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.
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.
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!
This is the first in a series of blogs designed to help you get the most out of your Relocation Specialist (ReloSpec) software. Today we’re looking at the Referral Submit Form.
This handy form can make life easier for you in so many ways! Why re-enter new referral records when they can be submitted to you by someone else? The following are a few ways that the Referral Submit Form may be used:
If you need any help with the Referral Submit Form, or have any questions please let a member of the ReloSpec team know. We’re here to help.
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.
Do you want to send the ‘Initial Contact’ form every day to the agent, but then stop sending it once the agent says ‘YES’ – the contact with the client has been made? Now you can.
You were always able to create an AutoPilot item that repeated itself every day, but now the ‘Initial Contact’ form is “smarter”. ReloSpec will watch the responses coming back from the form. If the agent answers ‘NO’ that contact with the client has not yet been made, ReloSpec will continue to send the form each day. If/when the agent answers ‘YES’ that the contact with the client has been made, ReloSpec will mark the AutoPilot ‘Complete’ and stop sending the form.
ReloSpec is looking for AutoPilots sending the ‘Initial Contact’ form, so other AutoPilots you may have will not be affected.
You don’t need to monitor the responses or do anything to stop sending the form to the agent. ReloSpec will watch for the response and stop sending the form when the agent reports contact with the client.
This cool feature works with the ‘Initial Contact’ form and the short version ‘Initial Contact 2’.
The easiest way to make this happen is to add an AutoPilot item to an Action Plan that sends the ‘Initial Contact’ form to the assigned agent. Mark the [Repeat?] field YES and in the [Repeat in how many days?] field leave it at 1. The ReloSpec AutoPilot will send the form each day until the agent responds to the form with a YES. ReloSpec will then automatically stop sending the form.
Just set it and forget it. It’s another way that ReloSpec saves you time.
As a part of the development with the new Express features, the Import page is now cleaner, better organized and easier to use. In addition to the ‘Check for Duplicates’ features it had before, you may now easily select individual records using the new check boxes and either DELETE them or IMPORT them all.
In addition the new green SELECT buttons allow you to open the selected record in one of the new Express pages, select Contacts or Agents as needed, make other choices including the Action Plan to be used and SUBMIT. Submitting the page will move the record to the Client List page, run the Action Plan and the resulting AutoPilots; all in one simple click!
Also the new Import page has a new column displaying the ‘Origin’ of the record. If it was submitted by another broker it will display it as a B-2-B (Broker-to-Broker). If it came from a Referral Submit Form it will display that, etc.
Thanks to all those people who have helped us identify the needs and make suggestions as to filling those needs with ReloSpec.
The new ReloSpec Express features are very popular! ReloSpec users are able to quickly create new Incoming and Outgoing referrals and have all the ReloSpec extras like Action Plans, AutoPilots and sending of referrals to other brokers all done automatically. It is changing the way ReloSpec is used!
After using Express, customers have asked us to add certain fields to the pages to streamline the process. And we listened! New fields such as Color Code, File Number, Alternate Referral Fee and others are being added to Express pages very soon.
And, did you notice the new FORMS being used with the Express Outgoing page? By default the ‘Express Outgoing’ Action Plan is being run which includes the new ‘Referral Acceptance – Outbound 4’ form. That form includes two links; one if the receiving broker wants to ‘Accept Online’ and another link if the receiving broker wants to print and fax the simplified yet detailed form. If they accept online the acceptance comes right back into the Responses page.
Due to popular demand, additional Training Seminars have been added. Click here to view next week’s schedule and register for the seminar(s) of your choice.
Now that the ReloSpec Express features have been released you may want to take advantage of the Basic and Advanced Training Seminars scheduled for this Thursday. The Basic seminar is at 11:00AM Central time, and the Advanced seminar is at Noon Central time.
Entering Outgoing and Incoming referrals, and accepting referrals from your Import page just got a LOT easier and faster with the new ReloSpec Express. Learn the Ins and Outs of this new feature.
And, then, once you know how to put in a referral, learn some of the features and shortcuts that will take you a few steps further in automating your ReloSpec.
Click here to register for one or both seminars.
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