Security
Access you control, data you can trust
The platform is designed so that pricing, configuration and customer data are only available to the people and sites you authorize.
How we protect the platform
Staff sign-in through your CRM
Loan officers and admins sign in with their existing CRM accounts. Admin tools require admin permission, checked on every action.
Nothing open by default
Consumer pricing runs only on websites an administrator approves. Direct visitors don't get open pricing.
Individual customer credentials
Each integration gets its own credentials with usage limits. Credentials can be revoked at any time and are stored only in protected form.
Protected pricing data
Consumer-facing results never reveal wholesale sources, compensation or internal configuration.
Controlled rate changes
New rate sheets are reviewed against live pricing before an admin activates them, and every version can be rolled back.
Activity history
Pricing calls, rate-sheet changes and access changes are logged with who and when.
See the engine on your own scenarios
We'll walk your team through pricing, comparisons, CRM saves and embeds using the products you actually originate.