GoRefer Trust Center
Private Document Portal
Updated October 2026
Two of our documents are public and need no request: the sub-processor list and the Data Processing Addendum.
Customers, prospects and security reviewers can use the form below to ask for security questionnaire answers, or for our written information security program and incident response plan, which we share under a non-disclosure agreement.
Document Requests
Updated October 2026
Security questionnaire answers
Send us your security questionnaire and we will answer it for your review.
Written information security program
GoRefer's written information security program for the service.
Incident response plan
GoRefer's written plan for handling security incidents and notifying firms.
Request Document Access
Updated October 2026
Review Steps
We confirm who you are and what you need
For the security program or the incident response plan, we ask you to sign a non-disclosure agreement
We send the documents or your questionnaire answers by email