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Automated Deal Maker
How to Access Help Desk
http://support.automateddealmaker.com
Support Forum:
http://support.automateddealmaker.com/forums
How it works:
 Send 1,000’s of contracts to Realtors, For Sale by Owners and other forms of
listed properties.
 Receive responses from Realtors and Homeowners via phone, fax, and e-mail.
 Incoming responses to offers are then managed by Automated Deal Maker
system.
 Able to make updates to properties, add notes and resend counter offers
when needed.
 Place properties under contract for wholesale to keep as rentals or to rehab
and sell at retail
 Properties sell  Make money
What it does:
 Automates marketing to the MLS and For Sale By Owner properties listed
anywhere for sale.
 Able to stay in touch with Realtors and motivated sellers from the time they
list their property for sale until the they sell us their property or no longer
want to be contacted
 Each time you make an offer, you are able to automatically change the price.
Using ADM to buy Properties from the MLS
 Placing offers directly on properties that are actually for sale.
Using ADM as a Bird-Dog
 Real Estate Consultant form 
automatedealmaker.com/birddogagreement.html
 Local Investor’s name is on the contract and not yours
Buying For Sale by Owner Properties with ADM
 VA training guide  download from your Accounts Home Page
 Allows you to send follow-up offers to prospective buyers
How to use ADM as a Realtor
 Use the Realtor cover letter
 Pull listings off of the MLS and find properties and submit offers to those
properties to line up showings for clients.
 Same process for investors. Only difference is sending them a broader range
offers.
Getting Started:
 Use same e-mail address you received your “Welcome to the team” email at
 Choose Subscription level
 Each Contract that goes out counts for one of your monthly contracts
o Sending out follow up messages counts as contracts as well
 Ex: Sending 100 contracts with 5 follow-up messages
counts as 500 contracts
 Account Home Page
o System Buttons
 Import Properties
 Selecting a File
o Import a list of properties from a CSV (comma
separated values) file and add them to a
campaign to send OR download property
records in the Pocket Real Estate format from
the MLS
 Find Export Files or Export Records link
inside MLS
 On Export Screen, select Pocket RE file
type and download onto your computer
 Convert to .CSV if needed.
o Save as CSV on excel
o Click the Browse button to select file
o Make sure to select a .CSV fie
 Matching Fields
o Seven required fields to send a MLS Contract and
a required Communication Field such as email
address, agent fax, and agent office fax.
o Source Field List
 Column Headers within your file on your
computer
o Destination Field List
 Represents locations that inside the
database that you will be importing to
o Click Add Field Match once you have selected an
item in the source field list and matched it to the
Destination Field list.
 Saving a Match List
o Once all fields are matched, save your matches so
don’t have to match them up in the future.
o Type a [Match Name] for the matched fields so
you can remember which type of files to apply
your matches to in the future.
 Next time you need to import files, click
on the drop-down and select the name of
your list and then click Load.
 County and Import Name
o County name represents the county that the
property is located in.
o Import Name represents the name of the import,
not the campaign
 Schedule Now or View and Edit
o Schedule/Send Offer Mailing
 Take you directly to the mail out screen
so you can schedule and send right now.
 Ideal for smaller batches of files
o View and Edit Properties
 Importing files that you want to schedule
to go out later
 Ideal for uploading a large amount of
properties and you want to send
contracts on specific targeted areas.
 Scheduling Campaigns
o Select a name for your campaign
o Schedule time that campaign will be released
o Select Cover Letter that you want to send
o Select the specific contract that you want to send.
 Preview link on side allows you to view
the Cover letter/contract
o Attach documents you wan to add to your
contract such as addendum, clauses or varies
add-ons that you want to add your campaign.
o Choose the number follow-ups you want to send
for a specific campaign.
o Select a specific agent that will handle the
particular offer.
o Type in how much of the Listed Price you wish
to offer.
o Select the number of follow-ups you want to
send.
 ***Sending out follow up messages
counts as contracts as well***
o When sending follow-up offers, you can
automatically alter the contract price by a pre-
determined percentage.
 View Properties
 Search all properties you have uploaded to the system
o Also search by Import Name and County
o Click on the blue address link to open the
property file.
 If you have a current campaign running,
the offer price and date will show up as
your latest offer.
 After clicking on the blue link you will see
full details of the selected property
 Add info to the property
o Stop sending future offers on that property by
clicking Stop Sending Offers checkbox  use
when you have received offer on that property
 Adding Properties
 Add a single property
 Directly send a contract or save the file for a future
campaign
 View Campaigns
 Pause puts campaign on hold
 Resume puts any campaign back into action
 Delete removes any checked campaign, doesn’t delete
properties from database
 Clicking on campaign name, will show campaign details
 User Settings
 Buyer Company Name: What goes on the contract as
who is purchasing the property
 Send Per Day: Amount of Contracts that you will send
per day. Setting this number establishes a default for all
of your campaigns. You can change the setting when
scheduling each individual campaign.
 Days of the week to send: By default, days of the week
are set to 7 per week. Deselect any days that you don’t
want to send out contracts. System will send on the next
approved day.
 Broker Information: Enter info about broker you are
working with. If sending contracts yourself, enter your
own info. Broker e-mail is the “From”
 Title and Escrow Company: Enter your own choice of
title and escrow company in here by default
 Escrow Amount: Amount of money that you are willing
to allocate as an escrow deposit for each property that
you are placing a deposit on
 Offer listing Percentage: How much you are willing to
offer. Establishes how low your offers are going to be.
This percentage is based on the asking price of the
property followed your offer amount.
 Cover Letter Percentages: Each of these numbers is a
representation of annual/yearly numbers. Experiment
with numbers in your market. Try sending yourself a
few contracts to see what the results.
 Financing Clause: Not obtaining a mortgage on the
property  not including a mortgage contingency on
your contract.
 Special Clauses: Where you tell the sellers what you
are willing to accept in a property they are selling
 Contract Attachments, Buyer Signature File, Buyer
Agent Signature: Important if you want to send out a
Proof of Funds and addendum with your offers. Can
upload signature to fit in the contracts.
o Supplemental Buttons
 Training
 Support
 Deal Submission Form
 Lead Capture Pages
 Funding of Proof of Funds Letter
 Free Lead Generator
o Affiliated Service Buttons
 Get Comps
 REO Leads

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Automated Deal Maker

  • 1. Automated Deal Maker How to Access Help Desk http://support.automateddealmaker.com Support Forum: http://support.automateddealmaker.com/forums How it works:  Send 1,000’s of contracts to Realtors, For Sale by Owners and other forms of listed properties.  Receive responses from Realtors and Homeowners via phone, fax, and e-mail.  Incoming responses to offers are then managed by Automated Deal Maker system.  Able to make updates to properties, add notes and resend counter offers when needed.  Place properties under contract for wholesale to keep as rentals or to rehab and sell at retail  Properties sell  Make money What it does:  Automates marketing to the MLS and For Sale By Owner properties listed anywhere for sale.  Able to stay in touch with Realtors and motivated sellers from the time they list their property for sale until the they sell us their property or no longer want to be contacted  Each time you make an offer, you are able to automatically change the price. Using ADM to buy Properties from the MLS  Placing offers directly on properties that are actually for sale. Using ADM as a Bird-Dog  Real Estate Consultant form  automatedealmaker.com/birddogagreement.html  Local Investor’s name is on the contract and not yours Buying For Sale by Owner Properties with ADM  VA training guide  download from your Accounts Home Page  Allows you to send follow-up offers to prospective buyers
  • 2. How to use ADM as a Realtor  Use the Realtor cover letter  Pull listings off of the MLS and find properties and submit offers to those properties to line up showings for clients.  Same process for investors. Only difference is sending them a broader range offers. Getting Started:  Use same e-mail address you received your “Welcome to the team” email at  Choose Subscription level  Each Contract that goes out counts for one of your monthly contracts o Sending out follow up messages counts as contracts as well  Ex: Sending 100 contracts with 5 follow-up messages counts as 500 contracts  Account Home Page o System Buttons  Import Properties  Selecting a File o Import a list of properties from a CSV (comma separated values) file and add them to a campaign to send OR download property records in the Pocket Real Estate format from the MLS  Find Export Files or Export Records link inside MLS  On Export Screen, select Pocket RE file type and download onto your computer  Convert to .CSV if needed. o Save as CSV on excel o Click the Browse button to select file o Make sure to select a .CSV fie  Matching Fields o Seven required fields to send a MLS Contract and a required Communication Field such as email address, agent fax, and agent office fax. o Source Field List  Column Headers within your file on your computer o Destination Field List  Represents locations that inside the database that you will be importing to
  • 3. o Click Add Field Match once you have selected an item in the source field list and matched it to the Destination Field list.  Saving a Match List o Once all fields are matched, save your matches so don’t have to match them up in the future. o Type a [Match Name] for the matched fields so you can remember which type of files to apply your matches to in the future.  Next time you need to import files, click on the drop-down and select the name of your list and then click Load.  County and Import Name o County name represents the county that the property is located in. o Import Name represents the name of the import, not the campaign  Schedule Now or View and Edit o Schedule/Send Offer Mailing  Take you directly to the mail out screen so you can schedule and send right now.  Ideal for smaller batches of files o View and Edit Properties  Importing files that you want to schedule to go out later  Ideal for uploading a large amount of properties and you want to send contracts on specific targeted areas.  Scheduling Campaigns o Select a name for your campaign o Schedule time that campaign will be released o Select Cover Letter that you want to send o Select the specific contract that you want to send.  Preview link on side allows you to view the Cover letter/contract o Attach documents you wan to add to your contract such as addendum, clauses or varies add-ons that you want to add your campaign. o Choose the number follow-ups you want to send for a specific campaign. o Select a specific agent that will handle the particular offer. o Type in how much of the Listed Price you wish to offer.
  • 4. o Select the number of follow-ups you want to send.  ***Sending out follow up messages counts as contracts as well*** o When sending follow-up offers, you can automatically alter the contract price by a pre- determined percentage.  View Properties  Search all properties you have uploaded to the system o Also search by Import Name and County o Click on the blue address link to open the property file.  If you have a current campaign running, the offer price and date will show up as your latest offer.  After clicking on the blue link you will see full details of the selected property  Add info to the property o Stop sending future offers on that property by clicking Stop Sending Offers checkbox  use when you have received offer on that property  Adding Properties  Add a single property  Directly send a contract or save the file for a future campaign  View Campaigns  Pause puts campaign on hold  Resume puts any campaign back into action  Delete removes any checked campaign, doesn’t delete properties from database  Clicking on campaign name, will show campaign details  User Settings  Buyer Company Name: What goes on the contract as who is purchasing the property  Send Per Day: Amount of Contracts that you will send per day. Setting this number establishes a default for all of your campaigns. You can change the setting when scheduling each individual campaign.  Days of the week to send: By default, days of the week are set to 7 per week. Deselect any days that you don’t want to send out contracts. System will send on the next approved day.  Broker Information: Enter info about broker you are working with. If sending contracts yourself, enter your own info. Broker e-mail is the “From”
  • 5.  Title and Escrow Company: Enter your own choice of title and escrow company in here by default  Escrow Amount: Amount of money that you are willing to allocate as an escrow deposit for each property that you are placing a deposit on  Offer listing Percentage: How much you are willing to offer. Establishes how low your offers are going to be. This percentage is based on the asking price of the property followed your offer amount.  Cover Letter Percentages: Each of these numbers is a representation of annual/yearly numbers. Experiment with numbers in your market. Try sending yourself a few contracts to see what the results.  Financing Clause: Not obtaining a mortgage on the property  not including a mortgage contingency on your contract.  Special Clauses: Where you tell the sellers what you are willing to accept in a property they are selling  Contract Attachments, Buyer Signature File, Buyer Agent Signature: Important if you want to send out a Proof of Funds and addendum with your offers. Can upload signature to fit in the contracts. o Supplemental Buttons  Training  Support  Deal Submission Form  Lead Capture Pages  Funding of Proof of Funds Letter  Free Lead Generator o Affiliated Service Buttons  Get Comps  REO Leads