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What we’ve built, what we’re considering, and how it works for mortgage and other regulated industries.
- GovernanceOctober 28, 2026
AI use policy template for brokerages, agencies and lenders
A free, plain-language AI use policy you can adapt: approved tools, what AI is never used for, client data rules, checks on client-facing messages, escalation and the record.
- IndustriesOctober 28, 2026
What do Ontario insurance brokers need in an AI policy?
RIBO expects a licensed broker in the loop and transparency about customer-facing AI. What that means for a brokerage’s AI policy, and how to show it is followed.
- IndustriesOctober 28, 2026
Is it safe for a regulated lender to run loan documents through Claude or ChatGPT?
It can be, on the right account with the right checks. What to confirm about the AI vendor, what never goes in, and how commercial and consumer lenders differ.
- GovernanceOctober 28, 2026
Is it safe to connect ChatGPT or Claude to loan servicing data? What to check first
Connecting an AI assistant to servicing systems is a vendor decision, a data decision and an access decision. Seven things a lender or servicer should check before switching it on.
- GovernanceOctober 28, 2026
How to choose an AI provider or workflow platform for a regulated firm
Eight things to check before a brokerage, agency or lender approves an AI tool or workflow platform: training, retention, security reports, data location, firm control, connections, audit logs and breach terms.
- GovernanceOctober 28, 2026
Licensing software keeps you licensed. What keeps your AI in line?
Financial firms buy licensing software to track licences, renewals and filings. AI use is a separate compliance job: what AI tools are allowed, what they write, and the record.
- IndustriesOctober 11, 2026
Do insurance agencies need an AI use policy?
Agents are already drafting client emails with AI. What regulators expect, what an agency AI policy covers, and how to check what reaches policyholders.