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First, Discuss with Lantrax staff how you use BOS now.
[___] Enter accepted offers and close sales transactions.
[___] Calculate agent commissions using commission plans.
[___] Pay agents with checks and/or direct deposits.
[___] Maintain agent accounts receivable.
[___] Report closed sales a franchise.
[___] Interface with a financial accounting system.
Second, Identify useage and company size
[___] Count of agents and offices.
[___] Company size in terms of transaction units and volume.
[___] Identify central office closing staff.
[___] Identify other central office data entry and reporting users.
[___] Identify branch level users and how they use BOS.
Third, Define with Lantrax staff:
[___] Which Lantrax Back Office program is appropriate for your company:
[___] Profit Power Enterprise(PPE).
[___] Profit Power Professional (PPP).
[___] General Training Schedule and Estimated Go Live date
[___] Evolve and Agree to the Lantrax Service and License Contract deliverables and costs.
Fourth, Initiate Training and Installation process through completion and go-live.
[___] Lantrax and Brokerage Staff schedule and complete training content, timing, and participants.
[___] Customer provides details and Lantrax sets up varous processes for customer testing such as:
[___] Check printing and Direct Deposit processing
[___] Commission plan definitions and assignment
[___] Agent account item definitions and assignment
[___] Lantrax training staff online meets with users to learn and complete:
[___] Transaction types definitions and entry procedures
[___] Referral types and entry procedures
[___] Time to time BOS to Profit Power agent roster, outside companies, closed sales data conversions for testing.
[___] Closing procedures including verification steps and commisson payment processing.
[___] Customer Go Live on PPP or PPE
[___] Lantrax staff clears out all practice data and re-converts closing data from BOS to Profit Power
[___] Customer staff begins all data maintenance and business processing in Profit Power
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