New Training Webinars Are Up

Please see this link for our latest Webinars!

http://rs.prosws.com/relospec/SQL/TrainingSeminars.htm

 

New Product: Large Images Option

We have had requests for ability to upload larger sized files than 5Mb, which is our current limit for the Images option so today we are announcing the Large Images Option

Images Option Images Server License
(One required per database)
(Unlimited number of files at <5Mb each, and less than 5Gb total)
$300 $80
Large Images Option Large Images Server License
(One required per database)
(Unlimited number of files at <50Mb each, and less than 30Gb total)
$800 $160
  Images User License
(One required for each Images user)
$20 $10

With the Large Images Option, users can upload file sizes of up to 50Mb each and may store up to 30Gb total in their folder.  The current Images users can upload files sizes of up to 5Mb each and may store up to 5Gb total.

Customers with the Images option who want to upgrade to the Large Images Option may pay the difference ($500) to do so.  The Images User licenses are the same ($20 each) whether they have Images or Large Images.

Please contact Jim, jevans@prosws.com

New Feature, and it’s a good one!

NEW FEATURE:  AutoAssign and AutoAccept (Forms and Action Plans)

Today we are announcing a new feature known as “AutoAssign and AutoAccept”.  This new feature combines the use of the ‘AutoAssign’ form with Action Plans that enable you to quickly assign referrals to agents, then have ReloSpec respond automatically when the agent accepts.

For example, let’s say you want to assign a referral to the agent.  You send the AutoAssign form to the agent, but don’t want to send all the information about the client until AFTER the agent accepts.  You could have an Action Plan named “AutoAssign” and when you select that plan the ‘AutoAssign’ form is emailed to the agent. 

The new feature is what happens next.  If the agent clicks YES and Submits the AutoAssign form, ReloSpec will look in your Action Plans table and if it finds an Action Plan named “AutoAccept” it will immediately carry out what is listed.

The ‘AutoAccept’ Action Plan could then, for example, send the ‘Incoming Information Sheet’ to the agent and send a letter to the client letting them know who the agent is.  All this happens without anyone being logged into ReloSpec!

There are two special Web Seminars scheduled for next week to show how to use this exciting new feature.  Be sure to check the ‘Live Web Seminars’ page for this and other helpful 30-minute seminars.

New Webinars Start Today!!!

 

Relocation Specialist training

 

Web Seminars

  DATE   DESCRIPTION
   Tuesday, May 31, 11:00 AM Central

   (Noon Eastern, 9:00AM Pacific)

   AutoPilot; Action Plans, and the Tickler page

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/156389955

   Thursday, June 2, 1:00 PM Central

   (2:00 PM Eastern, 11:00AM Pacific)

   AutoPilot; Action Plans, and the Tickler page

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/426796386

   Friday, June 3, 11:00 AM Central

   (Noon Eastern, 9:00AM Pacific)

   AutoPilot; Action Plans, and the Tickler page

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/934367426

   Tuesday, June 7, 11:00 AM Central

   (noon Eastern, 9:00AM Pacific)

   Using AutoAssign and AutoAccept – NEW!

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/892372594

   Thursday, June 9, 1:00 PM Central

   (2:00 PM Eastern, 11:00AM Pacific)

   Using AutoAssign and AutoAccept – NEW!

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/675151442

   Tuesday, June 14, 11:00 AM Central

   (noon Eastern, 9:00AM Pacific)

   Tips, techniques and best practices that will help you get the most out of the ReloSpec program

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/239571443

   Thursday, June 16, 1:00 PM Central

   (2:00 PM Eastern, 11:00AM Pacific)

   Tips, techniques and best practices that will help you get the most out of the ReloSpec program

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/561723683

   Tuesday, June 21, 11:00 AM Central

   (noon Eastern, 9:00AM Pacific)

   AutoPilot and the Responses page

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/939444074

   Thursday, June 23, 1:00 PM Central

   (2:00 PM Eastern, 11:00AM Pacific)

   Inventory in ReloSpec

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/738468522

   Tuesday, June 28, 11:00 AM Central

   (noon Eastern, 9:00AM Pacific)

   Using AutoPilot to send Forms, Attachments & Custom Letters

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/946675435

   Thursday, June 30, 1:00 PM Central

   (2:00 PM Eastern, 11:00AM Pacific)

   Using AutoPilot to send Forms, Attachments & Custom Letters

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/638286754

   Tuesday, July 5, 11:00 AM Central

   (noon Eastern, 9:00AM Pacific)

   Reporting – Standard and Advanced Reports – Scorecard

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/507134275

   Thursday, July 7, 1:00 PM Central

   (2:00 PM Eastern, 11:00AM Pacific)

   Reporting – Standard and Advanced Reports – Scorecard

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/454863307

   Tuesday, July 12, 11:00 AM Central

   (noon Eastern, 9:00AM Pacific)

   Getting to know the new Advanced Reports

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/348831339

   Thursday, July 14, 1:00 PM Central

   (2:00 PM Eastern, 11:00AM Pacific)

   Getting to know the new Advanced reports

   Reserve your seat now at:
   https://www2.gotomeeting.com/register/143964874

Broker Center Copy & Paste Feature – A Helpful Reminder

For all new egrabber users – when coping and pasting an outgoing referral, please make sure that you insert AGENTS OFFICE in the referring agents section so your outgoing reports will be accurate.

Cartus Broker Center Import feature is ENHANCED

For those using the Cartus Broker Center import feature, you’ll be happy to know it has been enhanced.  You still can import records from Broker Center simply and easily, but now more fields are being imported and the Referral Type and Referral Status can be updated automatically.

  • First, when you’re in the Referrals List page a new ‘Broker Center’ link will appear on the left side of the page making it easier for you to open the page you use to PASTE and POST the record!
  • Second, using the updated Referral Types page in the Utility Settings page you can enter the ‘Alternate Referral Type’, Subtype and Buyer/Seller fields.  For example, let’s say in Broker Center the Referral Type is “Home Finding” and when it comes into ReloSpec you want it to be “In-Buy”.  Set the fields in the table and the record is changed automatically when it comes into ReloSpec.
  • Third, the same is true for the Referral Status settings.  Use the table in the Utility Settings page and change “Placed (Confirmed)” to “Active”!

If you are using Broker Center but don’t have this option, let us know (jevans@prosws.com) and we can order it for you.  The link on our website is http://rs.prosws.com/products_lead_processing.html.

SERVER Migration, Please Read!

Dear Relocation Specialist Customer,

From 11:00PM Eastern time tonight until 6:00AM tomorrow morning we will be upgrading all SQL Server databases to a newer faster server. This upgrade has been in the planning for many weeks and is being done to improve performance and reliability of the databases using the Relocation Specialist software.

This upgrade involves many hours of planning and thousands of dollars of equipment, which is paid for from your annual Maintenance fees.

During the upgrade period you will not have access to your database(s). We are performing the upgrade during hours when the software is used the least, and hope this will not be an inconvenience for you.

We look forward to providing an improved Relocation Specialist experience!

The Relocation Specialist Team

LendingTree Leads Post to Relocation Specialist

Did you know that you can have your LendingTree leads posted directly to your Relocation Specialist database? It is simple, automatic and FREE!

If you currently receive leads from LendingTree, let us know if you’d like to have them inserted automatically into your database. We’ll make the arrangements and you can avoid re-entering all those leads!!! There is no charge for this service.

Please contact Jim Evans, jevans@prosws.com

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RELO SPEC Back UP

All is working!  Thank you for your patience!

The ReloSpec Team

***UPDATE***

We had some RS issues around 3:30 pm EST.  The SQL server was re-started and we are still trouble-shooting some error codes.

The ReloSpec Team