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!!!
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Automatic Action Plans (add AutoPilots and other tasks in one click when the Action Plan name matches the Referral Type)
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Agent Access (Agents have Read-Only access to the records assigned to them. They can provide updates and run their own reports.)
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Manager Access (Managers have Read-Only access to the records assigned to their office. They can provide updates and run their own reports.)
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Mobile Access (Run ReloSpec with pages formatted specifically for use with your smart phone or tablet.)
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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.)
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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?)
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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!)
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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
March 14, 2013 at 10:29 pm
On the demo for agent access it does not cover how agents set up user names and passwords.
Rick
Rick Jones, CRP, GMS
Relocation Director
Coldwell Banker Tomlinson Group
6945 W Emerald St.
Boise, ID 83704
rjones@coldwellbankertg.com
208-373-0059