The schedule for the 30-minute web seminars (webinars) has been updated with classes between now and the end of the year. The webinars are free and pack lots of great ideas for saving time with Relocation Specialist.
Why not take a minute now to schedule the webinar(s) you need. Here is the link for the Web Seminar schedule.
You may now enter the agent’s website address in the Agents table and have it added to the Referral record when using the handy ‘Lookup’ link in the Referrals List page. This will work for Referring Agents or Assigned Agents.
And, when sending the FORM named ‘Client Notification of Agent’ the agent’s website address will be included along with the other contact information in the email!
Need to keep track of the times when an agent rejects a referral? Many of you have used the Agents Notes table to enter the information, however now it is easier to enter and is more specific.
To record when the agent rejects a referral, click the AGENTS link on the left side of the Referrals List page, select the agent and click the ‘View Notes’ button. The (Agents) Notes page will open. Click ADD NEW and you’ll see two new fields, [Disposition] and [Description]. For the Disposition field you have a droplist with choices of “Accepted” or “Rejected”. For the Description field you have another droplist with the following choices, “Price”, “Vacation”, “Too busy”, “Did not answer”, “Location” or “Referral Type”.
The option to add to the Agents Notes table is also on the ‘Lookup’ page that you use to find the agent to assign; Referring Agent or Assigned Agent. So, if you already have one agent as the Assigned Agent but need to assign a different one, using the ‘Lookup’ page you can find the first agent add the “Rejected” note, then find the replacement agent, click the button and bingo, the new agent is in place and the previous agent has the “Rejected” note added!
Soon, the Agents Notes will be added to the Agent Scorecard reports so that you’ll be able to see the results for the agent within the date range along with the number of times the agent rejected a referral opportunity and the reason.
For those of you who are sending forms manually and need a note entered that documents what was sent and when, ReloSpec has the answer. That is, for two forms to begin with. In the past we have always recommended using the AutoPilot to send forms so that ReloSpec would document what was sent and when. And, using an Action Plan is still the fastest way to insert a new AutoPilot item, even if it is for just one item.
But now, when you click FORMS, and select either the ‘Accounting Sheet Details’ or the ‘Outgoing Information Sheet w/Ack’, ReloSpec will insert a note into the Referral record with Who sent which Form to Whom. All you do is open the form, insert an email address and SEND!
It is possible we will add this feature to more forms as they are requested. Please let a member of the ReloSpec Team know if there are additional forms that should be considered to have this additional feature.
It’s time to review the schedule to see if there is a seminar that you can use. Do you want to save time while using ReloSpec? Do you want to learn about the latest (free!) features that have been added? Or, do you want to brush up on something you should have learned a long time ago?
Have you been thinking, “I know there are things that would save me time, but I haven’t learned them yet”? Now is the time! You can learn about all the new features, or improve on the ones you already know. A 30-minute investment of your time now will save you hours of time later! Plus, they’re free!
The new Web Seminars list is available now. Click here to view the list.
Are your agents telling you they’re submitting their responses to your update requests but they’re not in the Responses table? It is likely they’re already in the Notes!
A new feature allows you to send most responses that are submitted from the AutoUpdate form, and other similar forms directly to the Notes table. In the Users table there is a field labeled ”Send Updates directly to Notes? (by-pass the Responses page)”. By setting this field to YES, then all responses from the AutoUpdate forms will be inserted into the Notes table.
This feature is most often used by people who want to look in one place for all the latest notes on a particular record. With this feature set to YES then you’ll be able to just open the Notes page to view activity and not need to also open the Responses page to see if there is anything waiting there for that client.
The standard ReloSpec Closing page has been enhanced (again). You may remember that a couple of months ago we added the ability to change the Referral Status automatically after updating certain date fields. The pop-ups that appeared haven’t been the most elegant and it was understood that they were somewhat temporary.
One of the issues was that some ReloSpec customers wanted a pop-up to appear after updating the Contract Date field so they could select “Contract” for the Status. The problem was that some didn’t even use the “Contract” setting and when they inadvertently clicked the wrong button they had a Status in the record that they didn’t want. Oh, those unexpected circumstances!
The following changes have been made. Once you enter the date and hit the TAB key, the new pop-up page will appear after updating any of the following Closing Page date fields:
Contract Date
Est Close Date
Closing Date
Final Sale u/d Date
If you don’t already have “Contract” as one of Referral Status settings, it will not be available when any of the pop-up pages appear. So, now after entering the date and hitting the TAB button the page will appear with selections you may want to use.
We hope you find the enhanced Closing Page pop-ups to be helpful.
Want to save time by learning some cool ReloSpec features? Is it time to ‘stop chopping and sharpen the ax?’
The latest schedule for FREE Web Seminars is now available. Invest 30 minutes and save hours with ReloSpec. The Web Seminars Schedule is available by clicking the link on the Main Menu page, or just click here to register for the class(es) of your choice!
The ‘Previous Referral Type’ field has been added to the Referrals List page. It is next to the ‘Referral Type’ field. This new field will allow you to record what the previous Type was and store it with the record.
Say you have a “BMA” which changes to an “In-List”, and later you’ll want to run a report that shows how many records that started as a BMA turned into a different type of sale. Now you can track those changes with the new ‘Previous Referral Type’ field.
A new ‘Previous Referral Type’ (Advanced) report will be available soon.
One of the most popular ReloSpec forms is the ‘AutoUpdate’ form which is emailed to the agent. The agent opens the email, clicks the link, fills out the form and clicks SUBMIT. The form results come right back into the database.
At the bottom of the form are additional fields that allow the agent to submit the Transaction Address, Est Close Date, Est Sale Price, Sale Price and Actual Close Date. Those form fields automatically update the corresponding fields in the database record.
Now the Contract Date has been added to both the AutoUpdate and the AutoUpdate2 forms. Upon submitting the form, the corresponding field in the Closing page will now also be updated.
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