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)
     Setting up the Referral Types (5 minutes; Last updated JUN 2013)
    Customize your User settings (9 minutes; Last updated NOV 2011)
    Customize your Offices table (4 minutes; Last updated JUN 2014)
    Edit your entry in Brokers Using ReloSpec page (4 minutes; Last updated JUL 2015)
    Customize your Email Signature (6 minutes; Last updated JAN 2012)
    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)

The Referrals List page     Using the Quick EMAIL buttons (4 minutes; Updated AUG 2013)
     Find a broker using the 'Lookup from Brokers Using ReloSpec' (3 minutes; Updated JUL 2015)
     Using the SEND button (7 minutes; Updated JUL 2015)
     Using the Show Agents link (4 minutes; Updated JUN 2014)
     Using the Lookup Agent link w/AutoAssign (10 minutes; Updated MAR 2015)
     Using the Alternate Agents page (11 minutes; Updated JUN 2014)

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)
     AutoPilot; View Details button (5 minutes; Last Updated MAY 2012)

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)
     AutoAssign / AutoAccept (4 minutes; updated March 2013)

The Tickler Page     Tickler Page (8 minutes; Last Updated NOV 2011)

Forms     Sending Forms Manually (10 minutes)
     Create Custom Forms & Letters using Body Of Letter (16 minutes)
     Create a 'Favorite Forms' list (10 minutes)
     Building and Using the Email with Graphics form (5 minutes)

Reports     ReloSpec Reports(7 minutes)
     Introduction to Advanced Reports (12 minutes)
     Create your ‘Favorite Reports’ list (4 minutes)
     Using AutoPilot to send Scheduled Reports (7 1/2 minutes; updated JUN 2013)

Mail Merge Contacts from Referrals

     Using MS Word Mail Merge w/Contacts from Referrals (8 minutes; Last Updated NOV 2011)

Inventory Properties

     Tracking Inventory Properties (15 minutes)

Score Card     Using the new Score Card form (7 minutes)

Referral Submit Form     Using the Referral Submit form (3 minutes; updated MAR 2013)

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)

Corporate Access

     Using the Corporate Access option (12 minutes)

Guest Database Access

     Send A Referral to non-ReloSpec user (5 minutes; Updated DEC 2015)

Cartus Forms     Using the Cartus form (14 minutes)

The Images Option     Using the Images option (5 minutes; Updated DEC 2014)
    Uploading Client and Agent Images (7 minutes; Last updated OCT 2014)

The Concierge Option     Using the Concierge option (12 minutes)
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