Full Title: Assistance with on-boarding email - abbreviated
Short Description: This template is used when assisting an agent with the Registry on-boarding process.
Business Rules: Prior to sending the template complete the steps below.
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Download the companies ALTA Business Structure via the Registry Admin site alta.org/registry/admin. Note that you must be logged into the network in order to access the Admin site.
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When the document is downloaded, DELETE
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Your Internal Reference ID (column A)
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Registry Contact ALTA ID
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Registry Contact alternate email (column Y)
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Registry Contact phone number (Z).
These last 2 options cause confusion and people will often provide a SECOND email/phone rather than one to be used INSTEAD of the RLC direct email / phone.
Template:
Hello [Insert Name],
I am happy to assist with the Registry on-boarding process.
I’ve listed the information that we will need to complete the listing request. Of course if you have any questions, do not hesitate to contact me directly at the phone number listed in my signature below.
Instructions for completing the attached Registry on-boarding worksheet
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Column A - Place an ‘X’ by the location(s) that will be listed as Principal (primary) business location(s).
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NOTE: It is permissible to have multiple principal business locations. This is common when this is how your agreements are structured with your underwriters, due to multiple legal entities.
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Column B - Place an ‘X’ by the location(s) that should be published as branch locations in the ALTA Registry
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Column C - List the underwriters that should receive this request for confirmation. Here you can view the list of ALTA Registry participating underwriters.
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Column D - List the RON technology platforms in use, if applicable
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Column E-H – DO NOT CHANGE. These columns show the Registry status and ALTA IDs currently assigned in the ALTA database.
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Columns I-S - please review and update (if necessary) the company details.
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Please use RED font (or highlight in some other way) the cells that you have made changes to.
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Fields highlighted in YELLOW are required fields for the ALTA Registry for which ALTA currently does not have information for.
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Column T-V - Provide the individual name, email and phone that will be published with each location’s listing.
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If a new location needs to be added, include the details at the bottom and a new ID will be assigned
Thank you,
ALTA Registry Team
