Need some help getting beyond the ReloSpec basics? Or perhaps you need some help with reports? The ReloSpec Training Seminars page has been updated with the latest webinar schedule.
You may register for webinars over the next 3 weeks by going to the Web Seminar Schedule page. It is found at the bottom-middle of the Main Menu page. Or, click here to view the page and register for the webinar(s) of your choice. Webinars generally last about 30 minutes and are free.
Are you looking for a report that provides a summary of referrals assigned to a specific agent or office? The new ‘Scorecard – Summary’ report may be just what you need. Here are some of the features of this report:
It is likely that once this report is viewed there will be requests for new variations. Please review it and let us know how we can help you.
To view the report click the REPORTS link and browse to the ‘Advanced’ report “Scorecard – Summary”.
We wish you all a happy and prosperous new year! We look forward helping enjoy the many benefits of the ReloSpec software, and now is a great time for a brief overview.
We have updated our website, which is at www.ReloSoftware.com So, why would you go to the website if you already use ReloSpec? Simple. There is a good chance there are ReloSpec features you don’t know about or aren’t using. And, using the feature(s) would help you save time and simplify your life!
The home page of the website contains some of most popular features. Even if you think you’re familiar with all ReloSpec features, click the ‘Learn More’ button to get additional details for each item. The items included are:
These pages are not meant to be for training but are brief highlights of popular features. Please take the time to review each one. It is likely there are some features that will help you in the coming year.
Let a member of the ReloSpec Team know if you’d like more information or help with any of the features.
At some point, after entering all those referral records you’re going to want to produce some reports. This blog will help you understand your choices with reports. ReloSpec report categories and features as shown on the REPORTS page are listed below.
There are a few special features with ReloSpec reports in addition to the categories above.
If you cannot find the report you need or if you want help with the ReloSpec reports, let a Team member know. We’re here to help you!
Many of you are using the Referral Submit Form to allow your agents and contacts to submit new referrals directly into your database. The agent clicks a link on your company website or from your ReloSpec Email Signature, completes the online form and clicks SUBMIT. ReloSpec accepts the referral into your Import table and sends an email to let you know it is there.
Now there is a special Referral Submit form your clients may use to submit their own referral. It is the Referral Submit Form – Needs Analysis and is listed in your FORMS page. There are some significant differences with this new form.
There are many fields in the Needs Analysis form that are not found in ReloSpec. For those items that don’t already have a field, a brief description and the client’s input is added to the Client Comments field and would be included in the Agent Assignment and other ReloSpec forms sent to agents and contacts.
We hope you find this new tool valuable and helps you get the most from your ReloSpec.
We often hear ReloSpec users say, “I know it could do more for me, but I don’t have the time to learn how”. Use the Express links on the Main Menu page and let ReloSpec do things automatically!
The greatest advantage to using the Express ‘Incoming’ or ‘Outgoing’ referral form is that you choose the Action Plan before clicking SUBMIT and ReloSpec does the rest! It selects the Tasks to be done and if they’re due today it automatically sends the AutoPilots! Just fill out the form, select the Action Plan and SUBMIT. Easy and FAST!
Plus, the Express links include a list of AutoPilots due to go out, and a list of Responses coming in. Want it more automatic? Let a member of the ReloSpec Team know you want your AutoPilots sent for you. We’ll add your name to the list of people whose AutoPilots get sent each morning. You don’t even need to login!
And, for Responses, if you want, you can have all your responses go automatically to the Notes table. Then, when you select a record in the Client List page you’ll see ALL notes and not have to also check to see if there is an update waiting in the Responses table. You can turn this feature on or off in the Settings, Users page.
Get more done in less time with the Express links!
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:
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.
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.
You have probably noticed when you click the pencil in the Client List page there is a small box for the Agent’s image (picture). This field is available for use by those ReloSpec users who have the ‘Images’ option.
Unlike the ability to upload files in your SETTINGS page for use with emails, the Images option allows you to upload files/images/spreadsheets or whatever and store them with the Client List record. Recently we expanded the ability to upload images for Agents, Contacts and Vendors. When you upload an image for an agent, then select that agent from the ‘Lookup’ page the agent’s image is saved with that record.
Once you have the agent’s image stored in the Client List record you can click FORMS and send either the ‘Client Notification of Agent’ for buyers or the ‘Client Notification of Agent 2’ for Sellers. The client will receive a short email with the agent’s details including the image.
A short (2.5 min) video is available in the FORMS section of the Training Videos page.
Two new items are being highlighted in this blog. The AutoConfirm form has been updated with new functionality, and there is a new ‘Activity Summary 3’ report we wanted to introduce.
The ‘AutoConfirm’ form is now “smarter”. This form is often used to send get commitment from the receiving broker when you have an ‘outgoing’ referral. The form is emailed to the Contact, the Contact clicks the link in the body of the email and answers YES or NO to accepting the referral. What’s new are 4 fields the Contact may use to enter the Assigned Agent’s First Name, Last Name, Phone and Email. Upon submitting the form the new fields are inserted into the Responses table and when you ‘process’ the response the assigned agent’s information is inserted into your referral record.
Note that if the Contact enters information into any of the four fields, all the fields must have data in them. If none of the agent fields have any data in them, the form may be submitted as before. Also, if the Contact supplies the assigned agent information the data will always replace whatever may already be in the referral record for the assigned agent. But, in most if not all cases, you won’t have the assigned agent information until the Contact responds. This new feature means that you won’t need to re-enter the assigned agent information.
The new report ‘Activity Summary 3’ is now available. This report provides counts of the total records within categories on a single page. Categories include total Buyers and Sellers for Incoming and Outgoing as well as Pending and those that went ‘Dead’ within the date range. It is a great way to get a snapshot of your total business for the week, month, year or any date range you select.
To get the totals in most cases the Date Received/Sent field is used. For the Pending records the Status = ‘Pending’ is used regardless of dates. For Closed records the Actual Close Date field is used. For Listings the List Date field is used and for the ‘Dead’ records the Dead Date field is used. Click here to see a sample of this report.
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