Bankable Blueprint
Privacy Policy
Updated September 2, 2026
We store agency accounts and client files so the stacking desk can run. We do not sell client lists. Credit PDFs and statements are used to underwrite and originate inside your workspace.
Information we process
Account data includes name, email, role, and agency branding. Client files may include contact details, business profile, credit-report extracts, bank-statement metrics you choose to parse, uploaded documents, e-sign records, and commission ledger lines you enter. Payment card data for portal unlocks is handled by Stripe when Checkout is enabled — we store unlock status, not full card numbers.
How we use it
We use this information to authenticate users, generate stacking sequences, email origination packages and optional follow-ups, render portals and PDFs, and operate webhooks you configure. We do not use client files to train public models.
Sharing
Infrastructure providers include Supabase (auth and database), Vercel (hosting), Anthropic (optional PDF extract), Stripe (optional checkout), Resend (optional email), and GoHighLevel when you connect a location. Origination email goes to the inbox your agency admin sets. We do not operate a 500-lender marketplace or send files to issuers automatically.
Retention and access
Agency admins control staff access. Clients see files matched to their login email. You may request deletion of a workspace through the operator; backups may persist for a limited period. Do not upload data you are not allowed to keep.
Cookies
We use session cookies required to keep you signed in. We do not run a marketing pixel on the public landing page.