This guide walks you through the Investment Dominator 2.0 Setup Wizard and explains how to properly configure your system so you can begin marketing, generating leads, and closing deals.
The setup process ensures that all required information is in place before sending your first mailing.
Accessing the Setup Wizard
When you first log in, you’ll see a welcome message prompting you to begin setup.
To start:
- Click “Setup”
- Follow the guided onboarding steps
⚠️ You must complete all required fields before sending your first mail campaign.
Accessing Training Recordings
You can view past live trainings and Q&A sessions inside the platform.
To access recordings:
- Go to Help
- Click User Guide
- Select Live Training & Q&A Calls
If recordings are not loading, submit a support ticket to request direct access.
Step 1: Personal Profile Setup
This section configures your internal user profile.
Fields to Complete:
- First Name / Last Name
- Appears on letters
- Profile Picture (Optional)
- Internal use only (team visibility)
- Email & Phone
- Used for notifications
- Can be personal or business
- Time Zone
- Your personal working time
- Digital Signature
- Printed on letters
- Options:
- Generate automatically
- Upload your own signature image
Usage Type:
Choose how you plan to operate:
- Individual
- Company
- DBA (Doing Business As)
- Not sure
Step 2: Company Information
This section contains public-facing details used in letters and websites.
Key Fields:
Company Phone
- Displayed on letters and websites
- Do NOT use your personal number
- Recommended: Use a virtual phone system
Recommended Phone Setup (3-Line System)
- Company Phone – Initial inquiries
- Offer Phone – Offer discussions
- Sales Phone – Buyer inquiries
Using separate lines helps you identify call intent instantly.
Company Email
Options:
- Free email (Gmail, Yahoo, etc.)
- Domain-based email (more professional)
Recommendation: Use a business-specific email.
Company Address (VERY IMPORTANT)
- Used as return address on all mail
DO NOT use your home address
Recommended options:
- Virtual mailbox
- PO Box
- Office address
Company Time Zone
- Displays business hours on letters
Step 3: Buying (Acquisition) Setup
This section configures your buying website and lead intake system.
Buying Brand Name
- Your company or domain name
Domain Setup
- Enter desired domain
- Click Check Availability
- If available → Click Register Domain
You get:
- 1 FREE buying domain
- 1 FREE selling domain
⚠️ Choose carefully—changes require purchasing a new domain separately.
Offer Phone
- Appears ONLY on offer letters
- Used for seller negotiations
Calls to this number indicate serious seller interest.
Offer Email
- Optional
- Can use same company email or create a dedicated one
Real Estate License Disclosure
- Required if applicable
- Verify wording with legal counsel
Step 4: Selling Setup
This section configures your selling website and buyer communication.
Selling Brand
- Name used for your sales business
Selling Domain
- Same process as buying domain
Sales Phone (Critical)
- Used for:
-Buyer inquiries
-Marketing ads (Facebook, Craigslist, etc.)
This is your revenue-generating line—always answer these calls.
Sales Email
- Optional separate inbox for buyer communication
Step 5: Review & Complete Setup
Before finishing:
- Review all entered information
- Click Edit if changes are needed
- Click Complete Setup
What Happens Next?
After setup, your workflow follows these steps:
- Generate Prospect List
- Send Mail Campaigns
- Receive Seller Calls
- Create Offers
- Get Property Under Contract
- Perform Due Diligence
- Market & Sell Property
Making Changes After Setup
You do NOT need to rerun the wizard.
To update information:
- Go to Settings → Company
- Or Profile section for personal details
Using the AI Chat Feature
You can use the built-in chatbot to:
- Ask for investment areas
- Analyze markets
- Get suggestions
To access:
- Click the chatbot icon (bottom-right)
- Ask questions like:
-“What are good areas to invest in?”
Submitting Support Tickets
If you need help:
- Go to Help
- Click Support Tickets
- Select Add Help Ticket
- Provide:
-Detailed description
-Screenshots (if needed)
-Device/browser info
Feature Suggestions
You can submit or vote on feature ideas:
- Go to Help
- Click Feature Suggestions
- Vote or submit new ideas
Accessing Training (If Available)
If you purchased training programs:
- Go to your Student Portal
- Access:
-Training modules
-Live calls
-Replays
-Documents/resources
Best Practices & Recommendations
- Use 3 separate phone lines if possible
- Avoid using personal contact info publicly
- Complete training before sending mail
- Test letters by sending one to yourself
- Use AI and automation to save time
