Client Data Stays on Your
Brokerage's Machines.
Agents, property managers, and transaction coordinators are using ChatGPT, Claude, and Copilot every day, pasting mortgage pre-approvals, tenant screening reports, closing documents, and wire instructions into prompts. Shield sits on your brokerage's machines and stops client data from ever reaching an external AI model. No cloud. No vendor access. Just a local proxy that redacts sensitive data before it leaves your network.
Shield for Real Estate is a local desktop application that stops mortgage applications, SSNs, tenant screening reports, and confidential transaction documents from ever leaving your brokerage's computers, before that data reaches ChatGPT, Claude, Copilot, or any AI model. It runs on your existing machines, requires no cloud infrastructure, and helps real estate brokerages, property managers, and mortgage companies meet GLBA, FTC Safeguards Rule, FCRA, and RESPA requirements without changing how agents and staff use AI tools.
The Gramm-Leach-Bliley Act (GLBA) requires financial institutions, including real estate settlement service providers, mortgage brokers, and property managers handling financial data, to protect the privacy of consumer financial information. Under the FTC Safeguards Rule (updated 2024), covered businesses must implement technical safeguards, conduct risk assessments, and report certain security incidents. When an agent pastes a client's mortgage pre-approval into ChatGPT, that financial data leaves your controlled environment.
Real estate professionals navigate GLBA (financial privacy), FCRA (tenant screening and consumer reports), RESPA (mortgage settlement disclosures), and state privacy laws like CCPA/CPRA. Fair housing laws (FHA) add requirements around AI-generated listing content that could discriminate. Each framework imposes obligations on how client data is collected, stored, and shared, obligations that extend to AI tool usage.
Shield runs locally on your agents' and staff's machines, no cloud processing, no vendor data access. Mortgage pre-approvals, SSNs, bank account numbers, tenant screening reports, and wire instructions never reach external AI providers. The redaction mapping stays on your machine, inside your brokerage's network boundary.
Client financial data exposure through AI is a GLBA compliance risk
When an agent pastes a buyer's mortgage pre-approval, SSN, bank account numbers, or W-2 income data into an AI prompt, that financial information leaves your brokerage's controlled environment and arrives at an external provider's servers. Under GLBA and the FTC Safeguards Rule, covered financial institutions, including real estate brokerages and mortgage companies, must protect the security and confidentiality of customer information. Shield eliminates this vector entirely: sensitive client financial data never leaves your network, so it never creates a GLBA compliance exposure.
Interactive Demo
What Client Data Looks Like in AI Prompts
Three real-world scenarios where real estate professionals send sensitive client data to AI models. Click each tab to see the raw prompt with identifiable information, and how Shield redacts it before it leaves your network.
Agent Drafting Offer Letter with Buyer Financials
A real estate agent uses an AI assistant to draft a competitive offer letter for a buyer, pasting the buyer's mortgage pre-approval details, income verification, and personal identifiers into the prompt.
How Shield Protects Real Estate Client Data
Compliance
Regulatory Frameworks That Apply to Real Estate AI Use
Real estate professionals operate under multiple overlapping regulatory frameworks. Each one imposes obligations on how client financial and personal data is handled, and each one becomes relevant the moment that data enters an AI prompt.
GLBA / FTC Safeguards Rule
Financial institutions must implement technical safeguards to protect customer information; breach notification required for incidents affecting 500+ consumers (effective May 2024)
Redacts SSNs, account numbers, income data, and loan numbers before prompts reach external AI providers. Client financial data never leaves the brokerage's controlled environment.
FCRA
Consumer reporting agencies and users of consumer reports must protect report data from unauthorized access and disclosure; permissible purpose required to obtain reports
Detects and redacts personally identifiable fields within tenant screening data, SSNs, DOBs, driver's license numbers, while allowing the analytical content (credit score range, rental history) to pass through for AI-assisted review.
RESPA
Prohibits kickbacks and referral fees; requires good-faith estimates and disclosures of settlement costs; section 8 prohibits fee splitting for services not actually performed
Prevents exposure of settlement fee structures, title company relationships, and closing cost breakdowns to external AI providers, reducing the risk that your transaction data creates an inadvertent RESPA data-sharing exposure.
State Privacy Laws
Businesses collecting personal information must disclose data practices, honor consumer rights (access, deletion, opt-out), and notify consumers of data breaches involving PII
Since client PII never reaches external AI systems, Shield eliminates the AI-provider exposure vector from your state privacy law compliance scope. No client data shared means no AI-related breach notification obligation for that data.
FAQ
Common Questions from Real Estate Professionals
Ready to Protect Your Brokerage's AI Usage?
Shield installs in minutes and starts protecting client data immediately, no integration work, no cloud dependencies. See it in action or talk to our team about deployment across your brokerage.