When a family wants to participate in a rebate program for a heat pump or an insulation upgrade, their contractor usually handles the program for them, from the sign-up to the last form. To do that, the family hands over their utility account number and details about their home and household. They trust that the people doing the work will look after that information too.
The contractors we work with take that trust seriously. They pick up the late call and come back to fix what isn't right. When they bring in a partner to help with the office and the program paperwork, they want that partner to care about their homeowners as much as they do.
We do. HomeWise works beside the contractor's office on rebate and program paperwork, with people and tools working together. Those files hold homeowner details, so we handle them with care.
Today we can show you how.
What a SOC 2® Type II report is
A SOC 2® Type II report is an independent auditor's report on a company's controls. It is not a certification.
HomeWise has a SOC 2 Type II report covering Security, Confidentiality and Availability. The controls we use to protect the homeowner details in your rebate and program files have been reviewed by someone outside our company. So when a customer asks who sees their information, you have a good answer.
How to request the report
If you'd like to read the report, or a program you work with asks for it, request access in our trust center: https://trust.inc/homewise-ai
We share it under NDA. Common questions are also answered on our Security page: https://homewiseai.org/security
What this means for program administrators
Your team can request our SOC 2 Type II report in our trust center instead of starting your vendor and security review from a blank questionnaire. The homeowner details in contractor rebate files are handled under controls an independent auditor has reviewed.
We can begin with a pilot with a few of your contractors, so your team can see how it works for them. Email yuna@homewiseai.org to talk about a pilot.
How does HomeWise protect my customers' information?
We treat homeowner details in your rebate files with care, and an independent auditor has reviewed our controls. Our SOC 2 Type II report covers Security, Confidentiality and Availability. Visit our trust center to request access.
Is a SOC 2 report a certification?
No. It's an independent auditor's report on a company's controls. You can request access to ours in our trust center.
How can I request the report?
Go to our trust center at https://trust.inc/homewise-ai and request access. We share the report under NDA.
For contractors who look after their homeowners.