Getting the most from your ReloSpec: EXPRESS LINKS

November 3, 2016 — relospec

We often hear ReloSpec users say, “I know it could do more for me, but I don’t have the time to learn how”.  Use the Express links on the Main Menu page and let ReloSpec do things automatically!

The greatest advantage to using the Express ‘Incoming’ or ‘Outgoing’ referral form is that you choose the Action Plan before clicking SUBMIT and ReloSpec does the rest!  It selects the Tasks to be done and if they’re due today it automatically sends the AutoPilots!  Just fill out the form, select the Action Plan and SUBMIT.  Easy and FAST!

Plus, the Express links include a list of AutoPilots due to go out, and a list of Responses coming in.  Want it more automatic?  Let a member of the ReloSpec Team know you want your AutoPilots sent for you.  We’ll add your name to the list of people whose AutoPilots get sent each morning.  You don’t even need to login!

And, for Responses, if you want, you can have all your responses go automatically to the Notes table.  Then, when you select a record in the Client List page you’ll see ALL notes and not have to also check to see if there is an update waiting in the Responses table.  You can turn this feature on or off in the Settings, Users page.

Get more done in less time with the Express links!

Posted in 411, ActionPlans, AutoPilot, New Features, Tips & Tricks. Leave a Comment »

Follow-up with Agent until ‘Live’ contact is made

July 29, 2016 — relospec

When you assign a new lead to an agent, do you want to send a request to the agent every day for, say, 6 days asking if ‘live’ contact has been made?  And, if live contact has been made, do you want ReloSpec to stop sending the ‘Follow-up’ requests?

Now you can!  In the past you could always send an AutoPilot to the agent, but once contact with the client had been made you needed to cancel the AutoPilots yourself.  With the new ‘Auto Follow Up’ form that is done for you automatically.

Create an Action Plan Item with the following settings:

  • Activity: AutoPilot
  • # of Days from today: 0
  • Repeat?: YES
  • Repeat in how many days?: 1  (sends the AutoPilot each day)
  • Expires in how many days?: 6 (or however many days you want)
  • Is a Response required?: YES
  • Send to whom?: Assigned Agent
  • Send which form?: Auto Follow Up

That’s it.  ReloSpec will send the ‘Auto Follow Up’ form to the agent each day.  The form asks if ‘live’ contact has been made.  When the agent clicks the link in the email and answers YES on the form, the response will be inserted into your Responses page.  When you ‘process’ the response ReloSpec will look to see if you have any other ‘Auto Follow Up’ forms scheduled for the agent.  If so, ReloSpec will automatically cancel the remaining AutoPilots containing the Auto Follow Up form.

This is a great way to help ensure the agent is making the effort to contact the client within those first critical days.

Posted in 411, ActionPlans, AutoPilot, Cartus, New Features, Tips & Tricks. 4 Comments »

Client Notification form with Agent Image

June 24, 2016 — relospec

You have probably noticed when you click the pencil in the Client List page there is a small box for the Agent’s image (picture).  This field is available for use by those ReloSpec users who have the ‘Images’ option.

Unlike the ability to upload files in your SETTINGS page for use with emails, the Images option allows you to upload files/images/spreadsheets or whatever and store them with the Client List record.  Recently we expanded the ability to upload images for Agents, Contacts and Vendors.  When you upload an image for an agent, then select that agent from the ‘Lookup’ page the agent’s image is saved with that record.

Once you have the agent’s image stored in the Client List record you can click FORMS and send either the ‘Client Notification of Agent’ for buyers or the ‘Client Notification of Agent 2’ for Sellers.  The client will receive a short email with the agent’s details including the image.

A short (2.5 min) video is available in the FORMS section of the Training Videos page.

Posted in 411, Forms, Tips & Tricks. 1 Comment »

ReloSpec Express Training Seminars Available

March 11, 2016 — relospec

Reaction to the new ReloSpec Express features has been tremendous!  Many are taking advantage of the time-saving forms and features.

Due to popular demand additional Training Seminars have been scheduled.  New seminars are available for next Thursday, March 17th and Monday, March 21st.

Click here to register for the seminar(s) of your choice.

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

ReloSpec Express Rolls On; More Fields, More Training Seminars

February 26, 2016 — relospec

The new ReloSpec Express features are very popular!  ReloSpec users are able to quickly create new Incoming and Outgoing referrals and have all the ReloSpec extras like Action Plans, AutoPilots and sending of referrals to other brokers all done automatically.  It is changing the way ReloSpec is used!

After using Express, customers have asked us to add certain fields to the pages to streamline the process.  And we listened!  New fields such as Color Code, File Number, Alternate Referral Fee and others are being added to Express pages very soon.

And, did you notice the new FORMS being used with the Express Outgoing page?  By default the ‘Express Outgoing’ Action Plan is being run which includes the new ‘Referral Acceptance – Outbound 4’ form.  That form includes two links; one if the receiving broker wants to ‘Accept Online’ and another link if the receiving broker wants to print and fax the simplified yet detailed form.  If they accept online the acceptance comes right back into the Responses page.

Due to popular demand, additional Training Seminars have been added.  Click here to view next week’s schedule and register for the seminar(s) of your choice.

Posted in 411, ActionPlans, AutoPilot, Tips & Tricks, Training. Leave a Comment »

ReloSpec Express Training Seminars this Thursday

February 23, 2016 — relospec

Now that the ReloSpec Express features have been released you may want to take advantage of the Basic and Advanced Training Seminars scheduled for this Thursday.  The Basic seminar is at 11:00AM Central time, and the Advanced seminar is at Noon Central time.

Entering Outgoing and Incoming referrals, and accepting referrals from your Import page just got a LOT easier and faster with the new ReloSpec Express. Learn the Ins and Outs of this new feature.

And, then, once you know how to put in a referral, learn some of the features and shortcuts that will take you a few steps further in automating your ReloSpec.

Click here to register for one or both seminars.

Posted in 411, ActionPlans, AutoPilot, Tips & Tricks. Leave a Comment »

ReloSpec Express coming soon

February 2, 2016 — relospec

Get there faster and easier with ReloSpec Express.  Today we are announcing ReloSpec Express and plan to have it available within the next couple weeks.

We’re very excited about these new features.  You may never use ReloSpec the same way again!

ReloSpec Express is a set of tools that will help you complete everyday tasks in much less time.  Think of it as riding the express train and bypassing stops to get to your destination faster!  Imagine completing new outgoing referrals in a fraction of the time it takes now.  Accepting Incoming referrals will be quick and easy.

Imagine clicking a link from the Main Menu page, fill out a form and have ReloSpec execute an Action Plan, send the AutoPilots and SEND the record to the other broker all automatically.  You just fill out the form and the rest is done for you!

If you want to continue using the Standard ReloSpec features and make decisions at each stop you can.  Or you can use the Express forms and complete the tasks much faster.

The ReloSpec Express features will be available to all ReloSpec users at no additional cost.  We’ll let you know when it is available.  Get ready to ‘board the Express’ very soon.

Posted in 411, ActionPlans, AutoPilot, Forms, Importing, New Features, Tips & Tricks. Leave a Comment »

Guest Database Now Available

December 4, 2015 — relospec

Sending broker-to-broker referrals?  You already know about the SEND button and how you can send b-2-b referrals to other ReloSpec users.  By using the SEND button you put a copy of your referral in the other database.  When the agent is assigned or the Status changes or a number of other settings change your record will be updated automatically!

But, what if the other broker doesn’t use ReloSpec?  Now you can send it to them too!  By using the SEND button ReloSpec will look to see if you have already identified the other broker’s ReloSpec database name.  If not, it will assume you’ll send it to the GUEST database.  The name “GUEST” will appear in the SEND page.  Just click ‘Send’ and a copy of the record is in the other broker’s Guest database.

The other broker will automatically receive an email notifying them the record has been sent along with a link to http://www.MyReloSpec.com and the ID and Password they’ll use to access their record(s).  If other ReloSpec users send referrals to the same broker that broker will still only have one ID/Password to use to view ALL the records.

Why use the GUEST database?

  • It provides instant Read-Only access to the client details
  • The broker can read the (Public) Notes for the client
  • The broker can use the ‘Send Update’ button to keep you up-to-date.  (Goes to your Responses page!)
  • There is nothing for you to setup for the other broker!  It’s all automatic.
  • There is no cost for you or the other broker to use it!
  • Referrals may be sent anywhere in the world.  Soon, all pages associated with the GUEST database will be available in over 90 languages using the Google Translate(TM) function

If you want to extend some of the great ReloSpec features to other brokers around the world this is a great way to do it!  Watch for additional GUEST database features coming soon.

There is a new Training Video available for using the GUEST database.  Click here to view it.

Posted in 411, Common Questions, Managing your Users, New Features, System, Tips & Tricks. Leave a Comment »

At A Glance; Records To Be Sent

November 18, 2015 — relospec

A new link has been added to the At A Glance box on the Client List page.  This new link displays the number of records for which you used the ‘Lookup from Brokers Using ReloSpec’ or the ‘Lookup HSF Affiliate’ (for exclusive use of HSF Affiliates) and yet have not used the SEND button to send the record to the other broker.

Note for HSF Affiliates: Using the SEND button is the only way you will receive credit for sending a referral to another HSF affiliate.

As a review, using the SEND button is great for the sender and the receiver.  For the sender it means that a copy of your referral will be inserted into the other broker’s database and synchronized with your own.  Any changes made to the record such as Assigned Agent, Status and other settings will update automatically in your database!  For the receiver it means not re-entering any of the client details and knowing that changes you make will automatically update the sender’s database!

This new link will be display only if you have any un-sent referrals.  Clicking the new link will filter the Client List page and display only those records that haven’t been sent.

So, what happens if you have a record that was set up to send, but you changed your mind and don’t ever want to send it?  Just select the record, click the SEND button then click the button that says, “I no longer want to send this client now or in the future”.  Clicking the button will remove the referral record from the list of un-sent records.

Posted in 411, Common Questions, Importing, New Features, Tips & Tricks. 3 Comments »

Easily Change Email Addresses in AutoPilots

November 4, 2015 — relospec

Do you use an Action Plan to create AutoPilots?  And, does the Action Plan Item include, say, an Office Manager that has changed?  Sometimes you’ll have AutoPilots with the old email address and you need to replace it with a new one.  Instead of trying to remember which AutoPilots may be going to the wrong email address you can now use a handy ReloSpec feature to do it for you!

In the Settings page there is a new link: ‘Search/Replace Email Addresses in Tasks’.  Click the link and you’ll be able to enter the old address and the new address and let ReloSpec find and update each occurrence.  This works for the following:

  • Task Activity = AutoPilot
  • Task is not yet Complete
  • Searches the To:, CC: and the BCC: field
  • Works if there are multiple email addresses entered in any of the 3 fields (To:, CC: and the BCC:)

You won’t use this feature every day, but it will be a handy thing to have when you need it!

Posted in 411, AutoPilot, New Features, Tips & Tricks. 1 Comment »
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