Included
Casby Vault
For information that can't get out.
Use it for
- Client documents, stored securely
- Confidential email and documents
- Income, banking and credit
Protected by
- Vault-level encryption
- PIPEDA compliance
- Canadian servers
- A closed system
Built by mortgage brokers · Hosted in Canada
Your secure, personal assistant.From mortgages to daily life.
Remarkably helpful. Seriously secure.
Casby reads your emails, calls, client documents, mortgage applications and submission platforms, then does the legwork. Deal files and sensitive data stay locked in a closed Vault on Canadian servers.
Type it or say it. Desktop or mobile.
Review a deal or email hands-free on your drive.
RO
VaultConcierge
19 emails handled while you were away
Good evening, Robby.
How can I help you today?
Casby
Your day, in hand.
Read me the Scott deal update.
One pay stub left. Closing is on track.
Voice · Casby mobile
The output of a full-time assistant, without the salary, onboarding or turnover.
AES-256 encryption
Encrypted at rest. TLS 1.3 in transit.
PIPEDA compliant
Built to Canada's privacy law.
Canadian servers & keys
Your Vault data and keys stay in Canada.
Closed Vault
No public AI. No model training.
What's included
One subscription. Two assistants. Zero guesswork.
Both come standard. Choose based on what's at stake.
Included
Casby Concierge
The world's leading AI, working for you.
Use it for
- Family calendars
- Travel deals and price alerts
- Receipts and personal files
What you get
- Direct, encrypted connections to Claude and OpenAI
- Your calendar, email and Dropbox
- Encrypted connections
- Your approval on every action
Sensitive? Put it in the Vault.
For everything else, there's Concierge.
Make it yours
Casby runs the system. You name the crew.
Give your Vault and your Concierge their own names, and a tone that feels right to you.
Casby Vault
Three emails need you before noon. Scott deal is missing a pay stub.
Casby Concierge
Three emails need you before noon. Scott deal is missing a pay stub.
You choose the name and tone at sign-up, and can change both in Settings.
Choose a voice.
Casby can talk back in a range of voices, male or female, and you can swap any time.
Casby Vault
Built like a vault. Works like your best assistant.
Secure document storage and a private assistant in one. A closed system on Canadian servers. Your emails and files never touch public AI. Vault learns from you, and only you.
Vault-level encryption
AES-256 encryption at rest and TLS 1.3 in transit protect emails, files and client records.
PIPEDA compliant
Built to Canada's federal privacy law from day one.
Canadian servers
Vault data is stored and processed in Canada, with keys managed in Canada.
Closed system
No outside AI companies. What Vault learns stays with you.
Every document, in one secure folder.
Applications, IDs, pay stubs and signed papers all live in your Vault. They're encrypted, stored in Canada, and filed as they arrive. No more digging through desktops and inboxes.
- One folder for every client and deal
- New attachments filed automatically
- Encrypted and never shared outside Casby
Scott · 42 Aspen Crescent
Casby Vault · Updated 2:41 PM
Application
Application export
IDs
Both borrowers
Income
Pay stubs, T4s, NOAs
Property
Purchase agreement, MLS
Signed documents
Filed from Jordan's email
You ask. Casby digs.
One question pulls the whole deal together: emails, phone calls, the mortgage application and the client folder. Nothing goes out without your yes.
Pull the Scott deal.
Compiled from 14 emails · 3 calls · mortgage application · Scott folder
- Clients
- Jordan & Taylor Scott
- Property
- 42 Aspen Crescent · $685,000
- Mortgage
- $548,000 · 5-year fixed · Northgate Bank
- Closing
- October 30
- Still needed
- Final pay stubVoid cheque
Everything's in one place. Should I request the last two documents?
Casby Concierge
Your week, handled.
Concierge runs on the same AI as the world's top assistants. Ask once, and it keeps going.
Family calendar
“Add my daughter's hockey schedule to my calendar and invite my spouse.”
14 events added · invites readySAT4
Game vs. Wolves
8:30 AM · Westside Arena
TUE7
Practice
6:00 PM · Crowfoot Rink 2
SAT11
Tournament, day 1
9:15 AM · Max Bell Centre
Flight tracker
“Email me when a 10-day trip from Calgary to London drops below $1,500.”
Price alert sentYYC → LHR · 10 days · round trip
$1,720$1,438
Dashed line: your $1,500 target
Receipts, sorted
“Organize my Dropbox receipts, rename them and put them in a spreadsheet.”
42 receipts renamed · sheet created| Date | Vendor | Amount |
|---|---|---|
| Sep 02 | Staples2026-09-02_Staples.pdf | $84.17 |
| Sep 05 | Shell2026-09-05_Shell.pdf | $96.40 |
| Sep 09 | WestJet2026-09-09_WestJet.pdf | $412.00 |
| September total | $1,926.55 | |
What else can it do?
- Draft and send client follow-ups
- Book appointments across calendars
- Research rates and summarize lender updates
- Prep a meeting brief from your inbox
- Translate documents
- Track renewals and birthdays
- Reconcile receipts
- Order gifts for closings
Top-tier AI. Casby-grade care.
You get the same leading models, plus encrypted connections, privacy controls and your approval on every move.
Sensitive task? Vault is already in your plan.
- Encrypted links to your calendar, email, Drive and Dropbox
- Your requests aren't used to train AI models
- Connect only the accounts you choose
- Nothing sent or booked without your yes
Integrations
Plugs into the tools you already use.
Connect once. Casby pulls from your email, drives, boards and deal software, so nothing lives in a silo.
Mortgage platforms
- Filogix
- Finmo
- Scarlett
- Velocity
Email & calendar
- Gmail
- Outlook
- Google Calendar
- Microsoft 365
Files
- Google Drive
- OneDrive
- Dropbox
Tasks
- Trello
- Hundreds more with Concierge
Files you bring in for client work are stored in your Vault.
Phone calls · Call notes and transcripts
A few good questions
Your files. Your control.
Is my data used for training?
No. Your requests and client files are not used to train AI models.
Who can see client files?
Your sensitive client files stay in your closed Vault, not public AI services. You choose the accounts Casby connects to, and approve anything sent or booked.
Leading AI for your day. A vault for your clients.
Vault and Concierge. One subscription.
Connect your toolsAsk in plain EnglishApprove the result