ReloSpec Express Expanded to Import Page

February 23, 2016 — relospec

The new ReloSpec Express links were introduced last week and the response has been tremendous!  ReloSpec users are using the new Incoming and Outgoing Express pages to quickly insert new records, apply Action Plans, send AutoPilots and send broker-to-broker referrals to other ReloSpec users – All in one quick, easy step.

Now the Express features have been expanded to the Import page.  When you receive referrals from people using the Referral Submit form, or from other brokers or from your website or wherever, you’ll instantly know the number of records for you to review.  The Express link labeled ‘Accept Incoming Referrals’ will display the total number of records in the Import table.

Click the link and you’ll see the record(s).  Now, click the SELECT button and the record will appear in an Express Incoming page.  There  you can select an agent, assign an Action Plan or update the record as needed.  When you’re ready, click the ACCEPT button and the record is moved to the Referrals table, the Action Plan is run and the AutoPilots are sent!  Quick and easy!

The Express links are all found on the Main Menu (Landing) page.  They’re designed to help you get new referrals handled quickly without making multiple ‘stops’ to select the Action Plan, send AutoPilots, etc.

NOTE: When you login, if you are taking immediately to the Client List page and the AutoPilot page is opened for you, you may be missing the Express links altogether.  The reason this happens is because you have that option selected in the Users table.  If you want to stay at the Main Menu page and access the Express links, go to the SETTINGS page, click USERS, select your user name, click the pencil and change the setting for ‘Display AutoPilots upon Login’ to NO.  Then, when you login you’ll remain at the new Main Menu page with the Express links.

Posted in 411, ActionPlans, AutoPilot, Importing, New Features. Leave a Comment »

ReloSpec Express Has Arrived

February 18, 2016 — relospec

Entering Outgoing and Incoming referrals, and accepting referrals from your Import page just got a LOT easier and faster with the new ReloSpec Express features.  With ‘Express’ you pass right by the multiple stops for Action Plans, AutoPilots and the SEND button and complete the tasks in one step!

All Express features are available right on the Main Menu page.  Just login and you’ll see the new links.  Click here to see the new Video Training page with the Express Introduction video (4 minutes).

For a new Outgoing referral, just click the link and use the buttons to lookup the Contact and Agent, fill-in the client information and click the SUBMIT button.  ReloSpec will save the record to your database, run the Action Plan, send the AutoPilots and if the record is going to another broker using ReloSpec it will be sent for you.  Click here to see the new Video Training page with the ‘Send Outgoing Referral’ training video (3 minutes).

Starting a new Incoming referral is similar to the Outgoing page.  Just click the link, fill out the form and SUBMIT.  ReloSpec will save the record, run the Action Plan and send the AutoPilots.  Quick and easy!  Click here to see the new Video Training page with the ‘Create Incoming Referral’ training video (3 minutes).

Accepting a referral that was sent to your Import table is quick and easy.  Click the ‘Accept Incoming Referrals’ link to open the updated Import page.  Click the SELECT button on the record you want to accept.  A page similar to the Express Incoming Referral page opens and the fields are filled-in with what was sent to you.  On that same page you can assign an agent if needed and select the Action Plan to be run.  (The ‘Express Incoming’ Action Plan is the default.)  The training video for this feature will be available very soon.  Find it by clicking the ‘Training Videos’ link on the Main Menu page.

From any of the new pages you may use the new default Action Plans for each page or you may select the one you want from the droplist.  Your choice.  The default Action Plans use the new simplified forms for Outgoing and Incoming referrals.

If you choose not to use the Express links on the Main Menu page, all pages you’re used to using are still available by clicking the CLIENTS icon, same as before.  Nothing has been taken away.  New time-saving features have been added.

IMPORTANT NOTE:  The default Action Plans (Express Outgoing and Express Incoming) are also new and need to be loaded in your database for them to be available.

  1. From the Main Menu, click the SETTINGS icon
  2. Click ‘Get Standard Action Plans’ in the right column
  3. Click the START button at the bottom of the page, scroll down the page and click the CLOSE button when it appears.
  4. All standard Action Plans will be loaded for you.  If you already have an Action Plan with the same name as the standard Action Plan, ReloSpec will skip over that one and import only the one(s) you are missing.

We hope you enjoy the newest time-saving features included in the Express links.

Posted in 411, ActionPlans, AutoPilot, Forms, New Features. 2 Comments »

ReloSpec Express coming soon

February 2, 2016 — relospec

Get there faster and easier with ReloSpec Express.  Today we are announcing ReloSpec Express and plan to have it available within the next couple weeks.

We’re very excited about these new features.  You may never use ReloSpec the same way again!

ReloSpec Express is a set of tools that will help you complete everyday tasks in much less time.  Think of it as riding the express train and bypassing stops to get to your destination faster!  Imagine completing new outgoing referrals in a fraction of the time it takes now.  Accepting Incoming referrals will be quick and easy.

Imagine clicking a link from the Main Menu page, fill out a form and have ReloSpec execute an Action Plan, send the AutoPilots and SEND the record to the other broker all automatically.  You just fill out the form and the rest is done for you!

If you want to continue using the Standard ReloSpec features and make decisions at each stop you can.  Or you can use the Express forms and complete the tasks much faster.

The ReloSpec Express features will be available to all ReloSpec users at no additional cost.  We’ll let you know when it is available.  Get ready to ‘board the Express’ very soon.

Posted in 411, ActionPlans, AutoPilot, Forms, Importing, New Features, Tips & Tricks. Leave a Comment »

Introducing the ReloSpec Assistant

November 10, 2015 — relospec

Today we are introducing the ReloSpec Assistant.  It is one of our most powerful features and is available today.

The Assistant is a development tool that automates ReloSpec functions and runs 24/7.  You do not need to be logged into ReloSpec for the Assistant to be working for you.

Here is an example of how the Assistant is working for a ReloSpec customer.  From the customer’s website a client clicks a link to open a ‘landing page’.  The client fills out the online form and clicks SUBMIT.  From that point the Assistant does the following:

  • Decides which area the client is interested in and assigns the next agent in that area.  The agent receives a text message and an email.
  • The agent has 5 minutes to accept the lead.  If the agent does not accept the lead, the Assistant selects the next (2nd) agent and starts the process over.
  • The assistant waits another 5 minutes and if not accepted assigns the lead to a 3rd agent.  If the 3rd agent doesn’t respond in time the lead is assigned to the office coordinator.
  • The assistant documents each step with the new lead as well as updating the Notes for each individual agent.
  • Once the lead is accepted, another series of steps are performed such as sending emails to clients and scheduling update requests with the agent.

Think of the Assistant as your own personal assistant that is watching your database and responding when certain events are triggered.  We expect there will be a wide variety of events the Assistant will perform depending on your specific needs.

Pricing for the Assistant is $400 per year plus the time required to build your specific tasks.  The hourly rate is $140.  Though the price may appear high to some, the price should be compared with the cost of a person performing the tasks versus the Assistant being ‘on call’ 24/7.

For more information about the Assistant and what it can do for you, contact Jim Evans (jim@ReloSoftware.com)

Posted in 411, ActionPlans, AutoPilot, New Features. Leave a Comment »

Easily Change Email Addresses in AutoPilots

November 4, 2015 — relospec

Do you use an Action Plan to create AutoPilots?  And, does the Action Plan Item include, say, an Office Manager that has changed?  Sometimes you’ll have AutoPilots with the old email address and you need to replace it with a new one.  Instead of trying to remember which AutoPilots may be going to the wrong email address you can now use a handy ReloSpec feature to do it for you!

In the Settings page there is a new link: ‘Search/Replace Email Addresses in Tasks’.  Click the link and you’ll be able to enter the old address and the new address and let ReloSpec find and update each occurrence.  This works for the following:

  • Task Activity = AutoPilot
  • Task is not yet Complete
  • Searches the To:, CC: and the BCC: field
  • Works if there are multiple email addresses entered in any of the 3 fields (To:, CC: and the BCC:)

You won’t use this feature every day, but it will be a handy thing to have when you need it!

Posted in 411, AutoPilot, New Features, Tips & Tricks. 1 Comment »

New USAA Forms Available

August 31, 2015 — relospec

This announcement is for ReloSpec customers who are members of Cartus.

Effective today there are two newly updated USAA forms which reflect the change to the USAA Real Estate Rewards program.  The two new ReloSpec forms are the ‘USAA Welcome Letter’ and the ‘USAA Thank You Letter’.  These two forms include the wording suggested by Cartus.

Be aware that the previous form names ‘USAA 1st Letter to Member’, ‘USAA 3 Mo Letter to Member’ and ‘USAA 3 Wk Letter to Member’ have been revised and are still available in ReloSpec.  The ‘USAA 1st Letter to Member’ and the ‘USAA Thank you letter’ are the same form.  Many already have the older forms in their Action Plans and will not need to update your Action Plan settings to use the newly updated forms.

The new Cartus forms are worded so as to apply to both buyer and sellers which is why there are not two versions of the Welcome and Thank You letters.

Posted in 411, ActionPlans, AutoPilot, Cartus. Leave a Comment »

At A Glance… is Improved; New Quick Reference Guide

August 14, 2015 — relospec

The ‘At A Glance…‘ box in the Client List page has been greatly improved.  This handy tool has been a great way to know how things are going in your database, well, at a glance.  Are you using it?  Do you check it often?

Now, the At A Glance… box has the following updates:

  • Responses    The Responses link shows the number of responses from agents and contacts that are in the Responses page.  The change is that if 1 or more of those responses is marked ‘Urgent’ by the sender, the link will have a yellow background.  This is meant to call your attention to the urgent responses.
  • AutoPilots with Missing Info    This link will display the number of AutoPilots that are missing the Email Address or the Form Name for the logged in user (not all people in your office).  Clicking the link will open and display the errant emails.  When the number of AutoPilots with missing info is > 0 the background will be red.
  • Agent Assignments Past Due    For agent assignments sent using the AutoPilot and which have ‘Response Required’ = YES, ReloSpec creates a new Task with the Activity = “Response”.  And in the Users table, each user may set the number of minutes that you’ll wait for the response to be past due.  When the responses become past due the number of them will be displayed in this link, and if the number past due is > 0 the background color will change to red.  (In this case, ReloSpec assumes you are using the ‘AutoAssign’ form sent by AutoPilot.)
  • Updates Past Due    This new link will track the number of update requests that are past due, as determined by the user in the Users table setting.  This setting is in terms of hours, so if you want to give your agents 2 days to respond to your request, you’ll enter 48 in the Users table field for Updates Past Due.  When there are > 0 updates past due, the background color will change to red.  (In this case, ReloSpec assumes you are using the ‘AutoUpdate’ form sent by AutoPilot.)

 

Also new this week is the ‘Quick Reference Guide’.  This handy reference is available by clicking the ‘Quick Reference’ link in the upper-left corner of the Client List page.  Simply click the topic you want and you’ll see handy step-by-step instructions.

Posted in 411, AutoPilot, Referral List Page, Tips & Tricks. 1 Comment »

Synchronized Records Enhanced

July 24, 2015 — relospec

Earlier this week we announced the Synchronized Records feature and the responses have been great!  Now you can search for ‘Brokers Using ReloSpec’ and use the SEND button to insert the record into the other database.  But, even better, the two records are synchronized so that when the agent is assigned, then you and the Referring Agent will know about it.  When the Status changes or when there are changes to the Transaction Address, Est Close Date, Est Sale Price, Close Date or the Sale Price your record will be updated automatically.

Another new, related feature has been added to the Client List page.  Below the grid you’ll see the status of the record with regard to synchronizing with another database.  One of three messages will appear.  They are:

This record has not been synched with another database

-or-

This record HAS NOT YET BEEN SYNCHED with the database: [DATABASE NAME]

-or-

This record has been synched with the database: [DATABASE NAME]

So, by checking the ‘Synch Status’ below the grid, or as displayed in the General Information section after clicking the pencil to edit, you’ll know whether the record has been sent to another database.  In addition once the record has been sent ReloSpec will insert a Note so you’ll know the Date/Time it was sent!

 

Be Sure To Update Your ‘Brokers Using ReloSpec’ Page

In order for other brokers to find you, the ‘Brokers Using ReloSpec’ page must be updated.  You are responsible for entering the Cities you serve in the page.  From the Main Menu page, click SETTINGS, then click the link for ‘Brokers Using ReloSpec’.  Enter your information there so other brokers can find you!

After Selecting the Other Broker, Use the SEND Button

Once you have used the ‘Brokers Using ReloSpec’ from the Client List page, be sure to click the SEND button to actually send it.  ReloSpec won’t send the record until you are ready.  Once you click the SEND button the other broker’s database name will appear in the page.  Just click the SEND button and the record will be sent.

Training is available

To register for the 30-minute Web Seminar on using the SEND button next Monday at 2:00PM Central time, click here

To view the Training Video on ‘Editing your Brokers Using ReloSpec’ page, click here

To view the Training Video on how to use the ‘Brokers Using ReloSpec’ page, click here

To view the Training Video on ‘How to Use the SEND Button’, click here

Though not mentioned in this article, to register for the 30-minute Web Seminar on using the new AP (Action Plans) button next Monday at 1:00PM Central time, click here

 

Posted in 411, ActionPlans, AutoPilot, New Features, Referral List Page, Training. 3 Comments »

Action Plans Help Streamline the Process

March 23, 2015 — Happybodyfood

By now, many of you know the power of using Action Plans. They assign pre-recorded tasks quickly to your referral, and free up hours of your time. For example, let’s say each time you add a new ‘In-Buy’ there are certain tasks you commonly do such as send the AutoAssign form to the agent and schedule your update requests. As soon as ReloSpec sees you have added the new ‘In-Buy’ record it will prompt you to ask if you want to add the tasks from the Action Plan. Click YES and it’s done automatically.

But there are a number of ReloSpec users who haven’t created the Action Plans to take advantage of this feature.

Beginning later this week, there will be a new button in the Settings page labeled “Add Sample Action Plans”.  When you click the button, it checks to see if you have Action Plans for In-Buy, In-List, Out-Buy and Out-List. If you do, then nothing is done. What you have will not be replaced. But, if you don’t then ReloSpec will insert them for you.

Note: New ReloSpec databases will have the Action Plans already loaded.

The effect will be that when you add new records ReloSpec will prompt you to use the commonly used tasks for that referral type. You can say YES use them or NO don’t. Your choice.

There are even Action Plans for a change in Status. When a record is updated to ‘Pending’ or ‘Closed’ for In-Buy or In-List, another Action Plan will pop up that provide important reminders.

You may change (customize) the Action Plan Items at any time while in the Action Plans page.  Or you may rename them or delete them and not have them pop up.

We hope your use of Action Plans will save you time as you add needed tasks.

Posted in 411, ActionPlans, AutoPilot. Leave a Comment »

Friday Update

December 12, 2014 — Happybodyfood

Welcome to the first ‘Friday Update’.  One of the suggestions from a recent Advisory Council meetings was to have a ‘Friday Update’ page to identify all the updates done with the Relocation Specialist software during the last week.

Each week, there are many updates and tweaks that are done with the software.  In the past, most of them were never announced but were often noticed by the more observant users.  We usually blog about the bigger, more noticeable changes, but the ‘Friday Update’ is an attempt to provide a list of all the changes.

There may be subtle changes that you could use that you may not be aware of.  Once you’re aware of them, you may want to use them.  Here is a list of the recent changes, in no particular order.  (Because this is the first ‘Friday Update’ there are a few items from previous weeks.)

  • Images option now allows you to update and store files for Agents and Contacts, independent of Referral records
  • New icons are used throughout the application for all Themes except ‘Classic’.  If you want to change the various color combinations (or ‘Themes’) go to the Settings page, Users, select your name and click UPDATE.  The ‘Theme’ field is on the right column.  You may view sample Themes there so that you can select the right one for you!
  • The Settings page has been rearranged into groups to make it easier to locate the button needed
  • The Clients List (formerly ‘Referrals List’) grid has been rearranged to:
    • Remove the radio buttons at the top of the page (no longer needed)
    • Display Client First Name and Client Last Name in separate columns
    • Combine the Referring and Assigned Agent names into one column  to save space
    • Display the Contact First Name in the Contact Name column
    • Change the layout so that the Email and Text Message icons come after the name(s) to make the names easier to read
    • The links on the left side of the page have been rearranged to include links for a selected Client record in the top group and all others in the bottom group
  • Updated the Agents page to display Notes below the grid (like the Clients page) and the Images below the Notes
  • Updated the Contacts page to display Notes below the grid (like the Clients page) and the Images below the Notes
  • New Report:  ‘Scorecard – Office 5’ was added to remove the Subtype and Color Code, and add the Initiation Date and the Transaction Address
  • New Form: ‘USAA Update Price Quote’ form was added for use by Cartus brokers only.  The link will open the USAA page and when submitted will post the page to USAA

Have a great weekend!

Posted in 411, AutoPilot, Cartus, Images Option, Referral List Page, Reports. 1 Comment »
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