DPM Go privacy policy

Last updated November 10, 2026

This policy covers DPM Go, the iPhone app, and the DPM CRM that Direct Path Mortgage (“DPM”, “we”) provides to its staff, invited guests and recruits (people who create an account in DPM Go to train and apply). Borrowers' information is also covered by DPM's consumer privacy notice under the Gramm-Leach-Bliley Act.

What we collect

  • Account: your name, work email, phone numbers, role, team and profile photo.
  • Your work: loans, leads, borrower details, tasks, notes, documents, texts, chats, emails you link, and call logs you create or receive in the app.
  • Calls and audio: call audio and recordings and their transcripts, when a call is recorded or transcribed; what you say to Dani.
  • Photos and files you choose to attach. The app only reads the ones you pick.
  • Location: your iPhone's precise location only on a map you open, to show where you are; it stays on your iPhone and is not stored by DPM. When you sign in or use DPM, DPM records the approximate city, region and country your internet address points to, so admins can spot sign-ins that aren't yours.
  • Recruits: if you create a recruit account, your name, email and password, and what you add to your profile: phone, city and state, whether you're licensed and your NMLS ID, years of experience, background, goals and LinkedIn link, your Academy progress and any interview request. DPM's leadership and recruiting team see it to decide on interviews. Recruits can't see any DPM company or borrower data.
  • Device: a push notification token, the app version and the iPhone model, and diagnostic details you attach to a bug report.

We don't use advertising, we don't sell or share personal information for ads, and we don't track you across other companies' apps or websites.

How we use it

To run DPM's mortgage business: to originate and service loans, contact borrowers and leads, route calls and texts, coach and train staff, meet legal and compliance duties, keep accounts secure, and fix problems.

Who processes it for us

  • AI: Anthropic and OpenAI process what you ask Dani, the loan details she needs, documents you hand her, and call audio and transcripts, to write answers, transcribe and score calls. Their business terms bar them from training models on it. The app asks you to agree before any of this is sent.
  • Calls and texts: Telnyx, TextGrid and LiveKit carry calls and texts.
  • Hosting: Supabase (database and files) and Vercel (the web app).
  • Notifications: Apple Push Notification service.
  • App updates: Expo delivers updates to the DPM Go app. When the app opens it asks Expo for a newer version, which tells Expo the app's version, that it is an iPhone, and a random ID for that install. No account or loan information is sent.
  • Lenders and loan systems you send a loan to, such as UWM, as part of the loan.

We share information otherwise only when the law requires it, or with a buyer if DPM's business is sold.

How long we keep it

As long as your account is open, and afterwards as long as mortgage, fair-lending and recordkeeping laws require (often several years for loan files and disclosures). Other personal data is deleted when your account is closed.

Your choices

  • Delete your account: recruits can delete their account in DPM Go (the gear, then Delete my account); it and the profile are deleted right away. Staff: in DPM Go, Settings, then Delete my account, or email us. We close it and delete your personal data within 30 days, except records the law requires us to keep.
  • Notifications, microphone, camera, photos, location: each is off until you allow it, and you can turn it off in iPhone Settings.
  • Access or correction: email us and we'll respond within 30 days, including any rights your state gives you.

Security

Data is encrypted in transit and at rest, access is limited by role, sign-in supports two-step verification and Face ID, and sensitive views such as full Social Security numbers are logged.

Children

DPM Go is a work app for adults and is not meant for anyone under 18.

Contact

Direct Path Mortgage, it@directpathmortgage.com. We'll post changes to this policy here and update the date above.