You can now turn on and off notes and images

Option to Turn On or Turn Off Notes and Images displays
You now have the option to ‘Turn On’ or ‘Turn Off’ the Notes display at the bottom of the Referrals List page.  The default setting is to have the option ‘On’.  In the past the Notes for a given record were always displayed at the bottom of the page.  You can turn off this display by going to the Utility Settings, Users, select the User Name, click UPDATE, make your selection(s) and click UPDATE CURRENT RECORD.
For those using the Images (or Large Images) option, you have the new feature of being able to also display the list of Images at the bottom of the page!  The default setting for this option is ‘No’.  You may change the option to ‘Yes’ by going to the Utility Settings page, Users, select the User Name, click UPDATE, make your selection(s) and click UPDATE CURRENT RECORD. 
With the setting at ‘Yes’ you’ll be able to instantly view the Images associated with the Referrals table record, plus be able to click the link and view the Image online!

Cartus Corporate Homefinding Referral Report

Good news for Cartus users!  The Cartus Corporate Homefinding Referral Report has been added to the many Cartus FORMS included in Relocation Specialist.  From the FORMS link, browse to Cartus New Corporate Homefinding Referral Report, click the link in the email and you’ll see the form.  This new form may be included in your Action Plans and AutoPilot settings to be sent as needed; just like the other Cartus forms.

This is a free upgrade for all Cartus users.

ReloSpec Mobile Now Available

The ReloSpec Mobile version is now available.  From any smart device (smart phone, iPad, iPhone, etc.) you can ALREADY run the standard Relocation Specialist software just like on a standard PC. 

But now, when you login there is a new “Mobile?” check box next to the login button.  If you want to run the smaller, leaner Mobile version, click the check box then login.  It’s that simple!

You’ll have read/write access to your Referrals, Agents and Contacts tables, plus run your AutoPilots!  Want to make a quick call to an agent or contact?  Find them in the table, tap the phone number or email address in the grid display and your smart device will dial the number or start the email. 

This is a FREE feature being extended to all Relocation Specialist customers.

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New Form: Email with Graphics

We have a new form named Email with Graphics which is a form that combines the user’s uploaded files for the Header and the Footer and a custom Body of Letter in between.  So, if a customer wants to send emails that include their Header.jpg file and a Footer.jpg file along with a Body of Letter they can now do it.

There is a 5-minute Training Video that is now available from the Training Videos page.  The link for the video file is

Since users will be uploading the Header.jpg and Footer.jpg files to their company’s Images folder, they must purchase the Images option to use this form.


Frequently Asked Questions

Does it cost extra to use this new feature?

No.  If you already have the Images (or Large Images) option there is no cost to use the new Email with Graphics Form.  If you don’t have the Images option you may purchase it by contacting  More information about the Images option is at


Can I change the Header.jpg or Footer.jpg images?

Yes.  You may add or delete image files as often as you like.

Do I have to name the image files “Header.jpg” and “Footer.jpg”?

Yes.  The form is looking for files with those names in your company’s Images folder.

Does it matter which Referrals table record I use to upload my Header and Footer images?

No.  You’ll select any Referrals table record, click the Images button and upload the file(s).  The point is to get the file(s) into your company’s Images folder.  Once there the file(s) may be used with any email.

Is there a Training Video available for this new feature?

Yes.  From the Main Menu click ‘Training Videos’, select the link for ‘Building and Using the Email with Graphics form.

Can I view a sample Email with Graphics?

Yes.  Login using DEMO/DEMO for the ID/Password, click Referrals, Forms, click ‘Lookup the Body of Letter’, select one, click ‘Return to Forms list’, browse to ‘Email with Graphics’ and click it.


New Training Webinars Are Up

Please see this link for our latest Webinars!