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.

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