Friday Update

Welcome to the first ‘Friday Update’.  One of the suggestions from a recent Advisory Council meetings was to have a ‘Friday Update’ page to identify all the updates done with the Relocation Specialist software during the last week.

Each week, there are many updates and tweaks that are done with the software.  In the past, most of them were never announced but were often noticed by the more observant users.  We usually blog about the bigger, more noticeable changes, but the ‘Friday Update’ is an attempt to provide a list of all the changes.

There may be subtle changes that you could use that you may not be aware of.  Once you’re aware of them, you may want to use them.  Here is a list of the recent changes, in no particular order.  (Because this is the first ‘Friday Update’ there are a few items from previous weeks.)

  • Images option now allows you to update and store files for Agents and Contacts, independent of Referral records
  • New icons are used throughout the application for all Themes except ‘Classic’.  If you want to change the various color combinations (or ‘Themes’) go to the Settings page, Users, select your name and click UPDATE.  The ‘Theme’ field is on the right column.  You may view sample Themes there so that you can select the right one for you!
  • The Settings page has been rearranged into groups to make it easier to locate the button needed
  • The Clients List (formerly ‘Referrals List’) grid has been rearranged to:
    • Remove the radio buttons at the top of the page (no longer needed)
    • Display Client First Name and Client Last Name in separate columns
    • Combine the Referring and Assigned Agent names into one column  to save space
    • Display the Contact First Name in the Contact Name column
    • Change the layout so that the Email and Text Message icons come after the name(s) to make the names easier to read
    • The links on the left side of the page have been rearranged to include links for a selected Client record in the top group and all others in the bottom group
  • Updated the Agents page to display Notes below the grid (like the Clients page) and the Images below the Notes
  • Updated the Contacts page to display Notes below the grid (like the Clients page) and the Images below the Notes
  • New Report:  ‘Scorecard – Office 5’ was added to remove the Subtype and Color Code, and add the Initiation Date and the Transaction Address
  • New Form: ‘USAA Update Price Quote’ form was added for use by Cartus brokers only.  The link will open the USAA page and when submitted will post the page to USAA

Have a great weekend!

Images Option Expanded to Agents and Contacts

For those of you who have purchased the Images option you now have expanded capabilities.

The Images option has always allowed you to upload and store images, files, BMAs, contracts, whatever you want for a particular Client record.  You could select the Client record, click the Images link and upload the file.  It’s a great way to go paperless!

Now that same capability has been extended to Agents and Contacts.  Let’s say you want to store uploaded copies of agent agreements, contracts, etc., independent of any Client record.  Now you can!  Just select the agent in the Agents table and click the ‘Upload an Image’ button at the bottom of the page.  The same is true for the Contacts table.  Select the record and click the ‘Image’ button at the bottom of the page.

NOTE: Because all your image files are stored in your one company folder, all filenames must be unique.  You may also notice that the Notes for individual agents and Notes for individual Contacts are now visible on the same page, the same as are displayed for Clients.

To see an updated Training Video on the Images option, click here.

If you do not have the Images option and would like to know more, please contact any member of the Relocation Specialist Team.

Images Option; Add Client and Agent Pictures

By now you have probably noticed the three new fields in the Referrals List page used for storing images of the agent(s) and the client.  These are because of the newly enhanced Images option.

The Relocation Specialist Images option has been used to “go paperless”.  It allows you to upload images of scanned contracts, BMAs, Word docs, PDF files or any file you want to associate with a referral record.  The Images option now includes the ability to upload pictures of Clients and/or Agents for use with outgoing forms.  So now when you want to send the updated ‘Client Notification of Agent’ form it will now include a picture of the agent along with the other agent details like Name, Email Address, Website, etc.

And, when you want to include a picture of your Client/Transferee with the new, simplified ‘Outgoing Information Sheet-F‘ you can!  This new form is a great way to send only the information needed for an outgoing referral.  And, it now may also include a picture of the client!

There is a new 7-minute Training Video with instruction on how to use these powerful new features.  We hope you enjoy the new features and the two new forms.

New Product: Large Images Option

We have had requests for ability to upload larger sized files than 5Mb, which is our current limit for the Images option so today we are announcing the Large Images Option

Images Option Images Server License
(One required per database)
(Unlimited number of files at <5Mb each, and less than 5Gb total)
$300 $80
Large Images Option Large Images Server License
(One required per database)
(Unlimited number of files at <50Mb each, and less than 30Gb total)
$800 $160
  Images User License
(One required for each Images user)
$20 $10

With the Large Images Option, users can upload file sizes of up to 50Mb each and may store up to 30Gb total in their folder.  The current Images users can upload files sizes of up to 5Mb each and may store up to 5Gb total.

Customers with the Images option who want to upgrade to the Large Images Option may pay the difference ($500) to do so.  The Images User licenses are the same ($20 each) whether they have Images or Large Images.

Please contact Jim,

Our BIG Announcement


Relocation Specialist continues to be the Number One choice for tracking relocation activities, while providing other related services. 


We’re very excited to make the following 3 announcements!!!


More Products, More Options, Free Money

Beginning today we are announcing the option of having leads from your company’s website and many other popular sources (like, Zillow, Trulia, ShowingTime,, and many others) imported automatically into Relocation Specialist. 

And, to help you get started we’re giving you a $250 spending money!  You can use the money towards purchase of the Import Utility or for many other optional software products.  See below for details! (I told you it was BIG!!!)

Refer-A-Friend, and Earn Rewards

Want to help others benefit with Relocation Specialist?  With their permission, refer them to us!  If they buy before June 30, 2010:

                You get $50 gift card

                They get $250 credit to be applied to purchase of qualifying options

We’re Moving

This month we’re moving the entire Relocation Specialist application to faster, more reliable servers.  We expect improved response times now and advanced reporting services to come later this year.  This will be a free upgrade for all Relocation Specialist customers.

Here are the details…

More Products, More Options, Free Money

New Import Utility Captures All Your Leads!

The new ‘Import Utility’ features “reads” emails and inserts the details directly into your Import table.  Purchase of the Import Utility page ($250) includes choice of two Import Sources, including the following: Your own customer website,,, and others.  There is a monthly fee associated with this option of $69.  If more than two Import Sources are needed, each is an additional $39/month.  A complete list of available Import Sources will be available on our website soon.

Free Money!

All Relocation Specialist customers may use a $250 credit towards purchase of qualifying options before June 30, 2010.  You select the option of your choice, we deduct $250 and you pay the difference.  Qualifying products include: Additional Relocation Specialist licenses, Images option, Corporate Access option, Branch option, Leads Processing option for Agents, and the Referral Submit Form.


Do you know of someone who doesn’t have the benefits of Relocation Specialist?  Want to help them and you at the same time?  Let them know you are referring them to us and if they buy before June 30, 2010 you get a $50 gift card and they get a $250 credit towards purchase of their software.  We’ll need: Your Name, Company Name, Their Name, Their Company, Their Phone Number, Their Email Address and we’ll take it from there.  After they purchase, we’ll ask them who referred them to us.  If it’s you, we’ll send the gift card to you right away.

We’re Moving!

The entire Relocation Specialist application and databases are being moved to new, more powerful and expandable servers.  We will be using new technologies to match software and hardware to the growing demand for our software.  This move will enable us to add new Reporting features not currently available.  We’re very excited about this move.  Watch for details in future blogs!

Images Option – FIRESALE TODAY ONLY!!!

For our FABULOUS Customers (and now loyal Blog Subscribers) we will be offering special discounts from time-to-time!

Here is a GREAT OFFER to kick it off!

Today ONLY if you purchase the Images Option  ALL USERS will have the feature added to their profile!  Normally each user is an additional $20, but TODAY ONLY we will let you have as many additional users as you want ON US!

Email Jim, and put “Images Option PLEASE” in your subject line!

(Please note, the maintenance fee will still apply annually.  If you do not want to pay the $10 annual fee for ALL of your users, please specify when you purchase which SPECIFIC users you want to have the Images Option)

Images Option

The Images Option allows you to upload and save images for individual records. Images may include any file you want saved, including but not limited to pictures in a variety of formats including JPG, GIF EPS and others, Excel spreadsheets, Word documents and PDF files. There is a limitation of 4Mb per image.

    Highlights are:

  • Upload as many images per file as you like
  • Images may include scanned files like contracts and BMAs, pictures and other files
  • Limitation of 4Mb per image
Images Option Images Server License
(One required per database)
$300 $80
  Images User License
(One required for each Images user)
$20 $10

Do you use the Images Option?

For those people who have purchased the Images option there is a new feature at the bottom of the Referrals List page.  It now displays the number of images for that record.  Users who have not purchased the Images option will not see the extra message.