ReloSpec is going to the Cloud

We’re happy to announce that the Relocation Specialist (ReloSpec) software will soon be running in ‘the cloud’.  In the simplest terms, cloud computing means storing and accessing data and programs over the Internet.  “But”, you might say, “ReloSpec has been on the Internet for years.  What’s different?”  The answer is ‘a lot’!

ReloSpec will be faster, more reliable and more secure in the cloud.

  • Rather than one server that all users login to there are multiple servers sharing the load
  • A newer, upgraded version of SQL database software is being used to store your data
  • Improved firewall hardware and software, and virus protection
  • As our needs grow, upgrades in memory and disk space will be easier and faster

The cutover date is scheduled for Friday, April 21st beginning at 11:00PM Central time.  During the cutover, ReloSpec will not be available for you to login.  This is so we can transfer all the databases from the old server to the new one.  It is estimated the transfer will take a few hours.  Provided all goes as planned ReloSpec will be available again early Saturday morning, April 22nd.  A follow-up blog will be sent when you’re able to log back in.

Beginning next week the new Internet address to use to login will be www.ReloSpecCloud.com.  You may still be able to access ReloSpec using the current URL you are using, but we prefer you go directly to the new URL.  You’ll use the same ID/Password you use now.

This move to the cloud is the biggest upgrade to ReloSpec since we converted to the Internet version many years ago.  We hope you enjoy the improvements.

Do you use Lone Wolf software?

ReloSpec is working with Lone Wolf to establish an API (Application Program Interface) link between our two products.  We’re at the point where we need to know which of our users would be interested in using the API.

The idea is to allow data to flow automatically between ReloSpec and Lone Wolf.  This would be an option you would purchase from ReloSpec and the target price is $10-$35/month.  There may be an annual rate as well at a reduced cost.

For now, we just need to know who would be interested.  If you are using Lone Wolf now or anticipate using Lone Wolf please let us know ASAP.  Send an email to Jim (Jim@ReloSoftware.com) and he will be in touch.  Please include the words “Lone Wolf” in the Subject line.

New Report: Scorecard – Opportunities by Agent

We’re very excited about a new report that provides more information about your agent’s performance.  The Advanced report name is ‘Scorecard – Opportunities by Agent’ and is listed in your REPORTS page.

Why this new report?  You have always been able to generate a report based on referral records where the agent was assigned and stayed assigned.  But that is not always what happens.  If the Assigned Agent was changed to another agent you weren’t able to track what happened with the original agent.  Now you can, and it is all done for you automatically!

THIS IS A VERY BIG DEAL!  Each time you assign an agent, a new Note is added to the Agents Notes table (not the Referrals Notes table).  The [Disposition] is entered as “Assigned” and ReloSpec knows to which referral record.  Once the agent accepts the assignment using one of the ‘AutoAssign’ forms, in addition to everything else, ReloSpec adds an Agents Notes record noting that it was “Accepted”.  Or, if the agent rejects the assignment, we track that along with the reason given by the agent!

So, now when the agent asks you why you don’t assign anything to him/her, you can run this new report and have ALL the results at your fingertips!

Click here to view a sample of this new report.  Notice it displays all Agents Notes and the disposition for each.  They are grouped by Referral record number, Client Last Name and Transaction Address.  You may run the report for any date range.  (Year-to-date is the default)

NOTE: ReloSpec began creating the Agents Notes this morning, so it will take a few days or weeks to build up the data needed for your report.  But, it is all in progress now and you didn’t have to do a thing!

Report Update: Scorecard-Summary for Offices, Agents

Many of you reviewed the new Advanced ‘Scorecard – Summary’ report and let us know you appreciate the clean look and the ability to get results quickly.

However, a few of you have not been able to use the original report due to a large number of agents in your Agents table.  When selecting “All Agents” in the droplist there were too many for the report to process properly.

The original report is now two reports; the ‘Scorecard – Summary by Office’ and the ‘Scorecard – Summary by Agent’.  When you want to see results for one or more Offices choose the ‘…by Office’ version and when you want a report with one or more agents (not all agents) use the ‘…by Agent’ version.

Both reports group by Office(s), then Agents and will expand horizontally to display your unique Referral Status totals for each agent with one line per agent in a concise easy-to-read report.

Enjoy!

Training Webinars Announced

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.

New Report: Scorecard – Summary

Are you looking for a report that provides a summary of referrals assigned to a specific agent or office?  The new ‘Scorecard – Summary’ report may be just what you need.  Here are some of the features of this report:

  1. It allows you to filter for any Date Range.  Notice that the date range is for all records received or sent and does not filter for Closed Date.  You only see records sent or received for your agent within the date range.
  2. You may filter for one specific agent or all agents within one specific Office or all offices.  If you want all the agents within an office or set of offices, select ALL from the Agent droplist then select only the Office(s) you want.
  3. The report will accommodate whatever Referral Status settings you are using.  The report will expand automatically to include the Status settings used during the date range.
  4. It also includes Sale Price totals and averages, Difference and averages between List and Sale prices as well as Difference and averages between BMA and Sale Price
  5. The report is a summary and displays just one line per agent.  Very concise!

It is likely that once this report is viewed there will be requests for new variations.  Please review it and let us know how we can help you.

To view the report click the REPORTS link and browse to the ‘Advanced’ report “Scorecard – Summary”.

Happy New Year!

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:

  • Express Forms
  • AutoPilot
  • Action Plans
  • Update ‘Brokers Using ReloSpec’
  • Using the Referral Submit Form
  • Customized Letters
  • Create your own team of Agents
  • Monitor Responses
  • The Tickler
  • Scheduled Reports
  • Change your User Profile
  • Agent Access
  • Corporate Access

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.