• Web-based referral application
• 24/7 Secure Access
• Manage all referral types (i.e., inbound, outbound, rentals, area tours, etc.)
• Flexible Business Rules
• Higher conversion rates /more revenue/cost savings
• Unlimited number of logins with no per-user charges
• Staff efficiency- removes manual and repetitive tasking
• Increases volume handled by staff member
• Allows easy department collaboration and file coverage
• Referral follow-up and task delegation.
• Automated updates with timeliness tracking/reporting
• Agents may use any device to complete/respond/communicate updates or client required forms
• Documents, notes and file related communications all in one place
• Attachment feature allows unlimited number of forms per referral
• Update Forms Portal – electronic forms completion and photo submissions
• Agent Dashboards
• Online Referrals Submit Link (outbound broker-to-broker and agent generated referrals electronically)
• Online Customer Registration Link (register/reserve customers)
• Broker Search Tool for selection and placement of referrals
• SMS Text Module communications capability
• Unlimited document storage
• Ancillary usage tracking/reporting for increased capture rates (mtg. title/escrow, home warranty, insurance)
• Integrations with 3rd Party platforms with minimal clicks
• API integrations with 30 + platforms
• Multiple reporting engines /custom reporting (reports in 2 minutes or less)
• Expense tracking by file, by client or globally, including invoice and documents
• “Best Fit” feature uses actual performance results and referral criteria to offer the right agent for the referral
• Color Coded Agent Scorecards
• Built-in online Agent Profiles with photos available to be sent externally
• Track/manage agent trainings/certifications
• Send company surveys /track service results at company/agent levels
• Proactive customer support and training by seasoned industry professionals

eRelocation is the Real Estate Industry’s most powerful and comprehensive Relocation and Referral Management Software Solution available.

eRelocation was founded when a successful real estate brokerage went out into the marketplace to find a better referral management solution than what they subscribed to at the time. Not being able to find what they needed to run more efficiently and effectively, they developed eRelocation from the ground up. Quickly, other companies noticed and began to show interest in adopting eRelocation as they too saw the limitations of what they were currently using in their department/company.

eRelocation does more than simply track referrals for a brokerage. Used properly, it is designed from the ground up to be a department’s “one stop” for everything related to every referral. Individual referral information, document management and storage (contracts, invoices, disclosures- anything that used to sit in a paper file), referral updates, completed client required forms and photo mounts, agent performance metrics and much more- are all available in no more than a few clicks.

Our company is a strong believer in technology and customer service! Our team of seasoned training and customer support specialists come with relocation/referral brokerage backgrounds which makes them an ideal fit to understand our clients’ needs as well as support their efforts of increasing productivity, decreasing costs, all while positively impacting not only the satisfaction of their real estate customers and relocation management company contacts but the brokerage company agents who work with their referrals.

Ready to learn more? "Contact Us" online, or give Cynthia Harris a call at (937) 705-1193.