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The ReloSpec Express forms help streamline the process for incoming or outgoing referrals. Click the link to open the page, fill-in the fields, select the desired Action Plan and ReloSpec does the rest. It saves the record, assigns the tasks and sends the emails; all with one click!

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The ReloSpec AutoPilot sends update requests, client letters and more. Just identify which form or letter, who it should go to and when. AutoPilot does the rest. And, AutoPilots that repeat are automatically scheduled for the next date based on your choices.

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Action Plans

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.

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The Referral Submit Form is the easiest way to avoid entering new records. Why not have the agent or contact submit it to your database for you? Either email the form to agent or provide a link on your website or your Email Signature for others to use.

Customized Letters

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.

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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.

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The RESPONSES table contains all responses from agents, contacts and clients. Once the online form is submitted the result comes right into the table. You’ll see who is responding, the name of the client and other details about the referral record.

The Tickler

The Tickler displays all To Do items not yet completed including Update Requests not yet completed by the agents.

Scheduled Reports

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.

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Agent Access provides Read Only access to records assigned to your agent. The agent won't have to wait for an update request in order to submit an update to you. The agent can submit new referrals, update existing referrals and view 'Public' Notes.

Corporate Access

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.

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