How To Update My Email On File

You may have wondered if it is possible to change the email address associated with the Investment Dominator.

We’re here to tell you this is possible, in fact, there are two ways you can change emails with the Investment Dominator.

If you need to change the email address for the Super Admin for your Investment Dominator account (email associated with your billing), please create a support ticket under the ‘Help‘ tab of your system.

If you need to change an email address of a user in your system, or even another admin member of your team you can do the following:

Head into the ‘Team‘ section of the Investment Dominator:

Find the user you wish to change the information for by Clicking ‘Edit‘:

Then change the Email Address field for that User:

NOTE: The ‘Email‘ field is a separate field from the ‘Username‘ field. If you update the ‘Email‘ field for a user we also recommend that you update their ‘Username‘ as well to match.

Property Address Location Update

Did you know the Investment Dominator recently updated how you can view your property address location?

Below is an example of how you too can use this feature:

Under the land record of your choice go to Edit Record.

make sure you have the following options entered as well as the Property Address (or Latitude/ Longitude).

Also here is a short video showing you how you can activate the map as well:

Importing Land List CSV Update

Did you know the Investment Dominator recently updated how your CSV file imports into the system?

Below is an example of how you too can use this feature:

With this new update, you are now allowed to upload your list in the background so you can work on other tasks. The neat feature about this is you will get a confirmation that will pop up informing you the upload is complete.

New Actum Automated ACH Feature

Did you know the Investment Dominator recently updated with a new feature now available for your owner-financed land buyers?

With this new update, you will now be able to set up automatic ACH payment debiting for your owner-financed land buyers.

This will be located under the Integration section on the Investment Dominator:

There’s a ton of information on how you can set up this integration, setup payment process for owner financing notes as well as FAQ below:

How to Enable the Integration:

How to Setup Automatic Payment Processing:


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:

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:

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:

Step 2: Create A New Status

We have an article chain which goes over everything in more detail located here: . 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:

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.

Zapier: How To Connect The Investment Dominator To DocuSign

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at:

In this article, we are going to explain how to connect the Investment Dominator to DocuSign, but first, let’s talk a little about DocuSign…

What is DocuSign?

DocuSign’s easy-to-use digital transaction platform lets users send, sign and manage legally binding documents securely in the cloud

How To Connect The Investment Dominator To Docusign

Step 1 – Create The Zap Workflow:

First, log in to, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “DocuSign“.

Under the ‘When this happens…’ field select ‘Update Record‘.

And under the ‘then do this!‘ field select ‘Create Contact‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Land Deal‘.

Under the ‘Record Status‘ field select ‘Sold‘.

Click the ‘Continue‘ button to progress to the next step:

Click the ‘Test Trigger‘ button to pull a few records from your Investment Dominator Buyers List.

If everything looks good, click the ‘Continue‘ button twice to progress to the next step.

Step 4 – Connect Your Docusign Account

Click the ‘Sign in to DocuSign‘ button then enter your DocuSign information into the popup window when it appears.

How To Get Your DocuSign API Key

One thing to note is all you need to do to link your ‘DocuSign‘ account to Zapier all you need to do is log in with your details when prompted.

If for any reason you need your API Key, after logging into ‘DocuSign’ go to settings and then from the bottom-left menu click ‘Integrations and API‘:

From there you will be able to find information regarding anything to do with your API access codes.

Step 5 – Setup The Action

Under the ‘Set up action’ You should have a template already in place in Docusign to select your template.

Before moving on there are some things that would prove useful which I want to point out there are some required fields that unless entered will result in an error. While fields like ‘Email Subject and Email Blurb’ are optional if there is existing information filled into your template from ‘DocuSign‘.

Required Fields

  • Template ID
  • Recipient Email
  • Recipient Name
  • Recipient Role

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, closing a deal in your Investment Dominator CRM will prompt the contract to be sent to the client automatically!

Outside Data Service – FAQ’s

Since we launched our new import Paid Data Service, there have been some great questions submitted to us from Investment Dominator users and we want to take a moment to address them here.

  1. Are we able to integrate our existing DataTree account with the Investment Dominator?

    No, while our Paid Data Service does pull data from DataTree in the background you cannot connect it with your individual DataTree account.

    If you have an existing account with DataTree you can still export that data from your account with them and then import that data that is manually processed by you into the Investment Dominator via our ‘Upload Import CSV File‘ option.

    For more information about that see our user guide article on how to import data via a. CSV file.
  2. Can you transfer accounts from DataTree to Investment Dominator?

    No, because we use a corporate account to integrate with DataTree and an individual account cannot be used in its place.
  3. How do I get started with the Paid Data Service?

    You must first select one of our paid addon plans for the Paid Data Service under the ‘Land> Import> Get Data From Our Outside Data Service> Select New Data Criteria‘ screen.

    NOTE: You can pull a record count based on your criteria prior to upgrading to a paid account, but you will not be able to import those records until your account has upgraded with a paid addon.
  4. What is the fastest way to learn more about our Paid Data Service?

    Navigate to our user guide located under the ‘Help’ tab of your Investment Dominator system or by going directly to search for the keyword “Data” in the search bar, or click on the ‘Data’ tab.
  5. How much does the Paid Data Service cost?

    We have three main affordable plans to choose from:
    $47 per month gets you access to up to 470 records per month.
    $97 per month gets you access to up to 1385 records per month.
    $147 per month gets you access to up to 2450 records per month.

    Contact Sales at 1-(602)-712-0182 if you need access to more than 2450 records per month and they can set you up with a custom plan based on a cost of $0.06 per record per month.
  6. How can I upgrade my Paid Data Service subscription to a different plan?

    Simply contact your concierge, or call our sales line at 1-(602)-712-0182.
  7. Can I just purchase a set amount of records vs. having a monthly subscription?

    At this time, we only have monthly subscription plans. You can purchase a list from other 3rd party list broker services and then filter and process it into a .csv import file and upload that into your system.
  8. Do unused records roll over to the next month?

    No, your Paid Data Service record limit resets at the beginning of each billing cycle and any unused records do not roll over to the next billing period.
  9. What is your cancellation/ refund policy on the Paid Data Service Integration?

    You can review our cancellation/ refund policy here under the ‘Subscription and Memberships’ section.
  10. Are more Advanced Filters and Options going to be added to the DatatTree Integration?

    Yes, you can review the list of planned updates here. Some updates are dependant on what our Data Provider allows, however, we are working closely with them to try and make more options available to us so more features can be rolled into our system.
  11. I want more Data Service options what do I do?

    We want to hear all your feedback about this new integration (good and bad), but please submit all feedback and feature requests through your Investment Dominator system under the ‘Help> Suggest A Feature‘ section. This allows us to effectively organize the requests on our end and focus our efforts on the most requested items from all our users in our planning and development of upcoming system updates.
  12. How can I limit the number of records I download from the Paid Data Service?

    After creating your search criteria and clicking ‘Get Record Count‘ look for the field ‘Limit Size of Mailing‘ then input the number of records you wish to choose out of your limit.
  13. I Added the Paid Data Service To my account, but I still cannot pull a list, what do I do?

    One thing to note is that the permissions for the Outside Data Service are only assigned by default to the Primary (or Super Admin) of the account. This means that if you have a team of 5 people on your account only the primary will be able to pull the data unless you specifically assign the ‘Allow Import From Outside Data Service‘ permissions to a member of your team. To do this simply follow the instructions discussed in more detail here:
  14. I need help with the Paid Data Service what do I do?

    The first thing to do is log into your Admin Console and click the ‘Help‘ tab then do a quick keyword search under the ‘Search Our User Guide‘ section to see if we have a User Guide Article already that covers what you need help with.

    If you don’t find a User Guide article or still have questions, send us a message under the ‘Create A New Support Ticket‘ section and we will be happy to help you figure out a solution, take a look at your account, and troubleshoot issues as needed, or point you to training resources that answer the questions you have.
  15. If I pull a partial list from a county then come back later and pull the rest does the system ignore the ones I already pulled previously?

    Yes, but only if you had previously pulled the original dataset through the DataTree Integration, choose a ‘Saved Criteria/Previously Saved Criteria’ and also the ‘Exclude Previously Imported Records‘ option is set to ‘Yes‘ when you subsequently pull data from that same County.

    Note: If you try to import from the same County again and not use the ‘Exclude Previously Imported Records‘ option, you might be pulling the same records you had already imported before. This will spend a lead on a duplicate record.
  16. How is Market Value determined? Is it really Assessed Value?

    DataTree provides a data point called Market Value and for the majority of Counties in the United States, they have data for that. According to DataTree, they generate that value based on sold data from the County to determine the market value. In some cases, however, this data point is empty, and in those scenarios, the fallback in our system is to reference the Assessed Value instead.
  17. Do we exclude owners that own more than one property?

    Currently, we do not do this by default however if you click ‘Advanced Filters‘ you can set the filter called “Include owners with multiple properties?” to “No” and then it will exclude those owners.
  18. How old or fresh is the data is from the Data Service?

    It varies by County. Generally speaking, it is up-to-date because DataTree data is used by Title Companies such as First American Title to assist them with their closings however, it is not a real-time feed from the County. One of the upcoming features we want to add to our integration is to provide our users with the exact date that DataTree last refreshed the data in the selected County. At this time though this data is not possible to display on our screens.

How To Make Changes/Edits To A Loan/ Lease Purchase Note or Logged Payments

To make changes to a Loan or Lease Purchase Note first, click on the ‘Edit‘ link to the right of the record that you want to update.

Next, from the Edit screen, click the ‘Edit Record‘ option located at the top right of the page:

This will allow you to edit and save any portion of the Note except for the payment information. If you would like to make changes to any payments that have been logged under the Note, please refer to the ‘How To Edit Payments‘ section below in this article.

To save your changes click the ‘Save Changes‘ button located at the top right of the page:

How To Edit Payments

To make changes to any payments you must first click the ‘Edit Payments‘ link located above and to the right of the ‘Payments‘ section.

To save your changes click the ‘Save Changes‘ link located above and to the right of the ‘Payments‘ section.

IMPORTANT NOTE: We do not recommend that you make changes to the loan terms after payments have already been logged, as this may affect the repayment schedule substantially. In most cases, it is better to create a new Note entirely that contains the new terms so that the system can calculate the payment schedule properly from the beginning of the Note.

How To Customize Jack’s Offer Templates

We don’t recommend that you change any of our built-in document templates as these have been tested and tweaked over thousands of successful deals.  For this reason, we only give you the option to create your own custom documents instead of editing our built-in templates.  However, if you would like to test out variations of the letter for yourself, in this article we will discuss how you can create a new Custom Document that uses our content as a base and then add your own customizations to that.

Continue reading “How To Customize Jack’s Offer Templates”

System Updates and Roadmap

Planned Upcoming System Updates (Roadmap):

Below is a list of planned updates for the Investment Dominator (not in any particular order).
NOTE: We do push out urgent updates as needed, but generally speaking the items listed below are what we are currently developing and planning to release.

  • NEW Buying/ Selling Site Theme Options
  • Property Owner Management Screens
  • System Setup Wizards
  • Merge Records Update
  • Custom Envelope/Label Generator
  • Updated Quick Start Video Course
  • Public Plugin and Theme Marketplace
  • Team Management – Record Owners
  • Task Calendar Updates
  • Note (Loans/ Lease Purchase) Custom Documents
  • Owner Financing – Listing Template Update
  • Loan Amortization Tables
  • Borrower Portal
  • Marketing Contact Pipeline
  • Custom Website Icons
  • SSL Generation for Subdomains
  • Automatic Tasks By Status (Task Templates)
  • GET/POST API Call for Property Notes
  • Custom Fields
  • Export Property Notes option
  • Add Note (Owner Financing) record type via API
  • Shape Files (Lot Lines) Map Overlays
  • Selling Site Banner/ Map Option

Below is a list of recent updates to the Investment Dominator CRM system:

RELEASE: 09.01.21- 9.30.21 | DATE: September 2021

September 1st

⦿ Offer Request form not saving properly has been fixed 

⦿ Update:  New version of Zapier has been released along with this are  items such as the Property Interested In field and Contact Notes. Which have been adjusted.

September 2nd

⦿ Datatree saved criteria has been adjusted  

⦿ Tags not properly generating and instead displaying numbers  has been fixed

⦿ ITI Direct template options under campaign screen has been adjusted   

⦿ Update:  Market Value range has increased from 200k to 1 Million 

September 3rd

⦿ The merge field for [property-city] has been fixed after being included after Long Description 

⦿ Imported documents failing at 10% Progress has been fixed

⦿ Merge fields not properly displaying when clicking source view has been fixed 

⦿ Merge fields not properly displaying when clicking source view has been fixed 

⦿ Update:  Contact support link has been added to the footer 

September 9th

⦿ Offers/Options added back to Bulk Update within Campaign/Options 

⦿ Issues with Timezone when exporting Task to Outlook has been fixed

September 15th

⦿ Validation added if existing member with REI Printmail During Setup

September 20th

⦿ Orders with REI now have updated return Address for Users

RELEASE: 08.01.21- 8.30.21 | DATE: August 2021

⦿ Merge fields for custom letters and douments fixed

⦿ Made adjustments for new pending imports screen 

⦿ Fixed issues with undo merge option

⦿ Fixed issues with Campaign section options and offers

Aug. 16 

⦿ Fixed issue with sorting of offer documents 

⦿ Fixed issue with Interest Rate on Payment Calculator  

⦿ Fixed issue with bulk update of more than 15k records 

⦿ Update: Terms of Service 

Aug. 18

⦿ Fixed issue with apostrophe displaying incorrectly on Offer Cover Letters 

⦿ Update:  When exporting records, notes will be exported into one column seperated by this symbol ” | ” 

Aug. 20

⦿ Update: REIPrintMail Integration is now released and available in Campaign section for Neutral Letters 

⦿ Update: New Function added to detect duplicate addresses when generating a campaign 

August 24

⦿ Update: Tagging Records within Investment Dominator can now begin with a number

⦿ Fixed issue with owner id sorting when generating documents 

RELEASE: 07.01.21- 7.26.21 | DATE: July 2021

⦿ Data Integration update with Outside Data Feed Service

⦿ Campaign Section update to generating documents 

⦿ REI Print mail integration now shows with coming soon option on neutral letter generation 

⦿ Fixed sorting of letters and envelopes through generating documents 

⦿ Fixed issues with CSV files for custom mailing campaign 

⦿ Property location feature changed to now click to preview 

⦿ Fixed issues with custom documents 

⦿ Fixed issues with exporting large amounts of records 

⦿ Fixed issues with document preview screen 

⦿ Outside Data Feed Service filter “Exclude Previously Imported Records” now available for Saved Criteria

⦿ New functionality to see details and progress on imported files 


RELEASE: 06.22.21- 6.30.21 | DATE: June 2021

⦿ Added Automated Payment Processing via Actum Integration

⦿ Data Integration update with Outside Data Feed Service

⦿ Added merge function to Activity Log 

⦿  Bug Fixed with envelopes on marketing tab when generating on .DOC

⦿ Added field for assign to which can be used for Land, House, Contact or a Note to a user 

⦿  Updated the merge function to include owner information 

⦿ Added “Options” -> Integrations under the customize tab 

⦿  Update to the Outside Data Service Feed

RELEASE: 05.18.21  | DATE: May 2021

⦿ Data Integration update with Outside Data Feed Service (Two Updates)

⦿  Added calendar view to the Tasks tab 

RELEASE: 04.06.21/ 04.21.21  | DATE: April 2021

⦿ Fixed Custom Themes 

⦿ Adjusted Export Payments function

⦿  Added new fields for Lease Purchase screen update

⦿ Fixed Advanced Search issue on Marketing Tab 

⦿ Fixed bug with bulk tag records update  

⦿ Fixed bug with loans where “Returned” option did not show up on payment methods with “check” 

⦿ Fixed bug on documents where the order of labels did not match letters  

RELEASE: 03.05.21  | DATE: March 2021

⦿  Added “Properties owned” filter to the advanced search screen  

⦿  Added new fields to “view”  within the land section and House section  (owner ID)

RELEASE: 02.01.21  | DATE: February 2021

⦿ Fixed property images to sort alphabetically automatically

⦿  Added prompt upgrade screen after exceeding notes  

⦿  Added Datatree Integration 

⦿ Added advanced search option Multiple Owner ID’s allowed 

⦿  Offer Calculator updated

⦿   lease/loan payment calculator updated 

RELEASE: 01.08.21  | DATE: January 2021

⦿ Meta Tag now allowed on the Website Header Tracking Code

⦿  Added new fields to the Land table

⦿  Added Google maps to the properties section

⦿ Bug fixed – Undo button not working 

⦿ Added Permissions for DataTree and CSV importing 

⦿ Added DataTree import option  for beta testers

⦿ Bug Fixed – Deleting tag not working

⦿ Added IRS 1098 document for notes 

⦿ Added SSN / TIN field for Company and for contacts

  • 2020-11-05: Updated: API
  • 2020-11-05: Updated: Selling Site Merge Fields
  • 2020-11-03: Updated: Selling Site Merge Fields
  • 2020-11-03: Updated: Activity Log
  • 2020-10-29: Updated: Links
  • 2020-10-27: Added: New Selling Site Merge Fields
  • 2020-10-19: Updated: Land>Options>Market Research>
  • 2020-10-12: Updated: Land Records Overview Table
  • 2020-10-09: Updated: Custom Pages
  • 2020-09-23: Updated: Buying Site (Legacy Theme)
  • 2020-09-22: Added: Additional custom theme merge codes added.
  • 2020-09-22: Updated: Header/Footer added to custom theme model
  • 2020-09-22: Updated: Custom Document (DOC) [my-signature] merge code Output
  • 2020-09-15: Updated: Land> Options> Offer Calculator
  • 2020-09-10: Updated: Land> Advanced Search> Tags
  • 2020-09-10: Updated: 2.0 Buying Site Theme> Contact Us Page
  • 2020-09-09: Updated: Notes>Generate Documents> Late Notice 1
  • 2020-09-01: Updated: Offer/ Option Package Templates
  • 2020-08-12: Updated: Admin Console> Modal Close
  • 2020-08-12: Updated: Market Research>Zillow
  • 2020-07-01: Updated: Land>Edit>Options>New Offer Request
  • 2020-07-01: Updated: Import Error Messages
  • 2020-06-12: Updated: Forgot password page
  • 2020-06-12: Updated: Selling Site Site Map
  • 2020-06-12: Updated: Task Quick Search
  • 2020-06-10: Updated: Note notifcation templates and merge fields
  • 2020-05-22: Updated: Task Reminders
  • 2020-05-22: Updated: Available Property Map
  • 2020-05-22: Added: Property Listing Custom Elements
  • 2020-05-22: Added: Select All Results on Page Option
  • 2020-05-11: Updated: Land> Advanced Search Fields
  • 2020-05-11: Updated: Marketing> Advanced Search Columns
  • 2020-05-11: Updated: Markeing> View Option
  • 2020-05-07: Updated: Profile (Rep User)
  • 2020-05-07: Updated: My Team> Add User
  • 2020-05-01: Updated: Add Additional Property Option
  • 2020-05-01: Updated: Create New Lease Purchase
  • 2020-05-01: Updated: Payment Calculator
  • 2020-05-01: Updated: Built-In Property Listing Page
  • 2020-05-01: Updated: Edit Custom Page Screen
  • 2020-04-28: Updated: Record Pagination
  • 2020-04-28: Updated: New Note and Payment Calculator> Create Loan
  • 2020-04-24: Updated: Built In Optin Page – Safari Fix
  • 2020-04-16: Updated: Listing Long Description HTML Editor
  • 2020-04-16: Updated: Customize> Company Information
  • 2020-04-16: Updated: Notes> Payoff Amount, Per Diem, Log Payment
  • 2020-04-09: Updated: Listing Long Description> HTML Editor Added New Options
  • 2020-04-09: Updated: Land> Edit> Removed Custom HTML Code Field
  • 2020-04-09: Updated: Loans> Payoff Amount/ Log Payment>Principal Only Payment
  • 2020-04-09: Updated: API> Property and Contact Notes and Links (JSON array)
  • 2020-04-03: Updated: Land> Campaigns> CSV
  • 2020-04-08: Updated: API>Muiltiple Ownership Fields
  • 2020-04-06: Updated: Legacy Listing Page> Listing Short Description
  • 2020-04-03: Updated: Display Order of Notes
  • 2020-04-01: Updated: Option Template
  • 2020-04-01: Updated: Default Offer/Option Expiration Day
  • 2020-04-01: Updated: Neutral Letter Template
  • 2020-03-31: Updated: [my-signature] Merge Field
  • 2020-03-31: Updated: Logo Generator
  • 2020-03-25: Updated: Listing Page Thumbnails
  • 2020-03-25: Updated: Short Legal Description Merge Field Output
  • 2020-03-25: Updated: Optin Page Redirect
  • 2020-03-17: Added: [all-owners] merge field for custom documents
  • 2020-02-20: Updated: New Offer Request Form
  • 2020-02-20: Updated: Mailhouse Letter Template
  • 2020-02-19: Added: Lease Purchase Payment Calculator Options
  • 2020-02-19: Added: Lease Purchase Note Management
  • 2020-02-19: Added: Customize> Website Settings – Selling Site> Listing Display Order Options
  • 2020-01-03: Added: Marketing>Campaigns> Sale Documents
  • 2020-01-03: Added: Marketing>Campaigns> Marketing
  • 2020-01-03: Added: Marketing>Campaigns> Lease Purchase Documents
  • 2020-01-03: Updated: Marketing>Campaigns, Land> Campaigns, Houses>Campaigns
  • 2020-01-03: Updated: Dashboard and Navigation Menu
  • 2020-01-03: Updated: Set default values for ‘Note Settings’
  • 2020-01-02: Added: New Notes Tab
  • 2020-01-02: Updated: Payment Calculator
  • 2020-01-02: Updated: Dashboard and Navigation Menu
  • 2020-01-02: Added: Customize> Note Settings
  • 2019-12-02: Added: Selling Site 2.0 Theme
  • 2019-12-02: Added: Custom Selling Site Theme Option
  • 2019-11-20: Updated: Envelope Template
  • 2019-11-20: Updated: Option Agreement
  • 2019-11-18: Updated: Version 2.0 Listing Page Layout
  • 2019-11-15: Updated: Blind Offer Cover Letter Template
  • 2019-11-13: Updated: User Guide Website
  • 2019-11-06: Updated: Buyer Site Theme 2.0
  • 2019-11-05: Updated: Import> Optional Owner Fields
  • 2019-10-31: Added: Customize> Website Settings – Buying> Select Your Buying Site Theme
  • 2019-10-31: Added: Generate Blind Offer Package
  • 2019-10-31: Added: Generate Option Package
  • 2019-10-31: Updated: Default Statuses
  • 2019-10-31: Updated: Added Owner 3 -5 fields
  • 2019-10-29: Updated: Select>Tag
  • 2019-10-28: Updated: Advanced Search
  • 2019-10-28: Updated: Custom Documents
  • 2019-10-25: Updated: Offer Calculator
  • 2019-10-23: Updated: Selling Site
  • 2019-10-22: Updated: Disable Auto Fill on My Profile/ User Forms
  • 2019-10-15: Updated: Selling Site> Property Search
  • 2019-10-09: Updated: Offer Calculator
  • 2019-10-07: Updated: Set Property Location Option
  • 2019-09-16: Updated: Record Options Menu
  • 2019-09-10: Updated: Help> Sell Your House Tab Options
  • 2019-09-09: Updated: Help> Ticket History
  • 2019-09-06: Updated: Custom Documents
  • 2019-09-03: Updated: Offer Letter
  • 2019-09-02: Updated: Manage Menu
  • 2019-09-02: Added: Land Deals> Market Research>
  • 2019-08-28: Updated: Buyers List> New Prospect> Date Picker
  • 2019-08-28: Updated: Sort Functions
  • 2019-08-21: Updated: Add User Screen
  • 2019-08-16: Updated: Offer Package Templates
  • 2019-08-15: Updated: Property Overview> Tags Column
  • 2019-08-15: Updated: Change Password
  • 2019-08-15: Updated: Acitivity Log Actions
  • 2019-08-15: Updated: New Prospect> Calendar
  • 2019-08-13: Updated: Property Overview> Owner Column
  • 2019-08-13: Updated: Generate Documents> Files> Time Stamp (For Chomebook Users)
  • 2019-08-09: Updated: New Zapier’s Zap (NEW OPTIONS = Record Type)
  • 2019-08-09: Updated: Customize> Website Settings – Buying> Manage Buying Site Menu
  • 2019-08-09: Updated: Customize> Website Settings – Selling> Manage Selling Site Menu
  • 2019-08-09: Updated: Customize> Custom Stages and Statuses> Custom Property Statuses> Edit> Delete
  • 2019-08-09: Added: Customize> Website Settings – Buying> Add Custom CSS Style
  • 2019-08-09: Added: Customize> Website Settings – Selling> Add Custom CSS Style
  • 2019-08-09: Updated: Added ‘Tags’ column under Column View Options
  • 2019-08-06: Added: Buyers List> New Prospect (Call Wizard)
  • 2019-08-06: Added: Buyers List> Options> Schedule A Follow Up Task
  • 2019-08-06: Added: Buyers List> Options> New Prospect Call
  • 2019-08-06: Added: Buyers List> Edit> Visited Property
  • 2019-07-31: Updated: Custom Merge Post Page
  • 2019-07-31: Updated: Custom Blog
  • 2019-07-31: Updated: Custom Optin Page
  • 2019-07-24: Updated: Advanced Search
  • 2019-07-16: Updated: Help Section
  • 2019-07-15: Updated: Zapier Zap (Update Trigger)
  • 2019-07-15: Updated: Activity Log
  • 2019-07-12: Updated: Custom Document Merge Fields
  • 2019-07-08: Updated: Record Table Tooltips
  • 2019-07-02: Updated: Date Merge Field (Accounts For Users Timezone)
  • 2019-07-02: Updated: Zapier Zap (Update Trigger)
  • 2019-07-01: Updated: Interactive Property Listing Map
  • 2019-06-18: Added: Buyers List> Reports> Saved Searches
  • 2019-06-18: Added: Interactive Property Listing Map Option
  • 2019-06-17: Updated: Add Record (Notes)
  • 2019-06-17: Updated: Customize> File Library (Pagination)
  • 2019-06-17: Updated: Customize> Custom Pages and Posts (Pagination)
  • 2019-06-17: Updated: Customize> Tags (Pagination)
  • 2019-06-17: Updated: Listing Page (No Available Properties Screen)
  • 2019-06-13: Added: Custom Overview Table View Columns
  • 2019-06-13: Updated: Advanced Search (Search Notes)
  • 2019-06-13: Added: General File Libary
  • 2019-06-04: Updated: Buyers List Overview Record Loading
  • 2019-06-04: Added: Property Search Option For Selling Site
  • 2019-06-03: Updated: Export Records Function
  • 2019-05-24: Updated: Import Max File Size (2.5.MB per file)
  • 2019-05-22: Added: Secure Your Custom Domain with FREE SSL
  • 2019-05-21: Updated: Login Screen
  • 2019-05-21: Updated: Custom Document DOC Generator
  • 2019-05-22: Updated: Network Speed.
  • 2019-05-09: Updated: Sell Your Land/ Sell Your House Page
  • 2019-05-09: Updated: envelope template
  • 2019-05-08: Updated: Time Stamps
  • 2019-05-06: Updated: Record Merge Screen
  • 2019-04-30: Updated: Custom Merge Posts Merge Fields
  • 2019-04-30: Updated: Property Edit Page With Inline Comping Options
  • 2019-04-30: Updated: Property Edit Page With Inline Offer/Option Calculator Option
  • 2019-04-30: Updated: Neutral Letter Mailing House Template and .csv Export with New or_greeting column.
  • 2019-04-30: Added:  Envelope Preview Option
  • 2019-04-30: Added: Custom Document Preview Options
  • 2019-04-29: Updated: Custom Merge Posts Merge Fields
  • 2019-04-25: Added: Body CSS Classes For Custom Nested Styles
  • 2019-04-20: Updated: Sell Your Land/ House
  • 2019-04-25: Updated: Land Deals> Import
  • 2019-04-25: Updated: House Deals> Import
  • 2019-04-17: Added: Envelope Adjustment Options.
  • 2019:04-17: Added: User Permission To Hide All Seller Fields
  • 2019:04-17: Updated: Custom Optin Form UTM/Lead Source Tracking
  • 2019:04-17: Updated: Optin Form Merge Code
  • 2019-04-15: Updated: Installer
  • 2019-04-15: Updated: Sample Import List
  • 2019-04-08: Updated: Default Website Banner Preview Path
  • 2019-04-08: Updated: HELP> Weekly Live Q&A Training Calls> Click Here To View Replays of Previous Live Q&A Training Sessions
  • 2019-04-05: Updated: Activity Log Timestamp Timezone Conversion
  • 2019-04-05: Updated: Neighbor’s Letter Copy
  • 2019-04-05: Added: HELP>Weekly Live Q&A Training Calls Tab
  • 2019-04-05: Added: Optional Import Fields
  • 2019-04-05: Added: Buyers List> Import> Update Existing Contacts
  • 2019-04-05: Added: House Deals> Import> Update Existing Owner and Property Records
  • 2019-04-05: Added: Land Deals> Import> Update Existing Owner and Property Records
  • 2019-04-03: Updated: Advance Search> Primary Phone Field
  • 2019-04-03: Updated: Select>Generate Document: Label and Envelope Order of Documents
  • 2019-03-21: Updated: Listing Images Order
  • 2019-03-20: Updated: Export Order
  • 2019-03-18: Updated: Export Option
  • 2019-03-15: Updated: Optin Page Form
  • 2019-03-12: Updated: ‘API> when Owner ID first and last name are empty, it looks for company name
  • 2019-03-08: Added: ‘Customize> Document Template Settings> Add or Current Resident To Envelope’ option
  • 2019-03-08: Added: Selling Site Email to ‘Customize> Company Information
  • 2019-03-08: Updated: Moved ‘Selling Site Phone’ setting to Customize> Company Information section
  • 2019-02-27: Updated: Offer Agreement Template – Item 6
  • 2019-02-27: Updated: Buyers List> Interest Form
  • 2019-02-27: Updated: Buyers List> Notes
  • 2019-02-27: Updated: API> Contact
  • 2019-02-25: Updated: Land Deals> Reports> Lands Deals Summary
  • 2019-02-13: Added: Logo Generator
  • 2019-02-11: Updated: Advanced Search
  • 2019-02-04: Updated: House Deals> Options
  • 2019-01-28: Updated: Upload Files
  • 2019-01-24: Updated: Sell Your House
  • 2019-01-24: Updated: Land Deals> Sort Market Value
  • 2019-01-24: Updated: Land Deals> Set Property Location
  • 2019-01-24: Updated: Help> Ticket History
  • 2019-01-18: Updated: Added ‘Calculate Offer/Option Amount’ Option To ‘Set Offer/Offer Amounts’ screen.
  • 2019-01-18: Updated: Import
  • 2019-01-15: Updated: Zapier Zap
  • 2019-01-06: Property Short and Long Descriptions and the HTML Editor
  • 2019-01-06: (LAYOUT CHANGE) – Timestamped Notes (Private/ Public)
  • 2019-01-06: Property Reference Links (Private/ Public)
  • 2019-01-06: New Header, Body, and Footer Source Fields
  • 2019-01-06: Letter Template Generator
  • 2019-01-06: Generate Signature Option
  • 2019-01-06: New ‘Set Property Location’ Option
  • 2019-01-06: Set Offer and Option Amounts (Bulk Record Table Option)
  • 2019-01-06: Record Options for Custom Statuses
  • 2019-01-06: Advanced (Land) Record Search and Saved Searches
  • 2019-01-06: (LAYOUT CHANGE) – New More Efficient Layout for Record Options (for Land and House Records)
  • 2018-12-18: Update: Listings Page
  • 2018-12-11: Updated: API (Get Contacts Default Order = DESC)
  • 2018-12-07: Updated: New Call Request Form (Added Phone)
  • 2018-11-26: Updated: Buyer’s List>Import
  • 2018-11-19: Added: Neighbors Letter Export Data Option
  • 2018-11-19: Updated: Neighbors Letter Template
  • 2018-11-08: Updated: API and API Documentation
  • 2018-11-05: Updated: Merge Record Screen
  • 2018-11-02: Updated: Custom Domains
  • 2018-10-26: Updated: .doc Label Template
  • 2018-10-25: Updated: API
  • 2018-10-22: Updated: House Deals> Market Research
  • 2018-10-22: Updated: Listings Page
  • 2018-10-19: Updated: Buyers List Record Timezone
  • 2018-10-16: Updated: Property Edit Screen/ Sell Your Land Form – Step 2.
  • 2018-10-15: Updated: .doc Envelope Template
  • 2018-10-10: Updated: Sell Your Land Form – Step 2.
  • 2018-09-24: Updated: Selling Site Listing Layout A
  • 2018-08-21: Added: Selling Site Listing Layout
  • 2018-08-21: Added: Header/Footer Color Scheme Options
  • 2018-08-21: Added: Custom Optin Page Option
  • 2018-08-20: Updated: Offer Template
  • 2018-08-31: Added: Redfin comp option
  • 2018-08-18: User Guide
  • 2018-08-24: Updated: House Documents
  • 2018-08-24: Updated: Offer Labels
  • 2018-07-13: Updated: Tags
  • 2018-07-10: Updated: Neutral Letter Template
  • 2018-07-10: Added: Customize> Company Information> Offer Phone
  • 2018-07-10: Added: Customize> Company Information> Offer Email
  • 2018-07-10: Added: Customize> Company Information> Company Time Zone
  • 2018-07-10: Added: Customize> Company Information> Company Fax
  • 2018-07-10: Added: Custom Stages
  • 2018-07-10: Added: Custom Stage Sort
  • 2018-07-10: Added: Search By…> Stage
  • 2018-07-10: Updated: Custom Statuses
  • 2018-07-10: Updated: Land Deals/ House Deals Overview
  • 2018-07-10: Updated: My Profile
  • 2018-07-10: Updated: Land Deals> Reports> Lands Deals By Stage
  • 2018-07-10: Updated: House Deals> Reports> House Deals By Stage
  • 2018-07-05: Updated: Prospect Neutral Letter
  • 2018-06-22: Updated: Custom Documents Merge Fields
  • 2018-06-18: Updated: Welcome Tour
  • 2018-06-13: Updated: System Stages
  • 2018-06-13: Added: Page Descriptions
  • 2018-06-13: Added: Buying Site and Selling Site xml Sitemap
  • 2018-06-13: Updated: Land Deals> Edit> Options (Offer/Option Sent Status)
  • 2018-06-13: Updated: Land Deals> Offer Calculator
  • 2018-06-13: Updated: House Deals> Reports> Houses Deals By Stage
  • 2018-06-13: Updated: Land Deals> Reports> Lands Deals By Stage
  • 2018-06-13: Updated: Customize> Custom Documents> Add/Edit Document> To
  • 2018-06-13: Updated: Customize> Custom Documents> Add/Edit Document> Move To:
  • 2018-06-13: Updated: Search By…> Status
  • 2018-06-13: Updated: Land Deals> Stages
  • 2018-06-13: Updated: Installer Default Optin Page Value
  • 2018-05-22: Added: Tagging Function For Properties and Contacts
  • 2018-05-22: Added: Search By Tags Function
  • 2018-05-22: Added: Reports By Tags
  • 2018-05-22: Added: Separate Option Amount Field
  • 2018-05-22: Updated: Import Fields
  • 2018-05-22: Added: Default Offer/ Option Acceptance and Expiration Dates
  • 2018-05-21: Update: Image Alt Tag
  • 2018-03-28: Added: New Offer Request (For House Deals)
  • 2018-03-20: Updated: Merge Function
  • 2018-03-14: Updated: Property Edit Screen
  • 2018-03-05: Updated: Default Homepage Text (Buyers Site)
  • 2018-03-01: Added: Buyers List Import option.
  • 2018-02-26: Update: My Profile screen
  • 2018-02-22: Update: Custom Page and Post Edit Screen
  • 2018-02-21: Update: Default PS Line
  • 2018-02-01: Updated: New Offer Request option added to record summary page.
  • 2018-02-01: Added: New Offer Request option/ call wizard.
  • 2018-01-26: Added: Custom Agency Disclosure Option
  • 2018-01-26: Update: Agency Disclosure
  • 2018-01-26: Update: Neutral Letter Template
  • 2018-01-05: Update: Property Edit field label change
  • 2018-01-05: Update: Facebook OG:Tags
  • 2018-01-03: Update: Offers> (Owner) Logic
  • 2017-12-28: Added: Import Summary To Activity Log
  • 2017-12-08: Added: Select Export option (Land, Contacts)
  • 2017-12-08: Added: Merge Record option (Contacts)
  • 2017-11-24: Added: Merge Record option (Land)
  • 2017-11-24: Update: Buyers List> Add Record required fields
  • 2017-11-24: Update: Combined Lien and Back Taxes fields together on Land Deals Overview page.
  • 2017-10-26: Update: Help (New Ticketing System)
  • 2017-10-26: Update: Faster Search Queries
  • 2017-10-26: Update: Delete Records (Includes Owners Now)
  • 2017-10-26: Update: Land Deals, House Deals table (Mobile View)
  • 2017-10-19: Update: Offer Envelope Labels (.PDF)
  • 2017-10-19: Update: Import (optional fields), Add, Edit Record
  • 2017-10-02: Update: Add Additional Properties
  • 2017-09-28: Update: USD() formatted merge values (Custom Documents)
  • 2017-09-28: Update: Offers> Bulk Update
  • 2017-09-27: Update: Rep User Permissions
  • 2017-09-26: Update: Import Function
  • 2017-09-26: Update: Sell Your Land Form
  • 2017-09-26: Update: Image/File Uploader
  • 2017-09-26: Update: Function
  • 2017-09-22: Update: Login Sessions
  • 2017-07-20: Update: Labels Template (.DOC)
  • 2017-07-07: Update: Sell Your Land/House Form Functions.
  • 2017-06-30: Update: Option Template
  • 2017-06-26: Update: Contact Record Preview Option
  • 2017-06-23: Adde: Record Preview Option
  • 2017-06-23: Updated Pagination Function (Save Setting)
  • 2017-06-23: Added: Search By Property Zip Code Function
  • 2017-06-17: Update: Edit Contact Screen
  • 2017-06-17: Update: Optin Page Functions
  • 2017-06-14: Update: Improved keyword search for all search functions
  • 2017-05-19: Update: Default Offer/Option Accept By date and Offer/Option Expires On (Close of Escrow) date.
  • 2017-05-12: Update: Contact Us page.
  • 2017-05-11: Added: Search by…  Acquisition Type option.
  • 2017-05-05: Added: Helpful tip.
  • 2017-04-28: Update: Added spam blocker to optin forms.
  • 2017-04-27: Update: Letter PDF generator and letter templates.
  • 2017-04-13: Update: Default Homepage Text (Buying Site).
  • 2017-04-13: Update: Mapping function.
  • 2017-04-13: Update: Offer and Option template.
  • 2017-04-11: Added: Image Order Function.
  • 2017-04-11: Update: Add Custom Document Template Screen Help Tip.
  • 2017-04-06: Added: User guide video on how to evaluate land within the Investment Dominator system.
  • 2017-04-06: Update: Tasks> Add Tasks screen – removed link to user record.
  • 2017-04-04:
    • Update: Task> (Record Table Headers)
    • Bug Fix: Custom documents that contained a common in the title prematurely stopped the .DOC generator.
  • 2017-04-03: Bug Fix: Systems with custom domains configured had issues with the website images if the website was brought up by clicking under My Site> Selling Site.