Aren’t You Tired Of Re-Entering Data?

March 28, 2013 — Happybodyfood

Do you really have time to re-enter records from other databases like Cartus Broker Center, LeadingRE Xchange, Trulia, Zillo and other sources?  Why not take advantage of the great time-saving options that ReloSpec has to offer?

 

For Cartus Brokers

Use the Copy/Paste feature to instantly insert records from Broker Center into ReloSpec.  Just select the record in Broker Center, click a couple buttons and the record is instantly in your Referrals table.  Select your agent, then you can use your Action Plan(s) and with one click instantly make all the assignments, send emails and schedule updates.  This will save you TONS of time!  Ask about a 30-day FREE trial.

 

For Leading RE Brokers

Use the Application Program Interface (API) to have all Xchange records inserted automatically into your ReloSpec database.  Or, when entering an Outgoing record in ReloSpec, click the checkbox and have the record instantly added to Xchange.  PLUS, the bonus is that all agent updates in ReloSpec are automatically send to the Notes in Xchange!  Why aren’t you using this yet?

 

For Records From Your Website, Trulia, Zillow, Realtor.com and Other Sources

Why not have all those leads go automatically into your ReloSpec Import table?  You can scrub them there, move the ones you want to the Referrals table and work them from there.   Need help processing and managing all those leads?

Let us know how we can help you we can help you save more time!  Contact us today:   info@prosws.com

 

Posted in AutoPilot, Broker Center Import Feature, Cartus, Forms, Importing, LeadingReE, Referral List Page. 3 Comments »

Why Pay Thousands To Get What You Already Have?

March 14, 2013 — Happybodyfood
ReloSpec is already very economical but it probably does so much more than you know!  Following are a few features you may not be aware of, but when used can save you time and money!  (Click the links to view a short video on the selected feature.)
And, except for the Cartus Broker Center IMPORT feature, everything else is already in the database and is FREE!!!
  • Automatic Action Plans (add AutoPilots and other tasks in one click when the Action Plan name matches the Referral Type)
  • Agent Access (Agents have Read-Only access to the records assigned to them.  They can provide updates and run their own reports.)
  • Manager Access (Managers have Read-Only access to the records assigned to their office.  They can provide updates and run their own reports.)
  • Mobile Access (Run ReloSpec with pages formatted specifically for use with your smart phone or tablet.)
  • Referral Submit Form (Use links on your company website or email signature or emailed forms to allow agents and contacts to submit referrals into your database.)
  • AutoPilot Reports (NEW!  Tired of generating your own reports, then emailing them others?  Have AutoPilot regularly send emails with a link to the report(s) of your choice.  What could be easier?)
  • AutoAssign/AutoAccept  (Use ‘AutoAssign’ Action Plan to send assignment to the agent.  Upon accepting the assignment the tasks associated with the Action Plan ‘AutoAccept’ are run immediately; without being logged in!)
  • Broker Center IMPORT feature  (Optional $690 per year feature that imports records directly from Cartus Broker Center in 2-3 clicks.  Call for demo and ask about a 30-day FREE trial.)

Let us know if we can help you take advantage of the features you already have!  Either call or submit a Help Desk request and we’ll be there to help you save more time!

The ReloSpec Team

Posted in 411, ActionPlans, AutoPilot, Broker Center Import Feature, Cartus, Common Questions, Forms, Referral List Page, Reports. 1 Comment »

AutoUpdate Page Has More Information

March 11, 2013 — Happybodyfood

The AutoUpdate page is one of the most popular FORMS used in Relocation Specialist.  It allows the agent or contact to provide much-needed information about your referral records.  And now, the page has expanded to 3 specific fields rather than 1 general field.  The 3 questions are:

  • Is this Referral still Active?
  • Provide Activity since the Last Update?
  • Other Comments?

Rather than have only non-specific comments the agent is now guided to provide more meaningful updates.  When the update is posted into the Responses table, you’ll notice that the 3 questions and the answers to each of the 3 questions will be provided.

Also, if you want to send Update Requests that include the (Public) Notes you can always use the FORM names ‘AutoUpdate w/Notes’.  That way, the agent will receive the request along with any Public Notes that exist with the record, then will still be able to use the new AutoUpdate FORM with the 3 questions.

We hope you’ll find having additional and specific updates to be more useful.

Posted in Uncategorized. 5 Comments »

Agent Access Now Available; During March first 5 Licenses FREE

March 5, 2013 — Happybodyfood

The Agent Access option is now available and during March 2013 your first 5 licenses are FREE.  (Annual Maintenance costs will still apply.)

This exciting option allows your agents to login and have Read-Only access to the records assigned to them.  They may view the Referral records, Notes (that are marked “Public”) and Closing information.  Agents view their records, click the ‘Send Update’ button and the AutoUpdate page opens.  They complete the fields, SUBMIT the form and the results go right into your Responses table.  The advantage is that the agent may select all ‘Actives’ and quickly provide updates for each.

Agents may also click the ‘Add New’ button and the Referral Submit Form opens with the agent information fields already completed.  Once the online form is SUBMITted, the new record is inserted into your Import table and the ReloSpec user is notified that the new record is there.

This option includes special navigation buttons so the agent can quickly ‘View ALL’, ‘View Actives’, ‘View Pending’ and ‘View Closed’.  And, the agent may use the SEARCH button to find any specific record assigned to him/her.

Agents may use their smart phone, tablet, PC or any Internet-ready device to view their records.

Cost is just $20 per agent to get started.  The annual Maintenance is $10 per agent.  If you purchase during March 2013, the first five (5) licenses are free.  For example, if you want 10 of your agents to have Agent Access and you purchase during this month the cost is $100 now ($20 x 5 = $100) and then next year the added Maintenance will be $100 ($10 x 10 = $100).  Quantity discounts may be available.  Contact Jim Evans for more information.

To see some Frequently Asked Questions about this option, click here.   To view what a sample of what your agents will see, go to the ReloSpec Main Menu page and login using AgentDemo / AgentDemo for the ID / Password.

To order the Agent Access option, contact Jim Evans (jevans@prosws.com)

Posted in 411, Forms, Referral List Page, Tips & Tricks, Training. 1 Comment »

March and April Web Seminars Available

March 5, 2013 — Happybodyfood

The March and April Web Seminar schedule is ready for your review.  Attend one of our Web Seminars and see how much more efficient you can be!  They’re fun, last just 30 minutes and they’re FREE!

Click here to view the Web Seminar schedule

Posted in Common Questions, Forms, Tips & Tricks, Training. Leave a Comment »