Constellation1 Relocation (2.0) Viewing Party

December 2020 – Relo 2.0 Updates

December 2020 Updates

Click to see all the updates in the following sections:

Quick Outgoing 

Quick Incoming

Referral Submit and Imports

Adding an Action Plan – After an Import

Activities > Responses Table

Relo 2.0 updates to Agents – Languages, Areas Served, Training

October 2020 Relo 2.0 Updates

The following items were resolved in October 2020

  • Clients > Notes – The search filter was not filtering but is working correctly now.
  • Clients > Quick emails – Added important people from the record as options like Contact, Manager/Consultant, Office Manager, Assigned agent, and Referring Agent.
  • Activities > AutoPilots – Created function for mass sending future AutoPilots.
  • Clients > Search – The search by Client Name was having an issue and is resolved.
  • Activities > Autopilots – AutoPilot display numbers now coincide with relo 1.0 display
  • Activities > Responses – Huge update in response that does not drive people away from activities and allows you to see an d update Referral Status, List Price, Sale Price, Estimated Closing Date, Closing Date).
  • Clients > To-Do List  Attachments are processing (being included in emails) properly when creating a new to-do
  • Home > Email tracking – Added Client Name as a column and have that link into the record for updating
  • ***Client name on any page takes inside the record.
  • Activities > Reminders – Updated the ability to edit the date of a reminder
  • Activities > AutoPilots – Updated the entire section into tabs so users do not have to scroll when working in an area.
  • Clients Display – Added fields for File#, Client Cell, add Client Email quick links added Transaction Address as searchable
  • Clients Quick emails – in Quick Emails we now pass the FILE # and CLIENT NAME in SUBJECT line, multiple image upload function
  • Clients Mass Email- Add the ability to MASS email all CLIENTS from an existing filter.  
  • Clients Add and Edit – updated Client tab records to all begin expanded to make them easier to find
  • Activities – Esign – Finalized testing on electronic signatures, having relocation contacts, and assigned agents sign documents. 
  • Added notification tool (bell icon) inside the software. Video highlighting how to view relo2.0 alerts from the notification bell

Email tdemos@relosftware.com with any questions.  

Updated Activities Page Layout on 2.0

Relo 2.0 and other Constellation1 Relocation users please be aware that we are launching an updated layout for the ACTIVITIES page, based on your feedback. The first part of this update should be live this afternoon.

This is the first of a number of updates to the ACTIVITIES page (based of client feedback). You will see that when you delete a response, send an autopilot, complete a reminder or edit an action plan, you get to stay in that specific area you were working in without having to scroll. More updates to follow.

Network Viewing Party Invitation to HSF or LeadingRE members: Pre-Registration is required!

Constellation1 is hosting network viewing parties for HSF and LeadingRE members to walk through out new Constellation1 Relocation (formerly known as ReloSpec). You can pre-register below.

HSF – September 4th 

HSF – September 18th

LeadingRE – September 11th 

LeadingRE – September 25th

Some new features of note include:

• HTML editing on emails, signatures, and body of letter

• Smarter searching filtering

• Document storage

• Electronic signature

• Schedule reminders, calls and meetings

• Email activity tracking

If you are NOT in HSF or LeadingRE and want to view our new Constellation1 relocation product or if you have any questions then please email tdemos@relosoftware.com

Relo 2.0 is here – Webinar on 7/8 and 7/9 to learn more

Constellation 1 is excited about the launch of Relo 2.0.   We have taken all the assets of Relo 1.0 and focused on making things better, in order to make you more efficient and effective.   See what the buzz is all about.

We are going to hold two weninars this week this Wednesday (July 8th) and Thursday (July 9th) at 2 pm Central (3pm Eastern, 1 pm Mountain and 12pm Pacific).

Please email tom.demos@constellationreg.com with the day you would like to attend. 

Have a great day.

HSF Affiliates Training Class at 12:30 pm Pacific

Constellation1 is presenting daily training on our various products daily.   Today, we will cover a variety of topics that will help you use the tools available in your current ReloSpec platform, specifically for HSF Affiliates.
Please forward this meeting notice to anyone who could benefit from this call.
Agenda:
  1. HSF Referrals contact search
  2. Options for automating follow-ups and reports
  3. Tips and best practices
Meeting information:
Dial-in # (646) 749-3122
Conf # 582-121-165

LeadingRE Welcomes Constellation1 to Solutions Group Program

Constellation1, who owns Relocation Specialist (ReloSpec) software, is excited to join  LeadingRE’s Solutions Group.

We are excited to be the first relocation management software in the solutions group program.

– Real estate tech company offers a full technology suite, individual modules, and data services. –

CHICAGO – April 16, 2020 – Leading Real Estate Companies of the World®, a global network of more than 565 top real estate firms, has named Constellation1 to its Solutions Group, a collection of preferred business resources. Constellation1 provides real estate technology services to brokerages and MLSs across North America. The Solutions Group relationship will incorporate Constellation1’s back-office solutions, data services, and relocation management software.

“As so many brokers are taking this time to evaluate systems and efficiencies, we are happy to present Constellation1’s solutions, which include flexible options like their robust back-office accounting software, powerful real estate data services and web-based relocation software, Relocation Specialist,” said LeadingRE Vice President, Corporate Marketing Robin LaSure.

“We have a unique opportunity to partner with LeadingRE members who value investing in their future,” said Doug Fisher, Vice President of Sales at Constellation1. “Our ongoing commitment to research and development and our position in the industry as a stable, long-term partner demonstrates our investment in not only our future, but also that of our clients. Additionally, the power of our data services, our strength in normalizing data from more than 500 MLSs across the country, and the expertise of our team further enhances this partnership and represents a true win for all.”

Learn more about Constellation1 at constellation-1.com.

Learn more about Leading Real Estate Companies of the World® at LeadingRE.com.

 

 

Visit Booth #709 at BHHS Conference

Visit and view ReloSpec 2.0 at our Constellation1 booth #709 at BHHS Conference.