Your records stay yours, and stay in Canada.

Mortgage files hold your borrowers’ names, addresses and payment histories. Here is how PrivateLenderDesk keeps them to you.

Two-step verification on every account: Signing in takes your password and a six-digit code from an authenticator app. It can’t be turned off, and resetting a password asks for the code too.
Checked by the database, not only the screen: Every table has row-level security: the database itself only returns records belonging to your account, and only to a session that has passed two-step verification.
Stored in Canada: Your records and uploaded documents are stored in Canada (Central). The app’s servers run in Montréal.
Documents kept private: Uploaded files sit in private storage, in a folder for your account. Opening one creates a link that stops working after ten minutes.
Encrypted connections: Every page and file is served over HTTPS, and browsers are told never to connect any other way.
A copy that’s yours: Download a backup of all of your records from Settings whenever you like. Restoring one replaces the records in your account, and asks you to confirm first.
Nothing deleted when a trial ends: If the trial ends before you choose a plan, your records become read-only. They aren’t removed.
Terms you confirm: At your first sign-in you confirm four statements: that the mortgages are your own, that you send every letter yourself, that the app never handles money, and that its figures aren’t advice.

What PrivateLenderDesk never does.

Receive, hold or move money. Borrowers pay you; payouts go through the lawyer.
Send anything to a borrower. Every letter is a draft until you send it yourself.
Act in your name. Every PDF says it was prepared by your mortgagee using PrivateLenderDesk software.
Give legal, tax or financial advice.

When you create your account, you scan a QR code with your authenticator app, or type in its key.