Sales Process 5 - SOLO and HDM

• Related Articles

• Sales 1 - HDM Overview and Expectations

  HDM Sales - Overview and Expectations Watch this video or read the lesson below. HDM Sales 1 - Overview Future lessons will cover important points in detail. Let’s start with the big picture. HDM Background HDM is owned and operated by successful ...

• Sales Process 4 - Underwriting Overview for Sales

  HDM Sales 4 - Underwriting Overview View the video or read the article below Beyond Signing What happens on an HDM job after a customer is signed? These are the steps from signing through the end of the HDM underwriting process Signing After signing ...

• Sales Process 6 - Commercial Deals

  HDM Sales 6 - Commercial Deals Process View the video or read the article below Commercial Deal Overview Because commercial projects are large, complex and unique; the automated residential process is not applicable. Every Commercial job is treated ...

• Sales Process 2a - Expiring Docs

  HDM Sales Process 2a - Expiring Docs See the video or article below to learn about expiring and resending docs A Quote is Good for 14 Days When you create a quote on the portal… It’s good for 14 days after it’s been created. That means after 14 days, ...

• Sales Process 3 - Confirmation Call

  HDM Sales - Confirmation Call View the video or read the article below What is the Call? The confirmation call is an interactive video survey used to confirm the customer’s understanding of the HDM agreement. It is eight screens and six questions ...