Identity and permissions
Ask about authentication, MFA and SSO requirements, role boundaries, tenant separation, and account lifecycle management. Confirm the implementation and evidence for your intended deployment.
Enterprise vendor review
Security decisions need current evidence.
Use your company's vendor-review process to evaluate the proposed LoanBot deployment. Request the materials and technical answers relevant to your requirements, and distinguish documented controls from planned work or platform-provider claims.
What to evaluate
Review the environment that your company will actually use.
A software demonstration is not a security assessment. The deployment discussion should identify the systems involved, the data permitted in each area, who may access it, and the approvals required before production use.
Data handling and service providers
Review approved data categories, storage and transfer arrangements, retention and deletion requirements, and the service providers involved.
Operational readiness
Request information relevant to change management, logging, incident response, recovery, support, and vendor responsibilities.
Interpreting assurance materials
The scope and the issuer matter.
Any assessment or assurance document should be evaluated for its issuer, date, covered system, test scope, and limitations. A service provider's report is not a substitute for an assessment of LoanBot's own application and operating controls.
Independent assessments
Ask which reports are currently available and what they cover. This page does not assert that LoanBot holds a SOC 2 report or has completed an independent penetration test.
Readiness and remediation
Treat internal reviews and readiness work as supporting materials, not independent certification. Review any open items and agreed conditions before activation.
Common questions
What to know before you choose.
Can we request vendor-review materials?
Yes. Send your company's requirements to hello@loanbot.com or use the enterprise inquiry form. Availability and any access conditions will be confirmed by LoanBot.
Should we upload borrower files to the sales form?
No. Do not submit Social Security numbers, dates of birth, account numbers, financial documents, or other sensitive borrower information through the public website's inquiry forms.
Where are the public policies?
The Privacy Policy and Terms of Service are linked in the footer. Enterprise deployments may have additional terms and requirements in the applicable written agreement.
Bring your vendor-review requirements.
Start a diligence discussion using company contact information only.
Business inquiries only. Do not submit borrower documents or sensitive personal information.