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
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 Jones, CRP, GMS
Coldwell Banker Tomlinson Group
6945 W Emerald St.
Boise, ID 83704