Sample Action Plans for FREE!

February 1, 2013 — Happybodyfood

Action Plans are a great way to save time and effort while setting up those ToDo tasks including AutoPilots.  But many need a little help getting started.  For those who would like them, there are now 6 standard Action Plan samples that are available for the asking.  The Action Plans include:

  • AutoAssign (for sending Assignments to the agent)
  • AutoAccept (tasks that are done as soon as the agent accepts the assignment)
  • Check in with Client (sends an email to the client in 21 days and another 14 days later)
  • Email Campaign (sets up emails to be sent every 30 days to the client)
  • In-Buy (sends Assignment to agent, Incoming Info Sheet to agent, and adds Update Request that repeats every 14 days)
  • Update Request From Agent (just the Update Request sent every 14 days)

Once the samples are in your Action Plans table you can adjust as needed.  For example, say you want to send the update request every 30 days you can change it.

Let us know (Jennifer: jennifer@prosws.com OR Sue: sue@prosws.com OR info@prosws.com) if you’d like the sample Action Plans added to your Action Plan table.  There is no charge for this service.

 

FOR CARTUS BROKERS ONLY

Cartus brokers have many additional FORMS in the ReloSpec database as well as special tasks related to those forms.  In addition to the six (6) sample Action Plans listed above, there are an additional five (5) Cartus-only Action Plans which may be added.  They are:

  • Outbound Broker Center
  • Pending Referral USAA/HES Buyer
  • Pending Referral USAA/HES Listing
  • USAA Buyer Referral Inbound
  • USAA Listing Referral Inbound

Let a member of the ReloSpec Team know if you would like the sample Action Plans added to your database.  There is no charge for this service.

 

Posted in ActionPlans, AutoPilot. Leave a Comment »

‘LIVE’ Training Seminars in Las Vegas and Phoenix

January 17, 2013 — Happybodyfood

Two ‘Live’ Training Seminars have been announced for late February; one in Las Vegas and one in Phoenix.  Here is your chance to meet in person with members of the ReloSpec Team and learn how to do all those cool things you keep hearing about.

And, for those of you who cannot attend in person, the Phoenix Training Seminar sessions will be available over the Internet!  You can attend the morning session (9:00-11:00 Mountain time) or the afternoon session (1:00-3:00 Mountain time) or both!  (Register for either, or both sessions below.)

Cost to attend either ‘Live’ event in person is $195 and includes a catered lunch, if paid by 31 JAN 2013.  NOTE: If the registration fee is paid after 31 JAN 2013, the cost is $245.  Within 1 business day of registration you’ll receive an invoice via email.

Cost to attend the Phoenix Seminar via the Internet is just $39 for each Morning and Afternoon session, or $69 for both.

Las Vegas Training Seminar (in person)
WHEN:         Monday, February 25th, 2013 from 9:00AM-4:00PM
COST:           $195/person; includes a catered lunch  (After 31 JAN 2013 cost is $245)
REGISTER:  https://www2.gotomeeting.com/register/720623946

Phoenix Training Seminar (in person)
WHEN:         Tuesday, February 26th, 2013 from 9:00AM-4:00PM
COST:             $195/person; includes a catered lunch  (After 31 JAN 2013 cost is $245)
REGISTER:  https://www2.gotomeeting.com/register/502914698

Phoenix Training Seminar; Morning session via Internet
WHEN:         Tuesday, February 26th, 2013 from 9:00AM-11:00AM (Mountain time)
COST:            $39/person   (After 31 JAN 2013 cost is $49/person)
REGISTER:   https://www2.gotomeeting.com/register/280688002

Phoenix Training Seminar; Afternoon session via Internet
WHEN:          Tuesday, February 26th, 2013 from 1:00PM-3:00PM (Mountain time)
COST:            $39/person   (After 31 JAN 2013 cost is $49/person)
REGISTER:   https://www2.gotomeeting.com/register/763367178

Click here to view the Proposed Agenda for the ‘Live’ Seminars

We look forward to seeing you at either Seminar; in person or via the Internet!

Posted in 411, ActionPlans, AutoPilot, Forms, Importing, Managing your Users, Referral List Page, Reports, Tickler, Tips & Tricks. Leave a Comment »

Free ReloSpec ‘Mobile’ App for Smart Phones and PCs!

November 13, 2012 — Happybodyfood

The Relocation Specialist (ReloSpec) Mobile App is now better than ever!  Using your smart phone, go to www.ReloSoftware.com and click the ‘Relocation Specialist Login’ link at the top of the page.  If you’re accessing the page from a smart phone, the ‘Mobile’ mode will be automatically selected.  There is no special app to download or install.  Simple and FREE for all ReloSpec users.

The whole look and feel of the ‘Mobile’ mode is cleaner-looking, simpler to navigate and easier to use.  You have access to all the normal features such as AutoPilot, Action Plans, Notes, Closing, Forms and even Reports, plus a couple new ones not available in the Classic (non-Mobile) version.

PC users may select the Mobile ‘Theme’ in the Users table and when using a PC the Mobile version will always be selected automatically without remembering to click the ‘Mobile’ checkbox on the Main Menu page.  It is expected that many PC users will opt for the Mobile Theme (and version) because of the cleaner presentation of data and new options.

The Mobile version works well with PCs, smart pads and smart phones.  If it can connect to the Internet, it will work.  We invite you to check out the new Mobile version of ReloSpec and let us know what you think.

Posted in 411, ActionPlans, AutoPilot, Referral List Page, Reports, System. Leave a Comment »

AutoPilot Items Now May Have Expiration Dates

October 31, 2012 — Happybodyfood

The AutoPilot is one of the most powerful (and popular!) features of the Relocation Specialist database.  It allows you to enter tasks (ToDo items), then send them automatically when they’re due.  This works well for update requests from agents and contacts, drip email marketing to clients/transferees and other tasks.

Beginning today you have the option of adding an Expiration Date for your AutoPilot items.  In the ToDo page there is a new field for Expiration Date.  This is an optional field, and you may either use the pop-up calendar to select a date or you may enter the date manually (eg. MM/DD/YYYY).  Then, when AutoPilot runs and if the item is set to REPEAT, ReloSpec will calculate the date for the next repeated item as long as the future date is not after the Expiration Date.

The Expiration Date has also been added to the Action Plan Items page.  So, now you can set up tasks to be done in advance and select the number of days into the future that will be the Expiration Date.  In this case you’ll be entering just the number (eg. 60) of days needed.  This is an optional field and is required only if you want to set the Expiration Date in advance.

There is a new Training Video to help you get started with this exciting new feature.

Posted in 411, ActionPlans, AutoPilot, Tips & Tricks, ToDo Page. Leave a Comment »

Text Message feature is Enhanced

October 26, 2012 — Happybodyfood

Exciting new ‘Text Message’ features are now available in your Relocation Specialist (ReloSpec) database!  In the past you have been able to send a Text Message by clicking the FORMS link, browse to ‘Text to Assigned Agent’, complete the text and SEND.  Now it is quicker and easier!  From the Referrals List grid, click the ‘TM’ link in the Assigned Agent Last Name field or the Referring Agent Last Name field and the Text Message page opens with the Text Address already entered.  Once the text has been sent, the text is added to the Notes table automatically!

But, it gets better.  Now you can schedule texts to be sent using Action Plans, and AutoPilot.  Do you want the AutoPilot to send a text to the agent, and schedule it in advance?  Now you can.  New buttons have been added to the Action Plan Items and the ToDo pages so that you can instantly insert the agent’s Text Address, then have AutoPilot send the text on the scheduled date!

All of this assumes you have the agent’s Text Address entered in the Agents table.  You’ll need to know the cell phone number and the service provider.  There is a handy list of service providers in the Agents table UPDATE page.  You’ll be combining the cell number + the service providers address.  For example, if the number is “4025906910” and the provider is AT&T then the Text Address would be 4025906910@txt.att.net.  Then, whenever the agent is selected from the Agents table, the Text Address is copied into the Referrals table record and is available for Action Plans or AutoPilot to use.

Posted in ActionPlans, AutoPilot, Referral List Page, ToDo Page. Tags: , , , , , . Leave a Comment »

‘Favorite Forms’ now in AutoPilot and Action Plans

May 23, 2012 — Happybodyfood

Selecting the ‘Form to send’ when generating a new AutoPilot in the ToDo page just got a lot easier!  Instead of including all 100+ Forms, the droplist now includes ONLY your Favorite Forms.  That makes it much easier to select the one you want.  This same list of Favorite Forms is used when adding a new Action Plan Item in the Action Plans page.

The use of your Favorite Forms is only when ADDing a new record in the AutoPilot (ToDo) record, or the Action Plan Items page.  If you click the pencil to UPDATE a record in either page you’ll have the full list of all available Forms.

To adjust your ‘Favorite Forms’ list, go to the Utility Settings page (from the Main Menu), click ‘Favorite Forms’ and add the ones you want to include.  The list of ‘Favorite Forms’ will be the same for all in your database.  It is not set for individual users.

Want to help others select their ‘Favorite Forms’?  Need help selecting which forms to use?  We’re in the process of compiling a list of the most popular Forms, and ‘Favorite Reports’.  If you have suggestions for other ReloSpec users, please submit them to support@prosws.com.  We’ll put the list together, then make it available to all.

We hope this saves time and confusion when selecting the correct Form to use.

Posted in ActionPlans, AutoPilot, Forms, Reports, Tips & Tricks, Utility Settings. Leave a Comment »

‘Agent Access’ Now Available at a Lower Price

January 31, 2012 — Happybodyfood

Want to give your agents Read-Only access to their Referrals table records? You can with the Agent Access option.  For just $25 per agent per year you can let your agents view their records, add their own new records, provide comments/updates about referrals assigned to them and even use the Action Plans and Drip Email features of the database!

It’s a great way for agents to view/report on their referrals which may even be accessed from their smart phone!  Agents will have access to a limited number of reports that include only their own referrals, plus they can SUBMIT new records for Outgoing referrals.  And, agents will view ONLY those Notes that you have designated as ‘Public’.

A minimum of 10 agent licenses ($250/year) is all that’s needed to get started.  Additional licenses are available at further discounted rates.  For more information, email info@prosws.com.

Posted in ActionPlans, Referral Page, Special Offers. Tags: , , . Leave a Comment »

New Feature, and it’s a good one!

June 2, 2011 — Happybodyfood

NEW FEATURE:  AutoAssign and AutoAccept (Forms and Action Plans)

Today we are announcing a new feature known as “AutoAssign and AutoAccept”.  This new feature combines the use of the ‘AutoAssign’ form with Action Plans that enable you to quickly assign referrals to agents, then have ReloSpec respond automatically when the agent accepts.

For example, let’s say you want to assign a referral to the agent.  You send the AutoAssign form to the agent, but don’t want to send all the information about the client until AFTER the agent accepts.  You could have an Action Plan named “AutoAssign” and when you select that plan the ‘AutoAssign’ form is emailed to the agent. 

The new feature is what happens next.  If the agent clicks YES and Submits the AutoAssign form, ReloSpec will look in your Action Plans table and if it finds an Action Plan named “AutoAccept” it will immediately carry out what is listed.

The ‘AutoAccept’ Action Plan could then, for example, send the ‘Incoming Information Sheet’ to the agent and send a letter to the client letting them know who the agent is.  All this happens without anyone being logged into ReloSpec!

There are two special Web Seminars scheduled for next week to show how to use this exciting new feature.  Be sure to check the ‘Live Web Seminars’ page for this and other helpful 30-minute seminars.

Posted in 411, ActionPlans, AutoPilot, Tips & Tricks, Training, Webinars. Leave a Comment »

New Feature, Link Straight to Action Plans

March 16, 2011 — Happybodyfood

There is now a new link below ‘To Do’ on the Referrals List page labeled ‘Action Plans’. 

That link will take you DIRECTLY to the Action Plans page and allows you to assign Action Plan Items without stopping at the To Do page first!

This was a suggestion from one of our users and we LOVED IT!  Keep the good ideas coming!

Cheers,

The Relocation Specialist Team

Posted in ActionPlans, Tips & Tricks, ToDo Page. Tags: , . 3 Comments »

You Made a GREAT Choice!!!

February 24, 2011 — Happybodyfood

You made a great choice!

Choosing Relocation Specialist has been a great choice in the past, and now it is even better! Here’s a short list of some of the fabulous recent improvements:

-Our new Advanced reports now provide the same Agent Report Cards, Days on Market, Agent Conversion and other reports as our competitors, plus next month (as an option) you’ll have the ability to create and store your own custom reports! WOW!

-For our Cartus customers we have the updated USAA/HES forms built-in to our software which makes being compliant with Cartus much easier for your relocation staff and especially for your agents.

-Also for Cartus customers can now import records from Broker Center! With 4 clicks from your mouse the Broker Center is instantly inserted into your Referrals table. No more re-entering! Ask us about this optional software.

-For our LeadingRE customers we have the “API” which allows you to synchronize your ‘Spec’ records with Xchange. No more re-entering!

-Our improved Action Plans allow you to generate pre-recorded tasks for a wide variety of referral types and our AutoPilot performs those tasks automatically.

-All the features and more are available today, and at a MUCH LOWER COST than what you’ll spend with any of our competitors, and in these tough economic times every penny counts.

We have a Relocation Team who is responsive to your needs and requests! All of our best features have come from your feedback, and we appreciate having such fabulous customers to work with! Our employees stay connected 24/7, and our Help Desk never closes.

Any time you need us to remind you why we are the BEST…just ask, it will be our pleasure!

Thank you for your loyalty and for making Relocation Specialist an incredible place to work!

The Relocation Specialist Team!

Posted in 411, ActionPlans, Cartus, Importing, LeadingReE. Leave a Comment »
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