COMING SOON: Electronic Signatures for Referral Confirmation

Coming soon in ReloSpec, the ability for ReloSpec users to have a signed referral confirmation agreement generated in ReloSpec and returned as a PDF in the client record.    More to come on this subject by the end of the year.

 

IMPORTANT UPDATE: Deleting a Client Record in ReloSpec

At ReloSpec, we have been getting more and more inquiries about tracking records that get deleted.    We have noticed that in its current format it is very easy to delete a different record than you desire and not even know what happened.    So we have made some important changes that will be live in the next 24 to 48 hours.

Here is what you will be seeing:

 

We will be removing the DELETE button from the home page of the CLIENT LIST page

 

Delete 1

 

 

We will be placing the DELETE button inside the client record and can be accessed when you click the PENCIL / EDIT button

 

Delete 2

 

  • Click UPDATE to UPDATE your changes
  • Click DELETE to DELETE your record
  • Click CANCEL to return back to the main CLIENT LIST page without saving your changes.

 

When you click DELETE, you will see a confirmation message come up that looks like this:

Delete 3

 

  • Click CONFIRM to finalize your deletion
  • Click CANCEL if you do not want to DELETE the record.

 

This change will now make records easier to delete, and more importantly, the ReloSpec team will have a log of all deletions to track users deleting records.

 

This is just another step in further enhancing the user experience.

 

Contact ReloSpec, https://form.jotform.com/81483826984169 with any questions.

 

Have a great week!

Makeover for ReloSpec Quick Notes

The ReloSpec development team has been busy redesigning the user interface for the quick notes area.  Quick notes are one of the most often used features in ReloSpec.    As a result, we wanted to help enhance the user experience.
Why do this?
  • It adds more modern technology to ReloSpec
  • It is the beginning of user interface updates
  • It allows for a lot more flexibility and efficiency.
  • It also will help prevent some previous issues users were experiencing due to session variables
How do I see the new interface?
Click on the N in the CLIENT LIST page
RS Notes 1
You will see a new layout

RS Notes 2
You will first see the NOTE HISTORY for the record for a quick look.
You can click RS Notes 3 to close the window if you do not want to enter a note.
You can click  RS Notes 4 to ADD A NEW NOTE
You will see the screen expand to allow you to enter data via a content editor
RS Notes 5
When you click on the NOTE area you will see you can add images, links (including videos, text etc like a word processor.
    The CLICK  RS Notes 6 and you will see the note in history.
Stay tuned, we will also be providing a way to DELETE and EDIT notes from the same page.
You will see this feature launched around 12 pm Central today.

Secure New Seller Leads with Predictive Analytics

Constellation Real Estate Group (CREG), has acquired offrs.com (offrs), a market leader in predictive analytics and lead generation in real estate.

offrs is a cutting edge lead generation. solution.  They have mastered the art of qualifying new sellers.   offrs has been able to predict using their algorithm and predictive analytics program who is going to sell their house next with 70% accuracy over the last 12 months, so offrs clients get in front of new sellers before anyone else.

Testimonial Video

If you want to learn more, have questions or schedule a walk through.   Contact Tom Demos at tdemos@constellationws.com or 425-636-6939.   You can also schedule an appointment by going to his ONLINE CALENDAR

This type of service will provide you with an amazing competitive advantage and is definitely worth evaluating.

ReloSpec enhancement related to Add New Express form launching on 6/13/19

WHAT IS BEING ENHANCED?

Add New Express Referral Form.

Specifically, the Assigned Agent Fields of First Name, Last Name, Office, Phone and Email will become read only.

WHY ARE WE DOING THIS ENHANCEMENT?

We have found that better data entry and more consistent data will benefit your interaction within the application and the reporting services.

HOW DO I ENTER DATA IN THESE FIELDS AFTER THE CHANGE?

If they are an agent that you know you have entered into Relospec, follow these steps:

  1. Click the blue button called “Look up from Agents
  2. Search for the Agent you want.
  3. Select the Agent.
  4. Then Click the button on the top left of the screen with the selected Agent Name.
  5. The form will be auto populated for you.

If the agent is not currently in the agent list, please

  1. Click the blue button called “Look up from Agents
  2. click the + sign to add new agent.
  3. Enter all fields and save the record.
  4. Then follow steps 2, 3, 4 and 5 from above.

WHAT IS COMING IN THE NEAR FUTURE?

This will be the first of a series of changes that will help your overall satisfaction with the product and provide a much richer  and enhanced experience with Relospec.

CONTACT RELOSPEC with any additional questions by going to our CONTACT US PAGE

LeadRouter/Broker Center Integration is complete, OpCity and FollowUp Boss are pending, are you interested?

ReloSpec has made considerate effort to increase efficiency for clients.    One area of focus has been on adding integration so you don’t have to add records one field at a time, or copy and pasting information.    Now that integrations are built we need to hear from you.   Our integration with LeadRouter/Broker Center is complete, we have all the paperwork and specs to integrate with OpCity and Follow Up Boss so go here to let us in you want to learn more about one or more of these integrations with Relocation Specialist.

 

 

Do you need help generating new buyers and sellers?

As you know by now, Constellation Real Estate group is comprised of many different real estate software products like ReloSpec.   Today, I want to introduce you to one of our other brands, MarketLeader.

There are very few companies that can help you grow your real estate business by guaranteeing new buyers and sellers in specific markets, MarketLeader is one of the companies that can do just that.

MarketLeader’s lead generation program guarantees you new buyers and sellers in your specific market.   To receive a quote and to see how you can grow your business you can click here, or forward that link to your broker/owner.   .

***Don’t forget we can help you with developing a new company website that generates new buyers and sellers, and assist you in managing, distributing, and cultivating leads to help you grow your sales.

If you ever have any questions about ReloSpec, MarketLeader or any of our other real estate software products.   You can always schedule an appointment to learn more.