Will I see you in Atlanta?

Again this year Relocation Specialist (ReloSpec) is proud to be one of the sponsors for the Relocation Directors Council (RDC) meetings; this Spring in Atlanta.  RDC is an organization of relocation industry professionals and many of its members use ReloSpec.

We look forward to seeing you next Tuesday in Atlanta!

 

ReloSpec Update: All Features Are Working

Thank you all for your patience as we have worked through the last details for our upgraded ReloSpec software.  To our knowledge all features are working properly.  If you are having any issues to report, please use the normal procedures through the Help Desk or email us or call.

We’re help to help.

Broker Center copy/paste feature is working

For those of you who are using the Cartus Broker Center ‘copy/paste’ feature, we’re happy to report that it is now working on the new ReloSpec secure cloud servers.

We appreciate your patience as we worked through the remaining issues.

We’re back…

ReloSpec has been successfully moved to the new cloud servers. If the way you have accessed your database doesn’t get you to the login page, try going to www.ReloSpecCloud.com and login from there. Other links such as http://www.MyReloSpec.com will be available soon.

Thank you for your patience as we work through the last minute details.

Training Seminars and New Open Training Classes

There is still time to sharpen your ReloSpec skills this year!  Four new web seminars have been scheduled, plus two new Open Training Classes.

The web seminars will be held on Tuesdays and Thursdays next week at 11:00 and 2:00 Central time.  The Open Training Classes are on Tuesday the 13th at 11:00 or Thursday the 15th at 2:00 Central.  The Open Training Class is different from our seminars.  Topics will be decided by those attending the class.  Attendees will be able to ask questions directly and can hear and respond to answers.

To register for one of the seminars, or to get the link for the special Training Classes, click here…

Enabling Agent Access

For a long time we have had the ability to allow agents to login and have access to limited features.  The agent can login, then:

  • Have Read-Only access to records assigned to the agent
  • Send updates right away (without waiting for an emailed update request)
  • Send quick emails to the clients that are automatically saved in the Notes
  • Create new referral records that use the Referral Submit Form and are added to your Import table
  • Access the ‘Scorecard’ report for that agent

Now, allowing the agent to access ReloSpec is simple and fast!  A new field ‘Enable Login’ has been added to the Agents table.  Simply select the agent, click the pencil to edit the record and set ‘Enable Login’ to TRUE.  That’s it!  When you do that, ReloSpec will:

  • Create an ID/Password for the agent (the ID will be the agent’s email address)
  • Add the agent to your Users table in SETTINGS
  • Send an email to the agent with a link to ReloSpec and the ID/Password displayed

If you change your mind and do not want the agent to access ReloSpec, just select the agent in the Agents table, click the pencil to edit the record and set ‘Enable Login?’ to FALSE.  ReloSpec will delete the entry from the ReloSpec Login table (not from your Users table) and the agent will no longer be able to login.

For more information, click the Training Videos link on the Main Menu page and click on the ‘Enabling Agent Access’ link in the Mobile Access section.

 

ReloSpec Web Seminars for June

The ReloSpec Web Seminars are a great way to learn new skills or brush up on skills you already have!  The seminars for June have been published and are available by clicking this link, or from the ReloSpec Main Menu page where you scroll to the bottom of the page and click the link there.

There is a special seminar for HSF Affiliates (Prudential, Berkshire Hathaway HomeServices or Real Living) on Tuesday, June 7th but if that one is the only time you have available and you are not an HSF affiliate, you are still welcome to register.

Once you’re registered you’ll receive an email with the date, time and link to join the seminar.