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

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 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.

Turn Browser AutoFill OFF

From time to time we hear complaints about users getting to a certain field (like Client State or Zip Code) and all of a sudden ReloSpec seems to stop.  Why would ReloSpec choose that field to stop letting you enter information?

ReloSpec is NOT doing that.  It is  your browser!!!

The ‘AutoFill’ is a browser feature that constantly tries to automatically fill-in a field with information you have typed previously.  The problem is that if you have AutoFill for Forms turned ON, the browser may take a very long time to figure out what to enter for you.

So, turn OFF (or un-check) the AutoFill for Forms.

For Internet Explorer, do the following:

  1. Click the gear for settings in the upper-right
  2. Click ‘Internet Options’
  3. Click the ‘Content’ tab and in the AutoComplete section click ‘Settings’
  4. Un-check the box for FORMS; click OK, click OK

For Google Chrome, do the following:

  1. At the top right, click More More and then Settings
  2. At the bottom, click Show advanced settings
  3. Under “Passwords and forms,” uncheck “Enable Autofill to fill out web forms in a single click.”

For Mozilla Firefox, do the following:

  1. Click the Menu button  New Fx Menu and choose Options.Preferences.
  2. Select the Privacy panel
  3. In the drop-down menu next to Firefox will:, choose Use custom settings for history.
  4. Remove the check mark next to Remember search and form history.
  5. Close the about:preferences page. Any changes you’ve made will automatically be saved.

New Reports Navigation Page in production

Yesterday we introduced the new REPORTS navigation page and the response has been very exciting.

We have finished the first draft of the REPORTS pages and have put them into production.  The reports are now organized into groups such as Agents, Offices, Referrals, Closed, Pending, etc.  Click the group and select from a listing of reports for that group.  Each report link has a brief description which helps you identify the one you want.

What if the report you use isn’t selected for the groups?  Click the ‘VIEW ALL REPORTS’ link on the first page to see all the reports you’re used to seeing.

What if you want to see your ‘Favorite’ reports you selected in the SETTINGS page?  Just click the ‘My Favorite Reports’ link and you’ll see them.

Thank you to all who have submitted suggestions for this project.  But, we’re not quite done yet.  It is likely there are a few reports that should be a part of the new pages.  Let us know what you think and we’ll do our best to help.

The ReloSpec Team

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.

Getting the most from your ReloSpec: REPORTS

At some point, after entering all those referral records you’re going to want to produce some reports.  This blog will help you understand your choices with reports.  ReloSpec report categories and features as shown on the REPORTS page are listed below.

  • Most Popular;  When you click the radio button for ‘Most Popular’ in the upper-left of the REPORTS page a listing of the most popular ReloSpec reports will be displayed.  These reports are selected for you by the ReloSpec Team and are always subject to change.
  • My Favorites;  Clicking the ‘My Favorites’ button will display the reports you have designated in the SETTINGS page.  They are unique to your database and may be edited at any time by you.  When you first start with ReloSpec there are certain default reports that are displayed.
  • All Reports;  By clicking the ‘All Reports’ button, all ReloSpec reports will be displayed.
  • Advanced;  Advanced reports allow you to filter using droplists and calendars and produce “pretty” reports that may be downloaded to Excel, or exported to a PDF or MS Word format.
  • Standard; The Standard reports are more simple but sometimes have more flexible filtering.  Results are displayed in rows and columns without grouping (like Advanced reports), and Standard reports may be downloaded to Excel.
  • Miscellaneous; These reports have special uses and are not generally used to produce “regular” reports.

There are a few special features with ReloSpec reports in addition to the categories above.

  • Activity reports start with “Activity…” in the report name and are used to display all activities within a date range.  They typically include Incoming/Outgoing/Other records that came in or went out or were Closed no matter when they came in.
  • Closed reports start with “Closed…” in the report name and display records that were closed within the date range.
  • Scorecard reports start with “Scorecard…” in the report name and display records for a specific Agent or Office.
  • Scheduled reports are certain reports which ReloSpec automatically sends to agents or Office Managers as scheduled in advance.  Upon receiving the email, the agent or manager can click a link in the email and view in Read-Only mode records pertaining ONLY to them.  You select which report you want sent to whom and when.  ReloSpec does the rest!  A ReloSpec Team member can help you arrange for Scheduled Reports.
  • Custom Financial Report is a special report that allows you to select the fields you want, filter the records and sort the results.  It is a great report for quickly finding the data you want.

If you cannot find the report you need or if you want help with the ReloSpec reports, let a Team member know.  We’re here to help you!