| Required Implementation Steps |
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Implementation Strategies:
Online interactive training is accomplished during a series of personalized phone appointments with senior trainers and implementation specialists. You will be working on a virtual desktop using Microsoft terminal server technology.
Important - Review appropriate training videos in order
Important - Review applicable user guide sections
Call your personal trainer to schedule appointments as outlined below. It is your responsibility to call your trainer at the scheduled time. The first appointment is critical to the success of implementation. The Owner, Broker, President, or General Sales Manager must be present for our first appointment or the appointment will be aborted.
Stage 1:
Training appointment 1: Office Records, Agents, and Commission Schedules
*You will need to have an active internet connection.*
*Call your trainer Toll Free at 866-942-1409 to schedule your appointments*
*A copy of your commission schedules MUST be faxed to Lucero Summit (888-731-2929) BEFORE the first appointment.*
Materials to be covered:
| ° Review of Implementation Process |
° Edit User Defined Fields |
| ° Assign User Accounts |
° Enter Agent Records |
| ° Program Setup |
° Enter Commission History |
| ° Add Office Record |
° Enter Commission Schedules |
*You have 30 days to complete your 4 training appointments, staying on the training server for each additional month will cost $100.*
*If you cannot keep an appointment please call the training office at least 48 hours in advance so we can possibly fill that appointment time. A failure to do so will constitute a $20 rescheduling fee!*
Stage 2 :
Training appointment 2: Listings
*All agents must be entered and attached to their commission schedules*
Materials to be covered:
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° Q&A Session (Issues from the first appointment)
° Run Agent Roster Report to check for errors
° Enter Listing Records (Preferably one that is currently under contract)
° Review User Defined Fields
° Review Lookup Tables
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Stage 3 :
Training Appointment 3: Contracts
*Must have 10 listings entered into the system, unless your company does not currently have 10 listings.*
*Also you MUST fax to us a detailed commission calculation breakdown sheet for the contract we enter and close*
Materials to be covered:
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° Q&A Session (Issues from last appointment)
° Check commission breakdown, if agent info is correct
° Enter Co-Op Office Records
° Enter Contract: One with listing ONLY and one with buying side ONLY
° Close Contract
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Stage 4 :
Training Appointment 4: Reporting and Advanced Modules
*Must have atleast one pending and one closed contract in place.*
Materials to be covered:
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° Q&A on Contracts
° Popular Reports
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Stage 5 :
Training Appointment 5: Advanced Modules Review
Materials to be covered:
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° Referral Management
° Showing Appointment Scheduling
° Virtual Tour
° Advertising Management
° Floor Call Logging
° Floor Scheduling
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Stage 6 :
Training Appointment 6: Advanced Modules Training
Materials to be covered:
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° Open to train on a specific module in detail introduced in previous appointment(s) |
*After reviewing the contracts and reporting features, any time left over for the appointment will be geared towards any of the advanced features you may want to learn. We suggest that you play with the different modules you would like to learn about and see which ones you can figure out on your own. Use your time wisely and have us help you out with the modules that you cannot figure out on your own.*
*Between appointments if you have a question about any of the modules please contact support at 928.537.1300*
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