Welcome to your Investment Dominator Setup Guide.
This article walks you step-by-step through the core setup process covered in the live Setup & Q&A Call — so you can confidently configure your system and start sending mail.
Whether you’re brand new or just transitioning into 2.0, this guide will help you get fully set up.
🔁 2.0 vs Legacy – Where to Start
When you log in, you’ll land in Investment Dominator 2.0 (the current interface).
However:
- Some features still live in the Legacy Version
- The original Onboarding Wizard is located there
- Website customization tools may still be housed in Legacy
How to Switch Versions
- Go to the Home Page
- Click the version toggle
- Select Continue to Legacy
- Return anytime by toggling back to 2.0
💡 Tip: Click the Investment Dominator logo (top left) anytime to return Home.
🧙 Onboarding Wizard (Legacy Version)
If you have never completed setup before, this is the easiest way to get started.
To Access:
- Switch to Legacy
- Click Customize
- Select Wizards
- Choose Onboarding Wizard
The wizard walks you through:
- Domain setup
- Company information
- Core settings
- Basic configuration
🎁 Bonus: Completing the wizard gives you 10 free promotional leads.
Note: Filters cannot be adjusted during the onboarding wizard process.
A new 2.0 onboarding wizard is currently in development.
👤 Profile Setup (Start Here in 2.0)
Navigate to:
Top Right → Profile
This section controls your login and user preferences.
🚨 DO NOT Change Your Login Email
Your login email connects to:
- Your Investment Dominator account
- Data Service purchases
- Student portal access
- Billing system
If you change your email without notifying support, it may create a second account and disconnect your leads.
If you need to change your email, contact support first.
✍️ Signature Setup (Very Important)
Your signature automatically appears on your Prospect Neutral Letters.
You can:
- Draw it (touchscreen or mouse)
- Type your name and choose a font
- Upload a signature image file
This is the only part of your profile that shows on outgoing mail.
🔔 Notifications
Control how you receive alerts from your websites:
Buying Website (Acquisition Side)
Notification Type:
- Land New Offer Request
Triggered when:
Someone receives your letter and requests an offer.
You can receive notifications via:
- SMS
- Mobile App
Selling Website (Disposition Side)
Notification Type:
- Marketing New Prospect
Triggered when:
A buyer inquires about property listed for sale.
⚙️ Settings Overview
Go to:
Settings → Company
This is the most important section for initial setup.
If this section isn’t configured correctly, you cannot properly generate letters.
🏢 Company Setup – Buying Side
The buying side is where you acquire land.
This information appears on your Prospect Neutral Letters.
Company Name
Optional.
- Use an LLC if you have one.
- Otherwise, use your personal name.
Company Address
Do NOT use your home address.
Recommended options:
- Virtual mailbox (ex: Anytime Mailbox, iPostal)
- UPS Store suite
- Mailboxes Etc.
- Local post office box
Virtual mailboxes scan your mail and email it to you.
📞 Buying Phone Setup
You need at least:
- 1 Company Phone (Letter Phone)
- 1 Offer Phone (Negotiation Line)
Company Phone
This appears on your initial marketing letter.
Recommended tools:
- OpenPhone (formerly Quo)
- Google Voice (starter option)
- RingCentral
- Pat Live (call answering service)
This phone receives:
- “Send me an offer”
- “Stop mailing me”
- General inquiries
Offer Phone
This number appears on your Offer Letters.
Anyone answering this line must be authorized to negotiate.
You may:
- Use same number (starting out)
- Use separate extension
- Use separate line
Real Estate Agent Disclosure
If you are a licensed agent:
- Enable disclosure
- Add required language
If not licensed:
- Select “No”
You do NOT need to be a realtor to operate this business.
🏢 Company Setup – Selling Side
The selling side handles properties marked:
- Complete
- Ready to Sell
You should have a separate phone number for selling.
Why?
Buying and selling are two different business operations. Keep them separated.
💳 Account Section (Billing & Plans)
Under:
Settings → Account
This opens your Account Management Center.
From here you can:
- Update credit card
- Upgrade or downgrade plans
- Add Data Service credits
- Manage skip trace add-on
- Transfer domains (if leaving platform)
To access:
Click Forgot Password (separate secure login).
👥 Team Setup
Navigate to:
Team
You can:
- Add Admin users
- Add Rep users
- Assign permissions
Examples:
- Husband/Wife separate logins
- VA assigned to manage calls
- Pat Live assigned as rep
Admins = Full access
Reps = Limited access
📂 Records, Stages & Statuses
Stages appear on your left-hand menu.
Examples:
- Prospect
- Marketing
- Selling
- Closed
Statuses live inside stages.
You can customize:
Settings → Records
📊 Importing Leads (Data Service)
Navigate to:
Prospecting → Wizards → Find Deals
You have two options:
- Import from Data Service
- Upload CSV
Important: Always Click Refresh
If you change:
- Price filters
- Acreage
- Land use codes
- Ownership type
You must click Refresh before continuing.
Otherwise, your numbers will not update.
Saving Search Criteria
After setting filters:
Click Save Search Criteria
This allows you to reuse it in other counties.
Note:
Custom filters (like zip code) may need to be re-entered.
Promotional Credits vs Monthly Credits
- Monthly Data Service credits reset every 30 days
- Unused monthly credits do not roll over
- Promotional credits never expire
1 credit = 1 lead imported
📨 Generating Prospect Neutral Letters
Once leads are imported:
- Select records
- Click Actions
- Choose Generate Documents
- Select Neutral Letter
Letter automatically includes:
- Owner name
- Owner address
- APN
- Your buying phone
- Your domain
- Your signature
- Owner reference ID
Important:
One letter is generated per owner (not per property).
🧾 Editing Owner Information
Inside a Record:
Click the Owner Tab
You can:
- Edit owner name
- Edit address
- Change ownership type (Individual/Company)
- Add caller name
- Run skip trace
Changes save automatically when you click off the field.
🌐 Websites
You receive:
- 1 Buying Website
- 1 Selling Website
Buying site:
Owners request offers.
Selling site:
Buyers opt in and view available properties.
Future updates will allow:
- Adding custom pages
- Editing privacy policies
- Post creation
🆘 Help & Training Resources
Click:
Help
You’ll find:
- Submit Support Ticket
- AI Support Assistant
- User Guide
- Join Weekly Training (Mondays 4pm PT / 7pm ET)
To view previous setup calls:
- Open User Guide
- Scroll to bottom
- Click Live Training & Q&A Calls
You can also search “setup session” to find recordings.
🎯 Key Setup Priorities
If you do nothing else, complete these:
- Finish Onboarding Wizard
- Configure Buying Company Information
- Set up phone numbers
- Upload signature
- Set notification preferences
- Import first batch of leads
Everything flows from these steps.
🧠 Final Thoughts
Investment Dominator is the system that powers:
- Your letters
- Your offer generation
- Your pipeline tracking
- Your websites
- Your data imports
Get your company section set up properly, and everything else becomes smooth.