TM is Helping Agents Give to the Hawaii Life Charitable Fund

It's been about 2 weeks since the TM department created a special pull down menu for agents to contribute to HCLF when they are signing Open Escrow Instructions. (This is a special OEI used by HL TM only.)

Since then, the TM department has collected A Total of $1,140 indonations to the Hawaii Life Charitable Fund.

Keep those donations coming! We're off to a great start!


Transaction Management Services for Hawaii Life Agents

Did you know that your TMs have always changed YOUR client status (in Salesforce) to CLOSED at recordation. We also enter your client address listed on the HUD.This makes corresponding with your past clients super easy. Just ask our Agent Trainer, Rhonda Hay to show you how to create the report.