New ReloSpec version starts Monday

As was announced in the previous blog this week, the new Relocation Specialist (ReloSpec) version will be in production on Monday, July 2nd.  This new version is easier to use, a little better looking and the ADD NEW page will save lots of time when entering new referrals.

If you want a quick orientation to the new Client List page a 10-minute video is now available.  Click here to view the video.

Be sure to review the previous blog and the section on ‘Getting Ready for the new ReloSpec version’.  There are simple instructions there that will be important for using the new version, especially the importance of allowing pop-ups.

Thanks to all who helped with suggestions and encouragement.  We’re very excited to show off this latest version.

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.



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!


Announcing Customer Advisory Boards

In the effort to address specific customer needs and build value-added features into the Relocation Specialist (ReloSpec) software, we are now forming ‘Customer Advisory Boards’.  Members of each specific board will help identify those features that may be unique to that group, be given an opportunity to beta new features, and review new design options.

We are planning to have these groups separated by affiliation so we can better understand and address your specific needs.  The groups are:   1) Berkshire Hathaway HomeServices and Real Living brokers, 2) members of the Cartus broker network, 3) members of LeadingRE, as well as, 4) a general Relocation Director group.   The Boards will meet once a month for about 30-45 minutes over the Internet.  Board members will help determine the best date/time to meet.  The suggested time is 11:00 Central time on either a Tuesday, Wednesday or Thursday.  Representatives from Constellation Web Solutions, the owner of the ReloSpec software, will conduct the first meeting though future meetings may be conducted by board members.

If you would like to volunteer to serve on one of the Customer Advisory Boards, please let us know.  You may CLICK HERE to submit your name and suggested meeting time(s).

We look forward to working with you to bring time-saving solutions to the ReloSpec software.

Main Menu Page Gets A Facelift

You will soon notice that the ReloSpec Main Menu page has a new look.  With the help of the Constellation Web Solutions team, the page is now more up-to-date.  The old icons are gone and a new menu bar has been added at the top. This is a brief preview of future changes that are planned for other ReloSpec pages.  

Over the next few months we’ll begin with the most-used pages and continue from there.  Not only will there be a new look, but we’re very excited about new easy-to-use features that are planned.

NOTE: For those of your using Internet Explorer (IE) in ‘Compatibility Mode’ you may find it necessary to use the link at the bottom of the page to change back to the ‘Classic Version’ of the page.  We will not be programming for Compatibility View for future ReloSpec pages.  If you use IE in Compatibility Mode, and you want to view the new page, do the following:  1) Click the gear in the upper-right of the page, 2) Click ‘Compatibility View settings’ and 3) Remove the entry for “”

What do you know about Constellation Real Estate Group?

As you know the Relocation Specialist (ReloSpec) software was purchased by the Constellation Real Estate Group last November.  This has been a very good thing for all concerned; especially you our valued customers.  Constellation brings many years of dedicated service and expertise in the real estate industry and we look forward to value-added features coming soon as a result.

We thought it would be helpful for you to know more about the Constellation Real Estate Group.

Constellation Real Estate Group is the real estate industry’s top source for software and marketing

40% of the Top 10 US Brokers and over 300,000 real estate professionals drive their success with products from Constellation Real Estate Group.

You are probably more familiar with our different product brands:

Constellation Web Solutions 
Constellation Web Solutions is a real estate marketing company providing industry-leading real estate websites, mobile technologies, data services, and interactive voice response systems. We work with our customers to define strategies and implement innovative ways to grow their businesses by combining strategy, technology, and real estate marketing to provide the best websites available.

Relocation Specialist
For over 20 years, Relocation Specialist (Relospec) has been a leader in relocation management software. Relocation Specialist tracks and manages all relocation activities, and provides relocation departments and agents effective tools for tracking and distributing referrals.

The BIRDVIEW brand began in 1998 and created an amazing out-of-the-box website solution. It has a rich history in real estate software and built products to impact agents, teams, and small to mid-size offices that are looking for a solution that allows them to use a template based system, with any design they choose that includes hosting, IDX integration, calls to action, lead management, lead routing, drip email marketing, content editing and much more.

Market Leader 
Market Leader provides an intuitive system for agents and teams to generate and convert leads including a customizable IDX website, mobile and desktop CRM, a fully integrated marketing design center and leads products—delivering leads, not impressions—to ensure a steady stream of exclusive leads throughout the year.

Sharper Agent
Sharper Agent is a full marketing suite that helps real estate professionals systematically build quality lead pipelines through consistent marketing and client relationship management. With thousands of professionally designed marketing templates, automated multi-channel campaigns, online marketing tools, and streamlined contact management, everything you need is at your fingertips.

Diverse Solutions 
Diverse Solutions is a leading provider of IDX plug-ins, enabling multiple listing service (MLS) listings to display on real estate agents’ WordPress or custom websites. Diverse Solutions provides easy-to-implement technology to help real estate professionals manage their brands and businesses in a fast and easy way

With Z57, you get solutions for social media marketing, connecting with mobile consumers, a professional lead capture website, tons of marketing tools, comprehensive training and unlimited support to help you every step of the way – and all for one low monthly price. In addition to all of our tools and training, you’ll be working with a company who has over 14 years in the real estate internet marketing business dedicated to your success.

The #1 Client Generation Software for real estate agents where the focus is on generating more leads, tracking behavior, and optimizing follow up. Zurple intelligently engages leads by sending personalized emails to each lead from your email address. Zurple’s software generates and captures leads while converting them into clients through conversations.


Do you want to learn more about a CSI product or service, schedule a demo

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 (