Enrollment System Processes & Scripting
Home Essentials Inbound Service Company’s Option- Non-Renewal Script
Eligibility Eligible members are offered the Home Essential plan. Eligibility can be confirmed in the Communication History Log. A system note will indicate the customer was sent a letter of eligibility. If the system note below is NOT present, the ...
HMS National One - HMS NR
HMS National One - HMS NR This contract is currently the only national warranty program that HMS has and the price is the same in every state. It is used for Relocation - National Accounts and Texas renewals ONLY. COVERAGE SUMMARY 1. The ...
Weichert- National One Brochure
Weichert- National One Brochure View brochure details HERE.
ROD (Record on Demand)
Definitions and Requirements ROD is a Windows system tray application that enables the user to record, pause, and/or stop recording their interactions directly from their workstation. It is mandatory to initiate ROD & input business data when: ...
Realtor Transfer Warranty Script
Realtor Transfer Warranty Script This script is used when the realtor requests to transfer the remaining time on a warranty to the new buyers. GREETING Thank you for calling Membership Services. This is _______________. Who do I have the pleasure ...
Homeowner Transfer Warranty Script
Homeowner Transfer Warranty Script This script is used when the homeowner requests the remaining warranty coverage to be transferred to the new buyer. GREETING Thank you for calling Membership Services. This is _______________. Who do I have the ...
Manual Document Creation in TIMX
Manual Document Creation in TIMX All on-phone associates are able to generate certain documents for customers and members as part of the call interaction. There is no longer a need to enter a Quickbase task for the offline team to manually create ...
HMS MPP11 Base Plan Coverage
HMS MPP11 Base Plan Coverage View HMS Product Matrix HERE
BDW-Enrollment System Process
Buyer Direct Warranty (BDW) Enrollment System Process 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. (if ...
BDW-Realtor Script
Buyer Direct Warranty (BDW) 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 ...
BDW-Homeowner Sales Confirmation Script
Buyer Direct Warranty (BDW) Homeowner Sales Confirmation / Verification Script In an effort to enhance the customer experience, all Membership Services associates are required to read a sales confirmation script and utilize ROD on every successful ...
Acquisition Fee and Process
Acquisition Fee Acquisition fees refer to service or administration fees paid to the real estate company for purchase of warranties. Acquisition fees may be paid up front by the buyer or lessee or added to the loan amount and paid over the term of ...
Cinch Relocation Company Procedures
Cinch Relocation Company Procedures This topic provides an overview of the procedures to follow when a relocation company takes over a listing that has an Cinch warranty on it. Scenario 1: A SHW is in place on a property that is listed with a real ...
Enrollment with Incomplete Broker / Agent Information
Enrollment with Incomplete Broker / Agent Information 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 ...
House Account Enrollment
House Account Enrollment This process is used during the enrollment and the caller advises the referral did NOT come through a realtor (referral through friend, relative, etc.). Enrollment House Account Process 1. For all new enrollments, a ...
Lease to Own Enrollment
Lease to Own Enrollment 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. System Process 1. Obtain and ...
New Home Warranty (NHW) Enrollment Definition Requirements, and Process
New Home Warranty (NHW) Enrollment Definition and Requirements New Home Warranty (NHW) Enrollment Definition A New Home Warranty (NHW) is purchased by or on behalf of a home buyer at the time of closing on a newly constructed single family home. ...
ODW Sales Confirmation Scripts
Sales Confirmation / Verification In an effort to enhance the Realtor® experience, all Membership Services associates are required to read a sales confirmation script and utilize Record On Demand (ROD) for certain transactions. All ODW payment is ...
Open Direct Warranty (ODW) Definition, Requirements & Enrollment System Process
Enrollment Definition An Open Direct Warranty is available to existing homeowners not purchasing or selling their home (i.e., when the home is not listed for sale or the home was purchased more than 30 days ago.) The warranty is purchased outside of ...
Buyer Direct Warranty (BDW) Homeowner Sales Confirmation / Verification Script
Buyer Direct Warranty (BDW) Homeowner Sales Confirmation / Verification Script In an effort to enhance the customer experience, all Membership Services associates are required to read a sales confirmation script and utilize ROD on every successful ...
Buyer Direct Warranty (BDW) Homeowner Assuming Options (within 30 days) Script
Buyer Direct Warranty (BDW) Homeowner Assuming Options (within 30 days) Script GREETING Thank you for calling Membership Services. This is _______________. Who do I have the pleasure of speaking with? How may I help you today? SITUATION I ...
Buyer Direct Warranty (BDW) Homeowner Sales Enrollment Script
Buyer Direct Warranty (BDW) Homeowner Sales Enrollment Script This script is used during an enrollment request from the homeowner. GREETING Thank you for calling Membership Services. This is _______________. Who do I have the pleasure of ...
Buyer Direct Warranty (BDW) Assuming Options Script
Buyer Direct Warranty (BDW) Assuming Options Script This script is when the realtor is requesting to add options/additions for the buyer coverage. Adding options/additions are available up to 30 days after the warranty effective date. GREETING ...
Buyer Direct Warranty (BDW) Realtor Script
Buyer Direct Warranty (BDW) 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 ...
Buyer Conversion Script
Buyer Conversion Script This script is used when the property was covered previously with the seller home warranty and the coverage converted to the buyer at closing. GREETING Thank you for calling Membership Services. This is ...
New Buyer Direct Warranty with PUP Enrollments Promotion
New Buyer Direct Warranty with PUP Enrollments Promotion New home buyers will be offered a $50.00 discount on a home warranty with PUP coverage, if they select the $200.00 deductible plan. This discount will be pre-calculated and reflected in the ...
Buyer Direct Warranty (BDW)-Enrollment Definition and Requirements
Buyer Direct Warranty (BDW) Enrollment Definition and Requirements A Buyer Direct Warranty (BDW) is purchased by or on behalf of a home buyer at the time of closing. The BDW is effective on the date of closing, provided that the required payment ...
Buyer Conversion Warranty (BCW) - Enrollment and Definition Requirements
Buyer Conversion Warranty (BCW) - Enrollment and Definition Requirements Buyer Conversion Warranty - (BCW) Enrollment Definition A Buyer Conversion Warranty (BCW) is created when a Seller Home Warranty (SHW) is active and the property goes under ...
Seller Home Warranty (SHW) - Seller Extension Realtor Seller Extension
Seller Home Warranty (SHW) - Seller Extension Realtor Seller Extension This script is used when the agent requests to extend the Seller's coverage. This occurs when the home has not sold within the listed coverage period. The coverage can be ...
SHW Extension Definition, System Process, and Requirements
SHW Extension Definition, System Process, and Requirements 1. The listing agent may extend the SHW coverage up to a maximum of 1 year (360) days. When entering the extension date, the Cinch representative should enter a date for what is ...
Seller Home Warranty (SHW) Seller Enrollment Sales Script
Seller Home Warranty (SHW) Seller Enrollment Sales Script This script is used during a Seller Warranty enrollment request from a Homeowner. GREETING Thank you for calling Membership Services. This is _______________. Who do I have the pleasure ...
Seller Home Warranty (SHW) Realtor Enrollment Sales Script
Seller Home Warranty (SHW) Realtor Enrollment Sales Script This script is used during a Seller and Buyer Direct Warranty enrollment request from a Real Estate Agent. GREETING Thank you for calling Membership Services. This is ...
Water Alarm Escalation Scripts
Damaged Product Agent: "Thank you for calling Membership Services. My name is <Agent Name>, how may I assist you today?" Customer (Sample Dialog): "Hello, this is <Customer Name>. I’m calling regarding the free Glentronics Water Alarm I received. The ...
Weichert 10% Discount
Weichert 10% Discount When a Weichert Agent calls in to enroll a warranty: Weichert 10% discount has to be corporate offices ONLY Check the Agent profile and verify that they are reporting to Weichert MB # 11015 office If they are ...
Buyer Conversion Warranty (BCW) - Enrollment System Process
Buyer Conversion Warranty (BCW) - Enrollment System Process If the seller’s coverage is expiring prior to the closing date, it must be extended. Use the closing date as an extension date. (see Seller Extension module for further instructions) ...
New Home Warranty (SHW) - Enrollment System Process
Obtain and write down the property address and conduct a search prior to processing in order to prevent duplicate enrollments. If no records are generated, continue with the enrollment. Obtain the Seller’s name(s), best contact telephone number, ...
Seller Home Warranty (SHW): Enrollment Definition & Requirements
A Seller Home Warranty (SHW) is offered to the seller by their Real Estate Agent (Listing Agent) to give the seller coverage during the listing period, as well as to provide a prospective buyer incentive. With the seller's consent, the Listing Agent ...