The next time you click on the Lucero Summit DM icon 
you could access
Document Manager for Lucero!
$150 + $100/Branch
The base features include: creating transactions,
managing and uploading documents, adding participants (limited to
the role list provided), generating archive reports and document
packages, creating to do lists.
With Consumer Portal!
$200 + $150/Branch
This package includes all of the above items with the addition of
managing contacts, ability to add cooperating agents, buyers and
sellers - as users, generating a transaction status report and the public
document site.
+ $650 setup - NO contract!!
Store/share/retrieve unlimited documents 24/7
Assign tasks, checklists...for unlimited listing, contract and agent records.
- Agent/Staff Records: Licensing, training, employment contracts, commission plan agreements and anything else related to personnel.
- Listings: Agreements, REO documents, invoices, sign orders, disclosure documents, any event or document related to a listing.
- Sales Transactions: Contracts, inspection reports, closing documents, etc.,
- Event Management: Easily modified, pre-configured “To do lists”.
Ease of use:
- Automatic folder/data creation with one click from Lucero Summit
- Upload documents by fax, email, or directly from your computer.
- Agent access to essential documents from any computer, anywhere.
- Buyer/Seller/co-op agent access option for secured, defined document retrieval.
- Automatically notifies the proper parties of new documents added to system and sends document upload requests.
Cost savings:
- No more expensive storage of hard copies. All documents are stored online for seven years and are easily backed up to your local environment.
- No more wasted time searching for documents.
- No more worries about misplaced/lost documents or potential liability.
- Create a (free) closing gift for your buyers and sellers with a system generated, indexed CD of closing documents.
Document Manager for Lucero Summit was developed by MarketLinx specifically to meet the needs of Lucero Summit customers. This web-based, customized software and special pricing is only available to Lucero Summit customers.
Call 800-862-8193 to schedule a live demonstration
