ReloSpec On The Road: Conference Schedule

ReloSpec Will Sponsor/Participate In Upcoming Conferences

    LeadingRE Networking Night
    Wednesday, February 11th
    Booth 1517, Latour Ballroom, Wynn Hotel, Las Vegas

    Cartus Conference
    March 10-13
    JW Marriott, Palm Desert

    HSF Conference (BHHS, Prudential, Real Living)
    March 22-24
    Wynn Hotel, Las Vegas

    RDC Conference
    May 5th
    Las Vegas

Relocation Specialist to participate in LeadingRE Workshops

Relocation Specialist has been selected to present a special 2-hour training session at each of the four Fall Workshops to be held in Providence, RI, Chicago, IL, Atlanta, GA and Costa Mesa, CA in September.  Jim Evans will lead the training sessions which will include new features being released as well as the chance for attendees to get answers to their questions.  Both current customers and prospectives customers are welcome.  We’ll see you there!

Leading Real Estate Companies of the World Conference

Happy Monday ReloSpec Customers! 

For those of you attending the Leading Real Estate Companies of the World Conference, ReloSpec will be in booth 109 for the Networking Night on Tuesday, March 9th- and then in the same booth during the Vendor Showcase on Wednesday and Thursday the 10th & 11th.

Two New Webinars times announced for LeadingRE

ReloSpec Software for LeadingRE

  • 30-minute Seminar highlighting how the Relocation Specialist (ReloSpec) software is used by LeadingRE brokers. Highlights include:
  • Synchronize ReloSpec and Xchange and enter records one time 
  • Use Action Plans and AutoPilot to send update requests to agents automatically 
  • Have responses come right into the database, and update Xchange Notes 
  • See the new Report Generator v7.0 and see great reporting tools 
  • Preview of features to be introduced at the conference in Las Vegas!!!

Date:  Tuesday, February 16, 2010

Time:  1:00 PM – 1:30 PM CST

Space is limited.
Reserve your Webinar seat now at:
https://www2.gotomeeting.com/register/435882107

OR

Date:  Thursday, February 18, 2010

Time:  11:00 AM – 11:30 AM CST

Space is limited.
Reserve your Webinar seat now at:
https://www2.gotomeeting.com/register/423231330

After registering you will receive a confirmation email containing information about joining the Webinar.
 

 

System Requirements
PC-based attendees
Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista
 
Macintosh®-based attendees
Required: Mac OS® X 10.4 (Tiger®) or newer
 

How do I enter a New Record into ReloSpec using the “Communication Bridge” with Xchange?

  1. When adding a new Referral in Relospec and wanting to sync that referral with Xchange put a check mark in the LeadingRE Sync field on the right hand side of the General Information Section.

LOOKING UP A CONTACT

  1. In the contact section, click the Look-Up by LeadingRE button.  This will take you to a screen in Xchange that will let you choose your contact by state, or LeadingRE member. 
  2. Once this is selected, you can select your coordinator and press “Accept Contact Information and Return to the Referrals Screen”.  The contact fields in ReloSpec will be populated with the contact information.
  3. After all of your information is entered into ReloSpec, press the “add new” button.  While the record is updated into ReloSpec it will also update into Xchange and you will see a “yellow” message at the bottom left hand corner saying “The record was transferred.”
  4. When a note is added into ReloSpec it will also add one into Xchange.  You will see a “yellow” message at the top of the screen saying  “a record is added to Xchange.”
  5. When Closing information is added into ReloSpec a record is also added to Xchange.  You will again, see the “yellow” message saying “1 record was transferred to Xchange.”

How do I Sync from Xchange to ReloSpec?

If a record is put into Xchange the API will also transfer the record to the Import Table in ReloSpec.

Click on “Import” on the left hand side of the referral screen and a list of all Xchange records waiting to be imported will be listed.

 Click on the small box on the left hand side of the records that you want to import and press the “Change Now” button.  You will see the word “true” listed under the import column for all records you want to import in.

Press “click here” to import the records into ReloSpec. 

Close the window and press the reload button to see the records in the grid.