seller finacing – The Investment Dominator CRM User Guide

How To Generate Seller Financing Notes From Land Records

Land, Notes (Term Sales), Selling / Luis Garate

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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The Status of a Note and How To Update It

Land, Lease Purchase Management, Loan Servicing, Notes (Term Sales) / admin

The Status of a Note is important because it is what controls the overall state of the Note is as well as properly indexes your records for accurate reporting. Here is a brief explanation of the built-in Note Statuses and what they mean: Preview: Initially when you create a new Note record from the Payment

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

Land, Lease Purchase Management, Loan Servicing, Notes (Term Sales), Selling / admin

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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