This type of enrollment is processed when the property has a tenant that is leasing the home prior to purchase - Lease/Rent to Own. The agent or the homeowner can request the enrollment.
1. Obtain and write down the property address and conduct a search prior to processing to prevent duplicate enrollments.
2. If no records are generated, continue with the enrollment.
3. Obtain the tenant's and homeowner's name(s), best contact telephone number, alternate telephone number and email address. (Follow this step to for each additional contract holder)
4. Enter the property address.
5. If applicable, retrieve mailing and/or billing address.
6. When applicable, obtain agent’s main office telephone number, to retrieve the broker number.
7. An HMS member broker number must be utilized. If the caller is the homeowner (For sale By Owner – FSBO), enter the appropriate AE house account number, Agent Unknown .
· If the agent is not interested in becoming a member, set up as AE House Account, Agent Unknown.
8. Enter enrollment as a Buyer Direct.
9. Verify if the property is a single-family home, or multi-dwelling.
10. Obtain the move in date and enter in the Closing Date field.
11. Select the Plan.
12. Click Save.
13. Offer Buyer options (ex. Pool, Spa, etc.), and additions (ex. A/C, Toilet, etc.), when available per the state matrix.
· To add additional items, such as, refrigerator, water heater, etc. for the buyer, click on the Option tab.
· Save
14. Ask caller if they prefer the invoice to be emailed or faxed. (email is the preferred method)