For those using the Cartus Broker Center import feature, you’ll be happy to know it has been enhanced. You still can import records from Broker Center simply and easily, but now more fields are being imported and the Referral Type and Referral Status can be updated automatically.
- First, when you’re in the Referrals List page a new ‘Broker Center’ link will appear on the left side of the page making it easier for you to open the page you use to PASTE and POST the record!
- Second, using the updated Referral Types page in the Utility Settings page you can enter the ‘Alternate Referral Type’, Subtype and Buyer/Seller fields. For example, let’s say in Broker Center the Referral Type is “Home Finding” and when it comes into ReloSpec you want it to be “In-Buy”. Set the fields in the table and the record is changed automatically when it comes into ReloSpec.
- Third, the same is true for the Referral Status settings. Use the table in the Utility Settings page and change “Placed (Confirmed)” to “Active”!
If you are using Broker Center but don’t have this option, let us know (firstname.lastname@example.org) and we can order it for you. The link on our website is http://rs.prosws.com/products_lead_processing.html.