Have you watched the 7-Minute Overview? Yes No

How many 'Producing' Agents ?

How many 'Producing' Offices ?

How long have you been a real estate company ?

What back office software do you currently use?

Do you reduce agents' commissions or take fees for 'company generated leads'?

Have you calculated a monthly Desk Cost for each agent? Yes No

What is your current accounting software?

Do you schedule floor time in your office(s)? Yes No

Who in your office takes lead calls? Agents Call Coordinator Both

Who in your office sets showing appointments for co-operating agents? Agents Call Coordinator Showing Agent

How often do you have counseling sessions with your agents? Monthly Quarterly Annual

Are you looking to add offices? Yes No

Are you looking to add agents? Yes No

Please select your current MLS Vendor Flex Inovia MLXChange Navica Paragon Rapattoni Solid Earth Tempo Connect Eventus Ezlist H-3 Kinnexus Matrix Promatch RealComp RealFocus RealTracs Stratus Other
If Other, please enter in the box provided

Do you own or have an affiliation with a title company? Yes No

Do you have a Customer Service Department? Yes No

Do you use Online Document Storage? Yes No

Please check the appropriate items for review
Modules:
Agent Management/Reports Listing Management/Reports Sales Management/Reports Client Contact Management Automated Commissions Floor Time Scheduling Office Communication	Referral Management/Reports Franchise Reporting Advertising Management/Reports Website Creation/Management Showing Desk Management Agent Billing Task Management
Reports:
Office Sales Production Agent Production Lead Analysis/Sourcing Referral Production Market Activity Analysis Contracts: Written/Closed/Canceled Graphing Reports Multi-Office Reports	Agent Ranking Co-Op Sales Analysis Production Ledger/History Cash Flow Projections Monthly Business Journal Listing Price Analysis Agent Team Reporting Office Listing Production
Discussion
Training:
Videos and written guides Monthly User Newsletter Interactive online training	On-site training Personal Telephone Trainer Data evaluation
HOT topics you may wish to discuss in further detail:
Lucero Online - Summit Hosting Networking Lucero Data export Custom Report Writing Program upgrades/pricing	Multi-Office options Off Site data backup Graphing Capabilities Program Security Support
Choose ONE for your Day of Demonstration purchase incentive
Swanepoel Trends Report ($129 value) 1 extra month on training server ($100 Value) Paper shredder - For all the sensitive Lucero reports  ($75 value)	1 extra training session ($100 value) 2nd person free at Regional Classroom Training ($299 value)