ReloSpec integrations with FiveStreet, OpCity, LeadRouter, and Lone Wolf

Happy New Year, everyone!

Our development team can use your help.   We are either working on evaluating or finalizing integrations for users of FiveStreet, OpCity, LeadRouter, and LoneWolf.    So can you take a moment and let us know if this can help you and your business.   Just go here and fill our simple form to let us know.    It will help us in making decisions and getting more integrations launched for you.

 

Save time with ReloSpec’s integrations: Cartus Broker Center, LeadingRE Xchange, Trulia, Zillow, and other sources?

Why are you manually entering records one field at a time into ReloSpec?    Did you know we already have integrations in place with Cartus Broker Center, LeadingRE Xchange, Trulia, Zillow, and other sources?

For Cartus Brokers

Broker Center Copy and Paste (entire records)

Use the Copy/Paste feature to instantly insert records from Broker Center into ReloSpec. Copy and Paste the record, and all the fields carry over into Relospec without adding one field at a time.   This will save you TONS of time!

LeadRouter

Also, do you use LeadRouter?  If you do imagine seeing all your records and notes go from seamlessly between LeadRouter, Cartus Broker Center, and ReloSpec, talk about saving time.

Our Cartus integration and our entire product is a fraction of the cost to that of our competitors, start with a 30-day FREE trial.

For Leading RE Brokers

For a while now, Relospec has used the Application Program Interface (API) to have all Xchange records inserted automatically into your ReloSpec database.

You can also add records from Relospec to XChange automatically.   When entering an Outgoing record in ReloSpec, click the checkbox.    PLUS, the bonus is that all agent updates in ReloSpec are automatically sent to the Notes in Xchange!  Why aren’t you using this yet?

Sign up with Xchange and we can take care of the rest.   Call Tom Demos at 425-636-6939 to find out more or email tdemos@relosfotware.com

For Records From Your Website, Trulia, Zillow, Realtor.com and Other Sources

Why not have all those leads go automatically into your ReloSpec Import table?

You can scrub them there, move the ones you want to the Referrals table and work them from there.   Need help processing and managing all those leads?

Let us know how we can help you we can help you save more time!

Do you have other sources you want us to integrate, let us know in our online suggestion box?

Agent Access Re-visited

For many years now the ReloSpec  has provided the ‘Agent Access’ feature.  This great feature provides the agent valuable tools for managing referrals, and is included with your ReloSpec license.

Here are a few of the features included with ‘Agent Access’:

  • The agent has Read-Only access to only those records assigned
  • All ‘Public’ notes are visible
  • Using a navigation button, quickly filter for ‘Active’ or ‘Pending’ or ‘Closed’
  • Using the optional Images feature the agent can upload property images, BMAs or other related files
  • The agent has access to their Agent table record and can update their own email address and other contact details
  • Using the ADD NEW button the agent can submit new referrals directly to ReloSpec
  • At any time the agent can provide updates to referrals assigned to them.  Agents don’t need to wait for an emailed update request and submitted updates go directly to the Responses page
  • Using the REPORTS option the agent can generate their own ‘Agent Scorecard’ report

Setting up your agent’s access is simple.  From the Main Menu page, click SETTINGS, USERS, then click ADD NEW and fill out the page.  The first field (User Name) is very important because it is used to select the records the agent has access to .  It is always the Last Name, First Name.  To make it easier, click the Agent Lookup button to fill it in automatically.

Fill in the other fields including the User ID which must be unique, and the Password.  We suggest using the agent’s email address but can be any unique ID.

Be sure the [License Level] field is set to “Agent”.  Once the record is saved the ID/Password will be available immediately.  And, you may add or delete agent users as needed.

Training videos are available from the Main Menu.  Click ‘About’, ‘Videos’ and click on the ‘Agent Access’ button.

Agents who use this valuable feature are able to manage their referrals easier in less time, help you avoid time-consuming interruptions, and close more business.

Jim Evans to retire in December

After 20+ years of writing, selling and supporting the Relocation Specialist (ReloSpec) software, Jim Evans is retiring.  Last year the software was sold to Constellation Web Solutions with Tom Demos as the Product Manager. Over the last twelve months Jim has helped with the transition.

In a recent interview, Jim said, “Retiring is very bittersweet.  I’ll miss all the great friends I have met along the way.  I’m glad that Sue Farley and Mark Harpootlian have remained with ReloSpec.  Without Sue and Mark’s help I would never have been able to adequately support our many customers over the years.  They are fabulous.”

“I’m also very pleased with how Tom and the Constellation team have embraced the ReloSpec software.  They are a proven team continuing the ReloSpec tradition of offering excellent software products and great customer support.”

Jim’s official last day is Thursday, December 6th.  Though he won’t be involved in the day-to-day operations, he has agreed to attend two of the upcoming conferences in Las Vegas as an ‘Ambassador’.  He’s planning to attend the LeadingRE conference in February (20th – 22nd) and the Berkshire Hathaway HomeServices (BHHS) conference in March (10th – 12th).

 

Are you going to the NAR Conference this weekend?

If you are attending this weekend’s NAR conference do not forget to stop by the Constellation Real Estate Group booth and say ‘Hi’ to ReloSpec Product Manager, Tom Demos.

We hope to see you there.

Special integration updates being finalized for Cartus members

We are in the midst of completing a new integration for Cartus members to make it easier and more efficient to use ReloSpec to manage their Cartus referrals.

What does it entail?

  1. With BROKER CENTER – we have created a copy and paste integration that no longer requires a third-party integration.
  2. With LEAD ROUTER – we are finalizing a LEADROUTER API integration that will help all LEADROUTER users automatically sync leads into ReloSpec, as well as send updates back to LEADROUTER (also updating BROKER CENTER).

This way no matter where you prefer to do your work, ReloSpec, LeadRouter, or Broker Center you are able to see real-time updates.   This is a game changer as it relates to efficiency.

Our CARTUS integration solution will allow users to use one, the other or both depending on your needs.   The BROKER CENTER portion is completed, and the LEADROUTER API should be completed this quarter.   Let us know if you want to learn more about the solution.

This is ReloSpec’s continued commitment to providing the most effective and efficient relocation management system for our clients.

If you have any questions CONTACT US as we are here to serve you.

Will we see you in Seattle next week?

ReloSpec founder, Jim Evans, and ReloSpec Product Manager, Tom Demos, would like to get an opportunity to sit down with you next week at the RDC meetings in Seattle. Our team is arriving Tuesday afternoon and would love to sit down and hear your thoughts on ReloSpec; what you like and what else you would like to see.  The drinks and appetizers are on us.  We really just want to get a chance to meet you.

Please let us know if you are attending by clicking here

We look forward to seeing you in Seattle!