New: Referral Submit Form for INCOMING

The Referral Submit Form has been a great way for agents and others to submit leads directly to ReloSpec for Outgoing referrals.  Once the person completing the form clicks SUBMIT, a new record is inserted into the ReloSpec Import table and the Relocation Director receives an email letting them know the lead is there.  (To receive the email notice, add a new user in your Settings, Users table name “Referral Submit Form” and add  your email address in the Email field.  You may have multiple email addresses if you separate them with a semicolon.)

Many ReloSpec users include a link in their email signature that says something like “I Love Referrals” or “Send Me Your Referrals” and when someone clicks the link the Referral Submit Form opens.  The person completes the online form and clicks SUBMIT.  And others have included a link on their website so that when an agent clicks the link the form opens.

Now, there is a slightly different version of the Referral Submit Form for Incoming referrals.  The name of the form is ‘Referral Submit Form-Incoming’.  The primary differences with this new page are the  choices in the droplist for Referral Type, which is limited to “Incoming Buyer”, “Incoming Listing” or “Registered Customer”, as well as some field label changes.

If you need any help with creating a link to either of the Referral Submit forms or putting a link in your Email Signature or on your website, contact Sue Farley (


We have some catching up to do…

There are a number of things that have been added in the last few weeks. Below are a few items listed by subject.

New Forms
Client Follow-up 10
We have had the Client Follow-up letters before, but this new form is oriented to the seller and has slightly different language than the ‘Client Follow-up 9’ form. It is used to check back with the client to confirm all is okay.
Outgoing Information Sheet-G
This new form does not include the Referral Fee Percent and is similar to ‘Outgoing Information Sheet-E’, except it does not include the Notes.

AutoAssign forms Now Update the AgentsNotes table
As you know when we send the ‘AutoAssign’ form to the agent can say YES I accept or NO I don’t accept. There are two important changes in the AutoAssign form, soon to be in all the other ‘AutoAssign…’ forms. If the agent clicks NO there is a drop list of choices for why the agent is saying NO and the agent must select one of the choices. They can no longer just say ‘no’ without a reason.

The other change is that when the resulting Response record is processed, in addition to inserting the response into the Notes table for the referral it also inserts the response along with reason why they said ‘no’ into the AgentsNotes table.

Yes, there is a separate table that stores notes just for a particular agent. Whenever the agent is assigned to a referral in Client List page or they respond using a ReloSpec form, a record of it is inserted into the AgentsNotes table. And those notes will soon be added to the Scorecard-Agents reports. So, when the agents complain about not getting referrals you can review with them their recent past of attempts to make assignments and the results. These agent’s notes are totally separate from the notes for the referrals.

And Speaking of Agents Notes…
Did you know that you can keep separate notes for individual agents?  Yes!  In addition to having ReloSpec add notes on assignments automatically, you can add as many notes as often as needed.  Open the Agents table, click the EDIT NOTES button at the bottom of the page and add whatever is needed.