Idea Zone

When a Member adds or loses an employee they are usually clueless on how to handle their FundNet Admin account and they call their BDA. Instead of advising them to call the Help Desk, it would be much more efficient and provide value in a BDA role...

Our Members need this type of support and if other companies can make money at why can’t we. Plus it makes the Member more reliant upon us and will drive revue in other areas as a full service provided.

I think the chain of titles being available with hyperlink should be examined. Reasons: More Members are starting to use the hyperlinks instead of copies that we are sending. PLT I know uses them at times I don't send copies per their instructions...

EPolicyManager, unfortunately once a member has requested a Policy JACKET in a file accidently, they can not remove the Jacket association, even if the jacket has not been submitted to The Fund. Perhaps if there was a remove choice after the assig...

Final policy typing department accesses EPM. A page opens up for them to type in the member # that opens EPM, allowing the typist to generate jackets and policy numbers. Since they have entered in the member #, this would link it to the member's a...

News article on channel 9 claims Realtors see persons house fraudulently being sold on Zillow. A real estate lawyer recommends that consumers search property appraisers’ site to see if the property is being sold by the right owner. Not all sites a...

Frequently the Business Development team is asked for referrals of Fund members for both real estate and other areas of law. Whenever my attorneys network, they ask this of each other when they meet. It would be of great benefit to our members to ...

As an auditor, I get "boots on the ground" new member feedback when I conduct their initial audit after they have closed a few deals. I have encountered many members who have told me they wished The Fund had more "in depth" new member assistance a...

Develop relationships with members, support their needs to learn and connect with others.

Members and Realtors would benefit by connecting with one another to serve their clients.