Manage Warranty Contracts
The full life cycle of a home warranty contract is managed through the Home One contract processing module, which is optimized thanks to our years' experience in the home warranty industry. Quickly see the history for a customer contract and mange processes including:
- Track a listing contract and the conversion to a closing contract
- Price the contract based on the plan selected and optional add-ons
- Establish and manage pricing discounts and commissions
- Create renewal rules determining what is allowed to be renewed and pricing
- Proactive follow up management. Add a calendar event to be followed up on by a group
- Track and manage claims during the life of the contract
- Add and view documents associated with the contract such as scanned signed documents, pdf’s, pictures, etc.
- Track Buyer, Seller, Realtor, Agent, and Closing Company associated with the contract
- View audit trail for all contract modifications
- Calculate Sales Tax by property location
- Integration to credit card Systems
- Email contract details using user definable templates
- Utilize user defined call scripts for new customer introduction calls, renewal calls, etc.
- Manage renewals based on the contract expiration date