Security Review

Review current controls

Mortgage organizations handle sensitive customer and business information. ChosenCRM reviews product architecture, tenant access, roles, data handling, connected services, backup practices, and incident processes during appropriate product and vendor diligence.

Account configuration matters

Security depends on both platform controls and customer configuration. Teams should review user roles, permissions, authentication, connected providers, data imports, communication settings, and offboarding procedures for their organization.

Request security information

Current control descriptions, architecture questions, and organization-specific requirements should be confirmed directly rather than inferred from marketing copy. Contact security@chosencrm.com with your review scope.

Report a potential issue

Send a clear description, affected area, reproduction steps, and supporting evidence to security@chosencrm.com. Do not access, change, or retain data that does not belong to you.