ReloSpec Express Rolls On; More Fields, More Training Seminars

The new ReloSpec Express features are very popular!  ReloSpec users are able to quickly create new Incoming and Outgoing referrals and have all the ReloSpec extras like Action Plans, AutoPilots and sending of referrals to other brokers all done automatically.  It is changing the way ReloSpec is used!

After using Express, customers have asked us to add certain fields to the pages to streamline the process.  And we listened!  New fields such as Color Code, File Number, Alternate Referral Fee and others are being added to Express pages very soon.

And, did you notice the new FORMS being used with the Express Outgoing page?  By default the ‘Express Outgoing’ Action Plan is being run which includes the new ‘Referral Acceptance – Outbound 4’ form.  That form includes two links; one if the receiving broker wants to ‘Accept Online’ and another link if the receiving broker wants to print and fax the simplified yet detailed form.  If they accept online the acceptance comes right back into the Responses page.

Due to popular demand, additional Training Seminars have been added.  Click here to view next week’s schedule and register for the seminar(s) of your choice.

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