ClearStaq turns bank statements and tax returns into underwriting intelligence for lenders and brokers. Our customers trust us with their applicants' complete financial records — so security and confidentiality are the foundation the product is built on.
We are actively pursuing SOC 2 Type II attestation, and this portal shows our progress in real time. Customer data is encrypted in transit and at rest, isolated per customer at the database layer with row-level security, and accessible to our team only on a least-privilege basis. Documents are processed by AI systems operating under enterprise agreements that prohibit the use of customer data for model training.
We act as a data processor on behalf of our customers: their applicants' documents are analyzed solely to deliver the service, never sold, and never used for any other purpose.
Questions about our security practices? Reach us at security@clearstaq.com.