How to Bulk Update Existing Records (Land Investing)

You may find yourself in the situation that you need to update a lot of records that are already in your system. However, doing this one by one would be extremely time consuming.

This is why we have a feature to ‘Update Existing Records’, in which you will Import a List (.csv), and all the records already on the system will be updated with the information inside the List.

To do this, you want to go into ‘Land > Import > Upload Import CSV File > Update Existing Records’.

Note that by default, the Status of the record in the system will be overwritten by the Status you choose here (which is ‘Prospect’ by default). If you don’t want this to happen, make sure you check the ‘Don’t Update Status’ box.

Once you have chosen the List, simply click the ‘Upload List’ button and wait until the Import Process is completed. Once it is completed, it will show up a screen detailing the process:

Note that the ‘Update Existing Records’ option will Update Existing Records in your system, but also add any brand new records that are not already in your system.

How To Add Video your Selling Site Property Listing Elements

If you are reading this chances are you need to have a video added to one of your selling site properties.

This can now be done with the help of a new merge field called
[property-video] . Here are the steps that need to be done in order to complete this process.

Step 1: Find and Identify the Record

Now for this step, you will need a record to be in the Complete/Ready to Sell Status as well as having the privacy setting set to Public.

You should notice when you go to the selling site you now see the record you have chosen now listed.

Step 2: Attach the Video to the Property Record

Now go back to the record you are working on and click on edit this will allow you to make changes to the property details.

Scroll down until you see a Select Video option (this should be directly above the Transaction Information).

This will allow you to select the video you wish to use on your computer. Once selected make sure you upload the video to finalize the process.

As soon as the new video has been uploaded make sure to update the record in order to save the new changes made.

Step 3: Create a new Property Listing Element

Now the last step in this process will be to create a new listing element for this video.

To do this go to Customize -> Selling Site Settings

Scroll down until you see the Property Listing Elements and click Create New Listing Element

Now create the name for the listing element and add the merge field for property-video

Once you’re done click update.

Now for this part, you will be able to change the order of your property listing elements to best reflect your details.

To do this you can click on the move up or move down arrows.

Now it’s time to go and make sure your video is working head back to your selling site and verify the changes made to ensure they are correct.

Dashboard Update Change

If you are reading this article you have probably seen the new dashboard update made to the Investment Dominator. This will now present you with all 7 wizards when accessing the Investment Dominator.

With the addition of these Wizards being added to the Investment Dominator, we want to have easy access to perform specific functions with a step-by-step tool.

This is not taking away from any existing functionality when using Investment Dominator. You can still use the drop-down menu at the top to get your land records as well as edit your sites or even go to your marketing tab.

The Introduction of these Wizards is showing you what’s next for the Investment Dominator and we hope you will enjoy the great changes coming to the System in the near future.

To stay up to date with the latest changes please use this link here

Brand New Wizards Screen Update

We are excited to announce we have made an update to the Dashboard of the Investment Dominator. This new update will present our new wizards for easy access to perform operations within Investment Dominator.

The Introduction of these Wizards will enable you to have an even easier time working on different processes with the Investment Dominator.

In total, we have 7 new wizards screens:

  1. Find Deals
  2. Send Letters
  3. Make Offers
  4. Research Deals
  5. Due Diligence
  6. Market
  7. Sell

These Wizards will allow you to simplify the Investment Dominator with step-by-step help to complete the 7 tasks listed above.

Too busy to finish one of the Wizards? Not to worry these wizards will save your progress as you proceed and you can come right back to where you left off.

Check this out now within your Dashboard!

Phone Validation is Now Required

With the launch of our REIPrintmail Integration, we have had to make a few adjustments to the Investment Dominator System. For example, under the Company Phone number fields previously you were able to configure a company phone formatting like this:

1-(555)-555-5555 Ext. 1

With our recent system update, you are required to enter only a valid 10-digit phone number plus country code if this applies to you.

Here is an example of correct formatting:

1-(555)-555-5555
Or…
555-555-5555

Any additional text appended to the number like an extension number will not be accepted.

Please double check to ensure your phone numbers are correct as or you may see number formatting like this if entered with additional text information:

If you need to convey a phone extension we recommend using the ‘Company Notes‘ section or the ‘Letter P.S. Line’. You can also create a custom document that includes information about how to navigate your phone menu.

Brand New Dashboard Navigation Update

We are excited to announce we have made an update to the Dashboard of the Investment Dominator. This new update will present a hover-over option for the Dashboard Menu Items to now show dropdowns for easy access to fields within Investment Dominator.

NOTE: With this new navigation menu in order to get to the record summary page click the ‘Dashboard’ option under each main menu option.

Also, here is a video example to show you all the ways this has been updated.

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:
https://user-guide.investmentdominator.com/how-to-enable-the-actum-automated-ach-payment-processing-option-for-an-owner-financed-note-loan-or-lease-purchase/

How to Setup Automatic Payment Processing:
https://user-guide.investmentdominator.com/how-to-setup-automatic-ach-payment-processing-for-owner-financing-notes-loans-or-lease-purchases/

FAQ:
https://user-guide.investmentdominator.com/automated-ach-payment-processing-actum-integration-faqs-what-you-need-to-know/

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.

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: https://zapier.com/apps

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 Zapier.com, 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 https://user-guide.investmentdominator.com 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.

    PLEASE NOTE: This is not a pay-as-you-go service this is an optional monthly subscription that is in addition to your Investment Dominator CRM monthly subscription. Unused record credits do not roll over to the next billing period and there are no refunds for partially used credits, or for partial or inaccurate data.

    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: https://user-guide.investmentdominator.com/datatree-user-permissions
  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 generate a list from previously pulled and saved criteria under the ‘Outside Data Service’ section. To do this, select and load a ‘Saved Criteria’ option from the dropdown menu under ‘Step 2’ of the import process, then set the ‘Exclude Previously Imported Records‘ option to ‘Yes‘ the next time you pull data from that same County.

    IMPORTANT NOTES:
    If you try to import from the same County again and DO NOT use the ‘Exclude Previously Imported Records‘ option, you may end up pulling the same records you had already imported previously and as a result will essentially use up record credits for unnecessary duplicate records.
    You must use the original criteria that was created, or saved when you first pulled from a given County. Failing to select the correct criteria, or creating a new criteria may cause you to pull duplicate records.
  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.
  19. What Use Codes does the system use to Identify Land Records?

    The following use code filters are utilized:
    Vacant Land (NEC)
    Commercial Lot
    Multi-Family Acreage
    Multi Family Lot
    Recreational Acreage
    Residential Acreage
    Residential Lot
    Rural Homesite
  20. Do we guarantee the data from this 3rd party data provider?
    No, the data provided through this 3rd party data service is deemed reliable but not guaranteed.

    Furthermore, any filters or options relating to this integration are subject to limitations from both the Investment Dominator CRM system as well as from our 3rd party data service provider and may be updated, downgraded, or improved at any time for any reason.

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.