Relocation Specialist -
A Web-based database with hands-on access to your data, client's contact info, & reports
Relocation Specialist is Web-based which means that you can access live data from any personal computer in the world, with an Internet connection. Wherever you are, you will always have hands-on access to your data, your client's contact information and your reports.
Secondly, software updates and product enhancements are completed for you automatically. We take care of all the maintenance and ensure the product operates smoothly, with no hassles on your end. Your data is housed on a secure server and backed-up every day.
Action Plans allow you to set-up the way a new referral is handled with one keystroke. For example, let's say with every new referral you like to A) Email a custom letter to the client, B) Assign the referral, C) Send a Referral Confirmation to the source, D) Schedule yourself to check- in with the client and E) Send Update requests to the Agent every two weeks. You could create ONE action plan that sets A, B, C, D & E into motion... AUTOMATICALLY!!!!
Update 'Brokers Using ReloSpec'
Looking for a relocation professional in a part of the country that’s new to you? Or, do you want other brokers to find you when they have a similar need? Update the ‘Brokers Using ReloSpec’ page in the SETTINGS PAGE. Enter all the Cities you service so when others are searching in your area, your name will appear.
Create your own custom letters or special instructions using the ‘Body of Letter’ feature. All Body of Letter items use HTML formatting and can include various font types, sizes and colors. Or, create the Body of Letter in another software product then copy/paste the HTML code into your Body of Letter.
I have been using ReloSpec since 2002. I can not imagine doing my job without it. It is so easy to use.
Michele Minotti, CENTURY 21 Excellence Realty
Create Your Own Team of Agents
Do you have a special team of agents you want to send referrals to? Use the [Agent Info] field in the Agents table to enter the name of the team then use it to search for those agents later.
Or, do you want ReloSpec to automatically assign the ‘next’ agent? In the Agents table, set the [Auto Assign?] field to TRUE. Then let ReloSpec tell you which agent is next for a referral.
Need a certain report to be emailed regularly? The Scheduled Reports feature allows you to identify which report goes to whom and when. ReloSpec will send reports to Agents or Office Managers who will be able to view ONLY records that are unique to them. It's a great way to get monthly reports to those who need them.
Change Your User Profile
Ready to change your ReloSpec Color Theme? The Color Theme defines what colors and buttons appear on the various ReloSpec pages. There are 10 different Themes to choose from. From the Main Menu click SETTINGS, USERS, select your name and click the pencil. Click the ‘View Choices’ button to see the various themes.
Corporate Access provides your Corporate accounts Read Only access to employee records, including 'Public' Notes. Users may submit new employee records and provide updates directly to your database.