2025-12-08 Investment Dominator Setup and Q&A Session

qanda

This guide walks you through the full workflow demonstrated in the training video—from understanding statuses and deal flows, to generating mailers, importing leads, and customizing your websites. Follow each step to learn how to use the platform efficiently and confidently.


Step 1. Understanding Statuses, Stages, and Deal Flows

Investment Dominator 2.0 offers a granular status system that tracks every action taken on your records. Instead of a single basic status, you can create detailed stages that outline your workflow in depth.

What You’ll Learn in This Step

  • How statuses reflect where a record stands in your pipeline
  • How to customize stages to match your business
  • Why Deal Flows matter and how they work

About Deal Flows

Deal Flows—also known as campaigns—are customizable pipelines that allow you to organize your deals by workflow type. Examples include:

  • LPG Blind Offer
  • LPG Neutral Letter
  • Custom flows organized by county, strategy, or campaign

Deal Flows help you track seller outreach from the moment you import leads through mailing, negotiations, and follow-up.


Step 2. Tags, Filters, and Business Organization

As your business grows, you’ll rely heavily on tags, filters, and custom categorization to keep everything organized.

This Step Covers

  • Creating tags for record grouping
  • Using filters to quickly locate specific lead segments
  • Best practices (keep it simple when starting)

Tags become especially powerful when managing large lists, multiple counties, or different acquisition strategies.


Step 3. Generating Neutral Letters

One of the core tools inside Investment Dominator is the ability to generate Neutral Letters for seller outreach.

How To Generate Neutral Letters

  1. Go to Prospecting
  2. Select the records you want to mail
  3. Click Actions → Generate Documents

Delivery Options

  • Local Printer
    Download PDFs and print them yourself
  • REI PrintMail
    Full mailing service that prints, stuffs, stamps, and mails
  • ITI Direct
    Download your letter files and upload them manually to ITI Direct’s platform

Letter Preview

The system automatically fills in:

  • Property details
  • Owner name
  • APN
  • Your website link
  • Phone number
  • Signature
  • Reference Number for tracking

Step 4. Reviewing Your Mail Order

Before submitting your letters, you can preview the entire mailing job.

You’ll See:

  • Full letter preview
  • Envelope preview
  • Postage options
  • Cost per letter
  • Estimated delivery date
  • Order summary

Take time to review everything carefully, especially when learning. The preview ensures accuracy before mailing.


Step 5. Importing New Leads Into the System

Importing leads is one of the most important parts of using the Investment Dominator.

Before You Import

Make sure your business info is correct under:
Settings → Company

Start the Import Wizard

  1. Go to Prospecting → Wizards
  2. Click Find Deals

Import Wizard Steps

  • Select state and county
  • Apply filters (default land filters are beginner-friendly)
  • Review your filter summary
  • Choose how many leads to import
  • Auto-tag the imported list
  • Assign leads to a team member (optional)
  • Add leads directly into a Deal Flow

Tip: Always review the summary page—this prevents wrong data imports and saves time.


Step 6. Reviewing Imported Leads

Once imported, new leads appear in the Prospecting tab.
From here, you can:

  • Edit records
  • Add tags
  • Merge duplicates
  • Update statuses
  • Move leads through your Deal Flow

This area becomes your main workspace as you begin marketing.


Step 7. Accessing Support, Training, and Coaching

Your training path includes:

  • Weekly coaching calls
  • The Land Profit Generator course portal
  • The “Book a Call” page for personal support
  • Submitting tickets for system issues

Use these resources whenever you need guidance—nothing inside Investment Dominator can “break,” and the support team can reset or adjust anything you misconfigure.


Step 8. Customizing Website Themes

The platform includes customizable buying and selling websites.

Buying Site Theme Setup

  • Download approved themes
  • Install them under:
    Settings → Websites → Theme → Manage Themes
  • Activate your preferred theme
  • Refresh your buying site to apply updates

Notes on Editing

  • Basic text changes can be done inside the Investment Dominator
  • Advanced customization (CSS/HTML) requires a developer
  • Selling sites have limited themes because listings, not branding, are the main focus

If you’re new, don’t worry about deep customization—focus first on learning the land business workflow.


Final Notes

This combined guide walks you through all major steps from the training:

  • Understanding statuses and Deal Flows
  • Organizing records
  • Generating mailers
  • Importing leads
  • Customizing websites
  • Using support resources

Take your time learning each step. Once you become comfortable navigating the system, your land business workflow becomes much smoother and more automated.

Videos

investment-dominator-crm-logo
C_Vp88ZkvIk

Related Training Modules