records

Find Deals Wizard

With the introduction of the new wizards coming to the Investment Dominator we wanted to provide a step-by-step solution to help with Finding Deals. Let’s break down how this will impact how you use the Investment Dominator. Right, when you click on the Wizard you will see you are presented with two options: Import CSV …

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Why does the system import fewer records than what is requested from the data service?

Have you ever wondered why when you are using our outside data service integration you get fewer records than the amount requested? No matter how you create records in the Investment Dominator CRM our system will need to verify 11 fields of data that are needed for import regardless of whether you are importing by …

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How To Generate A 1098 Document For Active Loans

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: …

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Add Records

For the most part, you’ll want to create records in the Investment Dominator by importing data from into either the ‘Land Deals’, ‘House Deals‘, or ‘Buyers List‘ tabs. However, from time-to-time you may need to create just a single record manually. For that please follow the process below… Create A Land Deal Record Click the …

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