For GLBA-regulated workflows

Redact NPI without handing it
to another vendor

The GLBA Safeguards Rule expects you to limit unnecessary exposure of nonpublic personal information. Most redaction tools upload the document to do it — adding a vendor that now holds your customers' NPI. RedactID redacts on-device. The file never leaves your environment.

For lenders, mortgage brokers, financial advisors, and the teams that support them

PDF redaction is desktop-only; image redaction works on any device.

Most redaction tools add risk while removing it

To "detect" what to redact, server-based tools send your document — SSNs, account numbers and all — to their own infrastructure. You've now created exactly what the Safeguards Rule asks you to minimize: another party in possession of customer NPI, another vendor to assess, another place a breach can happen.

On-device redaction sidesteps the whole problem: if the file never leaves the device, there's nothing for a third party to leak.

How RedactID supports a Safeguards program

Practical controls, not compliance theater.

No data leaves your environment

Redaction runs in the browser. The document is never uploaded, so no new vendor takes custody of NPI.

Minimum necessary by default

Cover SSNs, account numbers, and IDs before sharing with underwriters, title, or investors.

CSV audit log

Business workspaces log redaction events so you have an exam-ready trail — without storing the files.

Branded watermark

Mark exported copies so a redacted file is identifiable as the version cleared for sharing.

What this is — and isn't

RedactID is a redaction tool, not a compliance program, a law firm, or legal advice. GLBA compliance involves a written information security program, a designated qualified individual, risk assessments, vendor oversight, and more. Redaction is one operational control within that. We're comfortable being specific about exactly what we do — and not overstating it.

Always follow your firm's policies and your compliance counsel's guidance.

For mortgage & lending teamsAvailable now

RedactID Business for loan officers & brokers

Give every processor and loan officer on-device redaction for NPI, a branded watermark on each underwriter packet, and a CSV audit log for exam-ready records. 3 seats included, cancel anytime.

  • 3 team seats
  • Branded watermark
  • CSV audit log
See Business plans

$29/mo or $249/yr · 3 seats · cancel anytime

Frequently Asked Questions

Does using RedactID make my firm GLBA compliant?

No single tool makes a firm GLBA compliant. The GLBA Safeguards Rule requires a written information security program with administrative, technical, and physical safeguards. Redacting documents to the minimum necessary before sharing is one technical/operational control that supports that program. RedactID provides that control; your compliance team owns the program.

Why does "on-device" matter for NPI?

Many redaction tools upload your document to a server to run detection. That means a copy of the nonpublic personal information leaves your environment and enters a vendor's. RedactID runs entirely in the browser — the file is never uploaded — so there is no additional service holding your customers' NPI, and no new vendor to bring under your safeguards program.

Can we keep records of what was redacted?

RedactID Business produces a CSV audit log of redaction events and applies a branded watermark to exported files. That gives you a paper trail for internal reviews and exams without storing the documents themselves.

How do you verify nothing is uploaded?

Open your browser's developer tools, go to the Network tab, and redact a document. You will see no request carrying the document file or its extracted text. The only calls are unrelated to document content (session, credit balance, privacy-scoped analytics that exclude the redaction route).