Your clients' data
Built for sensitive documents.
Supporting documents carry some of the most personal information your clients have. BrokerDash holds it for the shortest time possible and keeps it in Australia.
The short version
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Encrypted in transit (TLS) and at rest. Documents and records are encrypted at rest by our infrastructure providers.
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Data is hosted in AustraliaAU
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We hold borrower information for the shortest time possible. Workspace data is automatically deleted 12 hours after creation.
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Document downloads are logged, and any support access to a review is recorded against a named staff member with a written justification.
BrokerDash surfaces insights for broker review. Brokers make every inquiry and every decision.
Questions
How BrokerDash handles your clients' data.
Where is my clients' data stored?
In Australia. The BrokerDash application runs on Google Cloud in Sydney, and the database and document storage are with Supabase in Sydney. Document reading and AI analysis run on Google Cloud services configured for the Sydney region.
How long does BrokerDash keep borrower documents?
Borrower workspace data (uploaded documents, chats, analysis output and borrower-identifying session details) is automatically deleted 12 hours after the workspace is created. Account, billing and audit records are kept separately, as described in the Privacy Policy.
Is access to a review recorded?
Yes. Document downloads are logged, and any support access to a review is recorded against a named staff member with a written justification.
Does BrokerDash store passwords?
No. Sign-in is handled by WorkOS. BrokerDash does not store passwords.
Are my clients' documents sold or used for marketing?
No. BrokerDash does not sell personal information and does not use applicant documents for advertising or profiling.
Do I need my client's consent?
Yes. Before uploading client documents you need your client's consent for BrokerDash to process their information for this purpose. The Privacy Policy sets out the detail, and we can provide a supplementary statement to help with your own privacy notices.
What happens if there is a data breach?
We would notify affected individuals and the Office of the Australian Information Commissioner as required by the Notifiable Data Breaches scheme.
The full detail, including every service provider and retention period, is in our Privacy Policy.
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