Objective
This SOP outlines the steps to create a specific area property card for accurate quoting of property taxes and homeowner's insurance.
Key Steps
Step 1: Access Specific Area Section
Navigate to the specific area section of the property card.
Understand that this section is designed for areas where you conduct significant business.
Step 2: Identify the Area
Determine the specific area you want to create a property card for (e.g., counties, municipalities).
Ensure the area has consistent tax and insurance information.
Step 3: Create a New Property Card
Click on the option to create a new specific area property card.
Name the card appropriately (e.g., 'Fulton County and Roswell City Taxes').
Step 4: Select Location Details
Choose the state, county, and city from the drop-down lists.
Select the type of property (e.g., single family, townhome, condo).
Step 5: Enter Tax Information
Input the estimated property tax rates:
County tax: Enter the percentage (e.g., 1.25%).
City tax: Enter the percentage (e.g., 0.15%).
Step 6: Enter Homeowner's Insurance Information
Choose a credit score range for insurance estimates.
Select a general area rate for homeowner's insurance.
Step 7: Choose Tax Input Methods
For county tax, select 'factor of value' as the input method.
For city tax, also select 'factor of value'.
Step 8: Finalize and Save Property Card
Review all entered information for accuracy.
Click 'finalize' and 'save property' to complete the process.
Cautionary Notes
Ensure all tax rates and insurance estimates are up-to-date and accurate.
Double-check the selected city and county to avoid errors in quoting.
Tips for Efficiency
Use templates for frequently created property cards to save time.
Keep a record of common tax rates and insurance estimates for quick reference.