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LoanOfficerIntelligence Data Security and Compliance

Security is not an afterthought—it is the foundation of our platform. Built on enterprise-grade, SOC 2 Type 2 certified infrastructure.

Data Security & Compliance

Last Updated: January 28, 2026

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This document outlines our comprehensive approach to data security, infrastructure, and compliance practices.

Executive Summary

At LoanOfficerIntelligence, security is not an afterthought—it is the foundation of our platform. We understand that mortgage professionals handle sensitive property data, personal information, and confidential business intelligence. That is why we have built our entire infrastructure on enterprise-grade, SOC 2 Type 2 certified platforms and implement industry-leading security practices at every layer.

Built on SOC 2 Certified Infrastructure

Enterprise-Grade Infrastructure

LoanOfficerIntelligence is built on best-in-class, security-certified infrastructure providers. We do not compromise on security by hosting on unproven platforms. Every component of our technology stack has been selected for its proven security track record and compliance certifications.

1. Web Hosting & Application Infrastructure: Vercel

Certifications & Compliance:

  • SOC 2 Type 2 Certified
  • ISO 27001:2022 Certified
  • GDPR Compliant
  • CCPA Compliant

Security Features:

  • Automatic DDoS protection at the edge
  • TLS 1.3 encryption for all data in transit
  • Global CDN with automatic failover
  • Continuous security monitoring and threat detection
  • Infrastructure-as-Code with automated security testing
  • Isolated execution environments for maximum security

2. Database & Authentication: Supabase

Certifications & Compliance:

  • SOC 2 Type 2 Certified
  • HIPAA-Ready Infrastructure
  • GDPR Compliant
  • ISO 27001 Certified (in progress)

Database Security:

  • AES-256 encryption for all data at rest
  • TLS 1.3 encryption for all data in transit
  • PostgreSQL database with Row-Level Security (RLS) policies
  • Automated daily backups with point-in-time recovery
  • Database replication across multiple availability zones
  • Network isolation and VPC deployment

Authentication & Access Control:

  • Industry-standard JWT (JSON Web Tokens) for session management
  • Secure password hashing using bcrypt with per-user salts
  • Role-based access control (RBAC) at the database level
  • Automatic session expiration and refresh token rotation
  • Protection against SQL injection, XSS, and CSRF attacks
  • Rate limiting to prevent brute-force attacks

3. Payment Processing: Stripe

Certifications & Compliance:

  • PCI DSS Level 1 Certified (highest level)
  • SOC 1 Type 2 and SOC 2 Type 2 Certified
  • ISO 27001 Certified
  • GDPR and CCPA Compliant

Payment Security:

  • LoanOfficerIntelligence never stores or processes payment card information directly
  • All payment data is tokenized and encrypted by Stripe
  • PCI DSS compliant payment forms hosted by Stripe
  • Advanced fraud detection and prevention
  • 3D Secure (3DS) authentication support
  • Real-time transaction monitoring and alerting

4. Property Data: ATTOM Data Solutions

Data Provider Security:

  • Enterprise-grade data provider trusted by Fortune 500 companies
  • Secure API with TLS 1.3 encryption
  • Rate limiting and access controls
  • Regular security audits and compliance reviews
  • Data sourced from official county records and public sources

Application-Level Security

Secure Development Practices

  • Security-first development methodology
  • Regular security code reviews and static analysis
  • Dependency vulnerability scanning with automated updates
  • Secure coding standards following OWASP guidelines
  • Penetration testing and vulnerability assessments

Data Protection

  • All data encrypted in transit using TLS 1.3 (HTTPS only)
  • All data encrypted at rest using AES-256
  • Sensitive data never logged or exposed in error messages
  • Secure session management with automatic timeout
  • No storage of sensitive property data beyond necessary caching

Access Controls

  • Multi-factor authentication (MFA) available for all accounts
  • Strong password requirements enforced
  • Account lockout after failed login attempts
  • IP-based access monitoring and anomaly detection
  • Session isolation - one user cannot access another users data
  • Administrative access restricted to authorized personnel only

Monitoring & Incident Response

  • 24/7 automated monitoring and alerting
  • Real-time error tracking and performance monitoring
  • Comprehensive audit logging of all system access
  • Incident response plan with defined escalation procedures
  • Regular backup and disaster recovery testing

Compliance & Certifications

Current Compliance Status

Built on SOC 2 Type 2 Certified Infrastructure

Our hosting (Vercel) and database (Supabase) providers maintain SOC 2 Type 2 certification.

PCI DSS Compliant Payment Processing

All payment processing is handled by Stripe, a PCI DSS Level 1 certified provider.

GDPR & CCPA Compliant

We comply with GDPR and CCPA, providing users with full transparency and control over their personal information.

TLS 1.3 & AES-256 Encryption

All data transmission uses TLS 1.3 and all stored data is encrypted using AES-256.

What We Do Not Store

We believe in data minimization. We only collect and store data that is essential for providing our service. Here is what we explicitly do not store:

Payment card numbers, CVVs, or full card details (handled by Stripe)
Social Security Numbers (SSN)
Bank account numbers or routing numbers
Borrower loan application data
Borrower credit reports or credit scores
Property data beyond temporary caching for search results

Your Rights & Data Control

You have full control over your data:

  • Right to Access: Request a copy of all data we hold about you
  • Right to Correction: Request correction of any inaccurate data
  • Right to Deletion: Request deletion of your account and all associated data
  • Right to Export: Request your data in a portable format
  • Right to Object: Object to certain types of data processing

To exercise any of these rights, contact us at contact@loanofficerintelligence.com.

Security Contact

If you have questions about our security practices or wish to report a security concern, please contact us:

Email: contact@loanofficerintelligence.com

Company: Casey McGowan Enterprises LLC

Location: California, United States

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