ReloSpec411

Do you need a short, simple version of the ‘Incoming Information Sheet’ for your agent and others?  Check out the new ‘Incoming Information Sheet-K’ which is a shortened version of the many other Incoming Information sheets.

This version includes the newest features including the ‘Click here to Respond’ link that allows the agent to send responses (if any) directly to your Responses page.  (No more copy/paste of emails!)  Plus, if you send this new form manually, without using the AutoPilot, ReloSpec will add a note automatically including the Date/Time, Who sent the form, the Email Address of where it was sent and which form was sent.  Cool!

To view a sample of this new form, click here.

Once again, Relocation Specialist will help sponsor the Relocation Directors Council meetings.  Next week they’re in Chicago.  Jim Evans will be on hand to answer your questions and help you get the most from your ReloSpec software.  There may be some extra time available while in the windy city, so feel free to arrange a visit by sending an email to jevans@prosws.com.

Two weeks later we’ll be represented at the American Relocation Alliance meetings in Memphis.  Be sure to stop by the display table to say ‘hi’ and learn the latest and greatest features of the ReloSpec software.

Do you have a need to keep track of Offers being made on a certain referral? Now you can do that!

A new link on the left side of the Referrals List page is “Offers”.  Like the other links for specific referrals, select the referral and click the link.  A new form and reports are being written to allow you to view the referral records and Offers made.

At approximately 11:00am Eastern time this morning the primary circuit, through Time Warner, failed. The fiber cable was accidentally cut.  At that point we automatically rolled over to our backup circuit without an issue, however some customers have not picked up the new path and are still attempting to access us through the down circuit. We are working with the provider to resolve this issue as quickly as possible.

This interruption affects only a certain area of the US and many ReloSpec users are not aware of any issue.  For those who are affected, access to ReloSpec will be restored as soon as your local router identifies the new location of the backup circuit.  That automatic process typically takes anywhere from 5 minutes to a few hours.

We suggest that you continue trying to login to ReloSpec regularly until access via your local router is restored.  We apologize for any inconvenience this has caused.

There is a cool new link called ‘Show Agents’ on the Referrals List page. This new link is located next to the Client Email field and when clicked will display the Office(s) associated with that zip code and the agents in the office. Just like the ‘Lookup from Agents table’ link it allows you to select the agent, click the button and the agent’s information is instantly inserted into the record.  This is a perfect, time-saving link to find the correct agent for this client/transferee!

So, how does this magic work?  In the Offices page there is a new field labeled ‘Areas Served (Zip Codes)’.  In this field you’ll enter all the zip codes serviced by this office.  They may be separated by a space or comma or whatever.  Then, when you click the new link in the Referrals List page, ReloSpec will instantly find which Office has that particular zip code and display it for you.

Once the Office is known, ReloSpec also displays which agents are assigned to that office.  Using the ‘Agent Info’ field in the Agents table you can identify which agents are certain “teams” as designated by you.  For example, let’s say you have a few agents who are on your “A-Team”.  You could enter “A-Team” in the ‘Agent Info’ field so that when the new pop-up appears you could SEARCH for “A-Team” and get members of that team in that office.  Agents may be members of multiple Teams such as “A-Team”, “Relo” or “REO” for example and the SEARCH will still work.

If you would like to see the 4-minute Training Video for the new ‘Show Agents’ link click here.

Do you want a way for email responses to come right into your Responses page, and avoid copying and pasting into the Notes table?  Many ReloSpec forms along with the ‘Email’ buttons on the Referrals List page now include a link in the body of the form/email that says:

Please do NOT hit “Reply” to this email, but rather
Click here to send a Response

By clicking the link, the email recipient can enter their name and response and click SEND.  Their response is inserted into the Responses page, and an email is generated to the MgrConsultant.  So, you’ll know immediately that a response is there, and when you’re ready you can ‘Process’ the response which moves it into the Notes table.

If the new link isn’t on one of the forms you use and you want it there, please let us know.  (We haven’t gotten to all of them yet.)  And, we know that not everyone will use the link, but those who do will find it easy and convenient and it will save you extra time!

Two new announcements are being made today. There are additional fields added to the Offices table, and there is now a more specific handling available for Alternate Agents.

First, the Offices table.  Now you’re able to store Names and Email Addresses for the following individuals in each Office:

• Loan Manager
• Loan Officer 1
• Loan Officer 2
• Insurance Contact
• Settlement Officer

After entering the values for each of those people you may use Action Plan Items, or new buttons in the ToDo page to send emails to any or all of the new individuals in the table.

To view a 4-minute video on the Offices table, click here.

Second, the Alternate Agents table has changed.  In the past, you would enter the Alternate Agent(s) in the table and then using either the ToDo page button (“Alt Agents”) or the button in the Action Plans you could send emails to all the Alt Agents.  The problem was that there was no way to identify the Alt Agents individually if you wanted something to go to one and not the others.

Now you are able to assign “Alt Agt 1”, “Alt Agt 2” or “Alt Agt 3” to up to 3 Alternate Agents, then identify them individually in the ToDo or Action Plan Items page.  All Alternate Agents are still stored in the Alternate Agents table.  It’s just that now you may specific to which one you want to send emails/updates/forms.

To view a 10-minute Training Video on the Alternate Agents page, click here.

Thank you for your patience and understanding as we worked through the issue that caused the extremely slow response times yesterday. We apologize for the difficulty this caused.

As we worked through the problem with all the discussions with the IT staff and the testing and all that was associated with troubleshooting, I always had in the back of my mind our highly valued customers who weren’t able to login and use the system as expected.

We have identified the cause of the problem and have taken steps to correct it. As I write this at 6:40AM (Central) I see that over 40 people have already logged in and all is running smoothly. All AutoPilot Express pages have run with over 2,000 AutoPilot emails sent successfully.

We expect normal, fast response times to return today. Thank you again.

Relocation Specialist has been experiencing slow response time throughout the day. We believe this is due to a hardware issue between the front-end server and the back-end database server. We are continuing to troubleshoot the issue and will have it resolved today.

You may log-in to Relospec, however response time remains slow.

We will send another blog once the issue has been resolved.

We apologize for the inconvenience it has caused.