Lucero Pre-Evaluation Guideline

To make the best use of our time together on the phone, we need to know your company's needs and how it operates. Please complete this pre-evaluation guideline and click on the Submit Button below.

Due to the single entry aspects and organizational qualities of Lucero Summit, it is critical that your company Owner or President be present for the evaluation appointment. We also strongly recommend that all staff involved in the activities listed in the evaluation checklist be present for the evaluation appointment.

Office Operations
What commission policies does your company use?
Graduated Commissions 100% w/ desk or transaction fees CGL vs. AGL	Individually negotiated commission Other

Have you watched the 7-Minute Overview? Yes No

How many 'Producing' Agents does your company have?

How many 'Producing' Offices does your company have?

How long has your company been operating?

What is your current back office software?

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

Does your company have a Desk Cost calculated? Yes No

What is your current accounting software?

Does your company currently have floor time in your office(s)? Yes No

Who in your office currently takes lead calls? AgentsCall Coordinator Both

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

How often do you have for counseling sessions with your agents? MonthlyQuarterly Annual

Is your company looking to add offices? Yes No

Is your company looking to add agents? Yes No

Does your company own or have an affiliation with a title company? Yes No

Does your company have a Customer Service Department? Yes No

Please check the items that you wish to inquire
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 that you would like 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)

Company Name
Your Name/Position
Phone Number
Email
Web Address
City, State, Zip
Appointment Date
Appointment Time

Offices Agents

Owner