Mortgage Brain issues AI data warning to advisors

February 24, 2026 by Brendan O'Neill

Mortgage Advisors

Mortgage Brain has put out a warning to advisors urging them to be careful with the data of their clients when it comes to AI tools, for security reasons.

The fintech company is not suggesting advisors must completely avoid such tools, but simply that due caution be applied. It has also reminded them about the importance of using different online passwords and not sending files with sensitive information by email. The last of its warnings was for advisors to set up multi-factor authentication (MFA) for all work-related accounts, as this provides an extra layer of security.

These warnings are not something that have come out of nowhere. The mortgage industry tech provider has just been awarded ISO 27001 accreditation. This represents the current industry benchmark when it comes to the managing of data security.

To receive this accreditation, companies have to prove that such measures are applied at all levels of their organisation. They also have to submit to an external data security audit.

Now Mortgage Brain is urging advisors to make the data of their clients a number one priority. While it recognises a place for AI tools, it states that they should never be used for sensitive data. Mortgage Brain chief operating officer Cloe Atkinson told Mortgage Solutions that:

“Brokers also need to make data security non-negotiable. Just a few simple steps, such as using AI tools with common sense and not reusing passwords, can make a big difference.”

This is every bit as important as the CeMAP qualification when it comes to advisor credibility.