Broker Benefits
Broker benefits of
AgentAchieve™
for Lucero include:
An easy-to-use, single entry-point for contact management, client marketing plans, calendar & task management, and company intranets.
Lead capture & conversion maximized by our automation tools that connect property information to prospective clients, and those clients to your agents.
A virtual business hub accessed via the internet (anywhere, anytime), enabling agents to stay productive in the office, at home, or in the field.
A turn-key, fully-integrated system for easy integration into your existing management information systems or in-house technology.
Broker Features
Broker features of
AgentAchieve™
for Lucero include:
Virtual Office System
Keep agents connected to your company and culture even when they are not in the office.
Lead Management
Capture, incubate and track prospective clients from multiple lead generation points, and set policies for how those leads are distributed.
Collaboration System
Make it easy for agents and their teams or assistants to share information and maximize productivity.
Marketing & Communication Systems
AgentAchieve™ for Lucero includes an integrated e-mail system, Group Messaging engine, Office news, Concierge area and Community Board to enhance your company communications. AgentAchieve™ for Lucero also features an Ad Management system that can streamline the way you submit listing information to any publication.
Vendor Management
Position your preferred vendor partners in front of your agents and generate reports regarding vendor usage.
Brand Management
Equip your agents with downloadable marketing materials to present a consistent corporate image.
Contact Management
Provide complete contact management to your agents, administrators, managers and executive team at a fraction of the cost of comparable systems.
Client Relationship Automation
AgentAchieve™ for Lucero allows agents to set up their clients to receive automated e-mails of the newest property listings and provide them with access to a host of helpful features, articles and checklists.
Business Reporting
Run a variety of reports that track a number of business initiatives from lead management to your recruiting efforts.
Agent Benefits
Agent benefits of
AgentAchieve™
for Lucero include:
Accessed via the internet anywhere, anytime, enabling you to stay productive in the office, at home, or in the field.
An easy-to-use, single entry-point for contact management, client marketing plans.
Lead capture & conversion maximized by our automation tools that connect. property information to prospective clients, and those clients directly to you!
Why learn numerous programs when you only need one? AgentAchieve™ for Lucero combines the best tools and most popular real estate technology into one elegant, easy-to-use package. AgentAchieve™ for Lucero saves you time, money and is easier to learn!
Whether sending automated property listings via e-mail, communicating with clients or creating personal marketing materials, AgentAchieve™ for Lucero will help you better manage your on and offline business in less time.
Agent Features
Agent features of AgentAchieve™ for Lucero include:
Full Contact Manager
A full featured integrated contact management system that allows you to keep track of your client’s contact information, status and source of business.
Personal & Property Marketing
Utilize a variety of tools that make it easier than ever to promote yourself. Use our Group Messaging feature to stay in front of your client base.
Client Relationship Automation
Providing round-the-clock service has never been so easy. Set up your clients to receive automated e-mails of the newest property listings and provide them with access to a host of helpful features, articles and checklists.
Wireless SyncTM (Add-In)
Would you like to use your PDA or Microsoft Outlook offline and on the go? With our Wireless Sync software you can! Enjoy the freedom of having your valuable information with you anytime and anywhere.
Agent Acheive 3.8 Features
Contacts:
Your clients are your business. AgentAchieve™ includes a complete contact management system that provides a set of tools that can keep up with your success.
- Fully integrated Contact Management System designed for Realtors.
- Track client’s contact information, status and source of business.
- AgentAchieve™ for Lucero can seamlessly import/export from your current contact management system.
- Organize your contacts by groups: buyers, sellers or create your own.
- “Group Messaging” that allows you to send one message to multiple contacts.
- In the “Client Analysis” section you have graphs that provide snapshot views of: your Sales Pipeline, Source of Business, Client Urgency, Group Analysis, and Client Type.
Calendar:
AgentAchieve™ for Lucero offers a fully integrated Calendar that will help you manage appointments, tasks and notes.
- You can set your calendar for a Daily, Weekly or Monthly view.
- Link your appointments and tasks with your contacts.
- Add reoccurring appointments.
- View information on company and office events.
Email:
The AgentAchieve™ for Lucero Email system is designed to be fast, flexible and comfortable, especially if you are transitioning from popular desktop applications, such as Microsoft Outlook.
- You can send or receive email anywhere with internet access.
- Includes all the standard email functionality including: Compose, Reply, Reply All, Forward, Print, Delete, Spell Check, Add Attachments, etc.
- Instant access to all your contact’s email addresses.
- Includes a library of customizable email letter templates to cover most client messaging situations.
- Send “Group Messages”.
- Customizable email signature that allows you to include: picture, contact information, etc.
- All emails are recorded in your Communications Log allowing you to manage all communications with your clients.
Listings:
The Listings section helps you manage your active and sold property listings.
- Manage any listings that you create manually within AgentAchieve™ for Lucero.
- Add listings manually.
- Create and send Virtual Postcards to promote a property listing, or for any occasion.
Marketing:
Utilize a variety of tools that make it easier than ever to promote yourself and your property listings. Manage your online listings, and use our Group Messaging feature to stay in front of your client base.
- In the Document Center you can access the latest company documents and forms.
- Create Virtual Postcards to send to your clients.
- You can quickly and easily create mass mailings and labels for all your contacts in your database.
Concierge:
The Concierge section provides you with a variety of helpful online resources. Whether you are looking for a reputable contractor or you need to find the answer to a quick question, the Concierge section is the place to go.
Office:
Here you can quickly view Office News, Upcoming Events and Recent Office Listings.
- Get the latest information on active office listings, open homes, accepted offers and recent closings.
- Access the office roster and phone numbers.
- Use the Community Board to post and read information about recent listings, items for sale, company events and open homes.
Client Marketing Plans
Subscribe to AgentAchieve™ for LuceroClient Marketing Plans to help automate one of the most challenging aspects of real estate sales – keeping in meaningful touch with your ever-growing list of clients and prospects.
The Client Marketing Plans Add-In allows you to add contacts to effective marketing campaigns comprised of timely drip e-mails and/or tasks, such as a ‘follow up’ phone calls. Additionally, you will also be able to track when and how many times each of your drip e-mails have been read. And, because the Client Marketing Plans Add-In is integrated directly into AgentAchieve™ for Lucero, each e-mail or task is automatically entered into each contact’s Communication Log.
With your Client Marketing Plans subscription you immediately get access to a number of plans designed for a variety of clients, such as ‘Website Buyer Lead’, ‘New Owners’ and ‘Sphere of Influence’, along with helpful task management options such as ‘Closing’ or ‘Listing’ plans. Best of all you can modify any of the existing plans or create your own custom Client Marketing Plans from scratch!
AgentAchieve™ for LuceroClient Marketing Plans make it easier than ever to keep in touch with your important clients, past and present. Client Marketing Plans ensure that you have the opportunity to create “clients for life” and maximize your referral business potential.
As part of the Client Marketing Plans system you get:
- Professionally-quality Client Marketing Plans written and developed by successful agents.
- Customize or create your own Client Marketing Plans.
- Access to a large library of thoughtfully-crafted e-mails and common real estate tasks.
- Track e-mail communications and know exactly when and how many times a message has been read.
- Automatically launch an Client Marketing Plans for a lead that was captured from your personal AgentAchieve™ for Lucero website.
- All completed Client Marketing Plans e-mails and tasks are automatically entered into your AgentAchieveTM Communication Log.
- Simultaneously stay on top of important tasks and provide meaningful, high-touch service to more clients than was previously possible.
Wireless Sync
Wireless Sync is a software application that allows you to keep your contacts, calendar, tasks and notes in perfect sync as your work between AgentAchieve™ for Lucero and or your PDA/phone.
With Wireless Sync, you can enjoy the flexibility of accessing your important contact and appointment information offline and on the go.
Is Syncing For Me?
If you agree with either of the following statements, syncing with Wireless Sync is for you:
- I'm often in a location where I'm not connected to the Internet and I would like to view my contacts and app
- I would like to be able to receive email real-time when I’m on the go!
If so, Wireless Sync is the perfect tool to make sure that this information is where you need it, when you need it!
What Does It Mean To Sync?
The term "sync," which is short for synchronization, refers to the act of making sure that your important data is similarly accessible from both AgentAchieve™ for Lucero and another location, such as your PDA/phone.
This means that if you are presently working in AgentAchieve™ for Lucero, any changes you make to your data will also be conveniently transferred to your PDA, and vice versa.
When you can access the same data (contacts, appointments, etc.) from within both AgentAchieve™ for Lucero and your PDA, then the two programs are said to be "synced."
Some of the features of the Wireless Sync Add-In include:
- Receive email when you are out of the office and on the go!
- Sync your contacts, calendar, tasks, notes and email with your PDA/Phone!
- Ensure your information is where you need it, when you need it.
- Work offline and on the go!
Supported Devices (certified)
Pocket PC Phone Edition (Windows Mobile 2002 and 2003)
Siemens SX56
Hitachi G1000
Samsung i700
HP 6315
Audiovox XV6600
HP Jornada
HP iPAQ 1940, 2215, 5500
Symbol MC50
Treo 650, 600, 300, 270/180
Kyocera 7135
Palm Tungsten T5, W, C, T
Samsung i600
Motorola MPx200, MPx220
Audiovox SMT5600
iMate Smartphone 2
Sony Ericsson P800, P900, P910
Motorola A920
Dell Axim X5
Windows 2000 (PC Client and PC Monitor)
Windows XP (PC Client)
Windows Server 2000 and 2003 (PC Client)
Siemens S55 (SyncML, Contacts & Calendar)
Nokia 6600 (SyncML, Contacts & Calendar)
Assistant Accounts
The Assistant Accounts Add-In allows you to create a customized account for your assistant, based on your specific business needs. Your assistant will be able to take care of the administrative and marketing tasks for you, including sending email on your behalf - allowing you more time to increase sales and provide even higher levels of service to your clients.
Setting up an assistant account is quick and easy! Simply select which permissions and options you want to provide your assistant and the account will be active immediately!
What can an Assistant Account do?
- Customize the account according to your specific needs.
- Set Read/ Write or Read Only Permissions for security.
- Enable an assistant to create and send items using your contact information and email signature, including Group Messages and Virtual Postcards, CMAs, and Email.
- Enter and edit listings on your behalf.
- Contact Management.
- Manage your calendar and task list.
- Administer all aspects of your website.
