New Reports Navigation Page in production

March 10, 2017 — relospec

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

Posted in 411, Products, Reports. 1 Comment »

Happy New Year!

January 4, 2017 — relospec

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.

Posted in 411, ActionPlans, AutoPilot, Common Questions, Forms, New Features, Products, Reports, Tickler, Tips & Tricks. Leave a Comment »

Getting the most from your ReloSpec: REPORTS

November 16, 2016 — relospec

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!

Posted in 411, Common Questions, New Features, Products, Reports. Leave a Comment »

‘Brokers Using ReloSpec’ and Synchronized Records

July 21, 2015 — relospec

Relocation Specialist (ReloSpec) has grown in many ways. Today there are more brokers using ReloSpec than ever before with more than 100 added in the last six months! With so many brokers using ReloSpec it is likely that your outgoing broker to broker referral is going to another ReloSpec user.

Today we are announcing a powerful new feature that synchronizes your outbound referral with the corresponding record in the “target” database. The target database is the ReloSpec database to which you are sending your outbound referral. This new feature is a free upgrade for all ReloSpec databases.

How does this work?

Let’s say you have an outgoing referral. When selecting the Contact (the broker to send the referral to) you would use the ‘Brokers Using ReloSpec’. In the Contact section of the ADD NEW RECORD page click the ‘Brokers Using ReloSpec’ link. Enter the fields that help identify the target broker such as the 2-letter abbreviation for the State and the City in the Cities Served field. Click the APPLY FILTER button to display the brokers meeting your search criteria. Select the broker you want to use and click the button at the top of the page. The target broker’s information is inserted into your record. More importantly the database name of the broker is also entered into the record so that when you click the SEND button the target database name is automatically entered and the two databases are synchronized!

Now, when the target broker updates the Assigned Agent information, your database is automatically updated with all the agent information and you and your Referring Agent get an email with the Assigned Agent information. When the Status is updated you receive an email notification. In addition, whenever any of the following fields are updated in the target database, the corresponding fields in your database are updated: Transaction Address, Estimated Close Date, Estimated Sale Price, Actual Close Date and Sale Price.

What about the Notes?

Soon, any ‘Public’ Notes that are added by the target database will automatically be inserted into your Responses table where you may review them. Whether a Quick Note or regular note you’ll know what’s happening with that referral. Plus, when the Assigned Agent responds to an update request and the other user is processing those responses ReloSpec will automatically insert a copy of the response at the time you process them. This gives you a chance to view and edit the response before it is moved to your Notes table and is inserted into the target Responses page.

Advantages for the SENDING Broker

  1. When used with the ‘Brokers Using ReloSpec’ page the other broker’s ReloSpec Database ID is automatically stored in your outgoing record.
  2. When you use the SEND button the target database ID is automatically inserted into the Send page. Just click SEND and a copy of your record is inserted into the other (target) database.
  3. When the target database has selected the Assigned Agent, your database is updated automatically and you and the Referring Agent receive an email with the Agent contact info.
  4. When other fields in the target database are updated, the corresponding fields in your database are updated.
  5. When (Public) notes are added to the Notes table in the target database, the same note is inserted into your Responses page.

Advantages to the RECEIVING (Target) Broker

  1. You receive the Incoming referral to your Import table. (Nothing to re-enter into your database!)
  2. When you assign the Agent to the referral, you automatically update the Assigned Agent fields in the Sender’s record. You don’t have to take a separate step to let them know the details.
  3. When you receive updates from the Assigned Agent in your Responses page, ReloSpec will look to see if the record is synchronized and if it is, then when you ‘process’ the record in your Responses page ReloSpec will send a copy of the comments to the Responses page in the Sender’s database.
  4. Quick Notes and regular Notes that are ‘Public’ will automatically be inserted into the Responses page of the Sender’s database so they can review them when processed will be inserted into their Notes.

What should I do now?

How does all this happen? It begins with you having accurate information in the Brokers Using ReloSpec table. From the Main Menu page click SETTINGS, then click the ‘Brokers Using ReloSpec’ button at the bottom of the first column. If you database does not yet have an entry the ADD NEW page will open and allow you to enter your information. Enter your information in each of the fields. NOTE: The ‘Cities Served’ field is VERY important. That is where you’ll enter all the cities you service. Think in terms of another broker looking for someone who works in the various cities in your area. You want them to find you! So, enter all the cities if they’re not already there. It is best to separate the Cities Served by a semicolon and a space.

You may have as many records in the Brokers Using ReloSpec page as you like. Some people like to group the Cities Served into different records while others put them all into one record. Either way will work.

Very Important!

In order for this to work you must use the SEND button to send your outgoing referral to the other broker using ReloSpec. That is how the two databases get synchronized for that one record. And, using the ‘Brokers Using ReloSpec’ link to find and select the target broker is the easiest way to get the target database name into your record.

So, BE SURE you have updated your ‘Brokers Using ReloSpec’ page in Settings.

Training is available

To register for the 30-minute Web Seminar on using the SEND button next Monday at 2:00PM Central time, click here

To view the Training Video on ‘Editing your Brokers Using ReloSpec’ page click here

To view the Training Video on how to use the ‘Brokers Using ReloSpec’ page click here

To view the Training Video on ‘How to Use the SEND Button’ click here

Though not mentioned in this article, to register for the 30-minute Web Seminar on using the new AP (Action Plans) button next Monday at 1:00PM Central time, click here

Posted in 411, New Features, Products, Tips & Tricks, Training. Leave a Comment »

Enhanced Broker Center Access

April 16, 2015 — Happybodyfood

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.

Posted in 411, Broker Center Import Feature, Cartus. Leave a Comment »

Friday Update

December 12, 2014 — Happybodyfood

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!

Posted in 411, AutoPilot, Cartus, Images Option, Referral List Page, Reports. 1 Comment »

Images Option Expanded to Agents and Contacts

December 9, 2014 — Happybodyfood

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.

Posted in 411, Images Option. 1 Comment »

Images Option; Add Client and Agent Pictures

October 17, 2014 — Happybodyfood

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.

Posted in 411, AutoPilot, Images Option, Tips & Tricks. 2 Comments »

New ‘Combined Summary’ Report Now Available

April 4, 2014 — Happybodyfood

Looking for a “go to” report that combines multiple details into one concise, easy-to-use report?  After getting input from many ReloSpec customers we have created the ‘Combined Summary’ report. This valuable Advanced report displays a summary of records received and closed for the current week as compared to Year-To-Date results.

The first section shows records received/sent this week grouped by Office, a separate grouping of the same records by Referral Type and another Grouping by Category/Affinity.  Then, in the same group, records that closed this week with three groupings; Office, Referral Type and Category/Affinity.

The second section show the same groupings as the first section but this time showing Year-T0-Date.  The third section lists all ‘Pending’ records.

Each of the individual groupings has a little “+” sign that allows you to drill down for more detail if desired.  And, users may filter the records by changing date ranges for the week or the year, Referral Type, Referral Status, Subtype, MgrConsultant, or Office.

To view a copy of this powerful new report click here.  It is now listed in your Reports page as ‘Combined Summary’.  Check it out!

Posted in 411, Products, Reports. 2 Comments »

Enhancements for ‘Custom Financial Report’

March 28, 2014 — Happybodyfood

Many Relocation Specialist users have appreciated the Standard report known as the ‘Custom Financial Report’.  This popular report allows you to select the fields you want included, filter them, then download the records to an Excel spreadsheet.

In the past each individual user has been able to save up to four different selections of fields using the radio buttons at the top of the report.  Now, you can save up to ten (10) different combinations of fields and you’re able to name each report!  Just follow these simple steps:

  1. Click the radio button you want to use
  2. Enter a name for the report and click the ‘Save Report Name’ button
  3. Click the checkboxes for the fields you want and click the ‘Generate a Report…’ button to save your selections

As always, if you need help with getting the report you want, please let us know.  The ReloSpec Team is here to help you!

Posted in Products, Reports, Tips & Tricks, Training. 1 Comment »
« Older posts
Newer posts »