Save Time and Track any Home Warranty ordered through your client's transaction folder.
To Order a Home Warranty
1. Click on the Client Name on your main page
2. Click on the Property Address
3. On the Detailed Dashboard, right side of your screen, click on the Home Warranty link
4. Click on the Home Warranty Company logo. You will be asked to identify the branch location and then to identify the preferred sales rep.
5. Click the Next button
NOTE: the order form will auto populate information from the Parent Contract which saves you time and eliminates mistakes
6. Scroll down the order form and fill out all pertinent information
NOTE: You can click the Save button as often as you need to save your work.
7. The actual order will be sent by clicking on the large Send Home Warranty Order button at the top of the page
NOTE: A date stamp will appear on the dashboard next to the Home Warranty link to verify and remind you when the order was placed.
Once You Go Under Contract
1. Click on the Client Name on your main page
2. Click on the Property Address
3. On the Detailed Dashboard on the right side of your screen, click on the Messages link
4. Click on Create New Message link and email the Home Warranty Company
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