Security & privacy

Security and control built into every workflow

Role-based access, traceable activity and clear approval points help teams govern information and action across every project.

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Control at every level

Separate confirmed workflow controls from deployment verification

Give each participant the information and actions they need while maintaining portfolio-wide oversight - and verify technical commitments against the deployment being planned.

01
Identity and scope
Organization, project and role determine the records and actions available to each participant.
Confirmed product control
02
Workflow permissions
Developer, trade, purchaser or owner and strata experiences expose different actions against the same governed record.
Confirmed product control
03
Human approval
Automation can coordinate and AI can recommend; authorized people retain consequential, commercial and release decisions.
Confirmed operating principle
04
Activity history
Owners, status, timestamps, messages, evidence and closure remain connected to the workflow record.
Confirmed product control

Technical due diligence

Review security against the deployment you are planning

HomeBook works through the technical, data and procurement requirements relevant to the selected workflows, participants, systems and market. The current security and privacy pack is shared in the evaluation process so answers reflect the proposed deployment rather than generic website claims.

Request a technical review

Architecture, hosting and processing locations
Data flow, integrations and participant roles
Access, authentication and permission model
Retention, deletion and business-continuity requirements
Incident handling and supplier information
Procurement, contractual and regional requirements

Canada

Canadian privacy and procurement context

Implementation discovery confirms the applicable federal or provincial privacy requirements, accountability roles, data location, consent and access routes, retention and cross-border processing for the Canadian deployment.

Office of the Privacy Commissioner of Canada

Enterprise evaluation

Everything your team needs to evaluate HomeBook

Explore implementation, security and measurable results before a product walkthrough.

Technical evaluation

Review the controls against your proposed deployment.

HomeBook will work through architecture, data flow, access, retention and regional requirements with the relevant technical and procurement owners.