ReloSpec enhancement related to Add New Express form launching on 6/13/19

WHAT IS BEING ENHANCED?

Add New Express Referral Form.

Specifically, the Assigned Agent Fields of First Name, Last Name, Office, Phone and Email will become read only.

WHY ARE WE DOING THIS ENHANCEMENT?

We have found that better data entry and more consistent data will benefit your interaction within the application and the reporting services.

HOW DO I ENTER DATA IN THESE FIELDS AFTER THE CHANGE?

If they are an agent that you know you have entered into Relospec, follow these steps:

  1. Click the blue button called “Look up from Agents
  2. Search for the Agent you want.
  3. Select the Agent.
  4. Then Click the button on the top left of the screen with the selected Agent Name.
  5. The form will be auto populated for you.

If the agent is not currently in the agent list, please

  1. Click the blue button called “Look up from Agents
  2. click the + sign to add new agent.
  3. Enter all fields and save the record.
  4. Then follow steps 2, 3, 4 and 5 from above.

WHAT IS COMING IN THE NEAR FUTURE?

This will be the first of a series of changes that will help your overall satisfaction with the product and provide a much richer  and enhanced experience with Relospec.

CONTACT RELOSPEC with any additional questions by going to our CONTACT US PAGE

One Response to “ReloSpec enhancement related to Add New Express form launching on 6/13/19”

  1. Dina Shiber Says:

    Tracy from Leading RE said we cannot use the Express to input a referral, but have to use “Add New”

    [65265]
    CLICK HERE TO SUBMIT YOUR REFERRAL TODAY!


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