Visit Booth #709 at BHHS Conference

Visit and view ReloSpec 2.0 at our Constellation1 booth #709 at BHHS Conference.

BHHS Conference (Nashville) and LeadingRE Conference (Las Vegas) attendees – Take a look at ReloSpec 2.0

Will you be attending the BHHS Conference (3/8 to 3/10) or LeadingRE Conference (3/11 to 3/13)? If you are Tom Demos, our ReloSpec Product Manager would like to meet and walk you through ReloSpec version 2.0.     ReloSpec 2.0 is set to go live to clients sometime in Q2 2020.

Start by clicking here and let Tom know you are attending and we will coordinate a walkthrough.

We can’t wait to show you what ReloSpec 2.0 has to offer, and how we can directly save you time and money.    We are looking forward to seeing you in Nashville and Las Vegas!

 

 

Happy New Year from ReloSpec

Happy New Year from ReloSpec

Looking back at 2019

We wanted to take a moment and show our appreciation to you, the loyal and dedicated customer of ReloSpec, Relocation Specialist software.  Since it’s inception, the ReloSpec product has been focused on providing software that helps relocation managers more effectively manage the entire sales process of current and prospective relocation clients/referrals.  Constellation Web Solutions (CWS) is now entering it’s third year of managing the ReloSpec product, and thanks to you we have seen steady growth and have focused on providing a great deal of integration options for our ReloSpec customers, most recently integrations with OpCity, Cartus/Broker Center/LeadRouter, LeadingRE, posting leads from websites, creation of custom capture forms more easily bring leads into the product and much more.   We have also created mechanisms to push data to your accounting departments, and their respective applications.    If you have not taken advantage of our integrations, what are you waiting for :0)?

Looking forward to 2020

What is in store for ReloSpec customers in 2020?

MAJOR ENHANCEMENTS FOCUSED ON EFFICIENCIES FOR OUR CUSTOMERS.

In 2020, you will see CWS take the ReloSpec product to a new level by investing a great deal of time, money and resources into the product in an effort to make our customers  relocation management lives better.  The goal is to become the top relocation software management software in the industry by taking the great foundation we have and enhancing the overall user experience in order to provide relocation managers with the most advanced, effective and efficient software in the market.   We know the more time you save, the more money you will make.

We have three primary initiatives in 2020

#1)   It will start with a ReloSpec UI/UX redesign.   UI refers to the user interface, how the software looks when our customers login. and UX refers to the user experience, how the software is organized for our customers.  Through our client surveys and discussions it has been made clear that the focus should be on how can we cut out additional steps in the current version of ReloSpec to save our customers time when executing tasks in the software.

#2) Then we will be launching a new automated referral confirmation workflow that will include the ability to automatically secure agreement and post electronic signature documents directly into the application so our clients can more effectively collect agreements between parties.

#3) Lastly, we will be launching a new reporting module that will be focused on giving clients real time dashboards and reports that will help our customers  executive/management teams easily be able to retrieve important information.

When will these tools be ready?  Production and development is already under way.

How will you communicate when they are completed?   We will be communicating here on ReloSpec 411 as soon as we are ready to launch.

Will there be additional training and support?  As always additional training is never a cost to ReloSpec customers.    We will also provide raining video walk through on all enhancements.

We would like to wish you, your families, and your staff a happy, healthy, and prosperous 2020.  Thanks again for being the backbone of ReloSpec, we are looking forward to having an amazing 2020 with you.

 

 

Improvements to our Terms of Use and Privacy Policy

We’re writing to let you know that we are improving our Terms of Use and Privacy Policy. These changes will go into effect on December 26, 2019, and your continued use of the Relocation Specialist services after December 26, 2019 will be subject to our updated Terms of Use and Privacy Policy.

Our Terms of Use and Privacy Policy now include language related to the California Consumer Privacy Act, including how both you and Relocation Specialist, in our role as your Service Provider, will handle consumer data and related CCPA Obligations.

Our commitment to your privacy hasn’t changed. We remain dedicated to protecting you, your data and your experience on the platform. As always, the entire Relocation Specialist team works every day to make relocationspecialist.com and relospec411.com a safe and trustworthy place  for online marketing for real estate agents.

Please review the updated documents below:

Terms of Use
Privacy Policy

Thanks for using Relocation Software, and please let us know if you have any questions or feedback.

 

COMING SOON: Electronic Signatures for Referral Confirmation

Coming soon in ReloSpec, the ability for ReloSpec users to have a signed referral confirmation agreement generated in ReloSpec and returned as a PDF in the client record.    More to come on this subject by the end of the year.

 

IMPORTANT UPDATE: Deleting a Client Record in ReloSpec

At ReloSpec, we have been getting more and more inquiries about tracking records that get deleted.    We have noticed that in its current format it is very easy to delete a different record than you desire and not even know what happened.    So we have made some important changes that will be live in the next 24 to 48 hours.

Here is what you will be seeing:

 

We will be removing the DELETE button from the home page of the CLIENT LIST page

 

Delete 1

 

 

We will be placing the DELETE button inside the client record and can be accessed when you click the PENCIL / EDIT button

 

Delete 2

 

  • Click UPDATE to UPDATE your changes
  • Click DELETE to DELETE your record
  • Click CANCEL to return back to the main CLIENT LIST page without saving your changes.

 

When you click DELETE, you will see a confirmation message come up that looks like this:

Delete 3

 

  • Click CONFIRM to finalize your deletion
  • Click CANCEL if you do not want to DELETE the record.

 

This change will now make records easier to delete, and more importantly, the ReloSpec team will have a log of all deletions to track users deleting records.

 

This is just another step in further enhancing the user experience.

 

Contact ReloSpec, https://form.jotform.com/81483826984169 with any questions.

 

Have a great week!

Makeover for ReloSpec Quick Notes

The ReloSpec development team has been busy redesigning the user interface for the quick notes area.  Quick notes are one of the most often used features in ReloSpec.    As a result, we wanted to help enhance the user experience.
Why do this?
  • It adds more modern technology to ReloSpec
  • It is the beginning of user interface updates
  • It allows for a lot more flexibility and efficiency.
  • It also will help prevent some previous issues users were experiencing due to session variables
How do I see the new interface?
Click on the N in the CLIENT LIST page
RS Notes 1
You will see a new layout

RS Notes 2
You will first see the NOTE HISTORY for the record for a quick look.
You can click RS Notes 3 to close the window if you do not want to enter a note.
You can click  RS Notes 4 to ADD A NEW NOTE
You will see the screen expand to allow you to enter data via a content editor
RS Notes 5
When you click on the NOTE area you will see you can add images, links (including videos, text etc like a word processor.
    The CLICK  RS Notes 6 and you will see the note in history.
Stay tuned, we will also be providing a way to DELETE and EDIT notes from the same page.
You will see this feature launched around 12 pm Central today.