During the enrollment, this process is used when the caller was referred by an agent but does not have the necessary information for the enrollment (i.e. agent or broker information).
1. For all new enrollments, a property address search is mandatory, this will prevent duplicate enrollments. If the search does not generate an existing active warranty, proceed with the enrollment.
2. Ask the caller (if not the agent) if they were referred by an agent. If so, and the caller provides the necessary broker/agent's information, proceed with the enrollment and enter the proper broker and agent information. (see the appropriate Enrollment/Purchase types for specific enrollments instructions)
3. If the caller was referred by an agent, however, the caller DOES NOT have all necessary broker/agent's information:
a. use either www.google.com, www.realtor.com or www.redfin.com search engines to locate the broker/agent's information
b. if additional time is needed to conduct the search for the broker/agent:
· type in HMSTEMP in the Broker Id field
· enter Agent's name
4. If the enrollment request was via fax and the broker/agent's information is incomplete:
a. conduct the search using either www.google.com, www.realtor.com or www.redfin.com
b. if unable to retrieve the information, enroll using HMSTEMP, enter in the Broker Id field.
c. enter Agent Unknown, in the pop up
d. send a fax requesting the necessary information to the fax number the request initiated from.
e. send an email to hmsservicecenter@cinchhs.com and attach the fax request (s).
f. enter notes in the Communication History Log.
HMSTEMP is a TEMPORARY House Account. It should only be used when the broker and agent's information is NOT provided and the above search did not provide the information. You have 3 days to locate the necessary information. If you are unable to meet this deadline you MUST notify your Supervisor.