How to process SKIP TRACED records in batches

The Investment Dominator allows you to SKIP Trace records and re-import them in large batches. So how can you process SKIP TRACED records in the Investment Dominator?

Step 1 – Select “Skip Trace” Status Records

Set each appropriate Land record in Investment Dominator to “SKIP TRACE” Status.

Select all SKIP TRACE status records in Land area by selecting Skip Trace

Step 2 – Export all “Skip Trace” Records

Select all SKIP TRACE status records by checking the Select All box.

Select the Export function to generate an Excel .CSV File as shown:

#1 Select All #2 Export

Export and save Excel records as necessary on your computer for sending to a VA for appropriate changes and re-importing back into Investment Dominator.

Step 3 – Delete all selected “SKIP TRACE” Records

Delete all selected SKIP TRACE Status records by pressing the Delete function.

After deleting all previously selected SKIP TRACE Status records, send exported .CSV File to VA for appropriate changes.

Once appropriate VA changes are complete, receive the .CSV File from VA back in Investment Dominator format for re-importing Step 4.

Step 4 – Re-import “Skip Traced” formatted records

Import SKIP TRACED formatted records back into Investment Dominator (Note: Add “Property Size” and “Market Value” fields on import file if necessary).

As in the case of all import files they must be saved and imported as comma delimited or .CSV file

On the Import, select the [Update Existing Records] button to update all Land records changes being re-imported back into Investment Dominator

Note: System will default to [Create New Records] button.

Select Update Existing Records, Choose File and Upload List

Final task, select “Choose File” button to select appropriate formatted Excel file from your computer with changes and press the [Upload List] button.

2017-06-28 Live Training Call

On this live training call, we discussed…

  • How to process offer requests properly
  • How to prevent or reduce duplicate records
  • How to look up a record by Contact ID (Letter Ref #)
  • How to collect information from the owner (what to ask)
  • How to identify the owners that request offers
  • Introduction to the Reports section
  • What happens if owners request an offer through your Buying site form

Continue reading “2017-06-28 Live Training Call”

How To Skip Trace Property Owner Addresses

Skip tracing is done when a letter that you have sent a property owner gets returned to you by the post office because the owner no longer lives at that address that the County had on file. This is quite common and is actually a great opportunity to buy property for pennies on the dollar because chances are if the owner forgot to update their address with the County when they moved, they also do not care too much about the property.  Continue reading “How To Skip Trace Property Owner Addresses”