When a property owner (seller lead) calls your business after receiving one of your Neutral Letters, you’ll use the New Offer Request action inside Investment Dominator 2.0 to verify their information, collect property details, and move the record into the next step of your LPG Neutral Letter deal flow. This guide walks you step-by-step through that process.
There are two ways you can access the ‘New Offer Request‘ action….
Option A:
1) You can type in the name, letter reference number, or APN into the top search bar to first locate the record of the seller lead:
2) Click the search result to open the record:
3) Under the ‘Actions‘ dropdown select ‘New Offer Requests‘:
4) Follow the prompts of the ‘New Offer Request‘ form, verify already saved information and gather new details about the owner, property, their interest in the property, comments or observations, and lastly move the property into the next deal flow status. This wizard walks you or your team through the entire interaction with the seller lead:
Option B:
1) Click the ‘PROSPECTING‘ option from the leftside menu.
2) Then click ‘ACTIONS> New Offer Request‘:
3) Ask the caller for their name or for the Reference Number printed at the bottom-right of their Neutral Letter or and on the envelope and use the search filters and search field to enter in the information they give you. For example you could select ‘Letter Ref’ then enter in 5055 to quickly lookup owner 5055 in your system:
4) Select the record that matches the one you are searching for then click the ‘NEXT‘ button to continue with the intake wizard.
5) If you are not able to locate the record you can use the ‘+ ADD PROPERTY‘ option to create a new property/ owner record first then process the offer request on that new record:
Frequently Asked Questions
What search options do I have when trying to locate a record from the ‘New Offer Request’ action intial screen?
You can filter your search by ‘Land‘, ‘Houses‘, ‘APN‘ County’, or ‘Letter Ref‘ (number located on the bottom-right of the LPG Neutral Letter or envelope)
