FolioGuardians:
LLI & FGRI
Screen Smarts
Obligo 101
Who Ya Gonna Call?
Where Ya Gonna Go?
Miscellaneous
100

(T/F) Upon onboarding to FolioGuard Smart Ensure insurance requirements do not change.

What is False?


Upon onboarding all insurance requirements switch to 'No' to avoid erroneous enrollments.

100

Can a user re-request ID Verification for an applicant?

What is no?

100

"Which lease term is not eligible for FolioGuard Security Deposit Alternative?"

"What are month-to-month leases?"

100

This is the person you reach out to if you need help understanding the results of your Missed Crim.

"Who is the case owner?"

100

(T/F) If an Income Verification report has not been completed due to pay stub not being verified you are still charged.

What is TRUE?
200

(T/F) Customers FolioScreen services can be used for employment purposes.

"What is FALSE?"

AppFolio is not credentialed with Experian to run employment screens. Running background screens on an applicant in relation to an employment application is a direct violation of AppFolio's Terms of Service Agreement and a violation of any applicable federal, state or local laws, including, FCRA, Equal Credit Opportunity Act, the Fair Housing Act, and Title VII of the Civil Rights Act of 1964 and any state law equivalent of such laws.

200

The company partnered with AppFolio to provide our Income Verification information.

What is Nova Credit?

200

As long as partial payment is made, the until is still eligible for FolioGuard Security Deposit Alternative.

"What is FALSE."

There cannot be any full or partial payments made to the Security Deposit GL to remain eligible for SDA.

200

Coda needs to be updated with new information.

Who is Jen Sowards?

200

Ending management for properties will stop current tenants from being reporting to Rent Bureau.

What is No?


*Hiding will also not prevent reporting if they are still current tenants.

300

(T/F) The tenant said they uploaded a policy in their online portal but it is not showing on their tenant page. The tenant is lying, they never uploaded a policy.

What is FALSE?


Allow up to 24 hours for the policy to show on the tenant page.

300

This key indicator is required to track cases that involve any discussion of the FCRA.

What is the FCRA Case Flag?

300

Completed properly, this task will allow you to successfully move an Obligo BA from one unit to another.

What is "Tenant Transfer"?

300

"I completed a tenant transfer, however, their authorized deposit did not transfer." 

This person is who we can reach out to for assistance.

"Who is Kaitlyn Kim?"

300

"My insurance metrics do not include my commercial and mixed-use properties..." 

"Where can we find the checkbox that will 'Include Property Types Not Eligible for AppFolio Insurance'?"

"What is the Success page?"

400

"What are additional coverage options with FolioGuard Renter's Insurance?"

"What are pet damages, bed bugs, etc.?"

400

(T/F) You can still escalate a 'Missed Public Record' on a 'No Record Found' report.

"What is TRUE?"

400

The amount of days you have to get a refund from Obligo.

"What is 45 days?"

400

The client is already set up with RentBureau but one of their tenants are not being reported. This is the person we would contact via slack.

Who is Devin Goodwin?

400

All of our resources that you are required to check BEFORE submitting a consult or asking in EOTF.

Hint: There are more than 5 options.

What is

Coda

Slack

Help Center

Intercom Knowledge Base

Provided Docs (Talk tracks/FAQ's)

500

The company or companies that underwrite FolioGuard Renter's Insurance Policies.

"Who is Century-National Insurance Company (in CO, CT, ID, ME, MT, NJ, UT, VT, WA), Cypress Property and Casualty Insurance Company (in FL), Trisura Insurance Company (in FL), or Spinnaker Insurance Company (all other US states)?"

500

This is the number of call attempts you should make for a Violation before sending a notice to disable services within 24 hours.

What are three call attempts?

500

(T/F) The 'Reapprove Obligo Authorization' link resends the tenant a request to approve the BA.

What is FALSE?


The Reapprove Obligo authorization will reopen the BA. However, please do not use this task since there are requirements on Obligo's side before we can reopen.

500

This customer is adamant about not being enabled for Smart Ensure Automation.

What is the Smart Ensure Automation Campaign talk track?

500

During the move-in flow, the ________ checkbox will automatically be selected OR unselected, based on its selection status during the most recent completed move-in.

What is the Renter's Insurance Email checkbox?