Setting Up a Domain with Google Domains

This article is going to show you how to point your domain to InvestmentDominator.com

If you want to see the setup process involved with Go-Daddy Click here

Keep in mind the goal of this article is to take your domain from Google Domains and point your C-Name Record to the Investment Dominator.

You can click on the images which will link directly to the article from google domains support.

Let’s look at how we display the information on Go-Daddy

For Host input www

Points to change to investmentdominator.com

TTL (Time To Load) set to 600 Seconds

Once you are done pointing your C-name Record to the Investment Dominator then you must set up your domain Forwarding .

Lastly, verify your domain forwarding and keep in mind this may take up to 48 hours to reflect the changes made.

2021-06-17 Live Training Call

Questions answered on this call:

  • 6:23 – Can you go over Ring Central information (Ext 2)
  • 11:00 – General Introduction with Zapier Automation
  • 13:00 – Articles we have on Zapier integration
  • 15:15 – Connecting Investment Dominator to Ring Central with Zapier
  • 28:00 – Going over importing records using our integration with Datatree
  • 31:45 – Troubleshooting records from Datatree integration import
  • 35:00 – How to turn on your zap made within Zapier
  • 36:36 – Connecting the Investment Dominator to Google Sheets
  • 44:00 – How to add your API credentials into Zapier from ID
  • 47:00 – Seeing how Zapier automation can update a spreadsheet for you

How to Remail To The Same County

There could be a lot of reasons why you would like to remail to a county again that was already processed in mailed letter one status, but what about if we wanted to issue another mailing with an updated list of records.

Lets first identify what we are trying to accomplish

  1. Update records
  2. Create a new status
  3. Create a custom document
  4. Import updated records
  5. Send out mailed letter 2

From these steps we will begin to create an idea of everything we need and this tutorial will take everything step by step to ensure you can follow along easily.

Please note if at any time at all within the Investment Dominator you have made a mistake you can undo most actions made within the application, review our article here about this: https://user-guide.investmentdominator.com/how-to-undo-actions/

Step 1: Update records

We want to ensure that we do not mail to a person we already have mailed to in our mailed letter 1, people we made an offer to or purchased property. In order to do that you can scrub through your list which was previously uploaded and delete the contacts with which you do not want to work with.

A helpful tip with organization as well when updating the records you want to work with is adding a new tag to associate all the records with your mailed letter 2. For this demonstration I have chosen ML2 you can do whichever works for you and if you need more information on tagging review this article here: https://user-guide.investmentdominator.com/how-to-tag-records-and-execute-advanced-searches/

Then once you are done with filtering through your list just keep in mind the APN make sure this matches with the previous information before this is essential to ensure everything imports properly if you notice discrepancies please review this article here: https://user-guide.investmentdominator.com/how-to-properly-format-apns-and-zip-code-values-in-excel/

Step 2: Create A New Status

We have an article chain which goes over everything in more detail located here: https://user-guide.investmentdominator.com/how-to-manage-offer-campaign-part-2/ . This will explain how to create a new status but in this article I will highlight the key information.

Go to the Customize section of the Investment Dominator then click on ‘Custom stages and Statuses’

Then click on Add Status

From there click the appropriate settings like shown above Then once done click Add.

Then sort your status like so the most important part of this is to ensure prospect is at the top and your new mailed letter 2 comes after mailed letter 1. Then hit Save.

Step 3: Create A New Custom Document

Just like the example before we have an article that goes over this in detail which can be found here: https://user-guide.investmentdominator.com/how-to-manage-offer-campaign-part-3/

Proceed to the customize section of the Investment Dominator then go to ‘Custom Documents’ then click ‘Add Document’.

For more detail on the creation of the document you can review the article listed, but follow what’s on the picture above and make sure to turn on allow ‘Bulk Update’ this will prompt the Move To section from that select ‘Mailed letter 2‘.

Step 4: Import Updated records

So going back to what we did on step 1 the next step after creating this document is to take our CSV and upload it into the Investment Dominator, but there are some things we want to change from our normal process.

Go to the import section of your Investment dominator and this time take your updated list and click on ‘Update Existing Records’. this short prompt in yellow will also highlight some key items that need to match in order for this to work. Go ahead and upload your list then you should be good to go to our last step.

Step 5: Send Out Mailed Letter 2

So now that you have completed the following the last thing to do to complete your second mailing is to send them out and the key for this step is to not generate a campaign. Since you are using custom documents you are going to need to use the generate documents button within the land tab.

The reason for this is so we can use our custom documents the way we intended to have them work so we can send them straight to mailed letter 2.

It will ask you to choose the records which you want to work with so if you did our tagging earlier you should search for tag then click all records within it.

Then because of the step we did earlier for our custom documents then the bulk update happens after sending out mailing they should be pushed to Mailed Letter 2 instead of 1.

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: The IRS deadline date to file this form is January 31st of the subsequent year so January 31st, 2021, is the deadline for the 2020 1098 document.

Also NOTE: This document only applies to active loans (this does not apply to lease purchases).

Step 1: Updating Your Buyer Information

Before we get started with the steps to generate the document one thing we want to check on is if the correct information is put in place for our buyer in order to have the fields input correctly.

Let’s start by opening your Investment Dominator then going into the ‘Marketing‘ tab:

You should have a contact record indexed under the ‘Buyer‘ Type. Locate your buyer then click on the ‘Edit‘ link to the right of the record:

Ensure that the contact record is linked to the property under the ‘Interested In‘ field and that the contact information like the buyer’s name, email, and phone are filled in:

Next, you will need to enter the address, city, state, and zip code of the buyer as these fields will be applied to the 1098 document.

Lastly, a critical step that needs to be completed or the 1098 document cannot be generated properly will be the SSN or TIN of the buyer. This is required in order the link the 1098 form to the buyer:

Part 2: Updating Your Information

Now that the information has been properly set-up for your buyer the next step you will need to do is make sure all of your information is correct.

Please proceed to the ‘Customize‘ section at the top of Investment Dominator and then click on ‘Company Information‘ this will allow you to to enter in your SSN or TIN into the system.

Step 3: Generating The 1098 Form

Next, you must go to your ‘Notes‘ section at the top of Investment Dominator and find the loan you want to generate the documents from.

Click the checkbox to the left the record of your choice then click the ‘Generate Documents‘ option at the top of the table:

You have the option to preview the document by clicking on the magnifying glass icon to the left the PDF icon.

NOTE: This is just a preview. Do not print directly from this preview page as that will not be compatible with the requirements for the 1098 document:

While the preview shows the correct placement this is only a preview to represent how the data will be printed on the final official paper.

When clicking on the PDF icon on the right side, however, this will be the correct setup for information that needs to be printed on the official form paper which can be requested from the IRS, purchased from an office supply store, or provided by your CPA. Please remember to consult with your CPA and have them review the document prior to submitting it to IRS or your buyer.

NOTE: There are three templates for the 1098 Form there is A, B, and C copy, please consult with your CPA on what to do with these three versions but generally speaking:

  • 1098 A – This one goes directly to the IRS
  • 1098 B – This one goes to the buyer of the loan
  • 1098 C – This one is for your records

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.

How To Edit/Delete Tags In BULK

Tags are used to index Land, House and/or Contact records in Investment Dominator; as well as, to group certain records for future reference. This article will focus primarily on editing or the deletion of existing tags assigned to multiple records in the CRM in a bulk manner.

Note: There is an existing article detailing how Tags and the Tagging Records process works in detail entitled, How Tags and Tagging Records Work In The Investment Dominator CRM.

Create a Tag

To create a tag in the CRM select ‘Customize > Tags > Add Tag button as shown…

Next, enter the new Tag Name and select the blue ‘Add‘ button as shown…

Note: In this example, the Tag will be used to tag land records on initial offers to search for the mailing of 2nd Offers in the near future.

Tag Records

To tag land records go to the ‘Land Deals’ tab and select the records for tagging, then select the ‘Tag’ function as shown….

Select the newly created tag from the drop-down list of tags to be assigned to the previously selected land records and press the blue ‘Confirm Tag‘ button as shown…

Note: This same methodology applies to the tagging of both House and Contact records in Investment Dominator.

System should display Records(s) successfully update message should display!

Editing/Deleting Tags In BULK

To edit/delete a tag in the CRM select ‘Customize > Tags > Scroll or PAGE to the specific TAG for editing or deletion.

Select the ‘Edit’ function to EDIT or DELETE the selected Tag as shown…

Note: The last created TAG will appear on the very end of the previously created tags list.

To Edit the existing TAG make any appropriate changes to the tag and press ‘Save’ function.

To Delete the existing TAG press the ‘Delete’ function.

NOTE: Editing or deleting the tag will remove any reference to the tag in any records in the system even if records were indexed using that tag.

Search By… Tag Option

You can now search all land records by the newly modified tag using the ‘Search By’ function and selecting the ‘Tag’ option. Select the specific tag to filter by and select the blue ‘Search’ button…

Searching by the selected Tag will return all records where this tag, (or modified tag) is now assigned.

If the specific tag was deleted from the system, the tag will NOT be available in the drop-down tags list for selection.

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 ‘Land Deals‘ tab.
  • Click the ‘Add Record‘ option at the top right side of the screen.
  • Fill out the fields under both the ‘Caller’ as well as the ‘Owner of Record’ sections (which includes the owner’s Name and Address) as well as at minimum the ‘Property State’, ‘Property County’, and ‘Property APN’ fields.

Create A House Deal Record

  • Click the ‘House Deals‘ tab.
  • Click the ‘Add Record‘ option at the top right side of the screen.
  • Fill out the fields under both the ‘Caller’ as well as the ‘Owner of Record’ sections (which includes the owner’s Name and Address) as well as at minimum the ‘Property State’, ‘Property County’, and ‘Property Address’ fields.

Create A Buyer’s List Record

  • Click the ‘Buyers List‘ tab.
  • Click the ‘Add Contact‘ option at the top right side of the screen.
  • Fill out at a minimum the ‘Name’ and either a ‘Phone’, ‘Email’, or ‘Address’ for the Contact.

How To Search For, Or Filter/ Group Records

You can locate property records by using the ‘Search By’ option located at the top left side of the ‘Land Deals’ or ‘House Deals’ page. Continue reading “How To Search For, Or Filter/ Group Records”

How To Split Your Large County Lists Into Smaller Mailing List (Campaigns) That You Can Import Into The CRM

We get the question sometimes “how do you split a large county lists into smaller mailing lists that you can import into the CRM?”. It is actually quite simple and there is two ways you can go about doing this… Continue reading “How To Split Your Large County Lists Into Smaller Mailing List (Campaigns) That You Can Import Into The CRM”

How to Import your List (for Land Investing)

The fun all begins once you start importing records into the system to generate your mailings.

Follow the simple instructions below to import your land lists via .csv file.

Navagate to the ‘Land’ tab, then click on the ‘Import’ option:

import

STEP 1 – File Format

To avoid any problems uploading your list, we STRONGLY suggest that you first download the “Sample List” provided in Step 1 of the import process.

2016-09-19_1032

The formatting of this sample file is exactly what the Investment System requires, so the best practice is to simply add your contact records to the sample list. Be sure there are no excess spaces in the cells of the file as this may cause issues with the import.

As in the case of the sample file your import file must be saved as a comma-delimited file or .csv file.

Required Fields

Your import .csv file must include the following required fields of information.

Required? Field Name  Value
 YES Type Must be set to either Individual or Company no other values will be accepted.
YES IF… the Type field is set to “Individual” for that record. First Name Typically this is the first name of the owner, or a care of contact, or if there are multiple owners on title just select one. NOTE: This value will be inserted into the Caller’s First Name field in the system.

Format: Text
Character Limit: 40

YES IF… the Type field is set to “Individual” for that record. Last Name Typically this is the last name of the owner, or a care of contact, or if there are multiple owners on title just select one. NOTE: This value will be inserted into the Caller’s First Name field in the system.

Format: Text
Character Limit: 40

NO Owner’s First Name First name of the owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 40

NO Owner’s Last Name Last name of the owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 40

NO 2nd Owner’s First Name First name of the 2nd owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 40

NO 2nd Owner’s Last Name Last name of the 2nd owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 40

NO 3rd Owner’s First Name First name of the 3rd owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 50

NO 3rd Owner’s Last Name Last name of the 3rd owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 50

NO 4th Owner’s First Name First name of the 4th owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 50

NO 4th Owner’s Last Name Last name of the 4th owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 50

NO 5th Owner’s First Name First name of the 5th owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 50

NO 5th Owner’s Last Name Last name of the 5th owner. NOTE: This name will be printed on the offer agreement.

Format: Text
Character Limit: 50

YES IF… the Type field is set to “Company” for that record. Company Name of the company, trust, church or bank.

Format: Text
Character Limit: 100

 NO Email Email address of the owner.

Format: Text
Character Limit: 40

 NO Phone Phone number of the owner.

Format: Text
Character Limit: 40

 NO Phone 2 Secondary phone number of the owner.

Format: Text
Character Limit: 40

 NO Fax Fax number of the owner.

Format: Text
Character Limit: 40

 YES Address Street address of the owner.

Format: Text
Character Limit: 50

 NO Address 2 Additional address information of the owner.

Format: Text
Character Limit: 50

 YES City City of the owner

Format: Text
Character Limit: 40

 YES State State of the owner.

Format: Text
Character Limit: 40

 YES Zip Zip code of the owner.

Format: Text
Character Limit: 40

 YES APN APN (Assessors Parcel Number) of the property.

Format: Text
Character Limit: 40

 NO Property Address Property street address, or GPS Coordinate (00.000000, -000.000000)

Format: Text
Character Limit: 250

 NO Property City Property city.

Format: Text
Character Limit: 50

 YES Property County Property county.

Format: Text
Character Limit: 40

 YES Property State Property State.

Format: Text
Character Limit: 40

 NO Property Zip Property Zip code. Including this data in your import will allow you to comp your properties faster.

Format: Zip code
Character Limit: 10

 NO Property Size The size of the property in acres.

Format: Numeric
Character Limit: 53

 NO Zoning This is the property’s zoning classification.

Format: Text
Character Limit: 40

 NO Short Legal Description Short legal description of the property. This is the summarized version of the property’s legal description.

Format: Text
Character Limit: 65535

 NO Offer Amount The amount you would like to offer for the property.

Format: Numeric
Character Limit: 53

 NO Option Amount The amount you would like to offer for the property on an option.

Format: Numeric
Character Limit: 53

 NO Offer Accept By Format as “MM/DD/YYYY”
Character Limit: 10
 NO Option Accept By Format as “MM/DD/YYYY”
Character Limit: 10
 NO Offer Expires On (Close of Escrow) Format as “MM/DD/YYYY”
Character Limit: 10
 NO Option Expires On Format as “MM/DD/YYYY”
Character Limit: 10
 NO Market Value The market value or ARV (After Repair Value) of a property.

Format: Numeric
Character Limit: 53

 NO Assessed Value The county’s assessed value for the property.

Format: Numeric
Character Limit: 30

 NO Repair Estimate The estimated repair costs for the property. NOTE: This field is not used for land investing.

Format: Numeric
Character Limit: 53

 NO Back Taxes The amount of back taxes owed on the property.

Format: Numeric
Character Limit: 53

 NO Tags Separate each tag that you would like the property indexed with a pipe character like this: Tag 1|Tag 2|Tag 3

Format: Text
Character Limit: 65535

Again, double check that your list contains these 11 required import fields…

Type
First Name
Last Name
Company
Address
City
State
Zip
APN
Property County
Property State

The 31 optional import fields are…

Owner’s First Name
Owner’s Last Name
2nd Owner’s First Name
2nd Owner’s Last Name
3rd Owner’s First Name
3rd Owner’s Last Name
4th Owner’s First Name
4th Owner’s Last Name
5th Owner’s First Name
5th Owner’s Last Name
Email
Phone
Phone 2
Fax
Address 2
Property Address
Property City
Property Zip
Property Size
Zoning
Short Legal Description
Offer Amount
Option Amount
Offer Accept By
Option Accept By
Offer Expires On (Close of Escrow)
Option Expires On
Market Value
Assessed Value
Repair Estimate
Back Taxes
Tags

NOTE: Your import file cannot include additional fields beyond these 11 required fields and 31 optional fields

STEP 2 – Upload Your File

Once you know that your list is formatted correctly, click on the ‘Choose File‘ option then select the .csv file from your local device that you would like to upload.

Click the blue ‘Upload List‘ button to begin the import.

Your import will be added to the ‘Pending Imports‘ queue and you can review the progress of the import by scrolling to the bottom of the import screen:

Once the list has been uploaded, click the ‘Details‘ option to the right of the import record to review the results of the import:

NOTE: There is an import file size limit of 2.5 MB which is around 14,000 records. Remember you only want to import the number of records you plan to mail to at any given time. To split a larger list of records into smaller import files review this article

Troubleshooting Issues

On occasion, some of your contact records might be rejected because they aren’t formatted correctly. The system will import as many records as it can and then tell you what was wrong with the others.

Let’s see an example.

Let’s say that you try to upload this list (we have added the colors to make it easier to identify the errors:

list-errors

Some of these contacts records are fine and will be uploaded. But the ones with errors will not be accepted by the system. For example, look at the name of Column “E”. Instead of “Address”, the user has changed it to “ADDY”.

When the user tries to upload the list, this is the error message they will see:

error_with_column_name

So the user will correct the name of Column “E”, changing it to “Address”, and then try the import again. Once they do, the list will be accepted…almost. The user will now see a different error message:

after_fixing_the_column_name

The system has now accepted the list. 1 new contact record was uploaded, 6 records already in the system were not uploaded, and 4 contacts were rejected because they had issues. According to the error message:

  • Row 3 is missing a zip code
  • Row 4 has not identified the contact as “Individual” or “Company”
  • Row 6 is missing a first name
  • Row 11 is missing the APN

If you look back up at the screenshot of the list, you can see those empty fields.

Once the user corrects those errors, the corrected contacts will be uploaded into the system.

If you are still having problems uploading your list (for example if the first number of the zip code is a “0” or if your APN is being distorted):

  • Check out this article
  • Or click on the “Support” button in the upper right corner of the User Guide and get in contact with our Customer Service team

support

Or even better, click the Help button from within your CRM and contact support that way…

support

How to Avoid Creating Duplicate Records

Here are some suggestions to help you avoid creating duplicate contacts – which can lead to double mailings, confusion, and missed opportunities.

Whenever a new list is uploaded to the Investment Dominator, the system will automatically check the imported contacts against existing records. So even if you have a new list for an area that you previously mailed to, you can be confident that no duplicate records will be created.

So how are duplicate records created? In one of two ways:

  1. When the seller enters their information through your website
  2. When a contact record is manually added by you or by a member of your team

Here is how you can address these potential problems:

1) If a seller prefers to visit your website instead of emailing you or calling in, make sure they enter in their reference number. This is the Owner ID that is printed on both the letter and the envelope. If they enter in the reference number, the system will update their existing record instead of creating a new one.

duprecord

2) Before manually creating a new Owner Record, make sure that you or your team member first use the Investment Dominator’s search function to locate the seller’s record. You can search by Last Name, Owner ID, or any other field that you see in the drop-down menu.

dup2

In the rare case that you can’t locate their record, go ahead and create a new record, but add the word TEMP in their name. Then once the call has ended, find the original record and update it before deleting the TEMP record.

Follow these suggestions and you will keep your list of contact records organized and profitable.

If you find duplicate records in your system please select the duplicate records and Merge them into one unique record.