For those ReloSpec customers who are members of the Cartus Network, you’ll want to know that the two new forms ‘1st Two Weeks LST’ and ‘1st Two Weeks HF’ are now in the ReloSpec FORMS page. These two forms are variations of the ‘Monthly’ forms and have new form names assigned to them. This means that if you use the Action Plans feature to send forms to your agents you’ll want to update the Action Plan Items to include the new ‘Two Weeks’ forms rather than the ‘Monthly’ ones.
The ‘Monthly’ forms will remain in ReloSpec for the foreseeable future, though Cartus wants you to begin using the new ones beginning February 3rd.
Relocation Specialist has a lot to offer. Many times new users learn the basics then get so busy they don’t go back to learn the shortcuts and cool features that would save a lot of time.
Need help? Click the link below to complete the ReloSpec Features Checklist. There’s about 40 questions that will help you identify what’s missing in your ReloSpec repertoire. Many of the possible answers are “Tell me how…” or “Set it up for me…”. The idea is to identify where you could use some help and have a ReloSpec Team member help you.
Plus, once you complete the survey your name will be entered into the drawing for a new Kindle Fire HDX to be given away on Wednesday, November 27th.
We look forward to hearing from you, and Good Luck in the drawing!
New Web Seminars are now available for the rest of October as well as November and December. Are you willing to invest 30 minutes to save hours of time each week? The Web Seminars are a great way to learn those time-saving features you’ve been wanting!
Click here to register for your choice(s) of the Web Seminars
New Web Seminars are now available for the month of OCTOBER and one is already available for November. Are you willing to invest 30 minutes to save hours of time each week? The Web Seminars are a great way to learn those time-saving features you’ve been wanting!
Click here to register for your choice(s) of the Web Seminars
New Web Seminars are now available for the month of September and a few are already available for October. Are you willing to invest 30 minutes to save hours of time each week? The Web Seminars are a great way to learn those time-saving features you’ve been wanting!
Click here to register for your choice(s) of the Web Seminars
Are you spending a lot of time generating ReloSpec reports, then needing to distribute them to others? Use the ‘Scheduled Reports’ feature to save time and effort!
With Scheduled Reports you identify which report(s) go to whom on what date and let the ReloSpec AutoPilot do the rest for you. Create a separate Referrals table record to which you’ll assign the AutoPilots. Each AutoPilot (ToDo table record) will have the date, addressee, the form name (‘Custom Letter (blank)’) and the Body of Letter that identifies which report to send.
If it sounds a little complicated, it’s not. Check out the new Training Video for ‘Scheduled Reports’ (7 1/2 minutes), and as always, your ReloSpec support team is ready to help you save time. Just let us know.
Today we’re happy to announce many new features that are available today, or will be available very soon. And, there is NO CHARGE for the licensing of any of these features. Enjoy!
Reports, Reports, Reports
You have been telling us what you want and we have been listening! We admit there are too many ReloSpec reports, but you aren’t expected to use them all. You should just use the ones you’ll call your ‘Favorites’. How do you find your ‘Favorite’ reports? That’s where we can help! As a free service, you just let us know what you’re looking for and we’ll provide you with an updated short list of reports that meet your needs. No more searching, trying and viewing endless reports to find what you need.
Better yet, if you have a report you’re producing now and want ReloSpec to do the work for you, just email us a copy of the report(s) and we’ll match it with your new ReloSpec ‘Favorite’.
Use the ReloSpec ‘Help Desk’ to submit your request and we’ll help you find the report(s) that will save time and effort!
A Possible New Favorite Report?
What’s one more ReloSpec report, right? But wait. This one is special. You may already know about the ‘Scorecard – Agent’ reports. There are now 6 versions and the latest may be the best. Click the REPORTS link, browse to ‘Scorecard – Agent 6’ and open the report. In one concise report you’ll know totals for Incoming vs. Outgoing, Est Close Dates and Amounts, Dead records with the Dead Reason, % Closed, % Returned Surveys and Agent Generated info! What a great report! Soon there will be a variation of this report for ‘Scorecard – Offices’ that uses similar results for Offices instead of Agents.
Let us help you with all your ReloSpec reporting needs!
AutoPilot and Responses Pages Are More User-Friendly
Beginning today when you filter records in your AutoPilot or your Responses pages you can ‘Process’ individual records and the filtered records will remain in the grid. This allows you to select the records you want, ‘Process’ records one at a time and not have to re-filter the records to process the next one(s). This makes it much easier to select records and process only the ones you want without interruption. Nice!!!
Goals For Agents And Offices Coming Soon
Coming soon you’ll be able to enter specific goals for Agents and for your Office(s), and then be able to report on percent accomplishment of the goal. Proposed Goals for Agents include: % Closed, # of Outgoing, # Surveys Returned, Survey Ratings, # of Agent Generated referrals and % of BMA Variance. You’ll be able to enter the fields in the Agents table then run specific reports to view Current Status. If you have specific suggestions for use of the Goals and the Reports needed, please let a member of the ReloSpec Team know.
Agent Access is Available for FREE!
Do you have agents who want to login and view records assigned to them? Or, perhaps they don’t want to wait for the Update Request to be emailed before they provide an update? Now you can assign an ID/Password for your agents to use that will allow them Read-Only access to ONLY the records assigned to them. They may View the records, provide Updates that go directly to your Responses page, run reports on their performance and Submit New Referrals that go directly to the ReloSpec Import table.
One of the reports will include their performance as compared to their Goals you entered for them in the Agents table in a concise format. You’ll be able to enable or disable as many agents as you like. You will control their access and what they’ll see. Watch for the Training Video coming soon. This option is scheduled for release by the end of May 2013. The license for Agent Access is free, but on your Annual Maintenance you’ll be charged $10/year for each agent using the service. Quantity discounts may be available for more than 30 agents.
Do you really have time to re-enter records from other databases like Cartus Broker Center, LeadingRE Xchange, Trulia, Zillo and other sources? Why not take advantage of the great time-saving options that ReloSpec has to offer?
For Cartus Brokers
Use the Copy/Paste feature to instantly insert records from Broker Center into ReloSpec. Just select the record in Broker Center, click a couple buttons and the record is instantly in your Referrals table. Select your agent, then you can use your Action Plan(s) and with one click instantly make all the assignments, send emails and schedule updates. This will save you TONS of time! Ask about a 30-day FREE trial.
For Leading RE Brokers
Use the Application Program Interface (API) to have all Xchange records inserted automatically into your ReloSpec database. Or, when entering an Outgoing record in ReloSpec, click the checkbox and have the record instantly added to Xchange. PLUS, the bonus is that all agent updates in ReloSpec are automatically send to the Notes in Xchange! Why aren’t you using this yet?
For Records From Your Website, Trulia, Zillow, Realtor.com and Other Sources
Why not have all those leads go automatically into your ReloSpec Import table? You can scrub them there, move the ones you want to the Referrals table and work them from there. Need help processing and managing all those leads?
Let us know how we can help you we can help you save more time! Contact us today: info@prosws.com
Let us know if we can help you take advantage of the features you already have! Either call or submit a Help Desk request and we’ll be there to help you save more time!
The ReloSpec Team
ReloSpec411 