Privacy policy

Last updated November 13, 2026. Applies to the House|Note website, web console, desk app and Chrome extension.

House|Note is software for mortgage teams. It is built so that client and borrower information stays on each banker's own computer. This page explains what we collect, what we don't, and who helps us run the service.

What we collect

• Account details: your name, work email, password (stored hashed by our sign-in provider), the company you belong to and your role.
• Company settings an owner or manager enters: company name, NMLS number, office phone, website, licensed states, products, logo, brand colors and fonts, call scripts and templates, Rate Desk rates, recipes, the tools the company uses and how their fields map to House|Note's.
• Billing: handled by Stripe. We receive your plan, seats and subscription status, never your card number.
• Usage counts for AI features: how many learning passes a company ran, how many fields or steps each had, and the cost, so we can apply plan limits. Not the fields or steps themselves.
• Basic technical logs kept by our hosting providers (such as IP address and request times) for security and reliability.

What we don't collect

• Client and borrower records. Pipeline data lives in the desk app on the banker's computer. When the Chrome extension sends a record from your CRM, it goes to the desk app on the same computer (or your clipboard), not to House|Note's servers.
• Your browsing. The extension reads a page only when you click Send, Learn or Record, and only on sites you allow one at a time.
• Calls, only if you switch them on. The extension can bring calls from your web dialer into the desk app. It is off until you turn on "Bring calls into my desk". While on, it listens on your dialer's site, and on the softphone inside Salesforce, for a call starting and ending, and reads the call history when you have it open. A call's phone number, direction and outcome go to the desk app on the same computer. They are not sent to House|Note. It never listens to, records or transcribes a call.
• A shared library of names. When an owner or manager approves a match (a tool's field name and the House|Note field it goes to, or what a dialer's outcome word means), that match is added to a library used to make suggestions for every House|Note company. It holds names and words only: no client information, and nothing that identifies your company to other customers.
• How your dialer shows calls. When an owner or manager teaches House|Note a dialer, we store where on the page a call appears and what the dialer's outcome words mean. That record holds no phone numbers, names or call details.
• Closing cards. If your company turns on closing cards, the desk app sends the client's name and mailing address, with the card's message, straight from the banker's computer to the card company your company chose (Handwrytten, Thanks.io or Lob) under your company's own account with them. House|Note never receives them. We store your company's card design, return address and message wording, the card company key (encrypted), and a count of cards each banker sent, with a one-way code per loan so a loan gets one card. The card company handles the name and address under its own privacy terms.
• API keys for your tools. Keys you save are sealed in the desk app's secure storage on your computer (Keychain on Mac, Windows protected storage on PC).

Learning features and AI

When an owner, manager or banker uses Learn this page, Record a task or the tool lookup in onboarding, House|Note sends structure only to our servers: field and button names, the kind of value a field holds (for example "money" or "date"), page types with record IDs removed, and a tool's name. Our servers reject anything that looks like a real value (emails, phone numbers, account numbers). We use Anthropic's Claude to match fields, write up recipes and read tools' public documentation. The results are saved to your company's settings, and tool research is saved to a shared library of how tools connect, which contains no customer data.

How we use information

Only to provide House|Note: signing you in, applying your company's settings on every desk, publishing rates and recipes to your team, billing, plan limits, support you ask for, and keeping the service secure. House|Note does not price, approve, score or judge borrowers, and no data is used to determine credit-worthiness or for lending decisions. We don't sell data or use it for advertising.

Who we share it with

Service providers that run parts of House|Note on our behalf, under their own security and privacy terms:

• Supabase — sign-in, database and file storage.
• Stripe — payments and billing.
• Cloudflare — hosting the website.
• Anthropic — the Claude AI model used by the learning features (structure only, as described above).
• Google Fonts and Brandfetch — fonts and partner logos shown on our website load from their servers.

We may also disclose information if the law requires it, or to protect against fraud or abuse. If House|Note is sold or merged, we'll tell you first.

Chrome extension and Google's Limited Use requirements

The House|Note extension's use of information complies with the Chrome Web Store User Data Policy, including the Limited Use requirements. It uses data only to provide its features to you; it does not transfer data except as described above; it does not use data for advertising; and people at House|Note do not read your data except with your permission for support, for security, or where the law requires.

Security

All data travels over encrypted connections (HTTPS). Access in our database is limited by company and role, so people only see their own company's settings.

How long we keep it

Account and company settings are kept while your company uses House|Note. When a company closes its account, we delete its settings within 90 days, except billing records we're required to keep. Usage counts are kept for up to 24 months.

Your choices

• Owners and managers can change or delete company settings in the console at any time.
• You can ask us for a copy of your account information, or to correct or delete it, by emailing support@housenote.io.
• You can remove the extension at any time from chrome://extensions; settings it saved on your computer are removed with it.

Children

House|Note is a business tool for adults and isn't directed to children.

Changes

If we change how House|Note handles data, we'll update this page and tell account owners before the change takes effect. The extension will ask for your agreement again if what it reads changes.

Contact

Questions about privacy: support@housenote.io.