ReloSpec411

The new Scheduled Reports are an increasingly popular way of having AutoPilot send the reports you want sent to selected people at specific times.  One of the more popular uses of this feature is to send the ‘Activity, Grouped by Office’ report to individual Office Managers, and limit the report to ONLY the records for a specific office.

Introducing the GUID (Globally Unique ID).  A GUID (pronounced: GOO-id) is a unique 36 character combination of letters, numbers and dashes associated with each record.  They are necessary to differentiate Offices (or Agents) without revealing the Office Name on the URL.  For example if you clicked the link in an email that said, “Click here to open the report”, the report would open in a new Internet window, however without the GUID, the URL address would include something like “…Office=Omaha&…”.  Upon seeing that the Manager could substitute something like “…Office=Lincoln&…” and view records from another office.  Not good.

So, instead of revealing the Office Name in the URL we include the GUID, and get something like “…Office=8C79D39D-11F5-432A-B330-4FFDB1A4F3B9“.  It looks confusing to you and me, but ReloSpec reads and understands them perfectly!

The Agents and the Offices pages now have radio buttons used to either SHOW or HIDE the GUID for each record.  Why should you care?  Typically you won’t, until you need to build the Body Of Letter to limit the Office Manager to viewing only their office’s records.

If it all this seems confusing, don’t worry, be happy, and contact a member of the ReloSpec Team for help with building your Scheduled Reports.

Many new features have been added lately and you may be wondering how you’re going to get things setup.  Need a helping hand?  Why not let the ReloSpec Team help you get started?

Agent Access
Let us know which agents you want to have their own Read-Only access to their records and we’ll create the IDs/Passwords.  We’ll email the list back to you and you can let the agents know.  Then, they can login to MyReloSpec.com anytime, view their records, provide updates and send new referral records to you 24/7.  You can change their IDs/Passwords anytime or delete them from your Users table as needed.

Scheduled Reports
It’s as easy as 1-2-3.  Send us a list of 1) Which Report goes to 2) Which Email Address(es) and 3) When To Send and we’ll set up the first ones for you.  Need help selecting the right report(s)?  Let us know and we’ll help.  Send a copy of the current ‘final’ report you’re using and we’ll match it to the ReloSpec report that best fits your needs.

Let us know how we can help you!

Goals are good.  They give us something to work for.  And, now in ReloSpec you can enter Goals for Agents and Goals for the Company.  AND, have the Reports to quickly and easily show the percent achieved!

For the Agents, simply select the agent from the Agents table, click the pencil and enter the goals in the fields in the right column.  Fields include Total Listed, Total # Closed, Total Agent Generated, Conversion Rate Percent, Total Outgoing, Average BMA Variance and Average DOM.  Once the goals have been set, at any time you can run the new ‘Scorecard – Agent Goals’ report and see the results for the agent!  Though there is some tweaking to be done to the report you can get the idea by viewing the sample report.

For the Company, go to the Utility Settings page and click the link for ‘Goals’.  Click the pencil to update the fields with your company goals for the year.  You’ll see there are fields for: Total Listed, Total # Closed, Total Outgoing Placed, Outgoing Placed In Network, Outgoing Closed and Outgoing Closed in Network.  Soon there will be a Company Report that will display the Goals and the percent achieved YTD or for any date range you want!

Especially for CARTUS Brokers 
For those ReloSpec users who are Cartus Brokers the Company Goals page has 30(!) additional fields so that you can set goals for USAA, HES, NFCU and other Cartus-exclusive fields.  The upcoming ‘Scorecard – Company Goals’ report will display the goals and the YTD results, or for any date range you want!

New Fields To Enable The Goals
In order to get the results for the new Goals feature it was necessary to add a few new fields to the ReloSpec Referrals List page and the Closing page.  There are 3 new fields; 2 in the Closing page and 1 in the Referrals List page.  In the Closing page there is now the ‘Pending Sale u/d Date’ and the ‘Final Sale u/d Date’ fields.  For Cartus brokers especially it is important to track the amount of time between the Contract Date and the date and update is provided, as well as the time between the Close Date and the Final Sale update is provided; hence the new fields.  In the Referrals List page it is important to know if a given record is within the ‘Network’ and that is why there is now a checkbox for ‘In Network?’.

The Referral Types field is now SMARTER
In the past, once you selected a Referral Type, the Subtype and the Buyer/Seller/Renter fields were updated automatically.  ReloSpec looks at the Referral Type found in the Referral Types table (in Utility Settings), sees the accompanying fields and updates them for you.  Now, in addition to those fields, the Referral Type can also determine whether or not the record is ‘In Network?’ as well as update the Referral Source field.  This will be especially important for Cartus brokers.  It is expected that the Referral Source field will contain entries for “USAA”, “HES” or “NFCU” so that the new ‘Scorecard – Company Goals’ report will be able to get the proper results.  Be sure to check out the new Training Video for Referral Types for more information.

A few weeks ago we announced the Agent Access feature.  Today we are announcing the new price (FREE for the license) and new features.

Do you have agents who want access to the records assigned to them?  Do you want them to be able to supply updates without waiting for your email to arrive?  Want your agents to submit new outgoing referrals easily?  It’s all included in the new Agent Access.

With the new Agent Access:

• You create the ID/Password for as many agents as you like.  Have them go to MyReloSpec.com to login
• You may add/delete agents as often as you like
• Agents can login, view only their records and cannot change anything
• It works great with smart phones, iPads, tablets and PCs!
• They can select a record, click ‘Send Update’ and their comments go right into the Responses table
• Agents can use the ‘Add New’ button to submit outgoing referrals that come into the Import table
• Agent Access does not replace the AutoPilot sending of update requests
• The Scorecard report for the agent is available at the touch of a button.
• More reports including percent of Goals achieved are coming soon!
• There is no charge for the license.  Next year when your annual Maintenance comes due you’ll be charged a maximum of $5/agent/year.

There is a new Training Video available to learn more.  You’ll learn how to set up the agent(s) and see what they will see when they login.

The Relocation Specialist upgrade to the new server has been completed.  Thank you to all who have worked with the planning and testing over the last couple months.  As you know, the last couple days have presented some challenges.  This blog will bring you up-to-date with our progress.

AutoPilot Update Requests Sent On Tuesday

Some (not all) Update Requests (AutoUpdate.asp) sent to Agents and Contacts did not have the correct URL address formulated in the body of the email.  When an agent clicks the link an error occurs and the page does not open for the agent to provide the update.  There are two solutions for this.  1) You can select the specific record in the Referrals table, click FORMS, click the link for ‘AutoUpdate’, fill in the agent’s email address and SEND.  This form will have the proper link for the agent.  Or, 2) If you want to have ALL your Update Requests from Tuesday to be sent to ALL your agents again, please let Jim (jevans@prosws.com) know and he’ll handle for you today.

IE 10.0 Requires ‘Compatibility View’

For those of you using Internet Explorer (IE) 10.0 be sure to click the icon on the section that includes the URL (Internet) address.  The icon looks like a page torn in half and when you put your cursor over the icon a small dialog box opens indicating ‘Compatibility View…’.  Click the icon and your ReloSpec Referrals List page will look much more “pleasant” and all features will work properly.  You should only need to click the icon one time, and the browser will remember to use Compatibility View every time you run ReloSpec.

For Those Using the Broker Center Copy/Paste Option

Due to changes in the Internet Explorer (IE) 10.0 the entire code for the Copy/Paste feature needed to be re-written.  That caused an unexpected delay, and is unrelated to the ReloSpec server upgrade.  The re-write has been completed and all should be working with this option.

 DO NOT upload Images to this temporary server.  They will be stored on the temporary server and not the production server we’ll be returning to tonight.  All Images you had stored up to a week ago will still be available for you to use.

We appreciate your patience as we work through this issue.

The ReloSpec Team

Due to a maintenance issue that ran longer than expected, the Relocation Specialist software is currently unavailable.  Service should be resumed at least by 9:15AM Central time.  Please try to login periodically.  Another blog will be sent once service is restored.

Thank you for your patience.