This guide walks you through the core concepts covered during an Investment Dominator setup call. You’ll learn how to navigate between Legacy and 2.0, configure your profile and company settings, manage buying and selling workflows, import records, send letters, and use key tools like Deal Flows and Property IQ.
Step 1. Understanding Legacy vs Investment Dominator 2.0
Investment Dominator includes two environments:
- Legacy (Classic) – Used for a few setup functions that are still transitioning
- 2.0 – The primary, modern CRM where day-to-day work happens
When to Use Legacy
You may still need Legacy for:
- The Onboarding Wizard (domain registration)
- Custom document templates
- Certain advanced or older workflows
Switching Between Versions
- Click the Investment Dominator logo (top-left) to return to the home screen
- Use the toggle switch to move between Legacy and 2.0
Step 2. Navigating the Investment Dominator 2.0 Dashboard
The 2.0 homepage displays:
- Performance indicators (KPIs)
- Recent activity
- Quick access to tools
The blue navigation menu provides access to:
- Prospecting
- Buying
- Marketing
- Selling
For anything related to records, leads, or deals, you’ll start in Prospecting.
Step 3. Profile Settings (Important Rules)
Navigate to Profile from the top menu.
What You Can Update
- Password
- Time zone
- Primary contact phone (internal only)
- Signature image
- Profile picture
- Preferred record views (list, card, calendar)
- Notification preferences
What NOT to Change
❗ Do not change your email address
Your email is tied to your Land Profit Generator account.
If it needs to change, contact support.
Step 4. Signature Image for Letters
Your signature image is the only profile element that appears on mailed letters.
You can:
- Upload a signature image
- Draw your signature
- Generate one using typed text
⚠️ Known Issue
Generated signatures may appear slightly off-center.
Best practice:
- Upload a signature image or
- Draw the signature manually
Step 5. Notification Preferences
Control how you’re alerted when someone interacts with your websites.
Buying Site Notifications
Triggered when a seller:
- Requests an offer
- Submits property details
Selling Site Notifications
Triggered when a buyer:
- Views or inquires about a listed property
Available notification methods:
- SMS
- Mobile app notifications
Step 6. Team Management
If you work with partners or assistants, you can add them under Team.
Team Member Roles
- Admin – Full access
- Representative – Limited permissions
Each team member:
- Has their own login
- Operates under your main account
Team members can also attend training sessions through the Help section.
Step 7. Company Settings (Buying Side)
Go to Settings → Company.
This information appears on:
- Prospect Neutral Letters
- Buying website
Required Best Practices
- Use a business address (virtual address recommended)
- Never use your home address
- Use a business phone number (Google Voice, Quo/OpenPhone, etc.)
Key Fields
- Company name (or personal name)
- Company address
- Company phone number
- Company email
- Time zone
- Licensed agent/broker disclosure (if applicable)
⚠️ Disclosures must be under 800 characters or they will be cut off.
Step 8. Offer Phone & Offer Email
When a seller requests an offer:
- Offer Email appears on the offer document
- Offer Phone can be separate or shared with your company line
Some users route calls with:
- Press 1: Request an offer
- Press 2: Discuss an offer
Step 9. Company Settings (Selling Side)
The selling side is a separate business workflow.
Configure:
- Selling company/brand name
- Sales (cash) phone number
- Sales email
📌 Best Practice
Keep buying and selling phone numbers separate to avoid confusion.
Step 10. Account & Billing Management
Navigate to Settings → Account.
This opens the Account Management Center, where you can:
- Update billing information
- Manage add-ons
- Purchase more records
- Manage domains
🔐 This section uses a separate login for security.
Use Forgot Password the first time you access it.
Step 11. Prospecting & Finding Deals
Go to Prospecting → Wizards → Find Deals.
You can:
- Import records using built-in data credits
- Upload CSV files from third-party data providers
Filters You Can Apply
- Market value
- Acreage
- Land use codes
- Ownership type (individuals, companies, or both)
- One property per owner
⚠️ Always click Refresh after adjusting filters to ensure accuracy.
Step 12. Importing Records Correctly
When importing records, you can:
- Limit how many records you bring in
- Apply tags (highly recommended)
- Assign records to team members
- Add records to a Deal Flow
Each record = 1 credit
Step 13. Deal Flows Explained
Deal Flows guide records through your process.
Example: Neutral Letter Deal Flow
- Prospect
- Mail Letter 1
- Pending Preliminary Research
- Offer Sent
- Open Escrow
- Sold
KPIs on the dashboard are calculated from records actively moving through deal flows.
Step 14. Sending Neutral Letters
- Select records
- Click Actions → Generate Documents
- Choose your letter template
- Select a delivery method:
- REI Print Mail (integrated)
- ITI Direct Mail
- Local printer
- Other mailing house
Each letter includes:
- Seller name
- Property reference number
- Your phone number
- Your website
- Signature image
Step 15. Reference Numbers on Letters
Every letter includes a numeric reference number at the bottom.
Use this to:
- Identify records when sellers call
- Route calls through voicemail or answering services
- Search records quickly in the CRM
Step 16. Property IQ & AI Tools
Property IQ helps with:
- Comparable sales analysis
- Radius-based research
- Market insights
AI tools can assist with:
- Generating listing descriptions
- Enhancing property details (once data is entered)
Step 17. Help, Training & Support
Access Help from the top menu to:
- View the User Guide
- Join weekly live training calls
- Submit support tickets
- Suggest new features
🎥 Training recordings are typically posted within a few days.
Step 18. What to Do Next
After setup:
- Import records
- Send Neutral Letters
- Respond to callbacks
- Perform preliminary research
- Send offers
- Move deals through escrow
- List and sell properties