Introduction Welcome from Zack 1 Before you get started 2 What is the Automated Deal Maker How to use this Manual

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1 Table of Contents Introduction Welcome from Zack 1 Before you get started 2 What is the Automated Deal Maker How to use this Manual Automated Deal Maker User Guide Setting up the Product Activating Automated Deal Maker 3-5 Logging in 6 Product Overview 7-8 The Back Office 9 The Need Help? Feature 9 Importing Properties 9-13 Adding Properties 14 Viewing Properties 15 Creating Campaigns Viewing Your Campaigns 18 Creating Cover Letters 19 Changing User Settings Training Media 22 Support 23 The Deal Submission Form 23 Affiliated Services Lead Capture Pages 24 Proof of Funding Letters 24 Free Lead Generator Get Comps 27 REO Leads 27 Using Automated Deal Maker in Your Business How to Make ADM Work for You 28 Basic Strategies for Real Estate Investing 29 Troubleshooting Guide Using the Helpdesk 30 Frequently Asked Questions Reference Glossary of Useful Terms Auto-Fill Tags for Cover Letter Creation 49

2 Introduction My name is Zack Childress, and let me be the first to welcome you to the Automated Deal Maker. Your investment business is about to make a change for the better. Let me assure you that whether you are a new or seasoned investor, this product can help you achieve your goals and expand your business (and your wealth!). When I first started in real estate investing, I had nothing. I had no experience, no certain way to create income, and practically no starting capital. I had been to some real estate investing seminars in the past, but I felt that they really did not teach me what I need to know to get started. There was no step-by-step blueprint for the new investor. In fact, I began to realize that some experts in the field were not giving me all the tools I needed on purpose. It was then that I realized that it was not enough just to invest in a coach or business training. Having an experienced and supportive mentor and an education in your area of expertise are invaluable advantages, but you must also be able to implement what you learn. Just like any other profession, having a good set of tools to help you can make a huge difference. Whether you are a full time real estate investor or whether you are fitting your investing business around another job, your time is valuable. That is why you need tools like the Automated Deal Maker that can simplify and automate a few of the more mundane tasks in your business, giving you more time to work on larger projects or just enjoy some much-needed time off. Those timeconsuming details are often what drives new investors out of the field, as they feel they are not getting the results they need quickly enough. If you are a new investor, this product can help you see results more quickly, and give you a much needed edge in your new business. Getting started in real estate investing can seem like a daunting enterprise for the new investor, as most assume that they will need quite a bit of money to start out with. Having been there myself, I have designed this product to appeal to those who may not have a lot of starting capital. With the Automated Deal Maker, you can maintain your real estate investing business for under $300 per month. In later chapters, you will find information about how the fax and capabilities of the software can save you much more money than a traditional direct mailing campaign. The affordability of this product allows you to stay in business at all times, even during lean periods where you may need to scale back. Let me close by passing on a piece of advice I received from my cousin, who was a successful real estate investor in Tampa when I was just getting started. I was having difficulty setting up my business, and I confessed that I only had about two months worth of survival money left. My cousin told me: You are always going to survive. Don t worry about that. What you need to worry about now is how you are going to differentiate yourself from everyone else who is just surviving. If you are going to be successful in real estate investing, you need to make a commitment to your own success and you need to be creative in managing your time and resources. I founded my company based on those ideas. If you will make a commitment to pursue your goals, then we can provide you with the tools and information you need to succeed. ~Zack Childress 1 document in any format. For permissions you will need to contact support@arespublishing.com

3 Before you get started What is the Automated Deal Maker? So, what exactly does the Automated Deal Maker Software (ADM) do for you? The simple answer is that the ADM can automate crucial portions of your marketing process. You can use it to send mailing campaigns to your leads through and fax, which eliminates much of the work and cost of a traditional direct mail campaign. Our patented follow-up system allows you to stay in touch with realtors and motivated sellers from the time they list their property until the time they sell you their property or no longer wish to be contacted. Each time you make a new offer, you are able to automatically change the price. The ADM is the ultimate set-it-and-forget-it appliance for your real estate investing business. How to use this manual In the following chapters, you will find in depth information about the various features contained in the ADM, as well as information about how to use ADM in your investing business. Additionally, you should have received some information and training videos by e- mail as well as some resource CDs with this manual. We would like to encourage you to read through and watch all of the materials that have been provided to you. Many of our customers also find it beneficial to log in to the software and follow along with the instructions in the manual as they learn to use their new system. If you need additional assistance, feel free to contact our customer support department. support@automateddealmaker.com document in any format. For permissions you will need to contact support@arespublishing.com 2

4 Automated Deal Maker Quickstart Guide Find Your Activation Code - Check your inbox for an entitled Welcome to the Team! - Your activation code and the instructions for creating your account will be inside the . Activate Your Product - Follow the instructions in the , fill out the form with your information, and enter your activation code. Set Up Your Subscription - Choose your subscription level. This determined how many contracts you can send out per month. - Pay for your subscription online or contact customer support. Log In - Go to and log in for the first time. - Fill out User Settings (be sure to enter something into all the fields with a red asterisk in order to continue) Start Your Training - Read the explanation of features in the manual - Watch the videos in the Training Videos section of the ADM. - Stay tuned for the weekly training videos you will begin receiving through . The first video is a complete walkthrough. - Start using your system to make your business easier! 3 document in any format. For permissions you will need to contact support@arespublishing.com

5 Setting Up the Product Activating the Automated Deal Maker 1. Upon purchasing the Automated Deal Maker, you will receive a series of s with information about how to get started with the product. You will need to find the with the subject header Welcome to the team! If you do not see this in your inbox, please check your spam folder. If you have not received the in either your inbox or spam folder, please contact our Customer Support Team so that they can resend the Inside the , you will be provided with a set of instructions on how to activate your product. Please, read these carefully and follow the instructions. Your product activation code will also be provided in this . You will use this code when setting up your account in the next step. document in any format. For permissions you will need to contact support@arespublishing.com 4

6 3. In Step 3 of the instructions in the , you will be given a link to the ADM members section. Click the link that says Get Started Today in the upper right hand corner of the website. This will bring you to the form where you can set up your ADM user account. Enter the information requested on the form (if you do not have a fax number, simply enter your regular phone number in the blank) and copy and paste the activation code from the welcome into the Activation Code blank on the form. Once you have entered all of the information, read the terms of service, and checked the box signifying that you agree to the terms of service, click continue. Note: Make sure to remember your password! You will need it to login to the product later. 4. On the next screen, you will be prompted to select a subscription level. Your monthly subscription determines the number of contracts you can send out per month. There are a number of different subscription levels to accommodate both new investors and experienced investors, so choose a level that you feel is right for your investment business. If you would like to change your subscription level, you can do so at any time by calling our customer support number. Similarly, if you know that you will be unable to use the service for a month or so, you can call in and put your subscription on hold until you are ready to resume. Note: Each contract that goes out counts as one of your monthly contracts. If you send out 100 contracts with two scheduled follow-up mailings, this will count as 300 contracts sent total (the original 100 contracts contracts for each follow up ). Please, keep this in mind while selecting your subscription level. 5. After you select your subscription level, you will be directed to a page where you can enter your payment information. Once you have paid, you will be able to log into the Automated Deal Maker. If you experience difficulty with payment, please contact Customer Support. 5 document in any format. For permissions you will need to contact support@arespublishing.com

7 Logging In to ADM Once you have activated your product and set up your monthly subscription, you can log into the Automated Deal Maker. You will need to go to automateddealmaker.com/ UserLogin.aspx and enter the address and password that you set up when activating your product. If you have forgotten your password, simply enter your address in the box marked Address and click the link under Forget your password?. An containing your password will be automatically sent to your address. If you cannot locate this , please check your spam folder. If the has not arrived in either your inbox or your spam folder, verify that you entered the address that you registered with and, if so, contact Customer Support for assistance recovering your password. The first time you login to the system, you will be prompted to fill out the User Settings portion page. Please, see the User Settings description on pages 20 & 21 of this manual for more details. All fields marked with a red asterisk must have text entered into them before you will be allowed to continue. document in any format. For permissions you will need to contact support@arespublishing.com 6

8 Product Overview Congratulations! If you see the following screen, you have successfully set up the Automated Deal Maker, logged in, and entered your initial User Settings information In this section of the manual, you will find information about each of the features within Automated Deal Maker. If you are interested in a specific feature, find the corresponding number in the manual for more information about that feature. On the next page, you can find a brief description of each feature. You may want to log into the Automated Deal Maker and navigate to your Back Office area so that you can follow along. 7 document in any format. For permissions you will need to contact support@arespublishing.com

9 1) The Back Office area is your Account Home screen and what you will see every time you log in. If you need to get back to your main account home screen, you can always click Back Office to go there.. (pg. 9) 2) Need Help? allows you to view a video demonstration of how to use a particular feature. (pg. 9) 3) Import Properties allows you to import a list of properties from a.csv file, so that you do not have to add them into the system one by one. (pgs. 9-13) 4) Add Properties allows you to add properties to the system individually. (pg.14) 5) View Properties allows you to view any of the properties you have added to the system and set up a campaign to mail offers out to those properties. (pg ) 6) View Campaigns is where you will go to view any campaigns you have set up. (pg. 18) 7) In the Cover Letters section, you can create custom cover letters to send out with your offers. (pg. 19) 8) User Settings is where you will go to add contact information for your agents, manage your login information and system settings, and add attachments, signature images, and contract clauses. (pg ) 9) Training Media includes instructional videos on many features of the ADM, as well as the Virtual Assistant Training handbook. (pg. 22) 10) Support takes you to our support forum, where you can find additional support information or contact our support team. (pg.23) 11) The Deal Submission Form allows you to submit a deal that you have under contract to Zack s buyers list. (pg. 23) 12) Lead Capture Pages allows you to set up websites that allow you to gather information from potential leads.(pg. 24) 13) Funding POF Letter allows you to generate Proof Of Funds letters and get information about transactional funding. (pg. 24) 14) The Free Lead Generator helps you search websites with RSS feeds (like Craigslist) on the internet for property listings. (pg ) 15) Get Comps is an optional affiliated service that allows you to get data on comparable properties to help you analyze your deals. (pg. 27) 16) REO Leads is an optional affiliated service that allows you to search for REO properties. (pg. 27) document in any format. For permissions you will need to contact support@arespublishing.com 8

10 1 2 3 Back Office This link allows you to return quickly to the Account Home screen (as shown above) from anywhere within in the program. Need Help? You will notice this feature on most of the pages contained within the ADM. If at any point in learning to use the program, you feel stuck or need more information about how to use a feature, simply click the Need Help? link and you will be able to watch a video about how to use that feature. Import Properties This feature allows you to import many different properties at once. In order to import your properties, you will need to create a.csv file. You can either manually input properties into the.csv template available on our Support Forum (see page 23) or, if you have a.txt file that you have exported from the MLS, you can convert another file to.csv format. Exporting from the MLS 1. Search for your desired demographics on the MLS. If you are not a licensed real estate agent, you will need to partner with one in order to access the MLS. 2. Depending on the MLS system you are using, you will need to locate the Export Files or Export Records link inside your MLS System. 3. On the export screen, you will select the Pocket RE file type and download the files to your computer. 4. This will generally download to a.txt format, which you will then need to convert to a.csv format. Note: We do not support individual MLS systems. If you need assistance exporting from the MLS, you will need to contact the MLS service. Changing.txt files into.csv files 1. Save your MLS.txt file to your desktop. 2. Open Microsoft Excel. 3. User the text import wizard in Excel to import the.txt file 4. Insert a header row for your column headers. 5. Remove columns that contain unwanted information. When you are learning this process, you may wish to compare the file you are setting up to our Required Headers.csv template in our Support Forum. The headers contained in this file are the minimum required headers that you must have to upload your file. 7. Make sure that you have no empty cells under the headers in your file. 8. Save your new file as a.csv file. 9 document in any format. For permissions you will need to contact support@arespublishing.com

11 7. You can use a free program called CSV d to make any changes needed to your files, if you would like. You can find the program at: csvdb.html Note: You can find videos demonstrating both of these processes under the Training Media button (see page 22) Importing Properties into ADM 1. Click the Import Properties button on the ADM Account Home screen. 2. Click on the Choose File button and the file selection window will appear. Select the.csv file that you prepared and click the Continue button. document in any format. For permissions you will need to contact support@arespublishing.com 10

12 3. In Step 2, you will match the field from you.csv file to the appropriate fields in the ADM. You will see a list of seven required fields, written in red. Make sure that these are included in your file. On the left side you will see the Source Field List, which contains the headers from your.csv file. On the right side, you will see the Destination Field List which contains the headers used in the ADM. 11 document in any format. For permissions you will need to contact support@arespublishing.com

13 4. Select a header from your Source Field list and match it to the corresponding header in the Destination Field list. Then click Add Field Match. You will see the matched columns appear in a table below, as seen in the example on the left. 5. Once you have matched up all of the fields in the Source Field List, you will want to save your matches so that you can use them again in the future for the same lead source. Enter a title for your saved matches (such as Default or Matt s Match List ) into the blank under Save As New Match and then click save. If you use files in the future that have the same header names, you can simply use your saved profile instead of matching all the headers over again. When you want to use your saved matches in the future, you can select the title you saved them under from the Load Saved Match list drop down menu and click Load. 6. Once you are satisfied with your matches, click Continue. 7. On the next screen, you will be able to set a County Name and Import Name for your import list to help you categorize your properties later. Simply enter the name of the county your properties are located in and then choose a name for your imported file. Then click Import Now. You will be able to use the Import Name to search for properties from that import group later. document in any format. For permissions you will need to contact support@arespublishing.com 12

14 Once you have imported your properties, you will have two choices: 1. Schedule/Send Offer Mailing will take you directly to the mail out screen so that you can schedule a mailing campaign for these properties immediately. For smaller batches of files, this will usually be the best solution because you will probably wish to schedule them all at that time. 2. View & Edit Properties will take you to the View Properties section of the ADM (see page 15), where you can view the details for the properties you created. This selection would be used when you are importing files that you plan to schedule at a later time. A few examples of how this might be used are: A. Your virtual assistant is uploading new leads to your database. B. You are uploading a large amount of properties and you want to send contracts on specific targeted areas from that large file. 13 document in any format. For permissions you will need to contact support@arespublishing.com

15 4 Add Properties In the Add Properties section, you can add a single property with all of its fields. This is especially helpful when your virtual assistants are adding properties. From this page, you may directly send a contract or save the file for use in future campaigns. The more information you have about a property, the better your chances are of making a deal. However, only a few fields are required to save the property in the system, and these fields are marked with a red asterisk. You will need to have something entered into these fields to continue. document in any format. For permissions you will need to contact support@arespublishing.com 14

16 5 View Properties In this section, you can search for all of the properties that you have uploaded to the system. In addition to a global search, you can also search by the Import Name you set when importing your property list or by county. Once you have located the property you wish to look at, you will either check the box next to it or click directly on the blue address link to open the property file. You will then be able to view and edit all of the information you set when you imported or added the property into the system. If you currently have a campaign running for your searched properties, you will also see the offer price and date of your latest offer. 15 document in any format. For permissions you will need to contact support@arespublishing.com

17 Scheduling a Campaign The campaign is the truly automated portion of the Automated Deal Maker. It allows you to select a list of properties and send out offers to them all at once. You can determine the date and time you would like the offers to be sent out. You can also select from a preloaded list of contracts and cover letters that are auto-filled from the information you provided for each property. You can even determine the discount percentage you want to offer on the properties and when you want the system to send follow-up mailings. There are several ways to set up a campaign. 1. You can set up a campaign directly after importing a list of contacts (see page 13). This is a good option to use if you plan on using the same discount percentage on the prices of all the properties in your list. 2. You can set up a campaign for an individual property directly after adding it to the system (see page 14). Simply click Send Contract. 3. From the View Properties screen (see page 15), you can search for and select as many properties as you like to send a contract to. Simply check the boxes next to the properties and then click Schedule Campaign. Setting Up the Campaign A B C D E F F G H I K J L A Set a name for your campaign. Simply highlight the default text, and type in your new title. This helps track your offers. B Schedule the time you would like your campaign to go out. Setting a time in the past will cause your campaign to go out within 15 minutes of sending the campaign. C Set the date on which you would like your campaign to be sent out. Clicking the arrows on either side of the month and year bar will let you see the previous or next month. Clicking on a date will select that date for your campaign. document in any format. For permissions you will need to contact support@arespublishing.com 16

18 D E F G H I J K L Choose the cover letter for your campaign from the drop down menu. If you have created a custom cover letter (see page 20), it will appear in the list. If you would like to preview the cover letters before sending out your contracts, simply select the cover letter you are interested in and click the blue Preview link next to the box. A window will pop up allowing you to see the text of the cover letter. If a window does not pop up, you may need to turn off the pop up blocker in your internet browser temporarily. Select the contract that you wish to use for your campaign from the drop down menu. You can preview the contents of the contract by selecting the contract from the list and then clicking the blue Preview link. As with the cover letter, the preview will pop up in a new window. Here you can choose to attach any documents you may have uploaded to the system (see page 21). These attachments are uploaded under the User Settings area, and can include addendums, clauses, or various types of add-ons for you contracts. They will appear as attachments to the e -mails you send out or be included in faxed materials. Select the specific agent that will handle this particular offer from the drop-down menu. This determines which set of contact information will be sent with your offers. If you only have one agent, you do not need to change this field. Multiple agents may be created under User Settings if you would like to assign different campaigns to different agents. In this field you will set the percentage of the list price that you wish to offer for all of the campaigns. Here you will set the number of contracts that you want the system to send out per day. For example, if you have 100 properties in your campaign and you set this field to ten, the system will send out offers to ten properties every day until all the properties have been sent offers. Note: The system will not exceed the number of offers per day set under User Settings. You may wish to take this into account if you plan to have multiple campaigns running at once. This section simply sets the number of days between your initial offers and later follow-up offers. Here you will set the number of follow-up offers you would like to send. These will be spaced apart according to the number of days you set above. You can also set it to send no follow-ups. When sending out the follow-up offers, you are able to automatically alter the contract price by a pre-determined percentage. We recommend you decrease by 1% to test your campaigns. Once you have set all of the information on this screen to your desired configuration, simply press Send/Schedule Campaign. 17 document in any format. For permissions you will need to contact support@arespublishing.com

19 6 View Campaigns Under View Campaign you will be able to view recent campaigns you have scheduled. You will be able to see the date and time they were sent out, the number of offers sent, as well as the status of the campaign. Under status, you will see several codes: C S P - The campaign was completed and no more mailings will be sent out. - The campaign is scheduled, and mailings or follow-ups are still being sent out. - The campaign is currently paused. From this screen, you also have several options to manage your campaigns. Checking the box next to the campaign selects it. Pause allows you to pause the selected campaigns. Resume allows you to resume paused campaigns. Delete removes any checked campaign. It does not delete the properties from your database. Clicking on any campaign name will allow you to see the settings for that campaign. document in any format. For permissions you will need to contact support@arespublishing.com 18

20 7 Cover Letters In this section, you will be able to create and manage your custom cover letters. You will not be able to view pre-loaded cover letters here, only those that you creature yourself. If you have already created cover letters, you will be able to select them from the drop down menu and then you can simply click Edit Selected. If you are creating a new cover letter, then select Create New Letter. You will see a screen like the one below where you will be able to name your cover letter and enter your text. You can even paste text from our pre-loaded cover letters into this area., if you would like. There are a number of tools available to help you format your letter to create your desired look. You can even add auto-fill sections that will pull information, like your name or your contact information, from other fields within the Automated Deal Maker. You can find a list of these auto-fill descriptors in the reference section and on the support forum. An example of how to use auto-fill descriptors: 1.You enter: Dear #PropertyOwnerName#, in your cover letter. 2.The descriptor will automatically detect the Owner Name that you listed for any property you send it to. 3.If you listed the owner of a property as John Doe, the cover letter will read Dear John Doe, when they receive it. 19 document in any format. For permissions you will need to contact support@arespublishing.com

21 8 User Settings You User Settings has several important functions. 1. Changing your password - To change your password, enter your new password two separate times and then click Save Changes at the bottom of the screen. You can also change the address you log in with by changing the address next to Address. 2. Set up your company information - You will want to fill out as many of the fields on this screen as you can. The fields marked Buyer indicate that this is the person who is purchasing the property. In general, most cover letters will use the Buyer Company Name on contracts. 3. Create agents - If you are working with a group of people or if you have a real estate agent who is representing you, you can set up multiple agents in the system. You will be able to select which agent is handling a particular campaign when creating the campaign. The in the field here is what will appear in the From section of your e- mails. 4. Number of contracts to send per day - This feature allows you to make sure you will not exceed the monthly contract limit for your subscription level. This is the maximum number of contracts the system will send per day, regardless of how many campaigns you have running. 5. Days of the week your contracts will go out - Here you can set the days of the week you will be sending contracts. If you do not want contracts to go out on the weekend, simply uncheck those days. 6. Title, Escrow, and Broker Information - Here you can determine which title and escrow company you would like to work with. The name of the broker is what will show up in the From portion of the sent s. You can also use the name of your lawyer here. document in any format. For permissions you will need to contact support@arespublishing.com 20

22 7. Offer listing percentages - here you can establish the default percentage of the listing price that you are willing to offer on a property. You can change this when you send out specific campaigns, but this is the default that will show up when you create a campaign. 8. Cover letter percentages - On the Cash Flow Analysis cover letter, there are several fields that help to justify your offer price. Each of these numbers is a representation of annual/ yearly numbers. You may need to research the numbers in your market, based on the area you are investing in, to determine the best settings for you. 9. Contract Financing Clause and Contract Special Clauses - Typically, your Financing Clause is where you would stipulate that you are interested in all cash deals, or any other particulars of the financial transactions involved in your purchase. Special clauses would be where you stipulate what you are willing to accept in a property, such as the need for inspection. These appear in most of the contracts and cover letters that are preloaded in our system. If you have no clauses, put N//A. 10. Contract Attachments - This portion allows you to upload additional attachments that can be included with your mailings, such as proof of funds letters or contract addendums. 11. Buyer Signature and Agent Signature - Adding your signature to the contracts is important. Once you scan in a copy of your signature or your agent s signature, you can upload them to be included in mailings. 21 document in any format. For permissions you will need to contact support@arespublishing.com

23 9 Training Media In this portion of the Automated Deal Maker, you can find training videos on how to use many of the features that we have already discussed, as well as a virtual copy of this manual. Some videos may require a password, and you can find that password at the bottom of the screen. document in any format. For permissions you will need to contact support@arespublishing.com 22

24 10 Support The Support Forum is a way that you can quickly connect with the Automated Deal Maker Support Team. You can check our Forums section for answers to Frequently Asked Questions, and you can also submit support tickets for review by the support team. This is the primary means of finding support information for our products. You will need to create a new username and login when you visit the support forum for the first time, as that service is not connected to your Automated Deal Maker login. 11 Deal Submission Form The Deal Submission Form is a great way for new investors to learn more about the investing process and for old investors to find quick sales. By using the deal submission form, you can submit a property to Zack s buyer s list and partner with Zack s team on closing the deal. You will be prompted to view a video when you click on the Deal Submission Button in the ADM, where Zack will explain to you how to fill out the form and give you more details about the process. Once you have watched this video, press the Go button below it to begin filling out the form. You must have a property under contract before submitting the deal submission form. Once a member of Zack s team has analyzed the form, you will be contact with further information. 23 document in any format. For permissions you will need to contact support@arespublishing.com

25 12 13 Lead Capture Pages Landing pages are extremely useful for building your buyers and sellers lists. They are simply websites that you can direct potential buyers or sellers to where they can submit their contact information to you for future follow-up. It is an excellent way to gather leads. Once of the bonuses you receive with Automated Deal maker is the ability to use DealPress to create an unlimited number of landing pages for your investing business. Simply click on the button, watch the instructional video, and sign up for your DealPress account. Note: This is an affiliated service that we provide only limited customer support for. Funding POF Letter In the investing business, one of the most typical business arrangements is what is called a back to back deal. This is when you, as the investor, find a seller who is willing to sell you their property. During the period between getting the property under contract and closing on the property, you will need to find a buyer for the property. So, you will already have a buyer lined up once you have purchased the property from the seller. In these cases, each transaction needs to remain separate, so you cannot use the buyer s funds to purchase the property. You will need transactional funding in order to bridge the gap between the two deals. You can use the Funding button in Automated Deal Maker to find more information about getting transactional funding for your deals. You can even create a Proof of Funds letter online that you can save and send once you have an interested lead. Simply click the button and read more about transactional funding on the link provided. 14 Free Lead Generator The Automated Deal Maker automates the process of mailing to the leads you find, but it does not gather leads for you itself. That is why we have included a free lead generator called FeedDemon as a bonus with your Automated Deal Maker package. FeedDemon allows you to subscribe to websites like Craigslist or Backpage and then watch those subscribed feeds for certain keywords that will pick out listings that you are interested in. You can also find a walkthrough video of this on our support forum. Note: If you have a Mac, you will need to download a different program, which you can find here: netnewswireapp.com Setting Up FeedDemon 1. Click on the Free Lead Generator button in the Automated Deal maker 2. You will be able to watch some brief videos that detail how the system works. Once you have finished the videos, scroll down and click the Free Lead Generator button at the very bottom of the page. This will prompt you to download the program. document in any format. For permissions you will need to contact support@arespublishing.com 24

26 3. Once you have downloaded and installed the program, you can set up your first subscription. We will use Craigslist here as an example. Simply locate the page on your chosen website where all of the real estate ads are listed. Below you can see what Craigslist feed pages look like. Copy the address in the address bar. 4. Open FeedDemon and click the Subscribe button in the upper left hand corner. Paste the web address you copied into the appropriate field on the new window that pops up. Click Next. On the next screen, you will be able to set a title for your Feed (which we will call Huntsville Craigslist). Click Next again, and then click Finish. 25 document in any format. For permissions you will need to contact support@arespublishing.com

27 5. Now that we have set up a Subscription, we can set up a Watch that will let us pick out properties we are specifically interested in. Rich click on Watch on the left hand side of the screen and select New Watch. 6. In the window that pops up, you will be able to enter keywords that you want to search your subscriptions for. Enter your keyword in the appropriate field and then click Add. You can remove keywords by selecting them in the box and clicking Remove. Choose a name for your watch and enter it into the Title Field. Then click OK. When you click on your watch on the main screen, you will be able to see any listings that come up containing those keywords. If no listings appear that means that there are no listings matching your search parameters. You may wish to enter additional keywords. document in any format. For permissions you will need to contact support@arespublishing.com 26

28 15 Get Comps Having comparable data is an important asset in analyzing deals. In this section, you can find a link to an affiliated service that will help you find comps for your deals. The cost of this service is additional and not included in your Automated Deal Maker package. To receive the discounted price, use the button inside the ADM to set up your service. 16 REO Leads REO Goldminer is an affiliated service that allows you to access leads for Real Estate Owned properties. Typically, these properties are held by banks or government agencies. The cost of this service is additional and not included in your Automated Deal Maker package. To receive the discounted price, use the button inside the ADM to set up your service. Note: Get Comps and REO Leads are optional affiliated services. They can be helpful, but they are not necessary to use the ADM effectively. We do not offer customer support for these products. 27 document in any format. For permissions you will need to contact support@arespublishing.com

29 How to Make the ADM Work for You Set up the ADM - Activate the product - Set up your subscription level - Login and fill out the information in User Settings - Read the manual and watch the training videos. Find Leads - Set up the Free Lead Generator to pull leads from online ads - Work with a realtor to pull listings from the MLS - Set up landing pages and direct traffic to them with ads and bandit signs - Use REO Goldminer to find REO properties - Hire a Virtual Assistant to search for and compile leads for you Send Out Mailings - Enter your leads into ADM - Create a campaign to send offers to your leads - Set automatic follow-up mailings to keep the interest of sellers Pick Your Strategy - Analyze the properties of interested sellers, find a good deal and get it under contract - Are you going to wholesale the property, rehab it, set up a lease option, or buy and hold? Close the Deal and Profit! - Enjoy your well-earned cash! document in any format. For permissions you will need to contact support@arespublishing.com 28

30 Basic Strategies for Real Estate Investing If you are a new investor, then you may still have some additional questions about how to get started in your business. Our company offers comprehensive training in many aspects of the real estate investing business, but we have included some helpful hints in this manual to help you chart your course to success. How do I get good leads? There are numerous ways to find leads in the real estate market, ranging from traditional mailing campaigns to using the MLS to searching internet feeds. With ADM, we encourage you to use every resource to your advantage. Included in your package are the Free Lead Generator, which will help you find leads online, and Zack s e-book Winning Realtor Relationships, which can help you learn how to work with a realtor to get access to the MLS. You can still use tried and true methods such as bandit signs and traditional advertising to drive traffic to the lead capture pages you can set up as part of your ADM package as well. Any and all of these methods will help you maximize your chances of getting good leads. What should I do once I have an interested seller? Determine how the property can be of most benefit to you and then negotiate a deal. There are a number of options, such as: Wholesaling Lease Option Rehabbing Buy and Hold Find good deals and then find experienced investors to buy them. You will receive a certain percentage in return as commission. This can be an excellent way to build capital as a new investor. Lease the property from an owner who needs to sell and then sublet the property to a renter. This allows you to move in on the property while leaving the existing loan in place. Purchase the property, improve it, and sell it for a higher price. Purchase the property and rent it out. Once you have a property under contract, you can even submit that property to Zack s buyers list through the Deal Submission Form and partner with his firm on the a deal. 29 document in any format. For permissions you will need to contact support@arespublishing.com

31 Troubleshooting Guide Using the Helpdesk As referenced under the Support section on page 22, the Support Team has set up a helpdesk forum where our users can go and get additional help on any problems they encounter with the system. You will need to go to the following web address: You can also use the Support button within the ADM, as well. Because our helpdesk is on what is known as a sub-domain, you do not need to type in the www. On this page you will be able to access our Frequently Asked Questions page that contains answers to common problems as well as resources that you can use with the Automated Deal Maker, such as the.csv template files for importing properties. You can also submit a trouble ticket so that our Customer Support Team can assist you. document in any format. For permissions you will need to contact support@arespublishing.com 30

32 Frequently Asked Questions 1. I cannot login. What should I do? If you cannot login to your ADM account, you will need to go to the login screen and enter your in the blank marked Address. Then, click the link under the section below that says Forget your password? You password will be automatically mailed to your address. If you do not receive your password, please check your spam filter to make sure the did not arrive there. If you did not receive the at all or you receive an error message, please contact technical support at support@automateddealmaker.com. 2. I sent myself a test campaign and it never arrived. Our system will not send messages with the same in the From and To boxes. The best way to send a test campaign is to send the offer to a different that you have access to. If you do not receive the message, please check your spam filter to make certain before contacting technical support. We take care to design our system to work well within spam prevention guidelines, but all spam filters are different. 3. I scheduled a campaign, but the s were never sent. In the User Settings section of ADM, check to make sure that you have place checkmarks next to all of the days that you would like to send out campaigns. If there is not a checkmark next to the day, then no campaigns will be mailed on that day. You may also have reached the limit of contracts you have set to send out per day. You can increase the amount of contracts sent per day under User Settings. Any campaigns that were scheduled to be sent out in the past will be sent out immediately. 31 document in any format. For permissions you will need to contact support@arespublishing.com

33 4. Can I proof the contracts before the system sends them out? You can view our default contract at the following link: When you set up a campaign, you can also preview the contracts by using the Preview link on the Campaign Creation page (see page 16-17). 5. Can I customize my own contracts or use a state contract? We are in the processes of loading state contracts into our system at this time, but it can be a slow process as these contracts are copyrighted and certain legal obligations must be fulfilled in order to make them available. Many contracts are loaded in the system currently, but if you do not see your particular state s contract, then you may wish to use a standard contract or a Letter of Intent (LOI). Once you have made contact with an interested party, you can then arrange to send them a state contract. For legal reasons, we have no plans at this time to make custom, auto-filling contracts a feature of the Automated Deal Maker. 6. Can I modify my campaign once it is started? No, you will need to pause the campaign and create a new one. 7. My CSV file is giving me an OOPS Error when I try to import it. What did I do wrong? Make sure that you have no duplicate columns in your.csv file., and that you have all of the required column headers specified on the Import Properties page in the ADM. Especially if you are importing a file from the MLS, you may wish to check your headers carefully to make sure that you do not need to delete or add columns before importing the file. You can find our.csv templates in the Helpdesk Forum under Support in the ADM. 8. What if I am not able to download the addresses from my local MLS? Our system works just as well with fax numbers, and many realtors prefer to receive their offers via fax rather than anyway. You can also look into using a program called Pocket Real Estate in order to get more detailed information from the MLS. 9. How do I use the Automated Deal Maker to find leads? The purpose of ADM is to automated the process of responding to leads. The system itself does not retrieve leads for you. However, we have included some resources to assist you in finding leads. You can use the Free Lead Generator to draw leads from document in any format. For permissions you will need to contact support@arespublishing.com 32

34 internet feeds. The REO Goldminer can assist you in finding REO properties. You can also work with a realtor to get access to the MLS, if you do not already, and you can use a combination of landing pages and traditional bandit signs and physical advertisements to gather leads. 10. Can I send multiple campaigns to different areas with different realtors? Yes, you can! Simple create multiple Agents under user settings and then set up individual campaigns for each agent. 11. I am getting OOPS! Errors. What should I do? The system will automatically log you out after a certain period of time if your system remains idle. You may need to log in again, or try the same action once more in order to make sure there was not a temporary snafu with your internet connection or our service. If you are still experiencing problems, contact our technical support at support@automateddealmaker.com. 12. I need to temporarily halt a campaign, do I have to delete it? No, you only need to pause the campaign. Simply go to View Campaigns, check the campaigns that you want to pause, and then click the Pause Campaign button. 33 document in any format. For permissions you will need to contact support@arespublishing.com

35 Glossary of Terms Reference An Arms Length Transaction is one where a transaction occurs just as they would if they were completely unrelated or did not know each other. Often times owners of companies go to great lengths to show they are not paying favoritism to a family member or friend. An example of a non-arms-length transaction would be where a mother deeds her house to her son for $1,000. Appraised Value is the value of a home as determined by a licensed appraiser. This usually has an appraisal report accompanying it. Appraisers generally use one of three methods: comparable sales, replacement cost, or income offset by monthly costs. Appreciation is the amount that a property increases over a given time period. As-Is refers to a clause that is in most wholesale contracts. The reason is that in order to get a significant discount you are usually accepting the property just as it sits, with warts and all. Assessed Value is a value the county associated to a property when determining how much tax to charge you. Assignee is the person that buys a property from you when you are selling it via Assignment or Contract. Assignor is the person that sells a property from you when you are selling it via Assignment of Contract. Assumable Mortgage is a mortgage that can be taken over without the new buyer applying with the bank. Backup Contract is a secondary contract that a realtor or investor will accept to help ensure that a property will be closed on a specific date. This is used in wholesale to make sure someone will be at the closing table when the time comes. Balance is the money owed on a property. Also see Principle Balance. Balloon Loan is a loan where a borrower pays the same monthly amount for a set amount of time, say 5 years, and then they have a larger sum to pay either to fully pay off the property or as an installment. These loans are common where seller financing is present. document in any format. For permissions you will need to contact support@arespublishing.com 34