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?

Who in your office currently sets showing appointments for co-operating agents?

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

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


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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