ReloSpec Express Expanded to Import Page

February 23, 2016 — relospec

The new ReloSpec Express links were introduced last week and the response has been tremendous!  ReloSpec users are using the new Incoming and Outgoing Express pages to quickly insert new records, apply Action Plans, send AutoPilots and send broker-to-broker referrals to other ReloSpec users – All in one quick, easy step.

Now the Express features have been expanded to the Import page.  When you receive referrals from people using the Referral Submit form, or from other brokers or from your website or wherever, you’ll instantly know the number of records for you to review.  The Express link labeled ‘Accept Incoming Referrals’ will display the total number of records in the Import table.

Click the link and you’ll see the record(s).  Now, click the SELECT button and the record will appear in an Express Incoming page.  There  you can select an agent, assign an Action Plan or update the record as needed.  When you’re ready, click the ACCEPT button and the record is moved to the Referrals table, the Action Plan is run and the AutoPilots are sent!  Quick and easy!

The Express links are all found on the Main Menu (Landing) page.  They’re designed to help you get new referrals handled quickly without making multiple ‘stops’ to select the Action Plan, send AutoPilots, etc.

NOTE: When you login, if you are taking immediately to the Client List page and the AutoPilot page is opened for you, you may be missing the Express links altogether.  The reason this happens is because you have that option selected in the Users table.  If you want to stay at the Main Menu page and access the Express links, go to the SETTINGS page, click USERS, select your user name, click the pencil and change the setting for ‘Display AutoPilots upon Login’ to NO.  Then, when you login you’ll remain at the new Main Menu page with the Express links.

Posted in 411, ActionPlans, AutoPilot, Importing, New Features. Leave a Comment »

ReloSpec Express Has Arrived

February 18, 2016 — relospec

Entering Outgoing and Incoming referrals, and accepting referrals from your Import page just got a LOT easier and faster with the new ReloSpec Express features.  With ‘Express’ you pass right by the multiple stops for Action Plans, AutoPilots and the SEND button and complete the tasks in one step!

All Express features are available right on the Main Menu page.  Just login and you’ll see the new links.  Click here to see the new Video Training page with the Express Introduction video (4 minutes).

For a new Outgoing referral, just click the link and use the buttons to lookup the Contact and Agent, fill-in the client information and click the SUBMIT button.  ReloSpec will save the record to your database, run the Action Plan, send the AutoPilots and if the record is going to another broker using ReloSpec it will be sent for you.  Click here to see the new Video Training page with the ‘Send Outgoing Referral’ training video (3 minutes).

Starting a new Incoming referral is similar to the Outgoing page.  Just click the link, fill out the form and SUBMIT.  ReloSpec will save the record, run the Action Plan and send the AutoPilots.  Quick and easy!  Click here to see the new Video Training page with the ‘Create Incoming Referral’ training video (3 minutes).

Accepting a referral that was sent to your Import table is quick and easy.  Click the ‘Accept Incoming Referrals’ link to open the updated Import page.  Click the SELECT button on the record you want to accept.  A page similar to the Express Incoming Referral page opens and the fields are filled-in with what was sent to you.  On that same page you can assign an agent if needed and select the Action Plan to be run.  (The ‘Express Incoming’ Action Plan is the default.)  The training video for this feature will be available very soon.  Find it by clicking the ‘Training Videos’ link on the Main Menu page.

From any of the new pages you may use the new default Action Plans for each page or you may select the one you want from the droplist.  Your choice.  The default Action Plans use the new simplified forms for Outgoing and Incoming referrals.

If you choose not to use the Express links on the Main Menu page, all pages you’re used to using are still available by clicking the CLIENTS icon, same as before.  Nothing has been taken away.  New time-saving features have been added.

IMPORTANT NOTE:  The default Action Plans (Express Outgoing and Express Incoming) are also new and need to be loaded in your database for them to be available.

  1. From the Main Menu, click the SETTINGS icon
  2. Click ‘Get Standard Action Plans’ in the right column
  3. Click the START button at the bottom of the page, scroll down the page and click the CLOSE button when it appears.
  4. All standard Action Plans will be loaded for you.  If you already have an Action Plan with the same name as the standard Action Plan, ReloSpec will skip over that one and import only the one(s) you are missing.

We hope you enjoy the newest time-saving features included in the Express links.

Posted in 411, ActionPlans, AutoPilot, Forms, New Features. 2 Comments »

ReloSpec Express coming soon

February 2, 2016 — relospec

Get there faster and easier with ReloSpec Express.  Today we are announcing ReloSpec Express and plan to have it available within the next couple weeks.

We’re very excited about these new features.  You may never use ReloSpec the same way again!

ReloSpec Express is a set of tools that will help you complete everyday tasks in much less time.  Think of it as riding the express train and bypassing stops to get to your destination faster!  Imagine completing new outgoing referrals in a fraction of the time it takes now.  Accepting Incoming referrals will be quick and easy.

Imagine clicking a link from the Main Menu page, fill out a form and have ReloSpec execute an Action Plan, send the AutoPilots and SEND the record to the other broker all automatically.  You just fill out the form and the rest is done for you!

If you want to continue using the Standard ReloSpec features and make decisions at each stop you can.  Or you can use the Express forms and complete the tasks much faster.

The ReloSpec Express features will be available to all ReloSpec users at no additional cost.  We’ll let you know when it is available.  Get ready to ‘board the Express’ very soon.

Posted in 411, ActionPlans, AutoPilot, Forms, Importing, New Features, Tips & Tricks. Leave a Comment »

Guest Database Now Available

December 4, 2015 — relospec

Sending broker-to-broker referrals?  You already know about the SEND button and how you can send b-2-b referrals to other ReloSpec users.  By using the SEND button you put a copy of your referral in the other database.  When the agent is assigned or the Status changes or a number of other settings change your record will be updated automatically!

But, what if the other broker doesn’t use ReloSpec?  Now you can send it to them too!  By using the SEND button ReloSpec will look to see if you have already identified the other broker’s ReloSpec database name.  If not, it will assume you’ll send it to the GUEST database.  The name “GUEST” will appear in the SEND page.  Just click ‘Send’ and a copy of the record is in the other broker’s Guest database.

The other broker will automatically receive an email notifying them the record has been sent along with a link to http://www.MyReloSpec.com and the ID and Password they’ll use to access their record(s).  If other ReloSpec users send referrals to the same broker that broker will still only have one ID/Password to use to view ALL the records.

Why use the GUEST database?

  • It provides instant Read-Only access to the client details
  • The broker can read the (Public) Notes for the client
  • The broker can use the ‘Send Update’ button to keep you up-to-date.  (Goes to your Responses page!)
  • There is nothing for you to setup for the other broker!  It’s all automatic.
  • There is no cost for you or the other broker to use it!
  • Referrals may be sent anywhere in the world.  Soon, all pages associated with the GUEST database will be available in over 90 languages using the Google Translate(TM) function

If you want to extend some of the great ReloSpec features to other brokers around the world this is a great way to do it!  Watch for additional GUEST database features coming soon.

There is a new Training Video available for using the GUEST database.  Click here to view it.

Posted in 411, Common Questions, Managing your Users, New Features, System, Tips & Tricks. Leave a Comment »

At A Glance; Records To Be Sent

November 18, 2015 — relospec

A new link has been added to the At A Glance box on the Client List page.  This new link displays the number of records for which you used the ‘Lookup from Brokers Using ReloSpec’ or the ‘Lookup HSF Affiliate’ (for exclusive use of HSF Affiliates) and yet have not used the SEND button to send the record to the other broker.

Note for HSF Affiliates: Using the SEND button is the only way you will receive credit for sending a referral to another HSF affiliate.

As a review, using the SEND button is great for the sender and the receiver.  For the sender it means that a copy of your referral will be inserted into the other broker’s database and synchronized with your own.  Any changes made to the record such as Assigned Agent, Status and other settings will update automatically in your database!  For the receiver it means not re-entering any of the client details and knowing that changes you make will automatically update the sender’s database!

This new link will be display only if you have any un-sent referrals.  Clicking the new link will filter the Client List page and display only those records that haven’t been sent.

So, what happens if you have a record that was set up to send, but you changed your mind and don’t ever want to send it?  Just select the record, click the SEND button then click the button that says, “I no longer want to send this client now or in the future”.  Clicking the button will remove the referral record from the list of un-sent records.

Posted in 411, Common Questions, Importing, New Features, Tips & Tricks. 3 Comments »

Introducing the ReloSpec Assistant

November 10, 2015 — relospec

Today we are introducing the ReloSpec Assistant.  It is one of our most powerful features and is available today.

The Assistant is a development tool that automates ReloSpec functions and runs 24/7.  You do not need to be logged into ReloSpec for the Assistant to be working for you.

Here is an example of how the Assistant is working for a ReloSpec customer.  From the customer’s website a client clicks a link to open a ‘landing page’.  The client fills out the online form and clicks SUBMIT.  From that point the Assistant does the following:

  • Decides which area the client is interested in and assigns the next agent in that area.  The agent receives a text message and an email.
  • The agent has 5 minutes to accept the lead.  If the agent does not accept the lead, the Assistant selects the next (2nd) agent and starts the process over.
  • The assistant waits another 5 minutes and if not accepted assigns the lead to a 3rd agent.  If the 3rd agent doesn’t respond in time the lead is assigned to the office coordinator.
  • The assistant documents each step with the new lead as well as updating the Notes for each individual agent.
  • Once the lead is accepted, another series of steps are performed such as sending emails to clients and scheduling update requests with the agent.

Think of the Assistant as your own personal assistant that is watching your database and responding when certain events are triggered.  We expect there will be a wide variety of events the Assistant will perform depending on your specific needs.

Pricing for the Assistant is $400 per year plus the time required to build your specific tasks.  The hourly rate is $140.  Though the price may appear high to some, the price should be compared with the cost of a person performing the tasks versus the Assistant being ‘on call’ 24/7.

For more information about the Assistant and what it can do for you, contact Jim Evans (jim@ReloSoftware.com)

Posted in 411, ActionPlans, AutoPilot, New Features. Leave a Comment »

Easily Change Email Addresses in AutoPilots

November 4, 2015 — relospec

Do you use an Action Plan to create AutoPilots?  And, does the Action Plan Item include, say, an Office Manager that has changed?  Sometimes you’ll have AutoPilots with the old email address and you need to replace it with a new one.  Instead of trying to remember which AutoPilots may be going to the wrong email address you can now use a handy ReloSpec feature to do it for you!

In the Settings page there is a new link: ‘Search/Replace Email Addresses in Tasks’.  Click the link and you’ll be able to enter the old address and the new address and let ReloSpec find and update each occurrence.  This works for the following:

  • Task Activity = AutoPilot
  • Task is not yet Complete
  • Searches the To:, CC: and the BCC: field
  • Works if there are multiple email addresses entered in any of the 3 fields (To:, CC: and the BCC:)

You won’t use this feature every day, but it will be a handy thing to have when you need it!

Posted in 411, AutoPilot, New Features, Tips & Tricks. 1 Comment »

Agent Performance Review and Scorecard Reports Enhanced

October 5, 2015 — relospec

Recently ReloSpec began inserting notes into Agent Notes table.  Whenever an agent is assigned using the ‘Lookup from Agents table’ link, or whenever the agent accepts or rejects one of the AutoAssign form requests or the agent is replaced by another agent a note is added for that particular agent in the Agents table.

You may view the Notes by clicking the AGENTS link on the left side of the Client List page, select an agent and scroll to the bottom of the page.  You may edit the notes by clicking the EDIT NOTES button at the bottom of the Notes grid.

Now the Agent Notes (not the Notes for referrals) are included when you view/print the ‘Scorecard – Agent’ report.  This handy report displays the referrals assigned to the agent grouped by Referral Status, the difference between the BMA and the Sale Price, other details, and now includes the notes for the agent.

In addition the ‘Scorecard – Agent Performance Review’ report has been greatly enhanced.  This report displays only the totals for a large number of categories such as Total Incoming Buyers, Total Incoming Sellers, AGRs, whether or not the agent used the “Preferred Mortgage Company” or not, the “Other Mortgage Company” used when they didn’t use the preferred and other details.  It now includes the Goals for the agent listed next to the results, and the Agent Notes have been added as well.

If you’re not already familiar with the ‘Scorecard – Agent’ and the ‘Scorecard – Agent Performance Review’ reports, check them out today.  They will be very useful the next time you need to review an individual agent’s performance.

Posted in 411, Agents Table, New Features, Reports. Leave a Comment »

Finding the Right Agent Just Got Much Easier

September 10, 2015 — relospec

Need to find an agent who works in a certain area, speaks a certain language and has the proper training?  It is now much easier to find just the right person!

ReloSpec has always had the ability to track Areas Worked, Languages and Training for individual agents.  The problem has been searching across the various tables of agent information.  Now, ReloSpec stores the data in new fields in the Agents table and allows you to search across all the fields while in the ‘Lookup from Agents table’ link!

In the AGENTS page you still have the buttons to edit any of the 3 tables (Areas Worked, Languages and Training).  The difference is that now when you click the ‘Return to Agents’ button an alphabetic list of the contents is entered into the proper read-only field in the Agents table.  This solves two problems we have had in the past; the ability to easily edit the contents of the field and the ability to quickly search across the various tables to find the correct agent.

Each time you click ‘View Languages’ you can edit the languages the agent speaks.  When you click the ‘Return to Agents’ button the languages you have chosen are entered into the corresponding Agents table field.  The same process applies to the ‘View Training’ and ‘View Areas Served’ buttons on the AGENTS page.

After you have selected an agent in the AGENTS page grid, look just below the grid to view the Areas Served, Languages and the Training for that agent.

And, the same search capabilities have been added to the ‘Lookup from Agents table’ link in the Client List page.  So now when you need to lookup the correct agent you can search across all the fields and tables for all agents!  You can even combine multiple items within a search field.  Say you need someone that works in either “Bellevue” or in “Papillion”.  Just enter “Bellevue or Papillion” in the Areas Worked field and it will find agents who work in either place.  You may also use the word “and” in the same field so you could enter, for example, “Bellevue and Papillion” and it would find the agent (or agents) who works in both.

These new features are in your ReloSpec database today.  For those who have already been using the Areas Worked, Languages and Training tables all the data is still there.  As of today however, getting the records from the 3 tables into the new Agents table fields is done for each agent individually which is a tedious process.  Within the next few days watch for a new button to be added to the SETTINGS page that will perform that function for you for all agents.

If you’re just getting started with the Areas Worked, Languages and Training tables, start by going to the SETTINGS page, click the button for ‘Agents: Areas Worked’ and enter the various work areas for your area.  This will create the list of areas to be used while in the Agents table.  The same goes for ‘Agents: Languages Spoken’ and ‘Agents: Training Classes’, also found in the SETTINGS page.

Posted in 411, Agents Table, New Features, Tips & Tricks. Leave a Comment »

Popular Webinar: New AP Button and Synchronized Records

September 3, 2015 — relospec

We had such a great response to the first webinar we did last week, we’re going to repeat it for those who missed out.  Please join us next Tuesday, September 8th!  The webinar will cover two very important topics; the new AP button and the synchronizing of records between ReloSpec databases.

Action Plans have been proven to save tons of time when managing records in your Client List.  Recently the AP button was added to the grid and the Action Plans feature has been enhanced.  The webinar will help you understand how to setup and use this time-saving feature.

There has been much discussion lately on synchronizing records between ReloSpec users.  People avoid re-entering data and they receive updates automatically from broker to broker referrals.  During the webinar we’ll discuss this new feature and how to make it work for you.

The webinar is next Tuesday at 10:00AM Central.  Click here to register for the webinar.

Posted in 411, ActionPlans, Importing, New Features. Leave a Comment »
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