How we handle your clients' data
Short version: with the kit, we never see your data. With done-for-you, we take the least we can, use it only to build your letters, and delete it.
The $49 kit
The kit runs inside your own Claude or ChatGPT account. Your client file goes from your computer into your account, and the letters come back to you. We never receive, see or store it, and the kit does not send anything to us.
Before you upload client files:
- In Claude: on a personal plan, check that model training is turned off in your privacy settings.
- In ChatGPT: build your own GPT with sharing set to Only me, and never share its link. On a personal plan, turn off "Improve the model for everyone" in Data controls. Team and Enterprise plans have this off by default.
Done for you and teams
What we ask for:
- First name
- Co-borrower first name
- Note rate
- Lock date
- Mailing address, only if you want mail-ready files
What we never accept:
- Social Security numbers
- Birth dates
- Loan or account numbers
- Income, asset or credit details
If a file arrives with any of these, we delete it without opening the rest and ask you to send a clean one.
How we protect it:
- You upload through a private link made for your order only
- Only the person building your letters can open it
- We never contact your clients
- We never use your list to market anything, for us or anyone else, and we never sell or share it
- If you buy once, we delete your file within 7 days after delivery.
- On the $79 a month plan, we import the four fields into our secure client system so we can watch each client's rate target and send your clients text reminders against the market average. We keep them only while you're on the plan.
What's yours to decide
Your company decides whether client data may be shared with an outside service. Many companies want a vendor agreement first. Ask us and we'll send ours.
The letters are your advertising, under your name and license. Have your compliance team approve your disclosure before you send.
Questions
Reply to your receipt email and a person will answer.
This page describes how we work. It is not legal advice.