Redact mortgage documents before they
leave your pipeline
Strip SSNs, account numbers, and other NPI from loan files before you send them to underwriters, title, or processors. The document never leaves your device — there's no third party to trust with it.
On-device redaction for loan officers, processors, and broker-owners
Every loan file is a pile of NPI
A single application packet can carry a borrower's SSN, bank account and routing numbers, driver's license, and pay history. Most of the people it passes through — title, escrow, processors, investors — only need a slice of that, not the whole thing. Each unredacted forward is exposure you can't take back.
RedactID helps you share the minimum necessary without routing the document through any outside service.
Where loan teams use it
Underwriter packets
Send income and asset docs with SSNs and account numbers masked.
Title & escrow handoffs
Share IDs for closing without overexposing the full document.
Processor & assistant sharing
Pass files inside your team with NPI already redacted.
Audit & investor files
Keep a watermarked, logged copy for exam-ready records.
What to redact on a loan file
General guidance — always follow your company and compliance policies.
Keep visible: borrower name, income totals and ending balances the underwriter needs to verify, and any dates required to validate the document.
A note on GLBA
The GLBA Safeguards Rule expects firms that handle NPI to limit unnecessary exposure of that data. Redacting documents to the minimum necessary before sharing is one practical control inside a larger program. RedactID does this on-device, so the document itself never passes through a third-party processor.
This page is informational and not legal or compliance advice. Follow your own policies and your compliance team's direction.
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
$29/mo or $249/yr · 3 seats · cancel anytime
Frequently Asked Questions
What counts as NPI on a mortgage document?
Nonpublic personal information (NPI) under the GLBA typically includes Social Security numbers, account and routing numbers, dates of birth, and other identifiers a borrower gives in connection with a financial product. On a typical loan file that means SSNs on the 1003, account numbers on bank statements, and ID numbers on a driver's license.
Does RedactID upload my borrowers' documents anywhere?
No. RedactID runs entirely in your browser. Loan files, bank statements, and IDs stay on your device — they are never uploaded to or stored on our servers. You can confirm this by opening your browser's network tab during a redaction: there is no outbound document traffic.
Is RedactID a GLBA compliance product?
RedactID is a redaction tool, not legal advice or a compliance program. It helps you minimize how much NPI you expose when sharing documents, which is one practical control within a broader GLBA Safeguards program. Always follow your company's policies and your compliance team's guidance.
Can my whole team use it on the same loan files?
Yes. RedactID Business includes 3 team seats, a branded watermark on every redacted file, and a CSV audit log of redaction events — useful when a processor, loan officer, and assistant all touch the same pipeline.
What file types can I redact?
Image formats (PNG, JPG, HEIC) work on any device including phones. PDF redaction is supported on desktop, which covers most loan-file documents like statements and the 1003.
More questions? Check our pricing FAQ or privacy policy