Loan Servicing

Notes (Owner Financing) FAQ’s

1. What is the difference between an amortization schedule and a lease-purchase sale? An amortization schedule outlines how a loan’s principal and interest are paid over time, resulting in a gradual payoff. In contrast, a lease-purchase sale, similar to a rent-to-own arrangement, involves the buyer leasing a property with an option to buy it at […]

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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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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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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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How To Delete A Note (Loan/ Lease Purchase)

IMPORTANT: Before you delete a Note we highly recommend that you export both the Note and the payment data to your local machine as deleting the Note will also delete the attached payment history for that Note. To Delete A Note: Click on the ‘Notes‘ Tab. Click the ‘Edit‘ link next to the Note that

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Notes: How To Link Buyers To a Loan or Lease Purchase Record

To link buyer(s) to a Loan or Lease Purchase Note first click the ‘Edit‘ link to the right of the Note record that you want to update: Click the ‘Edit Record‘ option to the top right of the screen: Navigate to the ‘Buyer Information‘ section and under the ‘Primary Buyer‘ field select a Buyer Contact

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