Create a contract or warranty
Create a warranty in the dashboard
Go to Contracts in the dashboard.
Select + Add Contract in the top right corner.
Choose Group
Select a Policy Group
Note: Policy Groups are containers for organizing and managing policies.
Choose your Policy
Select an option: Normal Pricing or Affiliate Pricing.
Select Policy and click Next.
Choose Options
Select Optional Coverage, not required, click Next.
Owner Contract Info
Fill in all the required owner contact information.
Click Next.
Property
Enter the address details associated with the warranty.
Click Next.
Contract Details
Choose type of contract, ex: Closing or Direct.
Select pricing and payment type.
Note: If type is Direct skip to step 10.
Update the paying party, ordering party, go active date, and property closing date.
Click Next.
Affiliates
If there are other parties involved in the contract, like agents or inspectors, add their information.
Click Next.
Summary
Make sure to review all entered details to ensure they are accurate and complete.
Click Create Warranty to create a contract.
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