Update on ReloSpec Emails

As we stated in the April 5th blog we are in the process of upgrading our ReloSpec email services.  Now that the groundwork is complete we are applying the upgrade to the first set of email pages which include those generated by clicking the envelope icons on the Client List page. This week we’ll begin applying the changes to the popular ReloSpec forms including AutoPilot, AutoUpdate, AutoAssign, Referral Submit and others.

All upgraded emails will include your Company Name which will be inserted in front of the FROM: email address which is notify@relosoftware.com.  That way your recipients will know who it is coming from.  For example, if the email is coming from Susie at ABC Realty the FROM: will have “ABC Realty <notify@relosoftware.com>”.   What will display in the Inbox is just “ABC Realty”.

In ALL cases when the recipient clicks REPLY, the sender’s exact email address will be inserted automatically.  So, even though the FROM: is “ABC Realty <notify@relosoftware.com>”, when the person clicks REPLY: the TO: field will have something like “Susie@ABCRealty.com” -just as it has always worked.

Since we’ll be inserting the Company Name in the FROM: field, some may want to shorten what will appear.  This is not required, but is suggested.  For those customers affiliated with Berkshire Hathaway HomeServices [My Company Name] this may be especially true.  Changes may be made in the SETTINGS, USERS table.

Remember that you may also add language to the SUBJECT line, such as “Hello from Susie at ABC Realty”.  That may help if you want your email recipients to have additional info.

IMPORTANT: For now, DO NOT include more than one email address at a time in the same field.  You may have one email address in the TO: field and one email address in the CC: field and one in the BCC: field, but for now having more than one in any of the fields will prevent the email from being delivered.  This will change in the next couple weeks, but for now just include one email address in each field.

 

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

 

Do you want to learn more about a CSI product or service, schedule a demo

Pre-recorded Checkup Webinar is Available

Response to the web seminars has been great!  We appreciate those who were able to invest a few minutes to sharpen their ReloSpec skills.

However, many were not able to attend and have requested having a recorded version of the webinar available for viewing at any time.  We’re happy to announce that we have added the ‘ReloSpec Checkup’ webinar as the first item on the list of pre-recorded webinars.

To view the webinar, click the link on the Main Menu page for Web Seminar Schedule.  Scroll to the bottom of the page and click the link for the ‘ReloSpec Checkup’.  Or, click here for a quicker way to view it.

3 Helpful Hints

Here are three things that you may not know that will make it easier to login, better looking and help people respond to you!  (And who wouldn’t want to be better looking and noticed more?!)

 

Easier to login

By now, everyone should know the easiest way to login to ReloSpec is to go to MyReloSpec.com.  But, did you know you can add your ID and Password to the link?  With 1-click you can open ReloSpec AND be logged in!  To create a shortcut on your PC’s desktop, login to ReloSpec then right-click and click on ‘Create Shortcut’.  You’ll be asked if you want to create the shortcut to the ReloSpec page.  Click YES and the shortcut will be created.

Right-click the shortcut and at the end of what’s in the URL add:

?userid=DEMO&password=DEMOPASSWORD then click OK.  The URL will now read: https://www.relospeccloud.com/RELOSPEC/SQL/MAINMENU.ASP?userid=DEMO&password=DEMOPASSWORD

NOTE:  Replace “DEMO” with your actual ID and replace “DEMOPASSWORD” with your actual Password.  Now when you click the shortcut it will open ReloSpec and log you in automatically.

If you’re manually entering the shortcut, here’s a shorter way to do it.  Save the URL as MyReloSpec.com?userid=DEMO&password=DEMOPASSWORD   That works too!

 

Change your THEME

Are you tired of looking at the same old background colors and icons?  Why not change things up?  Those items are known as the ‘Color Theme’ and may be changed at any time by you.  From the Main Menu page click SETTINGS, USERS, click the pencil for your name and from the Color Theme droplist select the theme you want to use.  To view samples of the themes click the ‘View Choices’ button below the label.  Hint: the standard Color Theme for ReloSpec is “Ultra”.

 

Change/Update your Email Signature

Many of the ReloSpec FORMS use what is known as the Email Signature at the bottom of the outgoing email.  If you don’t have your Email Signature created or if it hasn’t been updated lately, you should check on it.  From the Main Menu, click SETTINGS, USERS and look in the Email Signature field about halfway down the right column.  Make changes as needed, or if it is blank, use the ‘Auto-Create’ button to have ReloSpec create the Email Signature for you, then click UPDATE CURRENT RECORD.

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!

Report Update: Scorecard-Summary for Offices, Agents

Many of you reviewed the new Advanced ‘Scorecard – Summary’ report and let us know you appreciate the clean look and the ability to get results quickly.

However, a few of you have not been able to use the original report due to a large number of agents in your Agents table.  When selecting “All Agents” in the droplist there were too many for the report to process properly.

The original report is now two reports; the ‘Scorecard – Summary by Office’ and the ‘Scorecard – Summary by Agent’.  When you want to see results for one or more Offices choose the ‘…by Office’ version and when you want a report with one or more agents (not all agents) use the ‘…by Agent’ version.

Both reports group by Office(s), then Agents and will expand horizontally to display your unique Referral Status totals for each agent with one line per agent in a concise easy-to-read report.

Enjoy!

Training Webinars Announced

Need some help getting beyond the ReloSpec basics?  Or perhaps you need some help with reports?  The ReloSpec Training Seminars page has been updated with the latest webinar schedule.

You may register for webinars over the next 3 weeks by going to the Web Seminar Schedule page.  It is found at the bottom-middle of the Main Menu page.  Or, click here to view the page and register for the webinar(s) of your choice.  Webinars generally last about 30 minutes and are free.