as a call center that specializes in taking real estate related calls, it is important to understand that they are a 3rd party company/service and therefore must be managed properly by you just as any other employee/VA in your company would be.

Below are a few tips to help manage your Pat Live account more effectively.

Initial Email

Approximately 1 week after your account setup is complete and you are nearing the time for PATLive Reps to begin answering calls on your account, you must send the instructional management email to the email address: pat@patlive.com.

In email Subject Line put your [Account #, <<First & Last Names>>]

Specify the following in the body of the email:

Put In Opening Greeting” & “Side-Bar

  • Keep calls to 7 minutes or less.
  • OK to interrupt customer to obtain pertinent information.
  • If unable to understand customer’s English – It is OK to collect Name & Phone only.

Review Your Monthly Billings

To review your monthly bill by calling PAT Live customer service at 1 800-775-7790. Review your first month’s bills immediately following the first full month of service.

Note: Obtain your username/password from PAT Live customer service agent.

While on the phone with a PAT Live customer care agent do the following:

  • Log into your account, (username/password)
  • Access “Billing” section
  • View – “Mailbox Billing Detail” – see all calls and call minutes being charged

Lodging Formal Complaints Regarding Calls

To lodge a formal complaint contact PAT Live customer service at 1 800-775-7790

Note: We normally lodge formal complaints if we notice 7 or more calls on a billing exceeding 12 minutes in length.

Lodging a formal complaint should result in the following actions:

  • PAT Live supervisor will review any months bill and analyze calls sited; as well as, any other excessive calls based on your requirements
  • PAT Live supervisor should contact you within 24 – 48 hours and provide a detailed report of analysis findings.
  • If you highlight specific calls, supervisors are authorized to provide “PAT Live Promo Minute” credits to your account.
  • (Optional) Request that the PAT Live supervisor assign an LR2 Rep or Customer Service Representative to your account in the future.

How PAT Live Bills Calls

In order to fully understand your monthly PAT Live bill, you must first know how calls are billed.

  • 1 Minute or Less, (even a quick hang up) gets billed for 1 minute
  • Subsequent billing, occurs every 6 seconds, (i.e. 1.1 = 1 min 6 seconds, 1.2 = 1 min 12 seconds, 1.3 = 1 min 18 seconds, etc.)

PAT Live Contact

Phone: 888-899-0607 Email:  sales@patlive.com

Using A Call Center Service To Answer and Log Your Acquisition Calls

The call center service that we recommend is PatLive. They are a company that specializes in taking real estate related calls and have affordable packages that include everything from your phone line and voicemail service to a 24/7 staff that will answer your calls.

NOTE: PatLive is a call center (answering service) NOT a phone system software.

Continue reading “Using A Call Center Service To Answer and Log Your Acquisition Calls”

How To Properly Process An Offer Request

When an owner receives your letter and wants to request an offer from you, they will do one of two things…

  1. Go to your Buying website that is referenced in the letter and fill out the offer request form under the ‘SELL YOUR LAND or ‘SELL YOUR HOUSE’ page.
  2. They will call you and request an offer over the phone.

Continue reading “How To Properly Process An Offer Request”