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).

 

New Reports: BMA Variance and Conversion reports

Recently we announced the ‘BMA Variance’ report.  The response has been great, but “what about a ‘BMA Variance’ report for agents?” we were asked.  So, now there is a ‘BMA Variance by Agent’ and a ‘BMA Variance by Office’ report.  Both reports show the difference between the BMA price and the sale price as a percent.

In addition we have created the ‘Conversion, Grouped by Agent’ and the ‘Conversion, Grouped by Office’ reports.  So now you can display the results of records received ONLY within the Date Range for an Agent or an Office.

These reports are provided as a result of customer requests for reports.  Please let us know if you need something you cannot find in ReloSpec.  We’re here to help you.

 

New ReloSpec Report: BMA Variance

Another new ReloSpec report has been added: ‘BMA Variance’.  This report allows you filter by date range, Office, Referral Type, Referral Status and Subtype.  Among other fields it displays List Price, BMA Amount, Sale Price as well as the percent differences between List Price and Sale Price as well as BMA Amount and Sale Price.

For the math majors the BMA Variance is calculated as ((Sale Price – BMA Amount) / BMA Amount).  The percent difference between List Price and Sale Price is calculated as ((Sale Price – List Price) / List Price).

 

And speaking of ReloSpec reports…

  • Are you still trying to find the one report that gives you what you need?
  • Are you sure it is in there, but you don’t know how to retrieve it?
  • Are you frustrated trying to get the report(s) you need?

Please let us help you!  By now there are many excellent reports in various categories.  But, we know!  The one you need may be hard to find.  Do not despair.  Use the Help Desk to submit a request, or email us (info@prosws.com or support@prosws.com) or call Jim at 402/426-9542.  We want to help make the reports one of the ReloSpec’s BEST features!

Updated Reports and Browsers

As you may know we have been doing a lot of work lately with the way reports are found and displayed.  Reaction to the new REPORTS format has been great!  It makes it much easier for new ReloSpec users to find the report they need while the more experienced users can click the ‘VIEW ALL REPORTS’ button to see all the reports they’re used to seeing.

Today we’re announcing that small updates such as adding the ‘Agent Requested’ and ‘Agent Generated’ fields to the ‘Scorecard – Agent’ report (soon) will be made first to those reports included in the new groupings of reports in the REPORTS page.

In addition, we’re happy to announce that the ReloSpec reports are now supported in the following browsers:

  • Internet Explorer (IE)
  • Google Chrome
  • Mozilla Firefox
  • Apple Safari

You may view the entire, unrestricted report in the browser of your choice.

The ReloSpec Team

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

How To Navigate ReloSpec Reports?

Reports, reports, reports.  ReloSpec has many reports, and it is sometimes hard to find the one you want.  Because of continuing requests the number has grown and made finding the right report more difficult.

Over time we have tried to identify records by the report name, which works most of the time but not always.  And, sometimes the same report may work for different needs.

What to do?  We are working on a totally new approach to ReloSpec reports.  Whereas in the past you would navigate the reports mostly by name only, we now are working on groupings of reports by categories.  For example, there is an ‘Agent Reports’ page listing an abbreviated list of the most popular reports for agents.  Another for ‘Offices’ and so on.

But, we need your help.  This project is only just getting started and the final result will be based on input from you.  There are two general areas.

  1. What categories of reports should be have?
  2. Within each category, what specific reports are needed?

To get you started we have added a beginning page on the ReloSpec Main Menu.  At the very bottom of the page is a link labeled “reports”.  Click the link and you’ll see what has been started.  The idea is to get those creative juices flowing, so let us know your thoughts/suggestions.

We want to make ReloSpec Reports a positive feature again and your input will help us get there sooner.  We look forward to hearing from you.

New Report: Scorecard – Opportunities by Agent

We’re very excited about a new report that provides more information about your agent’s performance.  The Advanced report name is ‘Scorecard – Opportunities by Agent’ and is listed in your REPORTS page.

Why this new report?  You have always been able to generate a report based on referral records where the agent was assigned and stayed assigned.  But that is not always what happens.  If the Assigned Agent was changed to another agent you weren’t able to track what happened with the original agent.  Now you can, and it is all done for you automatically!

THIS IS A VERY BIG DEAL!  Each time you assign an agent, a new Note is added to the Agents Notes table (not the Referrals Notes table).  The [Disposition] is entered as “Assigned” and ReloSpec knows to which referral record.  Once the agent accepts the assignment using one of the ‘AutoAssign’ forms, in addition to everything else, ReloSpec adds an Agents Notes record noting that it was “Accepted”.  Or, if the agent rejects the assignment, we track that along with the reason given by the agent!

So, now when the agent asks you why you don’t assign anything to him/her, you can run this new report and have ALL the results at your fingertips!

Click here to view a sample of this new report.  Notice it displays all Agents Notes and the disposition for each.  They are grouped by Referral record number, Client Last Name and Transaction Address.  You may run the report for any date range.  (Year-to-date is the default)

NOTE: ReloSpec began creating the Agents Notes this morning, so it will take a few days or weeks to build up the data needed for your report.  But, it is all in progress now and you didn’t have to do a thing!