Relocation Specialist Training Videos
| Getting Started: | Introduction - How to access and use the software (4 minutes; Last updated JUL 2011) | ReloSpec Basics - Configuring Users and other settings (8 minutes; Last updated JUL 2011) |
| Tips & Tricks (11 minutes; Last updated JUL 2011) | ||
| Customize your User settings (9 minutes; Last updated DEC 2015) |
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| Setting up the Referral Types (5 minutes; Last updated JUN 2013) | ||
| Customize your User settings (9 minutes; Last updated NOV 2011) |
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| Customize your Offices table (4 minutes; Last updated JUN 2014) |
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| Edit your entry in Brokers Using ReloSpec page (4 minutes; Last updated JUL 2015) |
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| Customize your Email Signature (6 minutes; Last updated JAN 2012) |
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| Customize 'Administrator' in Users table (3 minutes; Last updated OCT 2012) | ||
| Customize HSF Contacts (4 minutes; Last updated 23 FEB 2015) | ||
| Upload your Company Logo (2 minutes; Last updated JAN 2015) |
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| The Referrals List page | Using the Quick EMAIL buttons (4 minutes; Updated AUG 2013) |
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| Find a broker using the 'Lookup from Brokers Using ReloSpec' (3 minutes; Updated JUL 2015) |
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| Using the SEND button (7 minutes; Updated JUL 2015) |
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| Using the Show Agents link (4 minutes; Updated JUN 2014) |
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| Using the Lookup Agent link w/AutoAssign (10 minutes; Updated MAR 2015) | ||
| Using the Alternate Agents page (11 minutes; Updated JUN 2014) |
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| The ToDo page and AutoPilot | The ToDo page (7 minutes; Lastu updated NOV 2011) | |
| AutoPilot: ToDo page (6 minutes; Last Updated NOV 2011) | ||
| AutoPilot: Send (4 minutes; Last Updated NOV 2011) | ||
| AutoPilot; Responses page (4 minutes; Last Updated NOV 2011) | ||
| AutoPilot; Send forms, attachments & custom letters (10 minutes; Last Updated NOV 2011) |
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| AutoPilot; View Details button (5 minutes; Last Updated MAY 2012) |
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| Action Plans | The Action Plans page (6 minutes; Last updated NOV 2011) | |
| Auto Action Plan (3 minutes; Last Updated NOV 2011) | ||
| Action Plan Additional Details (9 minutes; Last Updated NOV 2011) |
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| AutoAssign / AutoAccept (4 minutes; updated March 2013) |
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| The Tickler Page | Tickler Page (8 minutes; Last Updated NOV 2011) |
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| Forms | Sending Forms Manually (10 minutes) | |
| Create Custom Forms & Letters using Body Of Letter (16 minutes) | ||
| Create a 'Favorite Forms' list (10 minutes) |
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| Building and Using the Email with Graphics form (5 minutes) |
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| Reports | ReloSpec Reports(7 minutes) | |
| Introduction to Advanced Reports (12 minutes) | ||
| Create your �Favorite Reports� list (4 minutes) |
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| Using AutoPilot to send Scheduled Reports (7 1/2 minutes; updated JUN 2013) |
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| Mail Merge Contacts from Referrals | Using MS Word Mail Merge w/Contacts from Referrals (8 minutes; Last Updated NOV 2011) |
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| Inventory Properties | Tracking Inventory Properties (15 minutes) |
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| Score Card | Using the new Score Card form (7 minutes) |
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| Referral Submit Form | Using the Referral Submit form (3 minutes; updated MAR 2013) |
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| Agent Access | Using the Agent Access option (<4 minutes; updated MAR 2013) | |
| Instruction for Agents (3.5 minutes; updated July 2013) | ||
| Mobile Access | Using your smart phone to access your database (4 minutes; updated MAR 2013) |
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| Corporate Access | Using the Corporate Access option (12 minutes) |
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| Guest Database Access | Send A Referral to non-ReloSpec user (5 minutes; Updated DEC 2015) |
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| Cartus Forms | Using the Cartus form (14 minutes) |
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| The Images Option | Using the Images option (5 minutes; Updated DEC 2014) | |
| Uploading Client and Agent Images (7 minutes; Last updated OCT 2014) |
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| The Concierge Option | Using the Concierge option (12 minutes) | |