Security
Security and client data
Your client list stays with you, and AI drafting runs on your own computer by default.
Your client list stays on your computer
Your clients, CRM data, notes, drafts and history are saved in your browser on the device you use. They're never uploaded to Backbook.
AI drafting runs locally by default
Unless you choose online drafting, messages are written by an AI model running on your own computer. The first time, your browser downloads the model and checks it against a fingerprint before it runs. After that, nothing about your clients is processed anywhere else.
Online drafting shares the minimum
If you choose online drafting, Backbook shares a client's first name, lender, key dates, the reason for contact and up to two short talking points. It never shares surnames, contact details, addresses, loan amounts or your notes as written.
Your clients don't need to connect their bank
Open banking tools only watch the clients who agree to share their bank data. Backbook works from the list you already have, so no client has to click a consent link and your whole book is covered from day one.
Nothing goes out without you
Backbook drafts and you send. Clients who ask not to be messaged are never drafted again, and clients whose notes mention a hard time, like a bereavement or illness, are paused.
The full detail is in our privacy policy.