FastIQ Mortgage Intelligence
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Security & data ownership

Broker-owned data. Broker-controlled infrastructure.

FastIQ is built so that broker relationships, borrower data and pricing information stay with the brokerage — not with a platform that can resell or redirect them.

Broker-owned relationships

Your borrowers belong to you.

FastIQ is not a marketplace. When a borrower fills out an application in the POS Workspace, reviews a Strategy Portal or uploads documents, that interaction belongs to the brokerage. FastIQ does not use borrower data to market competing lenders, redirect leads or populate a consumer-facing network.

Every borrower-facing surface is branded to the broker. Every interaction stays within the broker's operational environment.

Real product

Access starts with an explicit role.

Administrators invite each user into the appropriate operating role rather than sharing a generic login.

Actual FastIQ UI
Role assignmentFastIQ staging
FastIQ user invitation with role selection and placeholder user information
This staging capture uses placeholder identity data and shows the role assignment step.

Captured in controlled FastIQ environments using synthetic, aggregate, placeholder or public demonstration information. Live rates and operational totals change over time.

What broker ownership means

In practice.

Borrower data is not shared with other brokers or lenders on the platform

Lead data does not feed a consumer marketplace or rate comparison network

Strategy Portals are branded to the broker, not to FastIQ

Pricing scenarios are delivered under the broker's brand

CRM contacts, pipeline and file history belong to the brokerage

Access and control

Broker-controlled access and permissions.

Broker-owners control which team members have access to which files and functions. FastIQ doesn't operate on a flat-access model where every team member sees everything.

Role-based access control for broker-owners and originators

File-level permissions tied to the assigned LO

Audit logging for key file events

Strategy Portal and POS Workspace access controlled per file

No platform-level access to brokerage data by FastIQ staff without explicit authorisation

Data visibility

Visibility and accountability.

Brokers can see what data FastIQ holds for their operation. File history, communication logs and borrower activity are visible to the broker-owner. FastIQ does not operate opaque data pipelines the broker can't see into.

Broker-owner has visibility into all file activity

Communication logs tied to file history

Strategy Portal interactions tracked and visible to the assigned LO

Export capabilities for brokerage data

Why this matters

Why data ownership matters for independent brokers.

Independent brokers compete against retail lenders with institutional infrastructure, marketing budget and brand recognition. The one asymmetric advantage a broker has is the depth of the borrower relationship — personal, local and advisory.

Using a platform that harvests borrower data, redirects leads or feeds a marketplace undermines that advantage. FastIQ is built so the broker's operational infrastructure strengthens that relationship instead of commoditising it.

Next step

Questions about security or data handling?

Request access or reach out directly. We'll walk through how data ownership works in your specific setup.