Notes (Term Sales)

New Update for Roles and Permissions for User Management

Chances are if you are coming across this article you want to know the difference between the types of Users you can create under your profile. We have released a new system update that will not only allow you to further personalize these Permissions to best fit their Roles, but you can also add Custom

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How To Log A Returned (Bounced) Check For A Note Payment In The System

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

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How To Export The Payment History For A Note (Loan, or Lease Purchase)

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:

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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

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How To Set Default Seller Financing Note and Email Settings

Seller Financing Notes for either a Loan or Lease Purchase agreement deals have specific pre-set percentages or amounts, that will be calculated/charged based on how buyers adhere to their monthly payments. The following instructions illustrate how to pre-set these amounts that will show up in the ‘Loan Information‘ section of the Notes for each seller

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How To Generate A 1098 Document For Active Loans

IMPORTANT: While the Investment Dominator CRM provides users with the option to generate a 1098 document, you must consult with your CPA and have them review the document prior to submitting it to IRS or your buyer. The Investment Dominator system gives you the option to generate a 1098 document for your active loans. NOTE:

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How To Generate Seller Financing Notes From Land Records

There are currently 2 different types of Seller Financing Notes, (Loan and Lease Purchase) that exists in Investment Dominator. Seller Financing Notes for either a Loan or Lease Purchase note can be easily generated from Land Records in Investment Dominator by executing the following instructions. Note: Please check with LPG Management Staff regarding associated costs

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Notes: How To Attach A Property To A Note

There are two ways you can attach a property, or properties to a seller financing Note: If you create the Note from the ‘Land>Options>Payment Calculator> Create New Loan‘ or ‘Land>Options>Payment Calculator> Create New Lease Purchase‘ then the system will attach the property record that you were on when you opened the Payment Calculator to the

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