Agent Access Re-visited

For many years now the ReloSpec  has provided the ‘Agent Access’ feature.  This great feature provides the agent valuable tools for managing referrals, and is included with your ReloSpec license.

Here are a few of the features included with ‘Agent Access’:

  • The agent has Read-Only access to only those records assigned
  • All ‘Public’ notes are visible
  • Using a navigation button, quickly filter for ‘Active’ or ‘Pending’ or ‘Closed’
  • Using the optional Images feature the agent can upload property images, BMAs or other related files
  • The agent has access to their Agent table record and can update their own email address and other contact details
  • Using the ADD NEW button the agent can submit new referrals directly to ReloSpec
  • At any time the agent can provide updates to referrals assigned to them.  Agents don’t need to wait for an emailed update request and submitted updates go directly to the Responses page
  • Using the REPORTS option the agent can generate their own ‘Agent Scorecard’ report

Setting up your agent’s access is simple.  From the Main Menu page, click SETTINGS, USERS, then click ADD NEW and fill out the page.  The first field (User Name) is very important because it is used to select the records the agent has access to .  It is always the Last Name, First Name.  To make it easier, click the Agent Lookup button to fill it in automatically.

Fill in the other fields including the User ID which must be unique, and the Password.  We suggest using the agent’s email address but can be any unique ID.

Be sure the [License Level] field is set to “Agent”.  Once the record is saved the ID/Password will be available immediately.  And, you may add or delete agent users as needed.

Training videos are available from the Main Menu.  Click ‘About’, ‘Videos’ and click on the ‘Agent Access’ button.

Agents who use this valuable feature are able to manage their referrals easier in less time, help you avoid time-consuming interruptions, and close more business.

Special integration updates being finalized for Cartus members

We are in the midst of completing a new integration for Cartus members to make it easier and more efficient to use ReloSpec to manage their Cartus referrals.

What does it entail?

  1. With BROKER CENTER – we have created a copy and paste integration that no longer requires a third-party integration.
  2. With LEAD ROUTER – we are finalizing a LEADROUTER API integration that will help all LEADROUTER users automatically sync leads into ReloSpec, as well as send updates back to LEADROUTER (also updating BROKER CENTER).

This way no matter where you prefer to do your work, ReloSpec, LeadRouter, or Broker Center you are able to see real-time updates.   This is a game changer as it relates to efficiency.

Our CARTUS integration solution will allow users to use one, the other or both depending on your needs.   The BROKER CENTER portion is completed, and the LEADROUTER API should be completed this quarter.   Let us know if you want to learn more about the solution.

This is ReloSpec’s continued commitment to providing the most effective and efficient relocation management system for our clients.

If you have any questions CONTACT US as we are here to serve you.

New ReloSpec version starts Monday

As was announced in the previous blog this week, the new Relocation Specialist (ReloSpec) version will be in production on Monday, July 2nd.  This new version is easier to use, a little better looking and the ADD NEW page will save lots of time when entering new referrals.

If you want a quick orientation to the new Client List page a 10-minute video is now available.  Click here to view the video.

Be sure to review the previous blog and the section on ‘Getting Ready for the new ReloSpec version’.  There are simple instructions there that will be important for using the new version, especially the importance of allowing pop-ups.

Thanks to all who helped with suggestions and encouragement.  We’re very excited to show off this latest version.

Enhanced Mobile Mode

Many ReloSpec users have used the ‘Mobile’ mode to view/edit records on their phone.  Thanks to suggestions from members of our Customer Advisory Boards we have greatly enhanced the ‘Mobile’ mode which may now be used on your phone or desktop.

The enhanced Mobile mode is the first step towards the ReloSpec ‘face lift’ planned for this page later this year.  The whole idea is to make things simpler and more efficient.  It all begins with the checkbox for ‘Mobile?’ when logging in.  If you access the login page on your phone, ReloSpec will recognize you’re using a phone and will default to ‘Mobile mode’.

 

Using your desktop when you login, click the checkbox next to ‘Mobile?’ then click the ‘Log In’ button.  After a brief (1 second) delay you will be automatically taken to the Mobile version of the Client List page.  The ‘Mobile’ page contains most of the features of the ‘Classic’ version but is cleaner looking and less confusing to new users.

Features of the Mobile version include:

  • ‘Call to action’ buttons at the top of the page
  • Your company name (branding) at the top-right of the page
  • The most-often used buttons at the top with ‘Other options’ droplist
  • The grid now displays up to 30 records instead of 6
  • The Notes and Tasks are still displayed below the grid
  • Clicking ‘Add New’ will open the newer ‘Express’ form which includes the Action Plan choices in the droplist at the bottom of the page. Using this form will insert the new record, schedule the Action Plan items and send the AutoPilot(s) with just one click!
  • Clicking the ‘Reports’ button will open the newly-formatted Reports page with reports arranged in logical sections. (You may still view the classic list of reports by clicking ‘View all reports’
  • The AutoPilots, Responses and Import buttons display the total number of each. If any of the buttons is > 0 you’ll know to click the button and process the records.

The grid shows the most popular fields, and includes the envelopes by each name allowing you to quickly send an email as needed.

We hope you enjoy using the upgraded Mobile version.  And remember, it’s not just for use on your phone!

Announcing Customer Advisory Boards

In the effort to address specific customer needs and build value-added features into the Relocation Specialist (ReloSpec) software, we are now forming ‘Customer Advisory Boards’.  Members of each specific board will help identify those features that may be unique to that group, be given an opportunity to beta new features, and review new design options.

We are planning to have these groups separated by affiliation so we can better understand and address your specific needs.  The groups are:   1) Berkshire Hathaway HomeServices and Real Living brokers, 2) members of the Cartus broker network, 3) members of LeadingRE, as well as, 4) a general Relocation Director group.   The Boards will meet once a month for about 30-45 minutes over the Internet.  Board members will help determine the best date/time to meet.  The suggested time is 11:00 Central time on either a Tuesday, Wednesday or Thursday.  Representatives from Constellation Web Solutions, the owner of the ReloSpec software, will conduct the first meeting though future meetings may be conducted by board members.

If you would like to volunteer to serve on one of the Customer Advisory Boards, please let us know.  You may CLICK HERE to submit your name and suggested meeting time(s).

We look forward to working with you to bring time-saving solutions to the ReloSpec software.

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.

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

 

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