Homepage / Login FAQ - VENDOR MANAGEMENT SYSTEM

Transcription

1 Homepage / Login To access the Login dropdown box, click on the Login hyperlink on the upper right side of the page Returning users enter their existing credentials, click on the Login button, and are directed to the last page they were on during their previous session Active Agents migrated from the Broker Certification Portal login using their existing credentials Active Agents in r.e.cascade who have not applied for certification with Solutionstar will receive an with a link to VMS. After clicking the link, they will be directed to the VMS registration page for login using their existing r.e.cascade credentials 1

2 Registration page New agents on boarded will receive an with a link to VMS. After clicking the link, they will be directed to the VMS registration page and asked to create a password 2

3 After checking I Accept in the Terms and Conditions checkbox and pushing on the Register button, 1st time users are taken to the Security Questions page Returning users bypass the Security Questions page and are taken to the last page they were on when they exited their previous session Security Questions page Click on the dropdown menu next to each question to display the list of questions Choose the question you want to answer by clicking on it, then type your answer in the text box You must select and type an answer for each question before proceeding on to the next page Security questions and answers may be changed at any time by selecting Account Settings from the User Profile dropdown menu located on the upper right frame of the page 3

4 Personal Information page Mandatory fields are identified with a red asterisk * If you do not have a middle name, enter NA or NONE In the Experience as a Licensed Professional field, enter the number of years you have held a real estate license To save your information and exit the system before all required fields are complete, click the Save button and choose Logout from the User Profile dropdown menu 4

5 When information has been entered in all required fields, click the Continue button to move to the next page If you are not moved to the next page after clicking the Continue button, look for an error message next to field(s) with missing or invalid information, then enter the correct information before clicking on the continue button Profile Information page 1 st section Mandatory fields are identified with a red asterisk * To scroll down the page, click one of the blue radio buttons on the left side of the screen, or click and drag the scroll bar located on the right hand side of the screen The Federal Tax Identification Number field accepts only 9 digits The small gray circle with a question mark in the center located to the right of the field name is a mouse-hover icon. Placing your mouse pointer on the icon reveals additional information/clarifications about that field 5

6 Profile Information page - 2 nd section Click on the (Download Template) link in the W9 and Workers Compensation fields to download standard forms. Print them out and provide the required information, including signatures, before scanning the updated document and uploading it as a.pdf file Only.pdf files less than 4 MB in size may be uploaded into VMS If the file is too large to upload, contact BrokerCertification@solutionstar.com 6

7 Profile Information page 3 rd section If Policy is selected from the dropdown menu in the Compensation Type field, then policy dollar limits must be entered in the Injury, Disease and Aggregate fields 7

8 Profile Information page 4 th section System users will be automatically logged out after 15 minutes of inactivity. Session information will be saved, and users will be returned to the login page 8

9 Service Information page 1 st section 9

10 Service Information page 2 nd section 10

11 Service Information page 3 rd section Clicking on the Save button allows you to log out of the session without losing your information On your next login, you will be returned to that page When all the required information has been entered, click on the Continue button to move to the Submit page 11

12 Submit page When all the required information has been entered, the Profile Completeness graph will display 100% To return to a previous section to confirm your information, click on the hyperlinks located underneath the Profile Completeness graph in the right hand frame Check the I Accept checkbox and push the Submit button to complete your application Supported Browsers IE9 and above Chrome v and above Firefox v and above Safari and above 12