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    Security & broker compliance

    Borrower data, handled like it matters.

    Strong protection for borrower data, with broker compliance workflows built into every deal.

    SOC 2 · In progress
    SOC 2 readiness
    SOC 2 preparation is underway. We can walk qualified prospects through our current controls and security roadmap.
    PIPEDA
    PIPEDA compliant
    Full adherence to Canadian privacy law, including consent, access, and data-deletion workflows.
    AES-256
    Encryption everywhere
    AES-256 at rest and TLS 1.3 in transit, across the platform.
    CA · AWS
    Canadian data residency
    All borrower data is stored and processed in AWS Canada (ca-central-1).
    AI · No training
    No model training on your data
    Your borrowers' documents are never used to train AI models.
    Broker review
    Brokerage review workflows
    After the commitment letter is uploaded, every deal includes the signed forms, disclosures, consent records, timestamps, and supporting documents your brokerage needs to review and release commission.
    Operational controls

    How we run the platform.

    Access & authentication

    • →Multi-factor authentication on admin accounts
    • →Role-based access at the workspace level
    • →Audit log of every file view, download, and edit

    Infrastructure

    • →Hosted on AWS Canada (Central) with multi-AZ failover
    • →Encrypted, automated backups
    • →Continuous infrastructure monitoring

    Data & privacy

    • →Customer-controlled data deletion
    • →Least-privilege access to production systems
    • →No third-party tracking on signed-in pages

    Sub-processors

    • →Core data hosted with AWS Canada (ca-central-1)
    • →Data processing agreements with our sub-processors
    • →Current sub-processor list available on request

    Questions about security?

    Book a walkthrough of our current controls, Canadian data residency, and broker-side compliance workflows.