Security & Compliance

Data Security & Confidentiality Standards

Title Rescue Desk operates under institutional-grade data security protocols designed to protect sensitive title documentation, personal information, and proprietary transaction data. Our confidentiality practices align with expectations of law firms, title companies, financial institutions, and fiduciary organizations.

Core Security Principles

Encrypted Transmission

All document uploads and data transmissions utilize industry-standard encryption protocols (TLS 1.3). Client portals and file transfers employ secure, password-protected channels with end-to-end encryption.

Standard:
TLS 1.3 encryption for all data in transit

Secure Document Storage

Client documents are stored on access-controlled servers with encryption at rest. Storage infrastructure is maintained by institutional-grade cloud providers with SOC 2 Type II compliance certification.

Standard:
AES-256 encryption at rest, SOC 2 compliant infrastructure

Limited Access Controls

Access to client data is restricted to authorized personnel on a need-to-know basis. Multi-factor authentication is required for all internal system access. Activity logging tracks document access and modifications.

Standard:
Role-based access control (RBAC) with MFA enforcement

Non-Disclosure Commitment

All personnel are bound by confidentiality agreements. Client data is never shared with third parties without explicit written authorization. Diagnostic findings are delivered only to the engagement party of record.

Standard:
Executed NDAs with all personnel with data access

Data Retention & Destruction Policies

Clear retention timelines and secure destruction protocols ensure client data is not retained beyond operational necessity.

Standard Retention

Client documents and diagnostic work product are retained for 90 days following report delivery to support any follow-up questions or clarifications.

After 90 Days:
  • Documents permanently purged
  • Secure deletion protocols applied
  • No backup retention

Institutional Custom Terms

Master Service Agreements may specify alternative retention periods based on institutional audit, compliance, or regulatory requirements.

Custom Options:
  • Extended retention periods
  • Immediate post-delivery deletion
  • Documented destruction certification

On-Demand Deletion

Clients may request immediate document destruction at any time prior to standard retention expiration. Deletion requests are executed within 48 hours.

Process:
  • Written deletion request submitted
  • Executed within 48 hours
  • Written confirmation provided

Institutional Compliance Standards

Master Service Agreements

Institutional clients may execute Master Service Agreements with custom data security terms, audit rights, breach notification protocols, and insurance requirements.

  • Custom confidentiality provisions
  • Third-party audit accommodation
  • Specific data breach notification SLAs
  • Cyber liability insurance documentation

Vendor Compliance Documentation

Standard vendor onboarding documentation available to support institutional procurement and compliance processes.

  • Certificate of Insurance (COI)
  • W-9 and business license verification
  • Data security attestations
  • Background check policies

Third-Party Sharing Policy

Title Rescue Desk does not share, sell, or distribute client data to third parties.

Diagnostic findings are delivered exclusively to the engagement party of record (the client who commissioned the diagnostic). We will not communicate findings to buyers, sellers, agents, or other parties without explicit written authorization from the client. This policy protects the confidential nature of title diagnostics and ensures clients maintain control over information disclosure.

Questions About Data Security?

Security Questions for Institutional Clients

Infrastructure & Compliance

  • SOC 2 Type II compliant infrastructure
  • Regular security audits and penetration testing
  • Incident response procedures documented
  • Business continuity and disaster recovery plans

Personnel & Training

  • Background checks for all data-handling personnel
  • Annual security awareness training requirements
  • Confidentiality agreements executed by all staff
  • Separation of duties for sensitive operations

Institutional clients may request additional security documentation, audit reports, or schedule security reviews as part of vendor diligence.

Third-Party Disclosure & Sharing Protocols

Default Non-Disclosure Policy

Client data is never shared with third parties without explicit written authorization. Diagnostic reports, supporting documentation, and transaction details are delivered only to the engagement party of record (property owner, attorney of record, institutional client contact, or authorized representative).

We do not sell, lease, or otherwise commercialize client data. No marketing lists, lead generation, or data aggregation activities are conducted.

Legal Process Response

Client data may be disclosed in response to valid legal process (subpoena, court order, regulatory inquiry). When legally permitted, we notify affected clients prior to disclosure.

Response Protocol:
  • Legal review of request validity
  • Client notification when permitted
  • Minimum necessary disclosure only

Authorized Third-Party Sharing

With written client authorization, diagnostic findings may be shared with designated parties (title companies, attorneys, co-counsel, lenders, or institutional stakeholders).

Authorization Requirements:
  • Written authorization on file
  • Specific recipient identification
  • Limited purpose documentation

Institutional Expectations & Vendor Compliance

Title Rescue Desk aligns data security practices with institutional vendor requirements for financial services, legal organizations, and fiduciary entities.

Insurance Coverage

General liability and professional liability insurance maintained. Certificates of Insurance (COI) provided upon vendor onboarding.

SOC 2 Type II Infrastructure

Document storage and data processing conducted on SOC 2 Type II certified cloud infrastructure with annual audits.

Executed NDAs

All personnel with access to client data operate under executed Non-Disclosure Agreements with liquidated damages provisions.

Background Checks

Personnel handling sensitive client data undergo background screening consistent with financial services industry standards.

Audit Trail Logging

All document access, downloads, and modifications logged with timestamp, user identification, and activity type for audit purposes.

Business Continuity Planning

Documented disaster recovery and business continuity protocols ensure service availability and data preservation during operational disruptions.

Vendor Security Documentation Available Upon Request

Institutional clients may request additional security documentation during vendor onboarding or annual compliance reviews:

Security questionnaire responses (SIG, CAIQ)
Certificate of Insurance (COI)
Data processing addendum (DPA)
Subprocessor disclosure documentation
Business Associate Agreement (BAA) if applicable
Incident response procedures documentation

Incident Response & Breach Notification

Security Incident Protocol

In the event of a security incident involving unauthorized access, data breach, or system compromise, Title Rescue Desk maintains a documented incident response protocol.

  • Immediate Containment: Affected systems isolated
  • Forensic Analysis: Scope and impact assessment
  • Remediation: Vulnerability closure and security enhancement
  • Documentation: Post-incident review and reporting

Breach Notification Commitment

If a data breach affects client information, affected clients are notified promptly in compliance with applicable data breach notification laws and contractual obligations.

  • Timeline: Notification within 72 hours of breach confirmation
  • Content: Description of breach, data affected, mitigation steps
  • Support: Dedicated point of contact for affected clients
  • Remediation: Steps taken to prevent future incidents

Zero Breach History: As of the date of this publication, Title Rescue Desk has experienced no security breaches, unauthorized data access, or client data compromise incidents since inception.

Questions About Data Security?

Institutional clients may request additional security documentation, compliance attestations, or vendor assessment materials during onboarding or annual compliance reviews.

Security Contact Information

Security & Compliance Inquiries
[email protected]
Vendor Documentation Requests

COI, security questionnaires, data processing addendums, and audit documentation

Master Service Agreement Negotiations

Custom data retention, security controls, and compliance requirements