
Security & Privacy
Trust is part of the product.
Borrowers share sensitive financial information. The experience has to feel secure and actually be secure.
Secure portal
Private uploads, encrypted storage, and no public file links.
Access control
Role-based permissions and object-level authorization on every record.
Field-level encryption
SSN, TIN, DOB, and ID numbers are encrypted and masked in the UI.
Auditability
Logged consents, signatures, document actions, and AI review history.
Malware scanning
Uploads pass a scanning workflow with MIME and magic-byte validation.
Compliance posture
Disclosures, e-sign consent, and fair-lending safeguards built in.
Compliance note: Security design references include the FTC Safeguards Rule, OWASP secure-by-design principles, and financial data-protection norms (GLBA). Privacy notice, terms of use, and all legal copy require review by qualified counsel before production use.