AI Privacy for Mortgage Brokers

Find the AI privacy guide for the tool you use before sharing a client’s details. Start with its account type and data controls, then use the brokerage privacy guides to understand your duties.

Choose the AI Tool You Use

Each guide explains what the tool keeps and whether it uses your chats for training. It covers the plans or settings that change those rules, plus the client information you must keep out.

The ChatGPT safety guide helps you decide whether your account is suitable for a client-related prompt.

Use Claude’s guide before sharing a client document in a conversation.

For Copilot, start with the guide that distinguishes a personal account from your brokerage’s work account.

Gemini’s guide helps you assess the account you use before entering a client’s circumstances.

Read the DeepSeek guide before putting client information into its chat service.

Perplexity’s guide covers the privacy questions behind using client details in a research query.

Choose Grammarly’s guide before letting a writing assistant process client correspondence.

The Otter.ai guide helps you decide whether to record and transcribe a client meeting.

For Fireflies, use its guide before admitting a meeting assistant to a client call.

AI Privacy Questions Every Broker Asks

AI data privacy concerns what happens to your client’s information when an AI tool processes it. With a hosted tool, client records leave your systems. Depending on the service and contract, the provider may keep or review them, or store them overseas.

The Office of the Australian Information Commissioner recommends keeping personal information out of publicly available generative AI tools. Its guidance on using AI products explains the privacy risks and provider checks.

A tool’s settings answer how the provider handles information. Your brokerage must also establish whether it can use that information for the proposed task. Start with the Privacy Act guide for coverage and duties.

The Australian Privacy Principles guide explains the obligations behind collecting, using and protecting client information, including overseas disclosure.

Private and Local Options

If you want client data to stay in-house, use the private AI guide to compare deployment options and contractual controls.

For running a large language model (LLM) on your own computer, open the local LLM guide. It covers setup and the work needed to secure the device.

The open source AI guide separates access to a model from control over your data. Use it to understand why an open model in a hosted app doesn’t automatically keep client information inside your brokerage.