Upgrades in the Works: Part 2

The design work continues with the ReloSpec software and our emphasis on the Client List page.

Today we’re addressing the ‘Quick Reference‘ section of the Client List page.      We want your input!  What are your thoughts regarding the items listed under ‘Quick Reference‘?  Please take a few minutes to complete the survey.  Click here to take our QUICK REFERENCE section survey.

Last week we asked you about the ‘At-A-Glance’ section and your responses were fantastic!  More than 40 of you completed the brief survey and we learned a lot about what’s important to you.   Those of you that sent a response we are going to send you an additional message with more detailed questions about the sections of AT A GLANCE that you utilize.   We are not wanting to remove functionality, but we do want to reorganize the layout to include a top menu bar like you see on the Main Menu page.

Thank you for all your help!

Upgrades are in the works, and How You Can Help

As you have noticed the ReloSpec Main Menu page has changed with the addition of a simple menu bar.  The design change for the main menu page is temporary as we gear up for a complete overhaul.  Expect ReloSpec to not only look clean and modern but it will be easier to use and much more efficient.

We’re very excited for the upgrades that are planned.  And, that is where you come in!  We want your ideas and suggestions for ReloSpec.  We will be addressing the Client List page first.  That is where many of you spend most of your time and we want to make your ReloSpec experience much better.

We have separated the page into four sections which we’ll identify today.  They are the ‘At-A-Glance’ section at the top of the page, the Quick Reference links on the left side of the page, the navigation buttons above the grid and the grid itself where the referral records are displayed.

The At-A-Glance section is one we’ll address first.  Our thought is to remove it from the page.  Some of the links currently there would be either displayed on the Main Menu page or be available on the new menu bar or removed altogether.  We want to know if you regularly use the At-A-Glance box.  If so, what features do you like and which ones are not necessary?

We have a short survey (2 questions + comments) we want you to take to provide your feedback.  Here’s the link.

In future blogs we’ll address the other sections.  Here’s a preview of what we’re thinking.  You’ll be given a chance to share your ideas in future short surveys.  The Quick Reference links  and the navigation buttons will be removed from the left side of the page and replaced by a convenient menu bar.  The grid will be where the bulk of the changes will appear with clean, tabbed pages.  More coming soon!

Meeting with Real Estate Digital (R.E.D.)

We had a great meeting with our Constellation Software partner, Real Estate Digital (R.E.D.) yesterday.   We are looking at ways to integrate more sources into ReloSpec and would like your input.

As you may know ReloSpec can receive leads from LeadingRE’s Xchange, certain broker’s websites, broker-to-broker referrals and a few other sources.

Which lead sources would help you by integrating with Relocation Specialist (ReloSpec)?

Let us know, by going here.

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 “ReloSpecCloud.com”

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.
constellationws.com

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.
relosoftware.com

BIRDVIEW 
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.
birdview.com

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.
marketleader.com

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.
sharperagent.com

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
Diversesolutions.com

Z57
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.
Z57.com

Zurple
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.
zurple.com

 

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

Pre-recorded Checkup Webinar is Available

Response to the web seminars has been great!  We appreciate those who were able to invest a few minutes to sharpen their ReloSpec skills.

However, many were not able to attend and have requested having a recorded version of the webinar available for viewing at any time.  We’re happy to announce that we have added the ‘ReloSpec Checkup’ webinar as the first item on the list of pre-recorded webinars.

To view the webinar, click the link on the Main Menu page for Web Seminar Schedule.  Scroll to the bottom of the page and click the link for the ‘ReloSpec Checkup’.  Or, click here for a quicker way to view it.

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 (jevans@prosws.com) or Sue (sue@prosws.com).

 

ReloSpec Images Option Getting More Secure

This blog update is for those ReloSpec customers using the Images option.

Data security has always been an important part of the Relocation Specialist (ReloSpec) software.  Due to recent concerns about the security of the uploaded image files today we are announcing changes that are coming for those using the Images option which will be just as easy to use, but more secure.

What will change is the location of the uploaded image files and the way they are sent to others requiring a copy of the file.  The Images option has always included a way to email the file(s) to someone else.  The page that was sent included HTML links that allowed the user to view the file online.  That option is going away in favor of sending the file as an attachment.

And, viewing an uploaded file by the ReloSpec user will change slightly.  You’ll still click a button to view it, but rather than viewing the file within its folder, a copy of the file will be put into a temporary folder with a GUID-style ID number.  There will be no chance of someone being able to access uploaded image files.

In addition, certain ReloSpec forms include a photo (image) of the agent.  Those forms will be updated at a later time.  You may continue to use such forms; for now they just won’t include the agent’s photo.

We expect to have this security upgrade completed by tomorrow (Saturday, September 15th).

 

New Reports: BMA Variance and Conversion reports

Recently we announced the ‘BMA Variance’ report.  The response has been great, but “what about a ‘BMA Variance’ report for agents?” we were asked.  So, now there is a ‘BMA Variance by Agent’ and a ‘BMA Variance by Office’ report.  Both reports show the difference between the BMA price and the sale price as a percent.

In addition we have created the ‘Conversion, Grouped by Agent’ and the ‘Conversion, Grouped by Office’ reports.  So now you can display the results of records received ONLY within the Date Range for an Agent or an Office.

These reports are provided as a result of customer requests for reports.  Please let us know if you need something you cannot find in ReloSpec.  We’re here to help you.

 

New ReloSpec Report: BMA Variance

Another new ReloSpec report has been added: ‘BMA Variance’.  This report allows you filter by date range, Office, Referral Type, Referral Status and Subtype.  Among other fields it displays List Price, BMA Amount, Sale Price as well as the percent differences between List Price and Sale Price as well as BMA Amount and Sale Price.

For the math majors the BMA Variance is calculated as ((Sale Price – BMA Amount) / BMA Amount).  The percent difference between List Price and Sale Price is calculated as ((Sale Price – List Price) / List Price).

 

And speaking of ReloSpec reports…

  • Are you still trying to find the one report that gives you what you need?
  • Are you sure it is in there, but you don’t know how to retrieve it?
  • Are you frustrated trying to get the report(s) you need?

Please let us help you!  By now there are many excellent reports in various categories.  But, we know!  The one you need may be hard to find.  Do not despair.  Use the Help Desk to submit a request, or email us (info@prosws.com or support@prosws.com) or call Jim at 402/426-9542.  We want to help make the reports one of the ReloSpec’s BEST features!