Welcome to Investment Dominator 2.0! This guide covers the core platform basics demonstrated during the live training session. You’ll learn where to find help, how to customize your CRM, manage websites, create and send letters, import leads, and organize property records—all essential steps for running your land investing business efficiently.
This article is designed to help new and existing users confidently navigate the system and understand how the main features work together.
Step 1. Using the Help & Support Resources
Investment Dominator provides multiple built-in support options to help you succeed.
Help Menu Options
Access the Help menu from the main navigation to find:
- User Guide
Search step-by-step articles with screenshots and videos. Simply type a keyword (e.g., template, send letters, domains). - AI Support Assistant
Ask questions such as:- How to connect domains
- How to edit websites
- How to send letters
- Live Weekly Training
Join live sessions every Monday using the Join Training Session button. - Support Tickets
If you can’t find an answer:- Click Support Tickets
- Select Add Help Ticket
- Include detailed steps, URLs, screenshots, or videos if possible
Recommended browser: Google Chrome for best performance.
Step 2. Understanding Navigation & CRM Layout Changes
Some settings previously grouped under Settings have been reorganized for clarity.
You’ll now find key CRM tools under Records, including:
- Stages
- Statuses
- Deal Flows
- Search Filters
- Tags
This change improves navigation—nothing is broken or missing.
Step 3. Website Settings & Customization
Investment Dominator includes two pre-built websites:
- Buying Site – for sellers requesting offers
- Selling Site – for buyers viewing properties
Access Website Settings
Go to Settings → Websites to:
- View buying and selling sites
- Edit page titles and descriptions
- Adjust banner text and background colors
- Generate or upload a logo
Logo Generator
Use Actions → Logo Generator to:
- Enter your business name
- Choose fonts, colors, and icons
- Generate a simple logo instantly
Custom logo size requirement:
107px (height) x 54px (width)
Step 4. Using Website Themes (Optional)
You can apply pre-built website themes for a different look.
Applying a Theme
- Download a theme from the User Guide
- Go to Settings → Websites
- Scroll to Theme
- Click Actions → Upload New Theme
- Save your selection
Custom themes may require developer assistance, but sample themes are easy to apply.
Step 5. Customizing Records: Statuses, Deal Flows, Filters, and Tags
Statuses
Statuses track where each property is in your process.
- Click the green + icon to create a new status
- Assign:
- Stage (Prospects, Offers, etc.)
- Available actions (generate documents, view maps, calculators)
You can delete or modify statuses anytime.
Deal Flows
Deal flows represent your business process, such as:
- Neutral Letters
- Blind Offers
- Website Submissions
New users typically start with:
- Neutral Letter Deal Flow
- Blind Offer Deal Flow (optional)
Advanced users can create custom deal flows later.
Tags
Tags help organize and filter records.
Common tag examples:
- County name
- Import date
- Campaign name
Tags make it easy to:
- Filter records
- Segment campaigns
- Locate properties quickly
Step 6. Creating Custom Letter Templates
Investment Dominator includes default letters, but you can create your own.
Creating a Template
- Go to Settings → Campaigns
- Click Add Template
- Enter a title
- Choose file type (PDF recommended)
- Paste or edit letter content
- Enable:
- Standard envelope
- Bulk status updates (optional)
- Data export (optional)
- Save the template
PDFs maintain alignment better than Word documents.
Step 7. Sending Letters (Campaigns)
Starting a Campaign
- Go to Prospecting
- Select records or use filters
- Click Campaigns
- Choose a letter template
- Start the campaign
Mailing Options
- Local Printer – download and print yourself
- REI Print Mail – printing and mailing handled for you
- ITI Direct – export files and submit to ITI manually
REI Print Mail includes:
- Postage selection
- Address validation
- Cost review
- Letter preview
- Payment & approval
Step 8. Importing Leads with Find Deals
The fastest way to get leads is through Find Deals.
Access Find Deals
Go to Prospecting → Wizards → Find Deals
Import Options
- CSV Upload – manual formatting required
- Data Service (recommended) – credit-based, automated
Using the Data Service
- Select state and county
- Apply filters (ownership type, value, acreage, etc.)
- Click Refresh after changing filters
- Review estimated record count
- Choose number of records
- Add tags
- Assign records to deal flow
- Confirm import
Each credit equals one property record. Duplicate records are prevented using the APN.
Step 9. Viewing & Managing Property Records
After import:
- Click View Records
- Review high-level data (APN, tags, taxes)
- Click a record to open full details:
- Owner info
- Mailing address
- Coordinates & map view
- Transaction notes
- Research fields
- Deal flow placement
This centralized record view is the core benefit of using a CRM.
Step 10. Domains & Website Connections
Domain Options
- Purchase through Investment Dominator
- Fully configured automatically
- No access to DNS settings
- Purchase through GoDaddy or other provider
- Connect via Actions → Change Domain
- Requires adding a CNAME record
CNAME Setup (example):
- Name:
www - Value:
investment.com - TTL:
600 seconds
Support can provide step-by-step videos if needed.
Step 11. Optional Features & Team Management
Betty Score
Betty Score helps predict likelihood of deal success.
- Requires a third-party subscription
- Minimum of 500 records per request
- Can be used to filter high-probability leads
Adding Team Members
- Click Team → Add User
- Assign role (Admin or limited)
- Set credentials
- Send invitation
Each user receives a unique login link.
Step 12. Knowing When You’re Ready to Send Letters
You are ready to mail when:
- Company info is complete
- Phone numbers work
- Websites load correctly
- Domains are connected
Mail responses take time—sending letters is about consistency, not instant results.