Agent Access Re-visited

For many years now the ReloSpec  has provided the ‘Agent Access’ feature.  This great feature provides the agent valuable tools for managing referrals, and is included with your ReloSpec license.

Here are a few of the features included with ‘Agent Access’:

  • The agent has Read-Only access to only those records assigned
  • All ‘Public’ notes are visible
  • Using a navigation button, quickly filter for ‘Active’ or ‘Pending’ or ‘Closed’
  • Using the optional Images feature the agent can upload property images, BMAs or other related files
  • The agent has access to their Agent table record and can update their own email address and other contact details
  • Using the ADD NEW button the agent can submit new referrals directly to ReloSpec
  • At any time the agent can provide updates to referrals assigned to them.  Agents don’t need to wait for an emailed update request and submitted updates go directly to the Responses page
  • Using the REPORTS option the agent can generate their own ‘Agent Scorecard’ report

Setting up your agent’s access is simple.  From the Main Menu page, click SETTINGS, USERS, then click ADD NEW and fill out the page.  The first field (User Name) is very important because it is used to select the records the agent has access to .  It is always the Last Name, First Name.  To make it easier, click the Agent Lookup button to fill it in automatically.

Fill in the other fields including the User ID which must be unique, and the Password.  We suggest using the agent’s email address but can be any unique ID.

Be sure the [License Level] field is set to “Agent”.  Once the record is saved the ID/Password will be available immediately.  And, you may add or delete agent users as needed.

Training videos are available from the Main Menu.  Click ‘About’, ‘Videos’ and click on the ‘Agent Access’ button.

Agents who use this valuable feature are able to manage their referrals easier in less time, help you avoid time-consuming interruptions, and close more business.

ReloSpec upgrade coming in July

Over the past few months, and with the help of those serving on the Customer Advisory Boards we have completed a significant upgrade for the ReloSpec software and plan to release the new version the week of July 2nd.  This upgraded Relocation Specialist (ReloSpec) version involves the Client List page as well as Action Plans, AutoPilot and other features.

Beginning next week, when you login you’ll be taken to the new Client List page.  This upgraded page is cleaner, better organized and easier to use.  Most of the features you have been using with the ‘Classic’ version are still available and, many features such as SEARCH and EDIT (pencil) work the same.

This new version is what is currently known as the ‘Mobile’ mode version.  Those using the mobile version on their phones have found it much easier to use and suggested it be expanded to the desktop version.  After reviewing with many current ReloSpec users we have completed the upgrades and are introducing the mobile version as the upgrade with expanded capabilities.

Included with the new version is an enhanced ADD NEW page that includes a droplist to select the Action Plan (collection of predetermined Tasks) to be run.  The Tasks are scheduled and any AutoPilots due to go out right away are automatically sent.  Just fill-in the form with what you know, select the Action Plan and SUBMIT.  The rest is done for you!

To have the automatic Action Plans feature enabled, be sure #3 in the ‘Getting Ready’ section below has been completed.

For a short time, those who want to use the ‘Classic’ version (the one you’re using today) may do so by checking the ‘Classic Display?’ checkbox on the Login page prior to logging in.

For those who want to get a preview or want to begin using the new version, click the ‘Mobile?’ checkbox on the login page prior to clicking LOGIN.

This is one of the most significant changes to ReloSpec in years.  We appreciate all the many suggestions and helps we received from our wonderful ReloSpec friends and associates.

Getting ready for the new ReloSpec version

Checklist to get ready for the new ReloSpec version.

Many of you will already have each of these items in place and there will be nothing to do to get ready.  However, to get the most out of the new version, please take a minute to be sure each of the following items are completed.

  1. Company logo  Your company logo will appear on the Client List page in the upper-left corner.  This logo will be included on outgoing FORMS and should be as square-shaped as possible.  If it is not displayed, return to the Main Menu page, click SETTINGS, then click ‘Upload Logo’ and follow the prompts.
  2. Company name  Your company name should appear in the upper-right of the Client List page.  It is setup in the Users table and is used along with your Email Signature with outgoing emails.  If not displayed, return to the Main Menu page, click SETTINGS, USERS, click the pencil for your name, make the needed changes and click UPDATE CURRENT RECORD.
  3. Allow pop-ups  One of the newer features is the ADD NEW form.  It includes a droplist for selecting the Action Plan you want to use then schedules the Tasks and sends any AutoPilots that are due to go out immediately.  All with one click!  For ReloSpec to schedule and send the AutoPilots your browser must allow pop-ups for  Use the settings feature of your browser to make the change, if needed.
    1. For Chrome, click SETTINGS, Advanced, Content Settings, Popups, Allow, ADD, then enter “” and click ADD
    2. For IE, click the gear for SETTINGS, click the Privacy tab, in Pop-up Blocker click SETTINGS, in Exceptions enter “www.ReloSpecCloud” and click ADD
  4. Have at least one ‘Referral Source’  When clicking the ADD NEW button to start a new referral, ReloSpec attempts to build the droplist for the Referral Source.  If you don’t already have at least one entered a yellow warning box appears at the top of the page.  To avoid the warning (if it appears) do the following: Return to the Main Menu page, click SETTINGS, click ‘Referral Sources’ and enter “sample” and click ADD NEW RECORD.



Frequently Asked Questions:

Do I have to download anything to use the new version?

No.  Since ReloSpec is web-based, just login and you’ll have the latest version.

Can I still use the old (Classic) version?

Yes.  For a limited time the classic version will remain available.  From the Main Menu page click the checkbox for ‘Classic Display?’ and you’ll use the classic version.

Where are the links that were on the left side of the page?

The links have been moved to either the top of the page or are included in the ‘Other Options’ droplist.

Can I edit fields not included in the ADD NEW page?

Yes.  After adding a new record it will appear in the Client List page.  Click the pencil to edit any of the fields.

Are the Notes and Tasks still displayed below the grid?

Yes.  The grid now contains a maximum of 10 records and the Notes and Tasks are still displayed below the grid for the selected record.

What does the ‘Quick’ button do?

Once you have selected a record in the AutoPilot, the Responses or the Tickler page, minimize the page and click the ‘Quick’ button to instantly select the corresponding record.  Say you’re looking at an AutoPilot item and you want to see the Notes for that record.  Click the ‘Quick’ button and view the one record with the Notes displayed below the grid.  Quick and easy!  Click ‘Cancel Quick’ to return to the normal display.

What does the Action Plan droplist do in the ADD NEW page?

By selecting the Action Plan in the droplist, when you click SUBMIT, the Action Plan Items are scheduled and any AutoPilots that are due will be sent.  All with one click.  If you complete the form are not ready to select an Action Plan, click the droplist and select the blank area before clicking SUBMIT.  The record will be saved but no Action Plan will be run.

Can I run an Action Plan on an existing record?

At any time you can select the record in the Client List page, click the ‘Action Plans’ button to open the page, select the one you want and click the button to schedule the Items.

Will there be more upgrades coming?

Yes.  Many new features are planned for ReloSpec.  Menu bars will be added plus the ability to view all details (ie. Notes, Tasks, Closing Info) in accordion style in the Client List page.  Integration with other services such as websites and other software as well as simplified forms and reports are in the planning stages now.



Enhanced Mobile Mode

Many ReloSpec users have used the ‘Mobile’ mode to view/edit records on their phone.  Thanks to suggestions from members of our Customer Advisory Boards we have greatly enhanced the ‘Mobile’ mode which may now be used on your phone or desktop.

The enhanced Mobile mode is the first step towards the ReloSpec ‘face lift’ planned for this page later this year.  The whole idea is to make things simpler and more efficient.  It all begins with the checkbox for ‘Mobile?’ when logging in.  If you access the login page on your phone, ReloSpec will recognize you’re using a phone and will default to ‘Mobile mode’.


Using your desktop when you login, click the checkbox next to ‘Mobile?’ then click the ‘Log In’ button.  After a brief (1 second) delay you will be automatically taken to the Mobile version of the Client List page.  The ‘Mobile’ page contains most of the features of the ‘Classic’ version but is cleaner looking and less confusing to new users.

Features of the Mobile version include:

  • ‘Call to action’ buttons at the top of the page
  • Your company name (branding) at the top-right of the page
  • The most-often used buttons at the top with ‘Other options’ droplist
  • The grid now displays up to 30 records instead of 6
  • The Notes and Tasks are still displayed below the grid
  • Clicking ‘Add New’ will open the newer ‘Express’ form which includes the Action Plan choices in the droplist at the bottom of the page. Using this form will insert the new record, schedule the Action Plan items and send the AutoPilot(s) with just one click!
  • Clicking the ‘Reports’ button will open the newly-formatted Reports page with reports arranged in logical sections. (You may still view the classic list of reports by clicking ‘View all reports’
  • The AutoPilots, Responses and Import buttons display the total number of each. If any of the buttons is > 0 you’ll know to click the button and process the records.

The grid shows the most popular fields, and includes the envelopes by each name allowing you to quickly send an email as needed.

We hope you enjoy using the upgraded Mobile version.  And remember, it’s not just for use on your phone!

Update on ReloSpec Emails

As we stated in the April 5th blog we are in the process of upgrading our ReloSpec email services.  Now that the groundwork is complete we are applying the upgrade to the first set of email pages which include those generated by clicking the envelope icons on the Client List page. This week we’ll begin applying the changes to the popular ReloSpec forms including AutoPilot, AutoUpdate, AutoAssign, Referral Submit and others.

All upgraded emails will include your Company Name which will be inserted in front of the FROM: email address which is  That way your recipients will know who it is coming from.  For example, if the email is coming from Susie at ABC Realty the FROM: will have “ABC Realty <>”.   What will display in the Inbox is just “ABC Realty”.

In ALL cases when the recipient clicks REPLY, the sender’s exact email address will be inserted automatically.  So, even though the FROM: is “ABC Realty <>”, when the person clicks REPLY: the TO: field will have something like “” -just as it has always worked.

Since we’ll be inserting the Company Name in the FROM: field, some may want to shorten what will appear.  This is not required, but is suggested.  For those customers affiliated with Berkshire Hathaway HomeServices [My Company Name] this may be especially true.  Changes may be made in the SETTINGS, USERS table.

Remember that you may also add language to the SUBJECT line, such as “Hello from Susie at ABC Realty”.  That may help if you want your email recipients to have additional info.

IMPORTANT: For now, DO NOT include more than one email address at a time in the same field.  You may have one email address in the TO: field and one email address in the CC: field and one in the BCC: field, but for now having more than one in any of the fields will prevent the email from being delivered.  This will change in the next couple weeks, but for now just include one email address in each field.


Improved Delivery of ReloSpec Email

We all know that spam is a fact of life on the internet, and while major email service providers have made enormous strides over the years in identifying those unsolicited messages from your long lost aunt who is stranded on a Pacific island and needs funding to get home, some of those filters can be very aggressive, leading to delivery problems for legitimate e-mail messages.  ReloSpec Cloud is no exception when it comes to the possibility of delivery issues.

One of the ways applications maximize the chance for successful delivery of a message is to make use of what’s called an authenticated domain, where, essentially, the “server is known to match the sender”.  This is an industry best practice, and ReloSpec Cloud now has a way to honor this best practice by partnering with Mailgun, a reputable and well-regarded, enterprise-strength e-mail service.  The authenticated domain we’ll be using is 

What does this mean for you?  Really, it’s not that big a deal, but there are a couple things you should be aware of.  Whether you use Outlook, Gmail, or a different mail client, messages coming from ReloSpec Cloud will be coming from  It will probably look a bit like what you see here.

What this means is that any rules you have set in your inbox that reference a previous “from” address will no longer be in effect.  You might wish to reset such rules.

Aside from that, nothing changes. When you hit “Reply” to one of these messages, your email client will recognize the “Reply-To” in the incoming message.  This is the address of the person that actually sent you the message.  You can reply as usual be on your way.

The conversion to this new method will begin the week of April 9th and continue through May 1st.  The benefits we can all expect to see: improved rate of delivery, and much more insight into what delivery problems do exist, if any.

Please let us know if you have questions or concerns. We will keep you updated!


Pre-recorded Checkup Webinar is Available

Response to the web seminars has been great!  We appreciate those who were able to invest a few minutes to sharpen their ReloSpec skills.

However, many were not able to attend and have requested having a recorded version of the webinar available for viewing at any time.  We’re happy to announce that we have added the ‘ReloSpec Checkup’ webinar as the first item on the list of pre-recorded webinars.

To view the webinar, click the link on the Main Menu page for Web Seminar Schedule.  Scroll to the bottom of the page and click the link for the ‘ReloSpec Checkup’.  Or, click here for a quicker way to view it.

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 ( or Sue (


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 to

We can help with that.  If you have any such records, let Jim Evans know by emailing him at  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.

3 Helpful Hints

Here are three things that you may not know that will make it easier to login, better looking and help people respond to you!  (And who wouldn’t want to be better looking and noticed more?!)


Easier to login

By now, everyone should know the easiest way to login to ReloSpec is to go to  But, did you know you can add your ID and Password to the link?  With 1-click you can open ReloSpec AND be logged in!  To create a shortcut on your PC’s desktop, login to ReloSpec then right-click and click on ‘Create Shortcut’.  You’ll be asked if you want to create the shortcut to the ReloSpec page.  Click YES and the shortcut will be created.

Right-click the shortcut and at the end of what’s in the URL add:

?userid=DEMO&password=DEMOPASSWORD then click OK.  The URL will now read:

NOTE:  Replace “DEMO” with your actual ID and replace “DEMOPASSWORD” with your actual Password.  Now when you click the shortcut it will open ReloSpec and log you in automatically.

If you’re manually entering the shortcut, here’s a shorter way to do it.  Save the URL as   That works too!


Change your THEME

Are you tired of looking at the same old background colors and icons?  Why not change things up?  Those items are known as the ‘Color Theme’ and may be changed at any time by you.  From the Main Menu page click SETTINGS, USERS, click the pencil for your name and from the Color Theme droplist select the theme you want to use.  To view samples of the themes click the ‘View Choices’ button below the label.  Hint: the standard Color Theme for ReloSpec is “Ultra”.


Change/Update your Email Signature

Many of the ReloSpec FORMS use what is known as the Email Signature at the bottom of the outgoing email.  If you don’t have your Email Signature created or if it hasn’t been updated lately, you should check on it.  From the Main Menu, click SETTINGS, USERS and look in the Email Signature field about halfway down the right column.  Make changes as needed, or if it is blank, use the ‘Auto-Create’ button to have ReloSpec create the Email Signature for you, then click UPDATE CURRENT RECORD.

How To Navigate ReloSpec Reports?

Reports, reports, reports.  ReloSpec has many reports, and it is sometimes hard to find the one you want.  Because of continuing requests the number has grown and made finding the right report more difficult.

Over time we have tried to identify records by the report name, which works most of the time but not always.  And, sometimes the same report may work for different needs.

What to do?  We are working on a totally new approach to ReloSpec reports.  Whereas in the past you would navigate the reports mostly by name only, we now are working on groupings of reports by categories.  For example, there is an ‘Agent Reports’ page listing an abbreviated list of the most popular reports for agents.  Another for ‘Offices’ and so on.

But, we need your help.  This project is only just getting started and the final result will be based on input from you.  There are two general areas.

  1. What categories of reports should be have?
  2. Within each category, what specific reports are needed?

To get you started we have added a beginning page on the ReloSpec Main Menu.  At the very bottom of the page is a link labeled “reports”.  Click the link and you’ll see what has been started.  The idea is to get those creative juices flowing, so let us know your thoughts/suggestions.

We want to make ReloSpec Reports a positive feature again and your input will help us get there sooner.  We look forward to hearing from you.