The April and May Web Seminar schedule has been updated and is ready for your review. Attend one of our Web Seminars and see how much more efficient you can be! They’re fun, last just 30 minutes and they’re FREE!
Uprade to New Server is Complete
April 22, 2013 — HappybodyfoodIn the continuing effort to provide the very best performance we have once again upgraded our Relocation Specialist front-end server. Your annual Maintenance fees helped pay for the thousands of dollars invested in new equipment. All components of the server now have larger capacity and perform faster than previous versions.
The transition to the new server has been in the works for the last couple months. Tests of all features were completed early this month on an interim cloud server, and all work was to be completed by 3:00AM Friday morning. We appreciate the patience of those who had brief interruptions of service last Friday as we worked through the last-minute challenges.
And The Winner Is…
April 9, 2013 — HappybodyfoodCongratulations to Nancy Hudnall with the VIP Realty Group, Inc. in Florida! Nancy is the winner of the Apple iPad we announced in the February 20th blog.
The ReloSpec411 Blog is the best way to know the latest announcements and newest features in Relocation Specialist. Hundreds are now registered on the blog and we thank you for wanting to stay in touch. We know it isn’t easy to “stop chopping and sharpen the ax”, but when you do, it always saves time in the long run.
Stay tuned for another chance to win, coming soon!
The ReloSpec Team
Aren’t You Tired Of Re-Entering Data?
March 28, 2013 — HappybodyfoodDo you really have time to re-enter records from other databases like Cartus Broker Center, LeadingRE Xchange, Trulia, Zillo and other sources? Why not take advantage of the great time-saving options that ReloSpec has to offer?
For Cartus Brokers
Use the Copy/Paste feature to instantly insert records from Broker Center into ReloSpec. Just select the record in Broker Center, click a couple buttons and the record is instantly in your Referrals table. Select your agent, then you can use your Action Plan(s) and with one click instantly make all the assignments, send emails and schedule updates. This will save you TONS of time! Ask about a 30-day FREE trial.
For Leading RE Brokers
Use the Application Program Interface (API) to have all Xchange records inserted automatically into your ReloSpec database. Or, when entering an Outgoing record in ReloSpec, click the checkbox and have the record instantly added to Xchange. PLUS, the bonus is that all agent updates in ReloSpec are automatically send to the Notes in Xchange! Why aren’t you using this yet?
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! Contact us today: info@prosws.com
Why Pay Thousands To Get What You Already Have?
March 14, 2013 — HappybodyfoodReloSpec is already very economical but it probably does so much more than you know! Following are a few features you may not be aware of, but when used can save you time and money! (Click the links to view a short video on the selected feature.)
And, except for the Cartus Broker Center IMPORT feature, everything else is already in the database and is FREE!!!
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Automatic Action Plans (add AutoPilots and other tasks in one click when the Action Plan name matches the Referral Type)
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Agent Access (Agents have Read-Only access to the records assigned to them. They can provide updates and run their own reports.)
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Manager Access (Managers have Read-Only access to the records assigned to their office. They can provide updates and run their own reports.)
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Mobile Access (Run ReloSpec with pages formatted specifically for use with your smart phone or tablet.)
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Referral Submit Form (Use links on your company website or email signature or emailed forms to allow agents and contacts to submit referrals into your database.)
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AutoPilot Reports (NEW! Tired of generating your own reports, then emailing them others? Have AutoPilot regularly send emails with a link to the report(s) of your choice. What could be easier?)
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AutoAssign/AutoAccept (Use ‘AutoAssign’ Action Plan to send assignment to the agent. Upon accepting the assignment the tasks associated with the Action Plan ‘AutoAccept’ are run immediately; without being logged in!)
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Broker Center IMPORT feature (Optional $690 per year feature that imports records directly from Cartus Broker Center in 2-3 clicks. Call for demo and ask about a 30-day FREE trial.)
Let us know if we can help you take advantage of the features you already have! Either call or submit a Help Desk request and we’ll be there to help you save more time!
The ReloSpec Team
AutoUpdate Page Has More Information
March 11, 2013 — HappybodyfoodThe AutoUpdate page is one of the most popular FORMS used in Relocation Specialist. It allows the agent or contact to provide much-needed information about your referral records. And now, the page has expanded to 3 specific fields rather than 1 general field. The 3 questions are:
- Is this Referral still Active?
- Provide Activity since the Last Update?
- Other Comments?
Rather than have only non-specific comments the agent is now guided to provide more meaningful updates. When the update is posted into the Responses table, you’ll notice that the 3 questions and the answers to each of the 3 questions will be provided.
Also, if you want to send Update Requests that include the (Public) Notes you can always use the FORM names ‘AutoUpdate w/Notes’. That way, the agent will receive the request along with any Public Notes that exist with the record, then will still be able to use the new AutoUpdate FORM with the 3 questions.
We hope you’ll find having additional and specific updates to be more useful.
Agent Access Now Available; During March first 5 Licenses FREE
March 5, 2013 — HappybodyfoodThe Agent Access option is now available and during March 2013 your first 5 licenses are FREE. (Annual Maintenance costs will still apply.)
This exciting option allows your agents to login and have Read-Only access to the records assigned to them. They may view the Referral records, Notes (that are marked “Public”) and Closing information. Agents view their records, click the ‘Send Update’ button and the AutoUpdate page opens. They complete the fields, SUBMIT the form and the results go right into your Responses table. The advantage is that the agent may select all ‘Actives’ and quickly provide updates for each.
Agents may also click the ‘Add New’ button and the Referral Submit Form opens with the agent information fields already completed. Once the online form is SUBMITted, the new record is inserted into your Import table and the ReloSpec user is notified that the new record is there.
This option includes special navigation buttons so the agent can quickly ‘View ALL’, ‘View Actives’, ‘View Pending’ and ‘View Closed’. And, the agent may use the SEARCH button to find any specific record assigned to him/her.
Agents may use their smart phone, tablet, PC or any Internet-ready device to view their records.
Cost is just $20 per agent to get started. The annual Maintenance is $10 per agent. If you purchase during March 2013, the first five (5) licenses are free. For example, if you want 10 of your agents to have Agent Access and you purchase during this month the cost is $100 now ($20 x 5 = $100) and then next year the added Maintenance will be $100 ($10 x 10 = $100). Quantity discounts may be available. Contact Jim Evans for more information.
To see some Frequently Asked Questions about this option, click here. To view what a sample of what your agents will see, go to the ReloSpec Main Menu page and login using AgentDemo / AgentDemo for the ID / Password.
To order the Agent Access option, contact Jim Evans (jevans@prosws.com)
March and April Web Seminars Available
March 5, 2013 — HappybodyfoodThe March and April Web Seminar schedule is ready for your review. Attend one of our Web Seminars and see how much more efficient you can be! They’re fun, last just 30 minutes and they’re FREE!
Updated ‘Welcome’ and ‘Thank You’ letters for Cartus Users
February 22, 2013 — HappybodyfoodThe Cartus ‘USAA Welcome’ letters and the ‘USAA Thank You’ letters have all been updated in Relocation Specialist. They contain all required changes including the addition of the USAA MoversAdvantage Preferred Broker logo.
For all Cartus users of ReloSpec, there are no changes needed in your Action Plan Items or your ToDo lists. This is because the forms have the same names. They just have updated wording, etc. The Descriptions found on the FORMS page for the affected forms now include “Revised Feb 2013” to indicate the last revision date.
Do You Love ReloSpec? Want To Win An iPad?
February 20, 2013 — HappybodyfoodThe ReloSpec411 blog is the best way for you to stay informed of all things ReloSpec. We want all ReloSpec users to be a follower of the blog. That way, even if you don’t come to the blog to read what’s there you’ll still get an email as each new blog is posted.
Call us crazy, but we’re so happy to have you following the ReloSpec blog that we want to give you a chance to win an iPad. On March 29th we’ll hold a random drawing to give away the iPad. The winner will be announced in a blog that day, and may choose between the iPad with Retina Display or an iPad Mini.
All blog followers as of March 25, 2013 are automatically registered for the drawing. Want to increase your chances? Send an email to mailto:jevans@prosws.com with the subject “I Love ReloSpec” and tell us what you love most about ReloSpec. Your (extra) email address will be added to the list which will increase your chances to win!
ReloSpec411 