ReloSpec Closing Page Enhancements

May 21, 2014 — Happybodyfood

The standard ReloSpec Closing page has been enhanced (again).  You may remember that a couple of months ago we added the ability to change the Referral Status automatically after updating certain date fields.  The pop-ups that appeared haven’t been the most elegant and it was understood that they were somewhat temporary.

One of the issues was that some ReloSpec customers wanted a pop-up to appear after updating the Contract Date field so they could select “Contract” for the Status.  The problem was that some didn’t even use the “Contract” setting and when they inadvertently clicked the wrong button they had a Status in the record that they didn’t want.  Oh, those unexpected circumstances!

The following changes have been made.  Once you enter the date and hit the TAB key, the new pop-up page will appear after updating any of the following Closing Page date fields:

Contract Date
Est Close Date
Closing Date
Final Sale u/d Date

If you don’t already have “Contract” as one of Referral Status settings, it will not be available when any of the pop-up pages appear.  So, now after entering the date and hitting the TAB button the page will appear with selections you may want to use.

We hope you find the enhanced Closing Page pop-ups to be helpful.

Posted in 411, Error Codes, Forms, Training. 1 Comment »

Web Seminars Available for May, June

May 12, 2014 — Happybodyfood

Want to save time by learning some cool ReloSpec features?  Is it time to ‘stop chopping and sharpen the ax?’

The latest schedule for FREE Web Seminars is now available.  Invest 30 minutes and save hours with ReloSpec.  The Web Seminars Schedule is available by clicking the link on the Main Menu page, or just click here to register for the class(es) of your choice!

Posted in 411, ActionPlans, AutoPilot, Common Questions, Forms, Reports, Tips & Tricks, ToDo Page, Training. Leave a Comment »

Change in Referral Generates Note

April 15, 2014 — Happybodyfood

From time to time we are asked if there is a way for ReloSpec to document when a certain change was made in the referral record and who made the change.  Now the answer is ‘Yes’.

Whenever a change is made in the Referral Type, Status, Agent or Firm then ReloSpec will automatically add a note that includes who made the change, the date/time it was made, what the previous value was and the new value.  Automatic changes made in the Closing page will also be documented.

Now when you want to know, for example, when a record was changed for one agent to another, or from one Status to a new one you’ll be able to find it in the Notes.

Posted in 411, Managing your Users, Referral List Page. 2 Comments »

‘Previous Referral Type’ field now available

April 11, 2014 — Happybodyfood

The ‘Previous Referral Type’ field has been added to the Referrals List page. It is next to the ‘Referral Type’ field.  This new field will allow you to record what the previous Type was and store it with the record.

Say you have a “BMA” which changes to an “In-List”, and later you’ll want to run a report that shows how many records that started as a BMA turned into a different type of sale.  Now you can track those changes with the new ‘Previous Referral Type’ field.

A new ‘Previous Referral Type’ (Advanced) report will be available soon.

Posted in 411, Forms, Referral List Page, Tips & Tricks. 2 Comments »

‘Combined Summary’ Report Now Even Better

April 9, 2014 — Happybodyfood

The reaction to the new ‘Combined Summary’ report has been great! If you haven’t checked out this new Advanced report you should. It can save you a lot of time gathering the information you need.

And now, it’s even better.  The Conversion Percent has been added to the Year-To-Date section of the report so now you’ll instantly see the total number sent/received, the total number closed and the Conversion Percent.

In addition, a fourth grouping of results for “Buyer”, “Seller” and “Renter” is now shown in the Year-To-Date section for sent/received and for sales.

Thanks to all who gave suggestions for improving a great report.

Posted in 411, Reports, Tips & Tricks. Leave a Comment »

New ‘Combined Summary’ Report Now Available

April 4, 2014 — Happybodyfood

Looking for a “go to” report that combines multiple details into one concise, easy-to-use report?  After getting input from many ReloSpec customers we have created the ‘Combined Summary’ report. This valuable Advanced report displays a summary of records received and closed for the current week as compared to Year-To-Date results.

The first section shows records received/sent this week grouped by Office, a separate grouping of the same records by Referral Type and another Grouping by Category/Affinity.  Then, in the same group, records that closed this week with three groupings; Office, Referral Type and Category/Affinity.

The second section show the same groupings as the first section but this time showing Year-T0-Date.  The third section lists all ‘Pending’ records.

Each of the individual groupings has a little “+” sign that allows you to drill down for more detail if desired.  And, users may filter the records by changing date ranges for the week or the year, Referral Type, Referral Status, Subtype, MgrConsultant, or Office.

To view a copy of this powerful new report click here.  It is now listed in your Reports page as ‘Combined Summary’.  Check it out!

Posted in 411, Products, Reports. 2 Comments »

Contract Date field added to AutoUpdate form

April 4, 2014 — Happybodyfood

One of the most popular ReloSpec forms is the ‘AutoUpdate’ form which is emailed to the agent.  The agent opens the email, clicks the link, fills out the form and clicks SUBMIT.  The form results come right back into the database.

At the bottom of the form are additional fields that allow the agent to submit the Transaction Address, Est Close Date, Est Sale Price, Sale Price and Actual Close Date.  Those form fields automatically update the corresponding fields in the database record.

Now the Contract Date has been added to both the AutoUpdate and the AutoUpdate2 forms.  Upon submitting the form, the corresponding field in the Closing page will now also be updated.

Posted in 411, Forms, Managing your Users, Tips & Tricks. 2 Comments »

New Web Seminars Scheduled

March 5, 2014 — Happybodyfood

Want to save time by learning some cool ReloSpec features?  Is it time to ‘stop chopping and sharpen that ax?’

The latest schedule for FREE Web Seminars is now available.  Invest 30 minutes and save hours with ReloSpec.  The Web Seminars Schedule is available by clicking the link on the Main Menu page, or just click here to register for the class(es) of your choice!

Posted in 411, ActionPlans, AutoPilot, Forms, Managing your Users, ReloSpec News, Newsletter Articles, Reports, Tickler, Tips & Tricks, Training. Leave a Comment »

ReloSpec Advisory Councils forming soon

March 3, 2014 — Happybodyfood

Many of you have asked about the formation of a ReloSpec Advisory Council.  You have asked and we have listened.  Today we are announcing plans to form at least one Advisory Council and possibly three.

The purpose of the Advisory Council(s) is to identify ways that Relocation Specialist can be improved to meet the needs of specific groups of people.  We’re considering an Advisory Council for Cartus Network users, one for LeadingRE users and another for Berkshire Hathaway Home Services/Prudential and other users.

We need your help in the formation of the Advisory Council(s).  What would you suggest for the following questions:

  1. How often should the Council meet?  (Once per month in a GoToMeeting format?)
  2. How many should be members of the Council?
  3. Does it make sense to have separate groups?  (eg. Cartus Network, LeadingRE, BHHS/Pru, etc?)
  4. How and when to report on Council activities?

Please let a member of the ReloSpec Team know your suggestions.  You may add comments here on the blog or email or call a Team member.

We look forward to your suggestions and participation.

Posted in 411, Calendar's, Cartus, LeadingReE, Products, ReloSpec News, Newsletter Articles, Webinars. 11 Comments »

Will We See You Next Week?

February 21, 2014 — Happybodyfood

It’s that time of year already.  We just finish with the New Years celebrations and it’s time to pack for the next conference.  This year, two major conferences are held at the same time, but at opposite ends of the country.

The Cartus Network conference will be held next week in Ft Lauderdale, FL.  Of course ReloSpec will again be represented and Sue Farley will be there to meet with you.  Look for the ReloSpec table in the EXPO area throughout the conference.

The LeadingRE conference is in Las Vegas again this year.  We’ll be there too and Jim Evans will look forward to meeting with you at Booth #1308 at the wild and crazy Networking Night, plus throughout the conference in the Exhibit area.

We hope to see you soon!

Posted in 411, Cartus, LeadingReE, Products, Webinars. 1 Comment »
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