ReloSpec411

On August 1st we announced the new ‘Competitor’ link that allows you to enter the competitor’s Name, Agent Name, List Date, Sale Date, List Price and Sale Price for individual records.  Today we’re announcing the availability of the ‘Competitor’ report.

This new (Advanced) report allows you to enter the date range and filter for Office(s) and displays your Office, Agent, Client, List Date, Sale Price and the five Competitor fields for each record.  The first day of the current year is the default Begin Date.  Because this is an Advanced report you may export the report to a PDF file if you want to save it or email it to someone else.

When someone says they want to send you a referral, you should be asking, “Do you use ReloSpec?”.  Why?  Because you’ll want them to use the SEND button.  Why?  Because you avoid re-entering the referral record!

Save time by asking the other broker to SEND the referral to you using the SEND button.  All they do is select the record, click SEND, enter your Database ID (found in heading of Referrals List page) and click the SUBMIT button.  The record is instantly in your Import table where you can review it, or with the click of a button you can move it into your Referrals List page and start working it.

What if you want to SEND a record to someone else?  Select the record, click the SEND button and you can look up the other broker by SEARCHing for their name, city/state they work in and other criteria.  COPY and PASTE the Database ID and SUBMIT.  ReloSpec will automatically generate an email to the Contact to let them know the record has been sent!

But, what if they don’t use ReloSpec?  No problem!  Click the SEND button and send it to the GUEST database.  ReloSpec will insert the record into their GUEST database where they can login and view the records sent to them from you and other ReloSpec users.  An ID/Password will be created automatically and included in an email that gets generated automatically and is sent to them.  Then, anytime they want they can go to MyReloSpec.com, and login using the ID/Password.  They can select a record and use the SEND UPDATE button to let you know the latest.

To see a demo of the GUEST database go to MyReloSpec.com and login using jevans@prosws.com/j048 for the ID/Password.

To see the latest Training Video on using the SEND button, click here.

Many of you have used the Quick EMAIL buttons on the Referrals List grid.  It’s a great way to quickly create an email to the selected person (ie. Contact, Client, Assigned Agt, Ref Agt) and have the email content automatically saved in the Notes for that record.

But now, there is an additional helpful feature.  At the bottom of the EMAIL page, there are two checkboxes.  Checking the first one will automatically insert the ‘Incoming Information Sheet’ in the body of the email.  Checking the second one will automatically insert a pre-selected Body Of Letter into the email body.

Let’s say you’ve just updated something within a record and you want to let the agent know.  From the grid, click the EMAIL button next to the Assigned Agt Last Name, enter what you want to say in the email and check the first checkbox.  The email, with the Incoming Information Sheet will be sent to the agent and the transaction recorded in the Notes.  What could be easier?

TRY IT: To see what the agent would get try sending it to yourself.  Select a record, click the EMAIL button, change the email address to your email address, check the first checkbox and SEND.

To see the Training Video for the Quick EMAIL Buttons, click here.

Need help finding the right report?  There’s been a lot of talk lately about finding and publishing the best ReloSpec report for the right people.  Want to know what others are using?

We have added a new radio button to the REPORTS page labeled “Most Popular”, and when you open the page it defaults to displaying ReloSpec’s most popular reports.  The list may be updated from time to time depending on new reports that get released and what people are using.  But, it’s a short list of reports that may give you just what you need.

You still have the options you had before for “My Favorites” and “All Reports”, as well as “Advanced”, “Standard” and “Miscellaneous”.

And, the new Scheduled Reports feature allows you to select WHICH REPORT to be sent to WHOM and WHEN.  Are you using this new feature yet?  As always, if you need help with finding or sending the right report(s), just let us know.

By the way, very soon you’ll see the same three options on the FORMS page; “Most Popular”, “My Favorites” and “All Forms”.

We know that some of you keep track of the competition and especially those brokers to whom you may lose a deal.  Now you can keep all the information you need in a convenient page linked to the referral record.

There is a new link on the left side of the Referrals List page labeled “Competitor”.  Just click that link, fill in the information you want and click UPDATE.  The fields include Broker Name, Agent Name, (their) List Date, Sale Date, List Price and Sale Price.

We’re adding the Competitor Name to the far right side of the Referrals List grid so you’ll be able to see it there too, if you like.  And, soon you’ll see a new report that will display the Competitor fields along with other important fields such as Dead Date and Dead Reason.

So, now you can have the information that may help you win more deals!