Regulatory
View information about CCPA, GDPR and SOC2 Compliance as well as our Privacy Policy and Terms of Use.
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Security
View information about our security standards and governance.
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Vendor Due Diligence
Request access to obtain documents related to initial or annual due diligence vendor management reviews.
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Consent, Captured And Recorded
Consent is not a checkbox on our side — it is an event on the loan's permanent record.
TCPA Opt-In & Opt-Out
Request consent to text a recipient and track it to acceptance. Every opt-in and opt-out is written to the Communications Log with its date and time.
Call Recording Consent
Recording laws vary by state and the applicable rules are set by your organization. We support the configuration your compliance team selects: recording off, automated consent capture before the call is bridged, or user-controlled recording under your own consent script. Stop Recording is available at any point in every configuration.
Consent In The Transcript
Where transcription is enabled, the read-only transcript PDF reproduces the call details and the consent that was captured, alongside the conversation itself.
Signature Evidence
Every Loan Center authorization signature is retained with its date, time and IP address — held independently of the loan file so the evidence survives the file's life cycle.
Protected Message Handling
Messages containing attachments or numeric content are withheld from email notifications and released only after one-time-code identity verification.
Retention By Design
Notes are never erased — deletion marks and retains. At the end of a loan's life cycle, a complete audit trail report is exported into the Encompass loan file for archiving.
