Follow-up with Agent until ‘Live’ contact is made

When you assign a new lead to an agent, do you want to send a request to the agent every day for, say, 6 days asking if ‘live’ contact has been made?  And, if live contact has been made, do you want ReloSpec to stop sending the ‘Follow-up’ requests?

Now you can!  In the past you could always send an AutoPilot to the agent, but once contact with the client had been made you needed to cancel the AutoPilots yourself.  With the new ‘Auto Follow Up’ form that is done for you automatically.

Create an Action Plan Item with the following settings:

  • Activity: AutoPilot
  • # of Days from today: 0
  • Repeat?: YES
  • Repeat in how many days?: 1  (sends the AutoPilot each day)
  • Expires in how many days?: 6 (or however many days you want)
  • Is a Response required?: YES
  • Send to whom?: Assigned Agent
  • Send which form?: Auto Follow Up

That’s it.  ReloSpec will send the ‘Auto Follow Up’ form to the agent each day.  The form asks if ‘live’ contact has been made.  When the agent clicks the link in the email and answers YES on the form, the response will be inserted into your Responses page.  When you ‘process’ the response ReloSpec will look to see if you have any other ‘Auto Follow Up’ forms scheduled for the agent.  If so, ReloSpec will automatically cancel the remaining AutoPilots containing the Auto Follow Up form.

This is a great way to help ensure the agent is making the effort to contact the client within those first critical days.

Enabling Agent Access

For a long time we have had the ability to allow agents to login and have access to limited features.  The agent can login, then:

  • Have Read-Only access to records assigned to the agent
  • Send updates right away (without waiting for an emailed update request)
  • Send quick emails to the clients that are automatically saved in the Notes
  • Create new referral records that use the Referral Submit Form and are added to your Import table
  • Access the ‘Scorecard’ report for that agent

Now, allowing the agent to access ReloSpec is simple and fast!  A new field ‘Enable Login’ has been added to the Agents table.  Simply select the agent, click the pencil to edit the record and set ‘Enable Login’ to TRUE.  That’s it!  When you do that, ReloSpec will:

  • Create an ID/Password for the agent (the ID will be the agent’s email address)
  • Add the agent to your Users table in SETTINGS
  • Send an email to the agent with a link to ReloSpec and the ID/Password displayed

If you change your mind and do not want the agent to access ReloSpec, just select the agent in the Agents table, click the pencil to edit the record and set ‘Enable Login?’ to FALSE.  ReloSpec will delete the entry from the ReloSpec Login table (not from your Users table) and the agent will no longer be able to login.

For more information, click the Training Videos link on the Main Menu page and click on the ‘Enabling Agent Access’ link in the Mobile Access section.


ReloSpec Web Seminars for July

The ReloSpec Web Seminars are a great way to learn new skills or brush up on skills you already have!  The seminars for July have been published and are available by clicking this link, or from the ReloSpec Main Menu page where you scroll to the bottom of the page and click the link there.

There is a special seminar for HSF Affiliates (Prudential, Berkshire Hathaway HomeServices or Real Living) this Thursday, July 7th but if that one is the only time you have available and you are not an HSF affiliate, you are still welcome to register.

Once you’re registered you’ll receive an email with the date, time and link to join the seminar.