How To Process A Subset Of Prospect Records

Occasionally you may find yourself in a position where there are several hundred or even a few thousand “Prospect” status records in the Land Deals area and you only want to print out, (or process) as subset of these records.  

In order to process a subset of the existing Prospect status records, the following will present the steps to achieve this goal. 

Step 1) Select Land Deals And Prospect Stage

Select the ‘Land’ Deals area and then select the ‘Prospect’ stage to display all ‘Prospect’ status records as shown:

Note: ‘Prospect’ stage may display both Prospect and Mailed Letter 1 status records when selecting ‘Prospect’ stage.

Step 2) Select Specific Prospect Records NOT Being Processed

Be sure to select the ‘Prospect’ status records you DO NOT wish to process first, as these records will be placed in another status so the system will bypass processing them at this time.

Note: You can select each record one at a time or use the ‘Search By’ function (selecting ‘Property ID Range’ feature) to select a large number of records at a time.  If you use the ‘Search By’ function, be sure to use the ‘Select All‘ box after the successful searching by ‘Property ID Range’ to select all records located in the search.

Step 3) Select ‘Change Status’ To Prevent Selected Records From Being Processed

Select the ‘Change Status’ function above selected records and update status to [On Hold] or some other custom status to prevent selected records from being processed as shown:

Change status of selected records to ‘On Hold’ and press the blue Confirm Move button as shown:

Step 4) Process Remaining ‘Prospect’ Status Records In Campaigns

Now that only the desired ‘Prospect’ status records remain in the system to be processed, access the ‘Campaigns’ function as shown:

Step 5) Select .CSV & Associated Template Files For Mailing

There is a drop down that will be under Prospect Neutral Letter labled as ‘ITI Direct Templates’ this will allow you to generate all files needed for sending to ITI. 

You now have the option to download a zip folder containing all necessary elements that you see on the screen now or you can download each individual element these include:

.CSV Template
Prospect Neutral Letter Template
Envelope Template


Note: This process is done using ITI, (Letterprinting.Net) to mail out neutral letters.

FINAL – The final step will be to go back into the Land Deals area and move the ‘On-Hold’ status records (set in Step 3) back to ‘Prospect’ status to be processed at a later time.

The Investment Dominator Quick Start Guide Part 2 – Setting Up Domains

Hello and welcome to the second part of your journey with the Investment Dominator. The main topic for today is how you can begin to set up your domains for your buying and selling site. This article is meant to be a gateway to other domain providers which means it will be constantly updated.

If you missed part 1 of the Quick Start Guide on setting up your profile, please click here

If you are wondering the reason for customizing and creating our own domain since we are already provided a default one. You want to remain different from your peers and the best way to do this is by adding a personal flair to your website link. Especially when sending this out to your potential prospects!

Step 1: Register Your Domain and Point It To The Investment Dominator Server

Please note we recommend having separate buying and selling domains. This is simply because they both have two different purposes and in order to keep the flow of traffic to your site regulated for your potential prospects there should respectively be two channels one for selling and one for buying.

Step 2: Mapping Your Domain To your Investment Dominator App

Once the setup has been made with your domain and directed to our server the next step in the process will be to connect it to Investment Dominator.

Go into the customize tab on the Investment Dominator and go into your Website Settings – Buying from this section you will be prompted with an option to change your domain. Go ahead and click on this so we can register your new domain.

Go ahead and enter your new domain information for your buying site and if you made sure to connect your C-Name record with Investment Dominator click the check box below. From there hit the next button to confirm your domain name.

Step 3: Secure Your New Domains

Now after you confirm you will be prompted with a screen telling you your domain was changed and instead of just clicking okay we want to hit the Click Here To Secure Your Domain button. A lot of people miss this step so if you happened to click away, go into Customize -> Website Settings – then under the buying site domain there should be a button like so in the picture above which says Secure Your Domain.

Then you will be presented with a screen that looks like this enabling you to generate your SSL provided by Investment Dominator which will secure your website so you can have even better search optimization for your Buying or Selling site.

Then there you have it you have officially set up your Domains and have redirected them onto the Investment Dominator. Not to mention your sites are also now secured allowing for search engines to quickly prioritize your site rather than if it was not secured. The next step of this journey is Quick Start Guide Part 3 which is all about Customizing you can find this here. While you are still at the start of your journey with the Investment Dominator If you run into technical problems you can also message using the help function provided. For more information on where to find this check out this article here.

The key to realizing a dream is to focus not on success but significance, and then even the small steps and little victories along your path will take on greater meaning. – Oprah Winfrey

How to Manage Offer Campaign – Part 1

When we are using the Investment Dominator Real Estate CRM there are a lot of useful tools to help you mitigate steps in your processes. For instance, when sending out your bulk campaign offer letters you don’t have to use tags, you can use the following Custom Statuses, Custom Document, and a Recurring Task. We also have articles on these individual topics, but for now, let’s cover this. 🙂

Step 1: Understanding the Deal Flow

Before we jump straight into how to manage offer campaign emails it’s important to understand Stage vs Statuses which we have an article about here. This is important to follow the diagrams prepared for this conversation. Now let’s first take a look at the deal flow to help us understand the process.

Starting with our first row you can see the default deal flow setup which takes us through our process without the statuses behind it which can be customized (we will go over this later). It starts from left to right with the last stage being a sold property.

By now you should be familiar with this process, but if not then fear no more let’s break this down even further with the statuses behind each stage.

Step 2: Understanding Stage vs Status

So you can see above just how these stages which are listed in Bold set up a direct path through our statuses so they are all connected steps in the process. We first go into prospects that originally send a Prospect Neutral Letter this then turns into a Mailed Letter 1 before then turning into the Offer Request Stage and becoming Pending Preliminary Research status.

So the way you want to think about this process is we are essentially going from Stage to Stage, but we must pass through the statuses in order to complete each stage. Please keep in mind these are the default statuses and can be customized. So after ‘Pending Preliminary Research’ status is done we are able to then complete the Offer Requests stage to then take us to the Offers Made. This Stage contains multiple statuses depending on what type of agreement you send out. For example, Offer Sent is used if you send out the Offer Package, Options Sent is used if you send out Options, and Blind Offers Sent is used if you send out Blind Offers. If the owner accepts offer or option then this takes you to the Buying Stage. Then as we close on the property we move the record into the ‘Open Escrow Status’ which will allow us to enter the best part of the process.

The Selling Stage then presents us with our final Buying status being moved into the Complete/Ready to Sell status from there we can complete the process and move into the last stage and status which is Sold. Then Hooray we completely walked through the deal process flow and can discuss more custom statuses for all your needs such as multiple Mailed Letter, or multiple Offer Letter Sent. Please continue onto Part 2 for a more detailed explanation of how Custom Statuses Work.

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) .

Buyers List> New Prospect: How To Process a New Prospect and Qualify Leads

When people view your property ads and contact you for more information about your property you’ll want to process the lead and set up the sale. To do this, click on the ‘Buyers List> New Prospect‘ option to bring up the New Prospect Wizard.

The wizard is designed to collect the name, phone, and email of the prospect as well as collect some crucial information that will help you close the sale and track your marketing results like:

  • What property they are interested in
  • Where they saw your ad (lead source tracking)
  • Why they liked the property
  • What they intend to use it for if they buy it
  • How much they can put down
  • How much they can afford per month

An important part of processing the lead is also following up with them, so the last part of this processing wizard allows you to set a follow-up appointment that is automatically saved under your Tasks and assigned to your user and attached to both this Buyer’s List record and the property the prospect is interested in.

The system also automatically emails a link to your complete property listing to the prospect after you hit the blue ‘Save‘ button to complete the call.

How To Export Your Marketing Records (Buyers List)

The Investment Dominator software stores your data securely in the cloud, but we understand that some of our clients want to be able to personally back up their contact records from time to time.

The best way to do this is to use the built-in “Export” function to create a .csv file of your records.

Here’s how to do it.

After logging into your Investment Dominator app, click on the “Buyers List” tab and then click on the “Export” button.

The .csv file will automatically download, and you can open it using Microsoft Excel.

If this is an option that you would like to take advantage of, be sure make a note on your calendar to export the data regularly so the .csv file you have as a backup is as up to date as possible.

What Is The Purpose of The Marketing Contact List (A.K.A Buyer’s List)?

The ‘Marketing‘ section on the Investment Dominator is where we manage the disposition or marketing/sales side of the business.

Jack and Michelle Bosch talk about this in the Land Profit Generator training program in Session 16: Internet Marketing Basics.

Basically, the Buyers List a list of prospects that you grow, refine, and nurture over time. Since real estate is not an impulse buy, it normally takes a few touches before you sell a property to someone and the Buyers List helps you keep track of these people while they are in that decision-making period.

Here are some helpful articles that talk about the ‘Buyers List’ in more detail, but we also recommend that you watch the Land Profit Generator Module 16 to get the overall concept of this important list.