ReloSpec411

Agents > Edit –  Added managing Languages, Areas served, Training:

Clients > Edit > Agents – Added the ability to search by Language, Areas Served, and training

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.  

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.

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 4^th 

HSF – September 18^th

LeadingRE – September 11^th 

LeadingRE – September 25^th

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

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.

1. HSF Referrals contact search
2. Options for automating follow-ups and reports
3. Tips and best practices

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.

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

Will you be attending the BHHS Conference (3/8 to 3/10) or LeadingRE Conference (3/11 to 3/13)? If you are Tom Demos, our ReloSpec Product Manager would like to meet and walk you through ReloSpec version 2.0.     ReloSpec 2.0 is set to go live to clients sometime in Q2 2020.

Start by clicking here and let Tom know you are attending and we will coordinate a walkthrough.

We can’t wait to show you what ReloSpec 2.0 has to offer, and how we can directly save you time and money.    We are looking forward to seeing you in Nashville and Las Vegas!

Happy New Year from ReloSpec

Looking back at 2019

We wanted to take a moment and show our appreciation to you, the loyal and dedicated customer of ReloSpec, Relocation Specialist software.  Since it’s inception, the ReloSpec product has been focused on providing software that helps relocation managers more effectively manage the entire sales process of current and prospective relocation clients/referrals.  Constellation Web Solutions (CWS) is now entering it’s third year of managing the ReloSpec product, and thanks to you we have seen steady growth and have focused on providing a great deal of integration options for our ReloSpec customers, most recently integrations with OpCity, Cartus/Broker Center/LeadRouter, LeadingRE, posting leads from websites, creation of custom capture forms more easily bring leads into the product and much more.   We have also created mechanisms to push data to your accounting departments, and their respective applications.    If you have not taken advantage of our integrations, what are you waiting for :0)?

Looking forward to 2020

What is in store for ReloSpec customers in 2020?

MAJOR ENHANCEMENTS FOCUSED ON EFFICIENCIES FOR OUR CUSTOMERS.

In 2020, you will see CWS take the ReloSpec product to a new level by investing a great deal of time, money and resources into the product in an effort to make our customers  relocation management lives better.  The goal is to become the top relocation software management software in the industry by taking the great foundation we have and enhancing the overall user experience in order to provide relocation managers with the most advanced, effective and efficient software in the market.   We know the more time you save, the more money you will make.

We have three primary initiatives in 2020

#1)   It will start with a ReloSpec UI/UX redesign.   UI refers to the user interface, how the software looks when our customers login. and UX refers to the user experience, how the software is organized for our customers.  Through our client surveys and discussions it has been made clear that the focus should be on how can we cut out additional steps in the current version of ReloSpec to save our customers time when executing tasks in the software.

#2) Then we will be launching a new automated referral confirmation workflow that will include the ability to automatically secure agreement and post electronic signature documents directly into the application so our clients can more effectively collect agreements between parties.

#3) Lastly, we will be launching a new reporting module that will be focused on giving clients real time dashboards and reports that will help our customers  executive/management teams easily be able to retrieve important information.

When will these tools be ready?  Production and development is already under way.

How will you communicate when they are completed?   We will be communicating here on ReloSpec 411 as soon as we are ready to launch.

Will there be additional training and support?  As always additional training is never a cost to ReloSpec customers.    We will also provide raining video walk through on all enhancements.

We would like to wish you, your families, and your staff a happy, healthy, and prosperous 2020.  Thanks again for being the backbone of ReloSpec, we are looking forward to having an amazing 2020 with you.