Starting Enrollment
Navigate to Resale Documents in your left navigation menu and click Enroll Now. Review the terms and conditions, then click Accept and Continue to begin entering your association details.
Step 1: Association Information
Enter your association's EIN (Employer Identification Number) and indicate whether your association is a condominium.
Step 2: Insurance Broker Information
Provide your insurance broker's contact details, including their name, phone number, and email address.
Step 3: Closing Fees
Configure the fees your association charges at closing.
Transfer Fees: Add any transfer fees your association collects at closing. You can add multiple fees and specify the amount for each.
Special Assessments: If your association has any active special assessments, select the option to add them and enter the relevant details.
Payment Address: Enter the address where fees collected at closing should be remitted to your association.
Step 4: Required Documents
Upload any required documents you have available. The specific documents needed will vary based on your location and the type of resale order being fulfilled. Uploading documents now helps expedite the process when orders come in.
Once you've uploaded your available documents, click Complete Setup to finish enrollment.
After Enrollment
After completing setup, you'll be taken to your Resale Order Dashboard. This is where all incoming resale orders will appear as you receive them.