Scorecard
CRM
Marketing
Lead Management
Transaction Management
Scorecard Results
Begin Your Scorecard
CRM
Are you using a CRM Program?
Yes
No
Score
Are you using it on a daily basis?
Yes
No
Score
Have you merged or eliminated duplicates?
Yes
No
Score
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Marketing
Buyer Marketing?
Yes
No
Score
Listing Marketing?
Yes
No
Score
Call Capture System?
Yes
No
Score
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Lead Management
Are leads being tracked?
Yes
No
Score
Is the lead distribution system operated with accountability?
Yes
No
Score
Are there LPMAAM notes on every connected lead?
Yes
No
Score
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Transaction Management
System for Transaction Management?
Yes
No
Score
Paperless files completed?
Yes
No
Score
Closings Process?
Yes
No
Score
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