Legal
Data Use
Last updated April 24, 2026
We use submitted information to organize your file, estimate planning scenarios, improve the user experience, and route appropriate cases for review.
1. Eligibility data
Eligibility answers are used to organize the file, estimate planning scenarios, show relevant dashboard copy, and support residential, commercial, broker, or referral workflows.
2. Scoring and review flags
Scoring and review flags are used internally to prioritize files, identify items that may need review, and route cases for appropriate next steps. They are not loan decisions.
3. AI Coach context
AI Coach features use sanitized context and borrower-safe summaries where available. Users should not enter sensitive credentials, full identification numbers, or private documents into chat.
4. Conversion events
Conversion events are used to understand funnel activity such as screening starts, submissions, dashboard views, option comparisons, Plus interest, and Specialist Review clicks.
5. Modeling audit logs
Modeling audit logs record assumptions, model versions, input snapshots, outputs, and guardrails used to create estimates so results can be reviewed consistently.
6. Referral readiness
Referral readiness signals may be used internally to identify files that could be appropriate for review, partner routing, or operational follow-up.