Using PATLive (Call Center Service) To Answer and Log Your Acquisition Calls
Do you need help processing the offer requests that you receive by phone?
If so, don’t worry, there is a solution for you. You can simply use a call center service to help you process these calls inside your Investment Dominator system!
The call center service that we recommend is PATLive. Why?… They are a company that specializes in processing real estate-related calls for investors like you, have affordable solutions that include everything from providing a phone line and voicemail service, to a 24/7 staffed account that comes with a live phone representative that will answer your calls and process offer requests inside of your Investment Dominator System.
IMPORTANT NOTE: PatLive is a call center (answering service) NOT a phone system software like RingCentral.
Also, note. PATLive is a 3rd party company that we simply recommend to our users for the reasons stated above.
Alright, now that you know what a call center service is, why you would use one, and why we recommend PATLive, let’s get talk about how to get set up properly.
Step 1 – Set Up a Rep User For PATLive To Access Your Investment Dominator CRM System
If you would like PATLive to process the offer request inside of your Investment Dominator CRM system you first need to set them up with access. How?… You can set up this new Investment Dominator user under the ‘My Team‘ tab. Click here for specific instructions on what user permissions we recommend you use when setting up this new user for PATLive to access your account with.
NOTE: PatLive only needs one user login created because they have multiple agents that will answer your phone line and they can all share a single login to process the calls.
Step 2 – Create an Account With PATLive
Now that you have a user setup in your Investment Dominator account you need a PATLive account. To set this up, open a new browser tab and navigate to: www.LandCalls.com which will redirect you to a PATLive signup form specifically for Jack Bosch/ Land Profit Generator students.
IMPORTANT NOTE: Upon completing their sign-up form, you will receive a link to a call handline instruction form. This part is important because this is the part where you tell PATLive how you want your calls to be processed.
If you don’t get this form, please reach out to PATLive directly their support line is 1-(800)-300-0727
Step 3 – The PATLive Call Handling Instructions Form
Filling out the Call Handling Instructions Form for PATLive is an important step to complete because this Lets PATLive know that you are an Investment Dominator user and that you would like them to process the calls inside of your Investment Dominator system.
This call handling instructions form is a multi-step form however, step 2 of the form is the part is where you should select the “Investment Dominator” option… it looks like this:
In the Login information field enter your unique Investment Dominator CRM login link as well as the username and password of the PATLive user you set up in STEP 1 above.
The next screen will look like this:
You will likely not be running any Radio or TV ads, you will receive either Less than 50 or 50-500 calls a week, you will be forwarding your RingCentral number to PATLive, enter what that number is, and you will be following up either Immediately, 24-48 Hours, or something else.
This next section is for information that PATLive is allowed to relay if pressed by your callers. They can and will give this information out, so only provide information that you’re comfortable with callers being told:
The next section gives you the option of having a recorded message such as, “Please hold for [Company name]” or not. Additionally, you can choose the way the call is answered by the PatLive agent answers or provide a custom version:
Emergency calls are non-applicable:
Finally, choose the default conclusion or create a custom closing statement that your PatLive Rep will say to your callers before they end a call:
It is very important that you click the ‘Next‘ button and then click ‘Submit Form‘ at the very end as shown here:
PATLive will reach out when they receive your script and once again within 24-48 hours from their receipt of your completed scripts, once the system is working. This is when you will forward your Ring Central number to the provided PatLive number. Do not forward your Ring Central number to the PATLive number before it works, because the calls will not be answered.
Call Script And Processing
When a call comes in your PATLive rep will click on the ‘Land‘ or ‘House‘ tab depending on what type of property the caller is calling about in your Investment Dominator admin console then click the ‘New Offer Request‘ option in the system. This will bring up a call processing wizard that includes what questions to ask the caller.
Estimated Call Time and Account Management
Using the above script a PATLive Rep can process calls, on average in about 2.5 – 4 minutes. *This estimate comes from PATLive working with your assigned Reps and account manager to keep your calls within this time range.
To ensure that your account runs smoothly we recommend that you follow a few management processes.
- PATLive cannot use a Google Voice phone number. They recommend that clients either choose a phone number from their internal number picker or if you need to use your Google number, you can port the number over to the PATLive system which takes about 24 hours. There is also a $3 charge from Google to release the number.
- We recommend that you use a RingCentral phone number that forwards to PATLive so that you can control how your calls are routed. You can purchase a RingCentral number here: www.LPGphone.com