Welcome to Investment Dominator! This guide walks you through the complete onboarding process using the Setup Wizard, along with best practices for configuring your business, setting up marketing tools, and launching your first campaign.
Overview
This guide covers:
- Accessing and completing the Setup Wizard
- Configuring your personal and business information
- Setting up phone systems, emails, and domains
- Understanding buying vs. selling workflows
- What to do after setup is complete
Accessing the Setup Wizard
When you log into Investment Dominator for the first time, you’ll see the Setup Wizard button at the top of your dashboard.
💡 If you don’t see it, your setup may already be complete.
Click Setup Wizard to begin onboarding.
Step 1: Personal Profile Setup
Start by entering your personal details:
- Name – This will appear on your marketing letters
- Profile Picture (optional) – For internal use only
- Email & Phone – Safe to use personal contact info (not public)
- Time Zone – Ensures correct timestamps
- Digital Signature – Used in letters (upload or generate)
You’ll also select how you plan to use the system:
- Individual
- Company/DBA
- Not sure yet
Step 2: Company Information
This section is public-facing and used in your marketing.
Key Fields:
- Company Phone
- Business Email
- Mailing Address (IMPORTANT)
- Company Time Zone
⚠️ Important Recommendations
Do NOT use:
- Personal phone number
- Personal email
- Home address
Instead, use:
- A business email (free or domain-based)
- A virtual mailbox or PO box
Virtual Mailbox Setup
We recommend using a service like Anytime Mailbox to:
- Receive scanned mail via email
- Protect your home address
- Manage business correspondence remotely
Phone System Setup (Highly Recommended)
Use a virtual phone system like Quo with three separate lines:
- Company / Offer Request Line
- Initial inbound calls
- Can be handled by call center or AI
- Negotiation Line
- For discussing offers
- Should be answered by you or a trained team member
- Sales (Cash Buyer) Line
- Used for property listings
- Most important—connects you to buyers
đź’ˇ Having separate lines allows you to scale and delegate efficiently.
Step 3: Buying (Acquisition) Setup
This section defines your buying brand.
Configure:
- Buying Brand Name
- Domain (Website URL)
- Offer Phone (Negotiation Line)
- Offer Email
Domain Options
You have two choices:
Option 1: Register Inside Investment Dominator
- Free to use
- Managed for you
- $100 fee if transferred later
Option 2: Use External Provider
Purchase domains via providers like GoDaddy and link them manually.
đź’ˇ Naming Tips
Choose a domain that:
- Is short and easy to type
- Reflects what you do (e.g., “BuyLand”, “CashForLots”)
Step 4: Selling (Disposition) Setup
This section defines your selling brand.
Configure:
- Selling Brand Name
- Selling Domain
- Sales Phone (Cash Buyer Line)
- Sales Email
🔑 Key Strategy: Separate Buying & Selling
Keep these completely separate:
- Domains
- Emails
- Phone numbers
- Branding
Why?
This avoids confusion and prevents sellers from comparing your buying offers with your selling prices.
Step 5: Complete Setup
Review all information and click Complete Setup.
You’ll now see a confirmation that you’re ready to begin.
What’s Next?
After setup, follow this workflow:
- Download Records
- Go to Prospecting → Find Deals
- Send Neutral Letters
- Use built-in templates
- Send via integrated mailing service
- Engage with Sellers
- Answer calls
- Evaluate interest
- Send Offers
- Conduct research
- Mail formal offers
- Close & Sell
- Perform due diligence
- Market the property
- Sell to buyers
Sending Letters (Mailing House)
You can send mail directly through the system using:
- Built-in mailing integration
- First Class or Standard delivery options
Process:
- Select records
- Click Generate Documents
- Choose Neutral Letter
- Send via mailing service
Customizing Letters
You can:
- Edit wording
- Add logos or branding
- Create fully custom templates
đź’ˇ Default letters are recommended for beginners.
Managing Your Settings
You can update your setup anytime:
- Profile Settings → Personal info
- Company Settings → Business details
- No need to rerun the wizard
Accessing Training & Replays
Go to:
- Help → User Guide
- Live Training & Q&A Calls
You’ll find:
- Recorded sessions
- Step-by-step guides
- Advanced strategies
Feature Suggestions
Want to improve the platform?
Go to:
- Help → Feature Suggestions
You can:
- Submit ideas
- Vote on existing features
Need Help?
For support:
- Go to Help → Support Tickets
- Submit your question or issue
Summary
By completing the Setup Wizard and following best practices:
- You protect your privacy
- Build a professional brand
- Set up scalable systems
- Prepare for consistent deal flow
Once your system is configured, your main focus becomes:
👉 Consistently sending mail and managing leads
