Floify Customer Capture Additional Info

FAQ

Q: How often are borrowers prompted to enter their address if they do not have one when the loan flow is started?

A: 21 days after the file is started, and then every 7 days until they have secured an address or their LO enters one for them

 

 

Q: How do the Porch Home Concierge Reps identify themselves to borrowers?

A: Here is some verbiage straight from the Home Concierge's script:

 

"I’m calling from the Home Concierge team at Porch who works in partnership with Floify, which is the company that provides your loan officer at (your Company Name) their software."

 

 

Q: How are my borrowers being helped?

A: The Porch Home Concierge team calls your borrowers to assist with various milestones in the home buying journey, according to the following cadence:

    • 39 days pre-move: Homeowner Insurance Call
    • 31 days pre-move: Warranty 
    • 20 days pre-move: Moving and Security
    • 12 days pre-move: TV/Internet

These calls happen after your borrower has indicated their address in Floify, alerting our team that they have found a property. Borrowers can also request additional assistance for other home concierge services as needed

 

 

Q: How is my borrower's data shared?

A: You can read about this in our Privacy Policy FAQ here: https://floify.com/legal/privacy-policy-faq

 

 

Q: How do my borrowers gain access to the Free Porch Home App?

A: They receive an email (pictured below), and can also find it in the app store on their mobile device by navigating to this link: https://porch.com/app

 

 

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