Resources · FAQ
Straight answers.
Buying, access, AI and data — the questions compliance teams ask us most.
Buying Castrum
How is Castrum priced?
Each package is built by your account executive from the products you need. Each product is one flat monthly price for your organization, with a discount when you combine products. We never charge per agreement, per ad, per submission, per loan or per loan officer. How packages work.
Which products are available today?
Castrum Porta and Castrum Signum are available now. Castrum Tessera and Castrum Testudo are in early access — we're rolling them out with a small group of lenders first.
Can we start with one product and add more later?
Yes. Every package includes the Castrum platform and Castrum Porta. You can add Signum, Tessera or Testudo whenever you're ready, without migrating anything.
Access
Do loan officers or realtors need an account?
No. Loan officers, realtors and other requesters submit through your organization's links and reply by email. Only your compliance team signs in.
How many people can sign in?
As many of your compliance team as need it. Admin seats aren’t sold separately, and loan officers and partners never need a login.
Can we use our own agreement templates?
Castrum's standard agreement templates are available to every organization. You can also submit your own template for Castrum to review; once approved, it's added to your account.
AI
What does the AI do?
Three things: fair-market-value research with cited sources for co-marketing reviews, a first-pass review of ads against your rules, and reading an uploaded document to fill in an intake form for the submitter to check.
Does the AI decide whether something is compliant?
Not by default. AI research and pre-review inform a reviewer, who makes the decision. If your organization turns on automatic ad decisions in Signum, the AI can approve or deny ads it fully read (text, images and PDFs); each is logged as an AI decision, anything it couldn't read goes to a reviewer, the submitter can escalate a denial to a person, and the setting can be turned off. If an ad fails a rule you mark critical, or runs in a state the loan officer isn't licensed in, the AI can't approve it.
Can we turn the AI off?
Yes, AI features can be switched off for your organization. See exactly what the AI sees.
Data and security
Where is our data stored?
In Supabase's managed Postgres, encrypted in transit and at rest. See every subprocessor.
Is Castrum SOC 2 certified?
Not today. We're early stage and won't claim certifications we don't hold. Send us your security questionnaire and we'll answer it directly.
Can we export our records?
Yes. Agreements and audit events can be exported as CSV at any time. Talk to us about retention and offboarding terms before you sign.
Compliance
Will Castrum make us compliant?
No software can do that on its own. Castrum applies the same checks to every request, keeps the record together, and makes sure the right person signs off. Your team and your counsel make the compliance decisions.
Is anything on this site legal advice?
No. Our guides and glossary are general information. Talk to your counsel about your specific arrangements.
Current as of October 14, 2026. Have a question that isn't here? Email support@castrumhq.io.
Still have questions?
We'll answer them on a 20-minute call — and show you the product while we're at it.