Security
Controlled access to your underwriting engine.
Deal Screen and MCP access share one security model: authenticated organization-level access, explicit permissions, and a recorded history of what was run and against which assumptions.
Access and identity
- Authenticated, organization-level access for every user and connected AI client
- Role-based permissions for viewing, editing, and approving deals
- Tool availability controlled by subscription plan and organization policy
- Access can be revoked per user or per connected client
Data handling
- Customer deal data remains isolated by organization
- Encryption in transit and at rest
- Deal content is not used to train third-party models
- Deletion of documents and saved analyses on request
Auditability
- Usage tracking across dashboard and MCP tool calls
- Versioned underwriting model results
- Centralized underwriting assumptions with change history
- Exportable audit history for Team and Enterprise plans
MCP controls
What governs an MCP connection.
Authenticated, organization-level access
Role-based permissions
Controlled tool availability by subscription plan
Centralized underwriting assumptions
Usage tracking and audit history
Versioned model results
Customer data remains isolated by organization
The MCP is a workflow and decision-support product. It does not provide investment, lending, tax, legal, appraisal, or financial advice. Users remain responsible for validating data, assumptions, and investment decisions.
Know your maximum bid before you waste time underwriting.
Screen your next deal in minutes and put your underwriting hours where they earn a return.