Referral Record Email Address on Add New Express Form

Referral Record Email Address on Add New Express Form

On  February 1, 2019

In order to improve the performance of the application,  make future product enhancements and ensure modern data standards are maintained,
ReloSpec has made a change to the Add New Express page.
We have made the Customer Info Email a required field.
You will notice the field Customer Info Email now has a default value of NOEMAIL@relosoftare.com.
If you do have a Customer Email please update that field to your Customers Email.
If you do not have a Customer Email, please leave that default value in the field.

Thank you from Relospec.

We appreciate your business and look forward to making interaction with our application simply outstanding!

Constellation Real Estate Group (CREG) launches a new website for all CREG products

Visit our new CREG website:   https://www.constellationreg.com/

Do you know what CREG does?
The Constellation Real Estate Group acquires and invests in real estate software brands that are committed to providing long-term solutions and partnerships with franchises, brokers, agents, MLSs, and associations. Our ecosystem of market-leading technology solutions was designed specifically for the real estate industry through our brands.

Over 500,000 real estate agents, teams, and brokerages across North America rely on the Constellation Real Estate Group’s products and services to power, manage, and grow their businesses.

CREG SOLUTIONS
Marketing and Lead Generation
Lead and Relationship Management 
Transaction Management 
Accounting and Commissions

SCHEDULE AN APPOINTMENT
Schedule an appointment to discuss potential system CREG integrations for your brokerage.

CREG BRANDS

 

Update to AutoAssign Headers in Action Plans?

It was brought to our attention that our AutoAssign forms currently display different headers at the top of the email, depending on which AutoAssign you use.   Some display, Referral Assignment,  (like below) while others display, Referral Confirmation.  We have a request to change all of them to display the words, Referral Agreement, as it is a more accurate reflection of the form, Let us know if this is a problem.

autoassign

 

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).