We’re Just Getting Started (again!)

As was announced last week, Constellation Web Solutions (CWS) has purchased Relocation Specialist (ReloSpec).  We are all very excited to be a part of the CWS family of real estate-related products and look forward to improvements and new features coming soon to ReloSpec.

As we are just now getting started, here are a few of the things we’re working on:

  • Email to Responses;  this new feature will automatically insert email replies to the ReloSpec Responses table.  Emails sent from ReloSpec will include the database name and referral ID.  When the recipient clicks REPLY and sends the email, it will be forwarded to a ReloSpec server that will extract the email content and insert it into the Responses page.  That way, the user avoids copying/pasting the email content into the referral record.
  • ReloSpec Facelift; Don’t we all want to get things done faster, be easier-to-use and look better?  Watch for a more updated ‘look’ with easier to use features.  We think you’ll appreciate the modern look and love the time-saving features.
  • ReloSpec 1-click with Express pages;  Okay, this one isn’t new, but if you’re not using the ‘Express’ forms on the Main Menu page you should be.  Why?  Because all you do is open the page, fill-in the fields and SUBMIT.  The Action Plan and AutoPilots are automatically run for you and if it’s an ‘Outgoing’ record and the receiving broker has ReloSpec it sends a copy of the record to their Import table!  Quick and easy!
  • FORMS and REPORTS rehab;  We all know there are too many forms and too many reports.  We are in the process of identifying the most-used ones so we can consolidate what we have while providing what you need.
  • Agent Access;  Did you know you can assign an ID/Password to your agents and they can then login, view only their own records in Read-Only mode?  They can send updates on specific referrals, submit new ones and even update their own profile information like phone and email address.  You may assign as many as you like and you may remove access to agent(s) as needed.

 

What about you?  What specific items/features would you like in ReloSpec?  We want to hear your ideas and suggestions.  We have set up a quick survey with a few of the items often mentioned.  Please take a couple minutes to complete the survey or  you can forward your responses to Jim (jevans@prosws.com) or Sue (sue@prosws.com).

 

ReloSpec Images Option Getting More Secure

This blog update is for those ReloSpec customers using the Images option.

Data security has always been an important part of the Relocation Specialist (ReloSpec) software.  Due to recent concerns about the security of the uploaded image files today we are announcing changes that are coming for those using the Images option which will be just as easy to use, but more secure.

What will change is the location of the uploaded image files and the way they are sent to others requiring a copy of the file.  The Images option has always included a way to email the file(s) to someone else.  The page that was sent included HTML links that allowed the user to view the file online.  That option is going away in favor of sending the file as an attachment.

And, viewing an uploaded file by the ReloSpec user will change slightly.  You’ll still click a button to view it, but rather than viewing the file within its folder, a copy of the file will be put into a temporary folder with a GUID-style ID number.  There will be no chance of someone being able to access uploaded image files.

In addition, certain ReloSpec forms include a photo (image) of the agent.  Those forms will be updated at a later time.  You may continue to use such forms; for now they just won’t include the agent’s photo.

We expect to have this security upgrade completed by tomorrow (Saturday, September 15th).

 

New Reports: BMA Variance and Conversion reports

Recently we announced the ‘BMA Variance’ report.  The response has been great, but “what about a ‘BMA Variance’ report for agents?” we were asked.  So, now there is a ‘BMA Variance by Agent’ and a ‘BMA Variance by Office’ report.  Both reports show the difference between the BMA price and the sale price as a percent.

In addition we have created the ‘Conversion, Grouped by Agent’ and the ‘Conversion, Grouped by Office’ reports.  So now you can display the results of records received ONLY within the Date Range for an Agent or an Office.

These reports are provided as a result of customer requests for reports.  Please let us know if you need something you cannot find in ReloSpec.  We’re here to help you.

 

New ReloSpec Report: BMA Variance

Another new ReloSpec report has been added: ‘BMA Variance’.  This report allows you filter by date range, Office, Referral Type, Referral Status and Subtype.  Among other fields it displays List Price, BMA Amount, Sale Price as well as the percent differences between List Price and Sale Price as well as BMA Amount and Sale Price.

For the math majors the BMA Variance is calculated as ((Sale Price – BMA Amount) / BMA Amount).  The percent difference between List Price and Sale Price is calculated as ((Sale Price – List Price) / List Price).

 

And speaking of ReloSpec reports…

  • Are you still trying to find the one report that gives you what you need?
  • Are you sure it is in there, but you don’t know how to retrieve it?
  • Are you frustrated trying to get the report(s) you need?

Please let us help you!  By now there are many excellent reports in various categories.  But, we know!  The one you need may be hard to find.  Do not despair.  Use the Help Desk to submit a request, or email us (info@prosws.com or support@prosws.com) or call Jim at 402/426-9542.  We want to help make the reports one of the ReloSpec’s BEST features!

ReloSpec FORMS are getting Smarter

Often ReloSpec users will need to send one of the FORMS pages to an agent or contact.  The quickest and easiest way to do that is to select the record in the Client List page, click FORMS, browse to the one you want, insert an email address and click SEND.  Easy!

But, then to document what you just did, you need to click NOTES, Add New, enter the info and click ADD NEW RECORD.

Now, ReloSpec forms are getting smarter.  Select the record, click FORMS and SEND it.  Then, ReloSpec will automatically add the note for you!  It will record the Date/Time, Who sent it, What was sent and to what Email Address.  We are now in the process of updating all the ReloSpec forms, and have started with the most-used ones.  If there is a form you use often that is not yet upgraded just let us know (support@prosws.com) and we’ll move it to the top of the list.

Smarter forms will help make things faster and easier for you!

Need help updating email addresses?

Recently Brookfield Global Relocation changed their name to BGRS.  If you have multiple records in your Contacts table with people from BGRS you’ll need to change their email addresses from something like Name@brookfieldgrs.com to Name@BGRS.com.

We can help with that.  If you have any such records, let Jim Evans know by emailing him at Jim@ReloSoftware.com.  He has created an update utility that will perform the update you.  No charge.  But, let him know by the end of this month so it can be scheduled.

Emails are working

Our email service provider reports that the ReloSpec emails are now being delivered and all email functions are working properly.  Thank you for your patience during the brief interruption.