Real Estate: BDW & SHW-Realtor Script

Real Estate: BDW & SHW-Realtor Script

This script is used when the warranty is purchased directly at closing for the buyer and there was no previous coverage for the seller. 


GREETING

Thank you for calling Membership Services.  This is <Agent's Name>.  Who do I have the pleasure of speaking with?

 How may I help you today? 

SITUATION

I would like to order a warranty for my client. 

- or - 

I have questions/have a new property listing and need a warranty. 

TRANSITION STATEMENT

I would be happy to assist you with placing a warranty on a property.

 

If conferenced or transferred from a client, Service Partner or any other department, also state:

 

"Please be aware, we are on a recorded line..." 

VERIFY NEED

When is the closing date? 

ASSUME THE SALE

All I have to do is gather some information, and we’ll get you enrolled right away.  This process is really easy and won’t take long to complete. 

VERIFY

What is the property address, including the city, state, and zip code? 

<search to avoid duplicate enrollments and write down complete address, then proceed to appropriate workflow below, verifying information that is already in the system and adding information that isn’t> 

If the property is not in the system, begin the enrollment process following the appropriate workflow below.

SHW
(seller on the line, home in the listing period)


>What is the first name of the person who will be on the warranty?

>Is there a middle initial?

> Please spell the last name.

>What is the home telephone number?

>Is there a work or alternate telephone number?


>Is there an alternate mailing/billing address for the seller?

>Will there be anyone else on the contract?

> Who is the Realtor® on the transaction?

<obtain office name, address, phone number to locate the correct member broker number>
 
>Is this a single-family or multi-dwelling home?

>When did the listing begin?
 

>When does the listing expire?

 

>Do you have a buyer for the property?

BDW
(home purchased within 30 days)


>What is the first name of the person who will be on the warranty?


> Is there a middle initial?

>Please spell the last name.

>What is the home telephone number?

>Is there a work or alternate telephone number?

> Is there an alternate mailing/billing address?

>Will there be anyone else on the contract?


>What is the member broker number?


>Who is the Realtor® on the transaction?

>Is this a single-family or multi-dwelling home?
 MENTION OPTIONS/ADDITIONS

"<Realtor's Name>, this plan offers additional or optional coverage that can be added during the first 30 days of the warranty.  

For example, <refer to state matrix – a/c, heating, water heater, toilets, refrigerator, swimming pool, well pump, outside line coverage, etc.>.  Are there any additional OR optional items that you would like to add to your Cinch warranty contract today?"

Selling the PUP


If Realtor is Not Sure 

"That’s fine.  Please let the buyer know that they are able to purchase additional or optional coverage during the first 30 days after their renewal.  As long as they/you call us to do so within this period, we can update the warranty to include the coverage they need."

 ADVISE OF PAYMENT OPTIONS

<Realtor's Name>, the total cost of the Cinch Real Estate home warranty <including additional and/or optional coverage items> is $______. 

SEND INVOICE 

For your convenience, we can email the invoice to your office or to the title company.  What email address should we use?

 <capture email address and send invoice> 

Physical Mail Requested

Fax Requested

Who should we send the form to, and where should it be mailed?

 

<capture physical address and request that form is mailed>

What is the fax number that you would like us to send the form to?

 

<capture fax number>

FORM OF PAYMENT (if Realtor® asks the forms of payment we will take)
Payment can be made using a credit or debit card, or a check can be sent to us from your office or from the title company. 

CLOSING

Do you have any other questions that I can help you with today? 

<address and proceed>

 

Thank you so much for your business and for assisting your customer with placing a Cinch Home warranty on their home.


Please contact us at any time if you have any questions or need assistance with client matters.  We are available 24 hours a day, 365 days a year to provide service whenever you need it.


Have a great day/evening/night.

 

 

 



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