1. Obtain and write down the property address and conduct a search prior to processing in order to prevent duplicate enrollments.
2. If no records are generated, continue with the enrollment.
3. Obtain the Seller’s name(s), best contact telephone number, alternate telephone number and email address.  (Repeat this step to enter each additional contract holder)
4. Enter the property address.
5. If applicable, retrieve mailing and/or billing address.
6. Obtain agent’s main office telephone number, to retrieve the broker number. (Exception: for Edina, enter the agent’s name)
7. A Cinch Real Estate member broker number must be utilized.  If the caller is the homeowner (For sale By Owner – FSBO), can only be enroll on a BDW. 
   
1. If the agent is not interested in becoming a member, set up as AE House Account, Agent Unknown.  
   
8. Verify if the property is a single-family home, or multi-dwelling.
9. Select the Plan.
10. Click Save.
11. Offer seller options (ex. Seller Air and Heat).
1. Click on the Option tab, to add additional items, such as, refrigerator, water heater, etc. when available per the state matrix
2. Click Save
   
12. Ask the agent if they prefer the invoice to be emailed or faxed. (Email is the preferred method )
    

 To Generate a VSI-Fax invoice to the agent for confirmation:

1. Click on the Visifax  icon
2. Select the desired Source to send fax
3. When applicable, click on the Add icon to add a new fax number.  
4. Click Yes on the pop up that appears 
   
   
5. Ask if there are any other parties (i.e. Title Company) that might need a confirmation invoice.
6. Select the Cover Page and  Optional Page radio buttons and click Send Fax.
   
   If a fax number is not available, fax the invoice to the Enrollment Membership Services fax number (1-800-468-7307) and mail the VSI-Fax invoice to the agent.
7. Advise the agent that the confirmation will be sent shortly.
   
8. Provide the following to the caller:
   
9. The application number
   
10. The price of the warranty
    
11. The effective date of coverage (seller warranty is effective the day we receive the application).
    
12. Document the transaction at the communication log.
    

To Generate a Confirmation Email Invoice to the agent:

1. From the TIMX Navigation window, click on the Email Confirmation Invoice
   
   
2. Enter the Contract Number, Renewal Year and the Purchase Type.
3. Enter the recipient's name in the Email Recipient field and the email address in the appropriate field.
4. Click Run Report
   
   
5. Document the transaction at the communication log.