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 […]
Phone Validation is Now Required Read More »
What are the Investment Dominator [Big-3] setup requirements -3:20Signature/Profile – 4:30Company Info – 9:30Domains – 25:20 35:24 – Next Steps after Welcome Call37:00 – How to see the past live Q&A Call39:00 – How to go over the Recommended Ring Central Phone Setup43:13 – How to Add the Outside Data Service Integration to ID45:18 –
2021-11-22 Live Training Call Read More »
Questions answered on this call: 5:00 – Going over options on how to import first Land List19:38 – Going over Imports section in relation to Activity Log21:30 – How to begin the process to Send the list to Mailhouse26:00 – How does the Prospect Neutral Letter Link to Buying Site30:00 – Why is setting up
2021-11-18 Live Training Call Read More »
Questions answered on this call: 5:44 – What resources are available to help with using the Investment Dominator6:29 – Overview of Outside Data Service Feed is it right for you?12:45 – How to Change the status of Records to have a limited Mailing14:22 – How to Generate a New Search Criteria using Outside Data Service19:45
2021-11-11 Live Training Call Read More »
What are the Investment Dominator [Big-3] setup requirements –:30Signature/Profile – 5:40Company Info – 12:30Domains – 32:00 49:18 – How to add our business partners to our ID account for access53:37 – Is it necessary to have our business phone, domain names and Email Addresses set up for the 2 1/2 Day ID Workshop,56:30 – Are
2021-11-08 Live Training Call Read More »
What are the Investment Dominator [Big-3] setup requirements –:30Signature/Profile – 5:40Company Info – 12:30Domains – 32:00 33:30 – Next Steps after Welcome Call36:00 – How to Create a new Support Ticket36:40 – How to Sign up for future Live Q+A sessions38:16 – Should you be sending documents from ID without establishing LLC41:30 – Is the
2021-11-01 Live Training Call Read More »
What are the Investment Dominator [Big-3] setup requirements –4:40Signature/Profile – 5:00Company Info – 11:00Domains – 27:40 36:50 – How to find next steps after Welcome Call39:00 – How to generate documents (Prospect Neutral Letter)40:20 – How to leave a PS. Line or Company Notes44:00 – How to get updated Custom Buying Site theme LandGen For
2021-10-25 Live Training Call Read More »
Questions answered on this call: 8:00 – Investment Dominator Quick Start Guide Overview (Import Land)11:00 – How to upload your first CSV file17:00 – How to Process a mail Campaign (Prospect Neutral Letter)26:30 – Outside Data Service Integration Overview33:00 – Why might Records not be importing into Investment Dominator38:00 – How to review what records
2021-10-21 Live Training Call Read More »
If you ever felt lost when working with the Notes section within Investment Dominator we hope this guide on how to export your Notes will help! Let’s say that we have been keeping track of your payments for a Note within your system, but realized that one of the checks bounced on your payments. You
How To Log A Returned (Bounced) Check For A Note Payment In The System Read More »
If you need to export the payment history of a Loan or Lease Purchase Note managed in the Investment Dominator please follow these simple steps: First, under the ‘Note‘ tab select the ‘Edit‘ link next to a Note record. Scroll down to the ‘Payments‘ section of the Note. Then click the ‘Export’ option: Video Tutorial:
How To Export The Payment History For A Note (Loan, or Lease Purchase) Read More »
If you ever felt lost when working with the Notes section within Investment Dominator we hope this guide on how to export your Notes will help! Let’s say we have two scenarios we will be working with first we want to export just a single note. First, go to the Notes section of your Investment
How To Export Your Notes (Loans and Lease Purchase) Read More »
Have you ever wondered why when you are using our outside data service integration you get fewer records than the amount requested? No matter how you create records in the Investment Dominator CRM our system will need to verify 11 fields of data that are needed for import regardless of whether you are importing by
Why does the system import fewer records than what is requested from the data service? Read More »
What are the Investment Dominator [Big-3] setup requirements –:38Signature/Profile – 5:54Company Info – 11:11Domains – 26:38 38:50 – What are next steps after Monday Live Q&A Call42:48 – Is there a mail service for out of country members44:30 – How to import Records into the Investment Dominator45:30 – What information is needed on the CSV
2021-10-18 Live Training Call Read More »
Questions answered on this call: 8:32 – How to find information about our Outside Data Service Integration18:00 – Adding the Data tree integration to your account20:00 – How to use our Outside Data Service Integration properly35:00 – Verifying the information imported into your ID for Outside Data Service41:28 – How to take records from Skip
2021-10-14 Live Training Call Read More »
What are the Investment Dominator [Big-3] setup requirements –:15Signature/Profile – 5:10Company Info – 11:40Domains – 30:26 40:00 – How to Review past sessions with the Investment Dominator Q&A41:15 – How to Sign up for future calls42:00 – Quick Start Guide With the Investment Dominator43:00 – What information shows on the offer letters from Company Information46:20
2021-10-11 Live Training Call Read More »
Questions answered on this call: 6:00 – How Can I start to be more organized with Records in ID14:00 – Starting with Tags within Land section15:35 – What integrations are available within the Investment Dominator16:00 – Things to know when using REI Printmail Integration18:00 – How to Add additional Information within Letters Sent20:00 – How
2021-10-07 Live Training Call Read More »
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