SOC 2
Building toward SOC 2 Type II.
Security and privacy
Your accounts. Your approval.
Mortgage files hold your clients' most sensitive information. Here is exactly what we commit to.
Compliance
Where we stand.
PIPEDA
Designed to meet Canada's PIPEDA privacy requirements.
Backed by the commitments below.
Our commitments
What this means for you and your clients.
You connect and disconnect your own accounts.
You choose which accounts Casby can work with. Disconnect any of them at any time.
Nothing is sent or changed without your approval.
Every action appears as a card that shows exactly what will happen, with Approve and Cancel.
Files are read in memory and not stored.
Casby reads your documents to do the task you asked for.
Access and deletion requests.
To ask what information we hold about you, or to have it deleted, contact [privacy contact].
Powered by leading AI models.
Whatever Casby prepares, nothing is sent, changed, moved or deleted until you approve it.
Questions from your brokerage?
Read our privacy policy, or send us your security and privacy questions.