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Compliance

Guardrails are active from Phase 0. See docs/compliance-guardrails.md for consent, retention, and the audit specification.

Phase 1 · foundation
Hard AI authority limits — AI must NEVER do these autonomously
  • Quote rates or APR
  • Issue or imply pre-approval
  • Issue or imply approval
  • Deny a borrower
  • Trigger adverse action
  • Send disclosures unsupervised
  • Make underwriting decisions
  • Move money
  • Grant access
  • Delete important records
  • Run mass adverse actions
  • Submit 1003 / application data to the LOS
  • Recite NMLS or phone numbers on calls

Any attempt routes to a human-review queue and is logged — it never auto-executes. Counsel reviews the final posture before any gate is lifted.