In other help articles we will go into more depth on customizing the Investment Dominator CRM and really making it your own. But first, let’s make sure you have your feet under you as you log into the app for the first time. The Investment Dominator is made up of 4 main parts: The buying […]
An Overview of the Investment Dominator CRM Read More »
An important feature of each property and contact record is the section to add and view Record Notes. Record Notes allow you to save key information about that record. Click the ‘Add Note‘ button to create a new Record Note: Record Notes can ether have a status of ‘Private‘ or ‘Public‘. Private Notes are only
Record Notes: How to Add Record Notes to Stay Organized Read More »
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
How to Avoid Creating Duplicate Records Read More »
In order to prepare an offer letter using the Investment Dominator, a few conditions need to be met: 1) The property record must be in the ‘Pending Preliminary Research’ status 2) You must enter the name of the person who called inside the property record 3) The ‘Offer Amount’ field must have a number inside
Preparing the Offer Letter for a Land Deal Read More »
When a seller calls you in response to a mailing, you will want to get as much information as you can about the seller and their property. We do this for two reasons: 1) to gauge the interest of the seller in their property, and 2) to be able to make a fair offer to
How to Fill in Property Record Information for Land Read More »
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