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 »

Agent Performance Review and Scorecard Reports Enhanced

October 5, 2015 — relospec

Recently ReloSpec began inserting notes into Agent Notes table.  Whenever an agent is assigned using the ‘Lookup from Agents table’ link, or whenever the agent accepts or rejects one of the AutoAssign form requests or the agent is replaced by another agent a note is added for that particular agent in the Agents table.

You may view the Notes by clicking the AGENTS link on the left side of the Client List page, select an agent and scroll to the bottom of the page.  You may edit the notes by clicking the EDIT NOTES button at the bottom of the Notes grid.

Now the Agent Notes (not the Notes for referrals) are included when you view/print the ‘Scorecard – Agent’ report.  This handy report displays the referrals assigned to the agent grouped by Referral Status, the difference between the BMA and the Sale Price, other details, and now includes the notes for the agent.

In addition the ‘Scorecard – Agent Performance Review’ report has been greatly enhanced.  This report displays only the totals for a large number of categories such as Total Incoming Buyers, Total Incoming Sellers, AGRs, whether or not the agent used the “Preferred Mortgage Company” or not, the “Other Mortgage Company” used when they didn’t use the preferred and other details.  It now includes the Goals for the agent listed next to the results, and the Agent Notes have been added as well.

If you’re not already familiar with the ‘Scorecard – Agent’ and the ‘Scorecard – Agent Performance Review’ reports, check them out today.  They will be very useful the next time you need to review an individual agent’s performance.

Posted in 411, Agents Table, New Features, Reports. Leave a Comment »

New Agent Table Update Button in Settings

September 29, 2015 — relospec

A few weeks ago we added new fields to the Agents table that contain the entries found in the Agent Languages, Agent Training and the Agent Areas Worked tables.  This makes is simple to search for the correct agent based on those items, plus Notes and many other fields.  The reaction has been great because those same search features were extended to the ‘Lookup from Agents table’ link in the Client List page!

For those ReloSpec users who were already using the Languages, Training and Areas tables, the issue became how to get the information from those tables into the new fields.  For the SEARCH feature to work the information from the various tables must be entered into the corresponding Agent table field.  That is done manually each time you select an agent in the Agents page, click one of the buttons for Languages, Training or Areas and click the ‘Return to Agents’ button.

But, what if you have multiple settings for many agents?  The solution is now available!  From the Main Menu, click Settings then click the ‘Update Agents Areas, Languages and Training’ button near the bottom of the page.  A new page will open.  Click the BEGIN button and ReloSpec will automatically update all 3 fields for Languages, Training and Areas Worked for all your Agents!  This utility only needs to be run one time for each database, but if someone runs it multiple times it won’t matter.

Once the new utility has been run all your agents will have the fields updated and you may easily search for the right agent based on a wide variety of settings including Languages, Training, Areas Worked as well as by Office, Notes and other settings.

Posted in Uncategorized. Leave a Comment »

Finding the Right Agent Just Got Much Easier

September 10, 2015 — relospec

Need to find an agent who works in a certain area, speaks a certain language and has the proper training?  It is now much easier to find just the right person!

ReloSpec has always had the ability to track Areas Worked, Languages and Training for individual agents.  The problem has been searching across the various tables of agent information.  Now, ReloSpec stores the data in new fields in the Agents table and allows you to search across all the fields while in the ‘Lookup from Agents table’ link!

In the AGENTS page you still have the buttons to edit any of the 3 tables (Areas Worked, Languages and Training).  The difference is that now when you click the ‘Return to Agents’ button an alphabetic list of the contents is entered into the proper read-only field in the Agents table.  This solves two problems we have had in the past; the ability to easily edit the contents of the field and the ability to quickly search across the various tables to find the correct agent.

Each time you click ‘View Languages’ you can edit the languages the agent speaks.  When you click the ‘Return to Agents’ button the languages you have chosen are entered into the corresponding Agents table field.  The same process applies to the ‘View Training’ and ‘View Areas Served’ buttons on the AGENTS page.

After you have selected an agent in the AGENTS page grid, look just below the grid to view the Areas Served, Languages and the Training for that agent.

And, the same search capabilities have been added to the ‘Lookup from Agents table’ link in the Client List page.  So now when you need to lookup the correct agent you can search across all the fields and tables for all agents!  You can even combine multiple items within a search field.  Say you need someone that works in either “Bellevue” or in “Papillion”.  Just enter “Bellevue or Papillion” in the Areas Worked field and it will find agents who work in either place.  You may also use the word “and” in the same field so you could enter, for example, “Bellevue and Papillion” and it would find the agent (or agents) who works in both.

These new features are in your ReloSpec database today.  For those who have already been using the Areas Worked, Languages and Training tables all the data is still there.  As of today however, getting the records from the 3 tables into the new Agents table fields is done for each agent individually which is a tedious process.  Within the next few days watch for a new button to be added to the SETTINGS page that will perform that function for you for all agents.

If you’re just getting started with the Areas Worked, Languages and Training tables, start by going to the SETTINGS page, click the button for ‘Agents: Areas Worked’ and enter the various work areas for your area.  This will create the list of areas to be used while in the Agents table.  The same goes for ‘Agents: Languages Spoken’ and ‘Agents: Training Classes’, also found in the SETTINGS page.

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

Popular Webinar: New AP Button and Synchronized Records

September 3, 2015 — relospec

We had such a great response to the first webinar we did last week, we’re going to repeat it for those who missed out.  Please join us next Tuesday, September 8th!  The webinar will cover two very important topics; the new AP button and the synchronizing of records between ReloSpec databases.

Action Plans have been proven to save tons of time when managing records in your Client List.  Recently the AP button was added to the grid and the Action Plans feature has been enhanced.  The webinar will help you understand how to setup and use this time-saving feature.

There has been much discussion lately on synchronizing records between ReloSpec users.  People avoid re-entering data and they receive updates automatically from broker to broker referrals.  During the webinar we’ll discuss this new feature and how to make it work for you.

The webinar is next Tuesday at 10:00AM Central.  Click here to register for the webinar.

Posted in 411, ActionPlans, Importing, New Features. Leave a Comment »

New Form: AutoAssign7

September 1, 2015 — relospec

Do you need to send an assignment to the agent and show the Referral Fee 1 Percent and the amount of increase for the agent?  Use the AutoAssign7 form to do this.

Let’s say you want to show the agent that the Referral Fee Percent is 30% and there will be an increase of $100 up-charged to the agent.  Enter “.30” in the Referral Fee 1 Percent field in the Closing Page and enter “100” in the Referral Fee 3 Amount field.  When you open/send the AutoAssign7 form they will be formatted properly and display as “30% plus $100”.

There are many versions of the AutoAssign forms.  Open the FORMS page, click the ‘All Forms’ radio button and review to see which are best for your needs.

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

New USAA Forms Available

August 31, 2015 — relospec

This announcement is for ReloSpec customers who are members of Cartus.

Effective today there are two newly updated USAA forms which reflect the change to the USAA Real Estate Rewards program.  The two new ReloSpec forms are the ‘USAA Welcome Letter’ and the ‘USAA Thank You Letter’.  These two forms include the wording suggested by Cartus.

Be aware that the previous form names ‘USAA 1st Letter to Member’, ‘USAA 3 Mo Letter to Member’ and ‘USAA 3 Wk Letter to Member’ have been revised and are still available in ReloSpec.  The ‘USAA 1st Letter to Member’ and the ‘USAA Thank you letter’ are the same form.  Many already have the older forms in their Action Plans and will not need to update your Action Plan settings to use the newly updated forms.

The new Cartus forms are worded so as to apply to both buyer and sellers which is why there are not two versions of the Welcome and Thank You letters.

Posted in 411, ActionPlans, AutoPilot, Cartus. Leave a Comment »

Is Your Contact’s W-9 On File?

August 28, 2015 — relospec

When it is important to know whether or not you have a Contact’s W-9 form on file, you may now track that in the Contacts table.  From the Client List page click the CONTACTS link on the left side of the page.  Browse to the record you want and click the pencil to edit.  There is now a YES/NO field labeled “W-9 on file?” where you may enter the setting.

What is nice is that when you select that record in the Client List page by using the ‘Lookup by Firm Name’ link the W-9 setting is also inserted into the referral record.  So, when you click the CLOSING INFO link you’ll see in the upper-right of the page whether or not you already have the W-9 for that Contact.

As a bonus, for those of you using the Images option, you may upload a copy of the W-9 and store it with the images for that Contact.  You’ll always have a copy of the W-9 whenever you need to reference it!

Posted in 411, New Features, Referral List Page. Leave a Comment »

Learn about the AP Button and Syncing Records

August 27, 2015 — relospec

Please join us for a special webinar on Monday!  The webinar will cover two very important topics; the new AP button and the synchronizing of records between ReloSpec databases.

Action Plans have been proven to save tons of time when managing records in your Client List.  Recently the AP button was added to the grid and the Action Plans feature has been enhanced.  The webinar will help you understand how to setup and use this time-saving feature.

There has been much discussion lately on synchronizing records between ReloSpec users.  People avoid re-entering data and they receive updates automatically from broker to broker referrals.  During the webinar we’ll discuss this new feature and how to make it work for you.

The webinar is this Monday, August 31st at 11:00AM Central.  Click here to register for the webinar.

Posted in Uncategorized. Leave a Comment »

ReloSpec FORMS and Favorite Forms

August 17, 2015 — relospec

It is now much easier to add a FORM to your list of ‘Favorites’.  As you know when you click the FORMS link on the Client List page the Forms page is opened and the ‘Favorites’ radio button is selected at the top of the page.  In the past the only way to add a form to the list of ‘Favorites’ was to close the page, return to the Main Menu, click Settings, Favorite Forms then add the one(s) you wanted.

Now, to add a form to the list of Favorites, click the ‘All Forms’ radio button and click the green ‘Add to Favorites’ button in the right column.  That form is instantly added to your list.  Quick and easy!

A few of our ReloSpec customers were not able to view the form names in the FORMS page this morning due to the programming for that page taking a little longer than expected to complete.  All should be working properly now.

Watch for this same feature to be added to the REPORTS page soon.

Posted in 411, Forms, New Features. 1 Comment »
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