Every process.
One HQ.
No exceptions.
Castrum replaces the SharePoint sites, OneDrive folders and spreadsheets your compliance team runs on with purpose-built products for co-marketing agreements, ad review, compliance requests and consumer complaints.
The platform
One platform.
Four products.
- One queueAgreements, ad reviews, compliance requests and complaints wait in one place, so nothing sits unseen.Learn more
- One recordActions are logged with who did what and when, and documents stay with the file they belong to.Learn more
- AI with a human in chargeAI does the research and the first pass. By default, a named reviewer makes every decision.Learn more
- Only what you needTurn on the products your team needs. Your account executive builds the package around you.Learn more
Products
Four products.
One standard.
Turn on what you need. Every product shares the same review queue, audit trail and records — add the next one when you're ready.
A castrum was a Roman legion’s fortified camp — built at the end of every day’s march, to the same plan, wherever the legion stopped. Each Castrum product is named for the part of the camp that did the same job.
- Co-marketing complianceThe gateCastrum PortaEvery co-marketing agreement is checked before it's let in — from the loan officer's first submission to the signed, archived file.— One public link for LOs and realtors— Section 8 flags before submit— AI fair-market-value research— Attestation, signatures and full archiveExplore Porta
- Advertising reviewThe standard raised in publicCastrum SignumAds and marketing pieces are reviewed against your rule library before they go up — with a documented decision on every one.— Ad intake with file upload— AI review against your rules— License check on every state— Full archive of every decisionExplore Signum
- Compliance ticketingEarly accessThe watchword passed post to postCastrum TesseraPolicy questions, exception requests and support requests tracked from first ask to final answer — nothing lost in an inbox.— An SLA clock on every ticket— Every change on the record— Requesters reply by email— One queue across every serviceExplore Tessera
- Complaint managementEarly accessShields locked under pressureCastrum TestudoConsumer complaints logged, worked and closed with the deadlines, root cause and remediation recorded in one place.— Acknowledgment and response deadlines— Append-only case timeline— Root cause and corrective action— Remediation trackingExplore Testudo
Built around your team, not a plan tier.
Your Castrum account executive puts together a package with the products you need, for the size of your team. How packages work
Solutions
Built for everyone who touches compliance.
- Compliance leadershipSee every open item, every product, in one view.Read more
- Compliance reviewersWork one queue with the research beside the decision.Read more
- Marketing teamsGet ads reviewed against your rules before they run.Read more
- Loan officers and partnersSubmit through a link. No account, no training.Read more
Security & data
Plain answers about your data.
We're early stage, so we'd rather tell you exactly what's true today than claim certifications we don't hold.
Security detailsEncryption
In transit (TLS) and at rest (AES-256), via Supabase's managed infrastructure.
Audit logging
Key actions are timestamped and attributed to the person who took them.
Access
Only your compliance team signs in. Loan officers and partners use links.
Know the rules.
Document the proof.
All guides - What RESPA Section 8 actually prohibitsKickbacks, referral fees, and unearned charges — and where co-marketing arrangements fit within the exception in § 2607(c)(2).Read the guide →
- How to document fair market value for co-marketingRegulators look for documented evidence that compensation reflects services actually performed at market rates — not just a signed agreement.Read the guide →
- What examiners look for in a Section 8 reviewAgreement documentation, FMV evidence, and proof that services were actually performed — a practical checklist.Read the guide →
Hold the line on
every process.
See how Castrum keeps your compliance work documented and in one place — in a 20-minute walkthrough.