Realtor Transfer Warranty Script

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 of speaking with?

 

How may I help you today?

 

SITUATION

My client has just sold their home and they would like to transfer the remaining warranty to the new owner.

 

- or -

 

My client just purchased a home and the home warranty on the property needs to be transferred to them.

 

TRANSITION STATEMENT

I would be happy to assist you with transferring the HMS warranty.

 

Congratulations on the completion of the transaction!

 

If conferenced or transferred from a client, Service Partner or any other department, also state:

VERBATIM:

"This call may be recorded for quality assurance and training purposes."

 

ADVISE

In order to transfer a HMS warranty to the buyer, there is a form that needs to be completed and returned to us with the documentation of the closing/sale.  There is also a $25 transfer fee that must be included with returned form.  Please advise your client that this fee can be waived if they pay for another year of renewal.  The price for the next year is $___.

The current warranty expires <date>.                            

 

 

VERIFICATION

I would like to verify some information about the warranty that you are transferring.  This will just take moment, and then I can get the form right out to you.

 

May I have the property address that the warranty is on? <write down the address and do a search>

 

What is the seller’s first and last name? 

 

When was the closing date?

 

What is the buyer’s first name?

 

Is there a middle initial?

 

What is the buyer’s last name?

 

What is the buyer’s phone number?

 

SEND FORM

For your convenience, we can email the transfer form to you.  What email address should we use?

 

<capture email address and request that form is sent>

 

Physical Mail Requested

Fax Requested

Who should we send the form to, and where should it be mailed?

 

<capture physical address and request that form is mailed>

 

What is the fax number that you would like us to send the form to?

 

<capture fax number>

CLOSING

We will get the form right out to you today.

 

Do you have any other questions that I can help you with today?

 

<address and proceed>

 

Thank you so much for your business and for assisting your customer with transferring their HMS home warranty to their buyer.

 

Please contact us at any time if you have any questions or need assistance with client matters.  We are available 24 hours a day, 365 days a year to provide service whenever you need it.

                                  

Have a great day/evening/night.

 

 


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