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.

Enhanced Broker Center Access

For those ReloSpec users who have the Broker Center Copy/Paste feature, the process of opening the ‘post’ page just got much easier!  Broker Center is the Cendant Mobility database used by Cartus members to track referrals.  The ReloSpec ‘Copy/Paste’ feature provides the ReloSpec user the ability to copy records from Broker Center and paste them directly into their ReloSpec database.  No more re-entering data!

In the past, when the user clicked the ‘Broker Center’ button you had to login separately to the page where you paste the record.  That step has been eliminated.  Now, just click the button and you’re ready to paste the Broker Center record!

Plus, when the record is pasted into your ReloSpec database, the MgrConsultant’s name will be automatically inserted into the new record.  There are additional automatic features that, while not new today, they may be used to automatically change Cartus’ Referral Type and Referral Status to the settings you prefer.  Those are setup in the Settings, Referral Types page under ‘Alternate Referral Type’ and in the Settings, Referral Status page under ‘Alternate Referral Status’.

Now, getting records from Broker Center is quicker and easier!

If you are using Broker Center and would like to try out the improved copy/paste feature for free for 30 days let us know.  The beginning rate is $690/year which enables all your ReloSpec users to access the feature (not $690/user) and for a limited time we are waiving the $390 setup fee!  Send an email request to info@prosws.com and we’ll get you setup.

Compatibility Mode for ReloSpec and Broker Center import

Many of you have had your PCs upgraded to the latest Internet Explorer version 11 (IE 11).  This may have happened automatically without you knowing about it or your IT person may have done it.  The addition of IE 11 may have caused your PC to display the ReloSpec pages in a way that isn’t pleasing.  Bold thick lines may appear where pleasing thin lines were there before.  And, if you are using the Broker Center copy/paste feature it may have stopped working intermittently or altogether if you’re using IE 11.

To learn which version of IE you are using, tap the ALT key on your keyboard to display the menu bar (if it isn’t already visible).  Click ‘Help’ and ‘About Internet Explorer’.  A page will open to display the version.

To put a web page; in this case ReloSpec, into ‘Compatibility View’, open ReloSpec , tap the ALT key to display the menu bar, click Tools and View Compatibility Settings.  A page will open and show that “prosws.com” has been entered into the ‘Add this website’ field.  Click the ADD button and close the page.  Now, each time you go to ReloSpec you’ll be in the preferred Compatibility View.

For those of you using the Broker Center copy/paste page, open the page by clicking the ‘Broker Center’ link and put this page into Compatibility View using the steps in the previous paragraph.  A revised copy/paste page that is fully compatible with IE 11 will be available.  In the mean time this one-step fix for Compatibility View will work nicely.

Aren’t You Tired Of Re-Entering Data?

Do you really have time to re-enter records from other databases like Cartus Broker Center, LeadingRE Xchange, Trulia, Zillo and other sources?  Why not take advantage of the great time-saving options that ReloSpec has to offer?

 

For Cartus Brokers

Use the Copy/Paste feature to instantly insert records from Broker Center into ReloSpec.  Just select the record in Broker Center, click a couple buttons and the record is instantly in your Referrals table.  Select your agent, then you can use your Action Plan(s) and with one click instantly make all the assignments, send emails and schedule updates.  This will save you TONS of time!  Ask about a 30-day FREE trial.

 

For Leading RE Brokers

Use the Application Program Interface (API) to have all Xchange records inserted automatically into your ReloSpec database.  Or, when entering an Outgoing record in ReloSpec, click the checkbox and have the record instantly added to Xchange.  PLUS, the bonus is that all agent updates in ReloSpec are automatically send to the Notes in Xchange!  Why aren’t you using this yet?

 

For Records From Your Website, Trulia, Zillow, Realtor.com and Other Sources

Why not have all those leads go automatically into your ReloSpec Import table?  You can scrub them there, move the ones you want to the Referrals table and work them from there.   Need help processing and managing all those leads?

Let us know how we can help you we can help you save more time!  Contact us today:   info@prosws.com

 

Why Pay Thousands To Get What You Already Have?

ReloSpec is already very economical but it probably does so much more than you know!  Following are a few features you may not be aware of, but when used can save you time and money!  (Click the links to view a short video on the selected feature.)
And, except for the Cartus Broker Center IMPORT feature, everything else is already in the database and is FREE!!!
  • Automatic Action Plans (add AutoPilots and other tasks in one click when the Action Plan name matches the Referral Type)
  • Agent Access (Agents have Read-Only access to the records assigned to them.  They can provide updates and run their own reports.)
  • Manager Access (Managers have Read-Only access to the records assigned to their office.  They can provide updates and run their own reports.)
  • Mobile Access (Run ReloSpec with pages formatted specifically for use with your smart phone or tablet.)
  • Referral Submit Form (Use links on your company website or email signature or emailed forms to allow agents and contacts to submit referrals into your database.)
  • AutoPilot Reports (NEW!  Tired of generating your own reports, then emailing them others?  Have AutoPilot regularly send emails with a link to the report(s) of your choice.  What could be easier?)
  • AutoAssign/AutoAccept  (Use ‘AutoAssign’ Action Plan to send assignment to the agent.  Upon accepting the assignment the tasks associated with the Action Plan ‘AutoAccept’ are run immediately; without being logged in!)
  • Broker Center IMPORT feature  (Optional $690 per year feature that imports records directly from Cartus Broker Center in 2-3 clicks.  Call for demo and ask about a 30-day FREE trial.)

Let us know if we can help you take advantage of the features you already have!  Either call or submit a Help Desk request and we’ll be there to help you save more time!

The ReloSpec Team

October and November Training Webinars are now available

Sometimes you need to ‘stop chopping to sharpen the ax’.  The updated schedule is now available for the rest of October and November Training Webinars.  Register now for these FREE 30-minute webinars!

Click here to register

 

July and August Training Webinars are now available

Invest just 30 minutes in yourself and realize great time savings right away!.  The updated schedule is now available for the rest of July and for the August Training Webinars.  Register now for these FREE 30-minute webinars!

Click here to register