Privacy compliance for Canadian real estate professionals
Real estate brokerages and agents collect SINs, financial records, ID documents, and sensitive personal information from buyers and sellers. PIPEDA, FINTRAC AML requirements, and Law 25 all apply.
Real estate data is a breach waiting to happen
Client files contain SINs, employment records, bank statements, and ID documents — some of the most sensitive PII categories under PIPEDA. FINTRAC AML obligations add another layer of compliance that most brokerages handle manually.
Valdra automates the compliance work so your team can focus on what matters.
Built specifically for real estate
Client File Privacy Audit
Scan your transaction management system to identify all PII categories held per client file type.
FINTRAC Client ID Compliance
Privacy-law-compliant identity verification procedures that satisfy both PIPEDA and FINTRAC's KYC requirements.
MLS Data Sharing Controls
Policies for sharing client PII with co-operating brokerages, title companies, and mortgage lenders.
Retention & Destruction Policy
Automated retention schedules for transaction records — compliant with RECO, FINTRAC 5-year rules, and PIPEDA.
Marketing Consent Manager
CASL-compliant consent capture and management for listing alerts, newsletters, and market reports.
Brokerage Privacy Policy
AI-generated privacy policy for your brokerage website, covering CREA requirements and provincial law.
From gap to compliant in 4 steps
Assess
Run a free compliance gap analysis in under 3 hours. See your score across every applicable framework.
Remediate
AI-guided remediation plan assigns tasks by priority. Track progress with a live compliance dashboard.
Automate
Connect your systems to keep compliance current automatically — no manual reviews, no spreadsheets.
Demonstrate
Generate audit-ready evidence packages, board reports, and OPC correspondence at any time.
Ready to get real estate ?
Start with a free assessment — no credit card, no commitment. See your compliance score in under 3 hours.
