Effective September 3, 2026
How IntakeDock handles information across the public website, contact requests, and mortgage document intake workflows.
This Privacy Policy explains how IntakeDock collects, uses, discloses, and protects personal information through the IntakeDock website, contact and workflow review forms, and IntakeDock product workflows.
IntakeDock is built for mortgage document intake and review. When customers use the product, borrower documents and deal-related information are handled under the applicable customer agreement and product terms.
We collect information you choose to provide, such as your name, work email, role, team size, interest type, and message when you contact us, request a workflow review, ask about pricing, or submit a general inquiry.
When the IntakeDock product is used, information may include account details, workspace activity, document request activity, borrower-uploaded documents, email reply attachments, deal-related metadata, review activity, and audit history needed to operate the workflow.
We use information to respond to inquiries, schedule workflow reviews, discuss pricing or rollout questions, provide and improve IntakeDock, support customers, protect the service, and meet contractual or legal obligations.
We may also use non-identifying website analytics to understand public-site performance, page usage, and conversion paths. Analytics events are designed to use approved, non-sensitive properties only.
We do not sell personal information. We may share information with service providers that help us operate the website, host and secure the product, route inquiries, provide customer support, process payments, or perform related business functions.
We may also disclose information if required by law, to protect rights or security, or as part of a business transaction such as a merger, acquisition, financing, or sale of assets.
IntakeDock product videos use YouTube's privacy-enhanced embedded player. A video thumbnail may load before playback, but the YouTube player and its supporting scripts load only after you choose to play the video.
When you play a video, your browser connects to YouTube and Google services. They may receive technical information such as your IP address, browser or device information, the referring site, and playback activity under Google's terms and privacy policy.
Privacy-enhanced mode limits how embedded views are used to personalize your YouTube experience, but it does not eliminate all third-party requests. IntakeDock does not place names, emails, form values, borrower information, deal details, document information, or other submitted data in the player URL or metadata.
IntakeDock may measure whether a product video was started, reached a progress point, or completed. This measurement identifies the video and its category, not the viewer. Searches within a video transcript are not tracked or sent to analytics.
IntakeDock uses PIPEDA-aligned safeguards for sensitive borrower document workflows. IntakeDock does not claim PIPEDA certification or guarantee a customer's compliance.
Safeguards may include access controls based on each team member's role, separate brokerage workspaces, audit history, secure upload paths, and operational controls designed to reduce unauthorized access, disclosure, copying, use, or modification.
Security overviewWe keep personal information only as long as needed for the purposes described in this policy, to provide the product, support customers, maintain records, resolve disputes, enforce agreements, and meet legal or contractual obligations.
Product retention settings may vary by plan, workflow, customer configuration, or agreement. Customers are responsible for their own brokerage recordkeeping and regulatory obligations.
You may contact IntakeDock to ask privacy questions, request access to personal information we hold about you, request a correction, or ask that information be deleted, subject to legal, security, contractual, and recordkeeping requirements.
If you are a borrower whose information was submitted through a mortgage professional using IntakeDock, you may also need to contact that broker, brokerage, or mortgage professional directly because they may control the underlying deal file.
Contact usWe may update this Privacy Policy as IntakeDock, our website, our product, or applicable requirements change. The effective date shows when this policy was last updated.
If a change materially affects how personal information is handled, we will provide notice in a way that is appropriate to the change.
