Your private mortgage information should be submitted only through a secure application and document portal connected to the proper loan origination system.
The mortgage application, also known as the 1003 or URLA, can include sensitive personal and financial information. For your protection, Social Security numbers, credit authorization, income documents, bank statements, IDs, and other private documents should not be submitted through a basic public website form.
The website should load over HTTPS so visitors see a secure browser connection.
Connect the Apply Now button to your official LOS or secure application provider.
Borrower documents should go through an encrypted secure document portal, not email or public forms.
Use secure authentication for borrower dashboards and status updates.
Restrict document access to authorized mortgage staff only.
Have your LOS, CRM, privacy, and document workflow reviewed before advertising.
