Privacy Policy

The short version: we use the information in your account and files only to run the service for you. We don't sell it, and we work to keep it safe. Loan files typically contain your borrowers' personal information — treat this page together with our Terms.

Who we are

DocOrder.app ("DocOrder", "we") is a software platform that lenders and brokers use to quote loans, collect documents, and prepare loan-document packages under their own brand. For most borrower information on this platform, our customer (your lender or broker) decides what is collected and why; DocOrder processes it on their behalf to provide the service.

What we collect

• Account information — your name, email, company details, and branding you upload (logo, colors).
• Loan file information — details entered into a file or extracted from uploaded documents: borrower and property details, loan terms, transaction contacts (escrow, title), and the documents themselves.
• Connected mailbox data — if you connect an email account, we store the connection tokens and read messages only as the features you use require (for example, drafting replies or filing documents to the right loan file). Disconnecting removes the tokens.
• Usage and security records — sign-ins (with IP address and browser type), actions on files, and error logs, kept so account owners can see activity on their own workspace and so we can keep the service secure.

We deliberately avoid extracting or storing the most sensitive identifiers from documents: the document reader is built to never extract Social Security numbers, dates of birth, or bank account numbers.

How we use it

• To provide the service: quotes, borrower pages, document collection, and document generation.
• To send the emails you ask the platform to send (outreach, reminders, borrower links) — from your address when you've connected one.
• To secure the platform: rate limiting, sign-in logging, abuse blocking.
• To bill your subscription (through Stripe).

We do not sell personal information, and we do not use your files to train AI models or share them with advertising networks.

Who we share it with

Only service providers that make the platform run, under their own security terms: cloud hosting and storage (Render; Google Cloud / Firebase), payment processing (Stripe), and email delivery providers for messages you send. Documents on a loan file are shared with the parties the file's owner directs them to — for example, a title or escrow company. We may disclose information if the law requires it.

Security

Traffic is encrypted in transit (HTTPS with strict transport security). Borrower file links carry unguessable per-file tokens, sessions use hardened cookies, and each customer's workspace is scoped so one account cannot see another's files. No internet service can promise perfect security, but access to your data is limited to what's needed to run the service.

Retention & deletion

Loan files are kept durably because lending records typically must be retained for years; nothing is auto-deleted. If you want records exported or removed, email support@docorder.app from your account email and we'll act on verified requests, subject to legal retention obligations. Borrowers should direct requests about their information to their lender or broker (the account that owns their file); we assist that account owner in fulfilling them.

Your rights

Depending on where you live (including California), you may have rights to know, access, correct, or delete personal information, and to be free from discrimination for exercising those rights. Send requests to support@docorder.app; we verify requests before acting on them.

Other things worth knowing

• This service is for business use and not directed at children under 16; we don't knowingly collect their information.
• Our servers are in the United States; using the service means your information is processed there.
• We use only the cookies needed to keep you signed in — no advertising trackers.
• If this policy changes materially, we'll update this page and the date above.

Contact

Questions about privacy: support@docorder.app.