Verified Readiness Passport sealVerifiedReadiness PassportTrust & Compliance

The verification layer for home financing.

Regulated lenders, agents, and enterprise partners rely on ReadinessIQ to turn borrower readiness into an auditable, portable record. Here is exactly what that means — and what we will not claim until it is true.

SOC 2 in progress
Type II audit underway
GLBA-aligned
Safeguards controls
NMLS-verified issuers
License checked at activation
TCPA & E-Sign captured
Version, timestamp, IP logged

SOC 2 Type II — in progress

Independent Type II audit underway with a Big-4 aligned auditor. Interim controls (access review, change management, incident response, vendor risk) are already operating. We will not represent SOC 2 as certified until the report is issued.

GLBA-aligned Safeguards

Written Information Security Program, encryption in transit (TLS 1.2+) and at rest (AES-256), field-level encryption on PII (SSN, DOB, account numbers), least-privilege access, and 24/7 anomaly monitoring — mapped to the GLBA Safeguards Rule (16 CFR 314).

Read GLBA Privacy Notice

NMLS-verified issuers

Every Loan Officer activated in the network is verified against the NMLS Consumer Access registry at onboarding, and license status is re-checked on a rolling cadence. Consumers can see the issuing LO's NMLS ID on any Verified Readiness Passport™.

TCPA & E-Sign captured on every touch

Every consent event (marketing contact, e-signature, autodial permission) records the disclosure version, UTC timestamp, and consumer IP. Records are exportable and consumer-viewable — the standard the FCC and CFPB expect during audits.

See consent disclosures
ReadinessIQ Guarantee

A Passport isn't just a signal. It's a financial guarantee.

Standard-tier Passports carry a $2,500 payout to the listing brokerage's next transaction if the verified buyer fails to close for a covered financing reason (denial after underwriting, condition failure, or reversal). Listing agents file claims in under two minutes with only the verify token — no login, no portal.

Coverage terms, exclusions, and payout mechanics are set by the executed brokerage agreement. Not an insurance contract; not a loan commitment.

Standard tier
$2,500
per covered claim
90-day term · issued at Passport creation

Regulated-industry details

The short version below. Each item links to the full canonical notice that lenders, agents, and regulators can cite.

What we will not claim

  • Not SOC 2 certified until the Type II report is issued — we say "in progress" and we mean it.
  • Not a lender or broker. A Verified Readiness Passport™ is not a loan approval, denial, commitment, rate lock, or offer of credit.
  • Not a credit repair organization. Scores are educational analysis based on real underwriting rules — not a promise of approval.
  • No hidden data sales. Borrower data is never sold. See the GLBA notice for the full list of what we collect and why.

Security & Privacy Overview — download the packet

A 5-page PDF built for enterprise procurement, InfoSec, and compliance reviewers. Covers hosting, RLS & access controls, encryption, subprocessors, retention, GLBA/CCPA/GDPR posture, and DPA request flow.

The overview reflects app-visible controls enabled today. Not a compliance certification.