Offers2Owners Member Guide
Your official guide to navigating and using everything Offers2Owners has to offer.
Getting started is now easier than ever!
You’ll want to determine which product best fits your needs! Below are all the products we offer and links to learn more about them
Docs Ready
- Docs Ready is our highly favored 1 – 3-page Mail-merged letters service. Great for new or experienced investors with their documents in order.
- Order minimum: 50 letters
- All letter types are accepted including but not limited to: (Cover letters & Purchase agreements, Neutral, Marketing, and or Flyers)
- Envelopes, paper, printing, postage, free templates, and mail merges are all included!
Concierge Data
- Have you ever wanted an “easy button” to complete your custom blind offer campaigns to purchase undervalued real estate? Well, here it is!
- Our latest and greatest: Data, pricing & comps, scrubbing, and mailing service!
- Order minimum: 1000 records
- Multiple options = options for everyone!
Neighbor Letters
- Neighbor Letters is our low cost & low order minimum Mail-merged letter solution for individuals looking to send Marketing letters.
- Order minimum: 1 letter
- All letter types are accepted including but not limited to: (Cover letters, Neutral, Marketing, Map, Property images and or Flyers)
- Envelopes, paper, printing, postage, free templates, and mail merges are all included!
Smart Pricing
- This product is ideal for clients who have SFR lists and want to outsource the pricing aggregation to our trained staff based on the House Academy methodology.
- Order minimum: 100 records
- We’ll pull property values from up to 6 sites: Zillow, Trulia, Redfin, Xome.com, Realtor.com, and RealtyTrac for all homes on your list.
- $0.10 per record!
Doc’s Ready
Concierge Data
Document Dashboard
What is Smart Pricing Service?
How to Review Your Proofs
What is a Mail-Merge
While placing your first order, you will have to fill out our order forms, all are different based on the product you choose. You can also upload your supporting files to be merged or processed.
We have multiple options when it comes to Mailing Services & Concierge Data:
For Mailing Services:
Prepaying –
Number of pages per letter –
Type of mailing –
Postage class –
Color printing –
Letter templates –
Merge return Info –
(Optional) Delivery notification –
For Concierge Data: (Add product icon)
(Insert to a bubble on right side of Mailing services)
Prepaying –
Concierge Data Service Options –
Postage class –
Contact information –
Letter templates –
Criteria details-
Offer price details-
Merge return Info –
For Smart Pricing:
Prepaying –
Offer price details-
Uploading files –
Uploading Files:
On products that accept files you will see a drag & drop or browsing place to upload your files.
* The following file types are accepted:
- PDFs
- Word templates (.docx)
- Excel workbooks (.xlsx or .csv)
- Logo image files (all types)
- Zipped folders
There isn’t a file size limit, however, successful uploads are based on internet connection & speed. If your files cannot be successfully uploaded, please proceed with your order and attach your files in an email to support@offers2owners.com.
Once your files have been uploaded, the order form filled out completely, you will proceed to your cart & the view & update page.
You will have the option to update your quantity, add another service and apply coupon codes to save!
Here are a few things to note:
- Mail-merge proofs are processed and available for your review within 24-48 business hours & after approval of your proofs, we can mail your letters within 24-48 business hours.
- For Concierge Data or Smart Pricing, orders are processed in the order they’re received, and completions are determined by quantity, criteria, and order type.
- Coupon codes are product specific and cannot be combined.
Want to save on your first order?
Schedule a free call with a member of the team.
Checkout page:
You’re now at the last step of ordering with Offers2Owners. You will be prompted at check to upload more files (if needed). Here is where you will input your billing information.
Here are a few things to note:
If you have any trouble uploading your files, please send them to (support@offers2owners.com) after placing your order or upload them to your My Documents where we will confirm we received them and process them as usual.
We cannot guarantee refunds after your order has been placed, they will be subject to approval by the Offers2Owners team.
Processing:
Once your order has been placed, we receive your order and files.
Prepayments:
When prepaying, you will not be required to upload your files. We will email you with steps on how to proceed with your prepaid order.
Most people prepay, to take advantage of the current savings or discount offered. Yes, this is allowed!
Prepaid orders do not expire and can be used at any time.
You are not required to use all your records/letters at once; you can batch them out as you wish. We only require you to provide us with the files and schedule your letters to be mailed.
Uploading files to be processed:
If your files are uploaded with your order, we will process your Mail-merge proof within 24-48 business hours. This is subject to change based on whether your files are in the correct format or with no issues.
We will email you once your proof is ready to be received. The files will be in your account under My Documents.
When uploading a PDF/ Word document that is pre-merged, you skip the review & approval process. Meaning we will send your file directly to production to be printed and mailed or scheduled as you request.
If we notice any issue with your file – We will reach out to you if it is an issue, we cannot resolve ourselves. We have been doing Mail-merges for years and have seen about everything!
Revisions:
You received your proof and noticed an error or simply wished to change something on your list or template. We are equipped to handle most changes and fixes you can think of.
You will need to provide us with a detailed comment on the specific file you wish you to be corrected and change the status of the file to “Edits Needed” which is all done in My Documents. If you are unable to access My Documents, email support@offers2owners.com and we will get it corrected for you.
If you need to upload an updated version of a file, you can do that in My Documents as a new upload along with a comment letting us know to re-merge your proof with that file.
There are no limits to revisions, we prefer you to love your letters before we print them or mail them.
Approvals:
Approving your orders is the key to us printing and mailing your letters. If you do not approve it we won’t print it!
To approve your orders, you must be logged in your Offers2Owners account, head over to My Documents, choose the order folder you wish to approve, click the PDF(Red) icon file, update the status on the right-hand side of the box to “Approved Ready to Print”, then click save.
*The PDF proof is the ONLY file you need to approve, as it is the file we print. Not the word file.*
Once you complete that your letters are on their way to production to be printed and mailed/scheduled as requested.
Scheduled & drip mailings:
If your orders are scheduled for a specific day or scheduled to be batched out based on the schedule you provide – We will hold your mailing in production and print them closer to the day, it will be mailed.
You will be notified for each batch that will be mailed. Notifications are sent via email and are available for you to look at on My Documents.
To opt in for a scheduled or drip mailing, you must notify us when filling out your order form, and or prior to approving your Proofs. Batches can go out as small as 50 letters. The first batch must be 3 business days from the date of order or from the date you notify us.
Mailing & delivery:
Once your order has been mailed, we will notify you with a timestamp of when your letters were mailed. This notification occurs every mailing is completed. These time stamps are from USPS.
Delivery for Standard postage takes about 7-14 business days from the date of mailing to hit mailboxes.
Delivery for First class postage takes about 1-5 business days from the date of mailing to hit mailboxes.
We also offer a free Delivery notification, which will come as a free letter delivered to any address you provide when you receive it – It means your letters have also hit your recipients mailboxes!
This option is only available for orders where we complete the mail-merge and not for orders with pre-merged files.
If you still have questions or need help, review our FAQs below or schedule a free call with a team member.
We look forward to assisting you with your mailing needs!
– Offers2Owners Team
FAQs
Getting Started
to get started, you’ll first need to register for a free account, review the getting started guide, then place your first order.
If you still need further assistance you can schedule a call with a member of our team HERE or give us a call at 800-725-8816.
No, we assist everyone and are open to the public. Becoming member of Land Academy or House Academy does grant you a discount on Mailings and Concierge Data services.
Reference numbers are Identifiers (a group of random numbers and/or letters) – most people use them to help identify specific letters sent to recipients.
Yes, you can find all of our templates under template and examples. They’re fully customizable – Feel free to make them your own.
No, those fields aren’t required, however, if you do plan on having an Offer Price on your template, then I would recommend at least having the APN.
Merge return information is the information you wish your recipients to see such as company name, return address, phone number, fax, email, website, and even your Title within your company.
Yes, we encourage you to bring your own template we just require that you have your upper margin needs to be 0.31″, and the left needs to be 1.0″, anything else we’ll correct for you to ensure it will get printed, inserted, and mailed properly.
Even though the data is scrubbed for bad recipients/addresses there is always the smallest chance that one letter out of the thousands we send weekly might get returned or one of the recipients might write you back so it is always good to have a return address in your offer letter.
An assessor’s parcel number, or APN, is a number assigned to parcels of real property by the tax assessor of a particular jurisdiction for purposes of identification and record-keeping.
Products
Docs Ready is our highly favored 1 – 3-page Mail-merged letters service, with Options for standard postage or First Class. Envelopes, paper, printing, postage, free templates, and mail merges are all included!
Yes, we do have order minimums for all our products.
- Docs Ready order minimum is 50 letters per order.
- Concierge Data (Our All-in-one service) order minimum is 1,000 records per order.
- Neighbor Letters order minimum is 1 letter per order.
- Also, by submitting more offers to owners, you increase your chances of having more interested owners contacting you, more deals closing, and more money being made overall.
We offer two types of postage! Our first option is Marketing/Standard Postage which does not have a Live Stamp instead its a USPS issue indicia imprint on the outside of the envelope (most people use this) our 2nd option is First Class postage which includes a live stamp and cuts the standard delivery time frame in half.
Smart Pricing Service is our pricing service for SFR (Single Family Residence) lists. We’ll pull property values from up to 6 sites: Zillow, Trulia, Redfin, Xome.com, Realtor.com, and RealtyTrac for all homes on your list.
Yes, our Neighbor letter product allows you to mail Flyers. All letter types are accepted including but not limited to: (Cover letters, Neutral, Marketing, Map, and Property images)
Yes, you can. Doing so will decrease the rate by $0.10 per record!
Process
To review and approve your orders please go to Document Dashboard to open your Order # folder and Click the PDF within that folder and change the Status to “Ready To Print” if it’s ready to go.
You can do the following to send your files to use your prepaid/remaining mailers.
- Upload your files to the Order Folder in the Document Dashboard.
- Send me the files via email in reply to this message.
We will notify you if you go over the remaining balance that you have.
Please see below the difference in values:
- Assessed Value: The value the assessor places on a property to reach a property tax assessment. Each county is different and the assessed value in most cases has no relation to its market value.
- Market or Cash Value: An arbitrary value some county officials place on the property on the open market. Each county is different and the assessed value in most cases has no relation to its market value.
- Land Value: The land value the assessor places on a property to reach a property tax assessment for the land portion of the property only. Each county is different and the assessed value in most cases has no relation to its market value.
- Improvement Value: This value the assessor places on a property to reach a property tax assessment for the improvement portion of the property only (the structures, the streets, and the sewer connections for example contribute to the improved value). Each county is different and the assessed value in most cases has no relation to its market value.
We can complete your proofs for mailing within 24 -72 business hours, and then mailed within another 24 -72 business hours from the approval of your proofs.
With Standard Postage mailings it will take 7-14 business days to hit mailboxes (Weekends are not counted). For First Class Postage mailings it will take 1-5 business days to hit mailboxes.
Uploading a Premerged PDF/Word file skips the approval process. Meaning your PDF will be sent right to production to be printed and mailed out and you won’t approve it since its already been merged by you.
Yes! When we complete the merge for you (which is free) we will send a PDF proof of all your letters and only once you approved the PDF file is when we’ll print your letters.
You can get your files over to us either via email with a subject line including your existing Order number, Also you can submit them through the website via the Document Dashboard when logged into your account, and lastly when ordering you can submit them at checkout or wherever you see an option to upload files.
Undeliverables are credited back to your O2O account within the order. You can see the available mailers within each order after mailing under “My Mailer Balances”.
You can now see the live amount of mailers available to use within each order placed under your account. You can view this via My Mailer Balances.
We use #10 dual window business size envelopes with directly printed postage so as soon as your offer letter is in the envelope it is good to go.
We always recommend not sending duplicates. Save the record with the largest lot acreage, and delete the rest. However, some people prefer to keep them.
Yes! We actually recommend you prepay and save. Files are NOT required at the time of ordering and can be provided to us once they’re ready.
At Offers2Owners, we offer 1 free two-page letter with all of our mailing services. They are used as delivery notifications. You will receive a letter just like your recipients and once they’ve hit your mailbox they are also hitting your recipents.
You will simply check the “Yes” box on the order form for Prepaying and we’ll handle the rest!
In most cases, we can print same-day. We process your order as quickly as possible. If you upload a ready-to-go pdf, with no errors, it will immediately be printed. If you provide documents to be merged, we’ll merge those files and email you a link to view your proof and you can download it via the Document Dashboard. We print it as soon as we receive your approval.
Pricing
Yes, postage is included within the rate for all Mailing Services.
One of the many perks of being a Land Academy Member is that you receive a discount on our Mailing and Concierge Data services. Once you’re onboarded with Land Academy they add a discount to your account!
There is absolutely no setup fee for O2O and Free Mail Merge assistance is also included with every mailing service.
Yes, we do! Please reach out to support@offers2owners.com and or give us a call at 800-725-8816.
We typically do not offer volume discounts. However, we’re open to discussing and seeing how we can assist you in saving with Offers2Owners.
No, we do not have any monthly or reocurring fees to use Offers2Owners.
The processing fee is charged by our payment processor, there’s no way to avoid the fee and it is applied to all orders with/on Offers2Owners.com.
The amount offered for each property is usually derived by the investor and is completely subjective. We can assist you with pricing with our Concierge and Smart Pricing services.
My Documents
Once your folder for the Order # is present, you may then upload your files to that folder. *The folder title should match the Order #.*
If you need any changes made please add a comment and make to set the file’s status to “Edits Needed” then add a detailed comment to the specific file and let us know what changes are needed.
Please follow the steps below, and make sure to be logged into your account to review and approve your files.
- Goto (My Documents)
- Click the Folder that says your name
- Then Click the Order # Folder
- Click the Red PDF Icon (Not The Checkbox)
- Review PDF – (Download the PDF)
- Then You can change the Status to “Approved Ready to Print” or “Edits Needed” on the right-hand side
Once your folder for the Order # is present, you may then upload your files to that folder. *The folder title should match the Order #.*
If your Name folder or Order # folder are not within your “My Documents” – Your folders are likely still being created. Once your order has been received we begin processing it right away and these folders are created manually. If your order folder is not present after 24 hours of ordering please email support@offers2owners.com
Technical
Setting up your Excel Data Sheet
Add the following columns to your Excel Data Spreadsheet and fill them with your information:
Your_Name
Your_Title
Your_Company
Your_Address
Your_City
Your_State
Your_Zip
Your_Phone
Your_Email
Your_Website
Date: Fill in with =TODAY()
Reference: You can start with a random number and then use that cell plus one into the rest of the column, ie, =B3+1)
Offer_Price: Your offer price for each property
Closing_Date
State: the state which the County is located.
Change the Header of existing Columns:
County Name changes to: County_Name
Mail Address changes to: Mail_Address
Mail City changes to: Mail_City
Mail State changes to: Mail_State
Mail ZIP Code OR Mail ZIP/ZIP+4 (whichever you wish you use) changes to: Mail_Zip_Code
Owner First Name changes to: Owner_First_Name
Owner Last Name changes to: Owner_Last_Name
Legal Description changes to: Legal_Description
Lot Acreage changes to: Lot_Acreage
Please save your data with your last name in the title!
Within each document, there are 3 merge fields you’ll want to make sure are formatted correctly:
Right click, select Edit Field
Under Field Properties, and under Format, select Uppercase
Make sure you click “Preserve formatting during updates“
Right click, select Edit Field
At bottom left hand corner, select Field Codes
Enter \# ,0.00 so that the field code is:
MERGEFIELD Lot_Acreage \# ,0.00
Make sure you click “Preserve formatting during updates“
Right click, select Edit Field
At bottom left hand corner, select Field Codes
Enter \# $,0.00 so that the field code is:
MERGEFIELD Offer_Price \# $,0.00
Make sure you click “Preserve formatting during updates“
You can reset your password by heading over to your account dashboard and clicking “Account Details” You should see options for updating your password.
To update your credit card information, go to your account dashboard and select the “Payment methods” tab you will have the option to update and add a new payment method for future use. You may also add a new card to use anytime when placing a new order.
Here at O2O, we believe communication is the key to having an amazing relationship with our clients. Therefore, from 9:00 AM to 5:00 PM (PST), You can also give us a call at 800-725-8816, and you may also email us at support@offers2owners.com. We usually try to respond to all questions within 24 hours.
