How To Add Comments To A Property Record

Caller comments help you store additional notes, seller details, and conversation context directly inside a property record. In Investment Dominator 2.0, you can add private, admin-only, or public comments that become part of the record’s history.
This guide shows you how to locate a record and add comments to it.

Step 1: Locate the Record

You can find the record in two ways:

A. Search Bar

Use the global Search Bar at the top of your screen to search by:

Owner name
APN
Mailing address
Other record-related fields

B. Navigate Through System Sections

You can also browse to the record through the appropriate module, such as:

Prospects
Buying
Selling
Deal Flow

For example, if you’re looking for a prospect:

Go to Prospects.
Review the list and select the desired record.

Step 2: Open the Comments Section

Click on the record to open its details page.
Navigate to the Comments tab/section.

If the record has previous comments, they will appear here in chronological order. If not, the section will be empty.

Step 3: Add a New Comment

Click the Add Comment button.

You’ll see a form with the following fields:

A. Status (Private or Public)

Private
- Only users inside your Investment Dominator account can see the comment.
- This includes you and team members who have system access.
Public
- The comment will appear on the public property listing page.
- Use this only for details you want buyers to see when marketing the property.

B. Type (Admin/Rep Visibility)

This controls which internal users can view the comment:

Admin Only
- Only users with Admin-level permissions can access the comment.
Admin & Rep
- Admins and Representative-level users can see the comment.
- This is the typical choice for general team-sharing notes.
Admin (Internal Use)
- Similar to Admin Only, but intended for strictly internal comments.

Use these options based on the sensitivity of the information.

C. Comment Text

This is where you enter the caller’s notes or any additional information related to the property.

Examples of caller comments:

The seller is moving out of state.
They want to avoid paying future taxes.
They want to sell quickly.
Any details that do NOT fit into a standard field (APN, acreage, etc.).

You may also add internal notes such as:

“This property has good potential for recreational use.”
“Consider marketing toward off-grid buyers.”

These notes become valuable later when doing research or creating property listings.

Step 4: Save the Comment

Once you’ve completed all fields:

Click Add Comment.
Your new comment will appear in the Comments list with:
- Date added
- Status
- Type
- The comment text

You may edit existing comments or continue adding additional comments as needed—especially if the seller calls again or new information becomes available.

Frequently Asked Questions (FAQ)

1. What are caller comments in Investment Dominator?

Caller comments are notes you can attach to a property record that store additional information such as seller conversation details, seller preferences, follow-up info, or other context that doesn’t fit into structured fields.

2. Where can I find the property record I want to comment on?

You can locate a property record in two ways:

Use the global Search Bar to search by owner name, APN, mailing address, etc.
Browse within specific system sections like Prospects, Buying, Selling, or Deal Flow to find the record.

3. How do I open the comments section of a property record?

Click the property record to open its details page.
Navigate to the Comments tab/section to view or add notes.

4. How do I add a new comment?

Click the Add Comment button.
Fill out the comment form with the appropriate options and text.
Click Add Comment to save it to the record’s comment list.

5. What status options exist for comments?

When adding a comment, you can choose its status:

Private — Visible only to internal system users with access.
Public — Shows on the public property listing page for buyers to see.

6. What types of visibility can I assign to comments?

Comments can be limited based on user roles:

Admin Only — Only users with admin access can view.
Admin & Rep — Admins and representative-level users can view.
Admin (Internal Use) — Internal-focused comments only for admins.
These control who on your team sees the comment inside the system.

7. What kinds of information should I put in a comment?

You can record things like:

Seller motivations (e.g., “wants fast close”).
Supplemental property insights not covered by existing fields.
Internal strategy notes for future reference.

8. Can comments be edited after they’re added?

Yes — once added, comments are shown in chronological order and can be edited or new comments added as needed for ongoing updates.

9. What is the difference between Caller Comments and Property Comments?

Yes, there is an important distinction between the two:

Caller Comments are gathered directly from the property owner during the initial Offer Request process. These comments typically capture information provided during the first conversation, such as motivation, asking price, condition notes, or special circumstances. You add these over at ‘Owner>INTEREST’.
Property Comments are added later by your team after the record has been created. These are usually internal notes, follow-ups, updates, or additional insights collected over time that were not part of the original offer request. You add these over at ‘Property>COMMENTS’.

This separation helps keep original seller-provided information distinct from ongoing internal notes and updates for the property record.

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