Legal
Privacy Policy
Last updated: September 5, 2026
Overview
This Privacy Policy explains how information is handled on this website. By using this site and submitting information, you agree to the practices described here.
This page is informational only and does not constitute legal advice.
Information You Voluntarily Submit
This site includes a lightweight Scenario Submission form. The information you may choose to provide includes:
- Your name
- Your phone number
- Your email address
- A borrower nickname (optional)
- What you are trying to accomplish
- Purchase price or property value (optional)
- Down payment or equity (optional)
- Estimated credit range (optional)
- Income type
- A description of the scenario
This form is intentionally lightweight. It does not request Social Security numbers, bank-account details, full dates of birth, or full financial documents. Please do not submit highly sensitive borrower information through this form.
Form & CRM Processing
Information submitted through the Scenario Submission form is routed to the connected customer-relationship-management (CRM) system for this subaccount. It is used to review your scenario and follow up with you. Submission of the form is not a mortgage application and does not guarantee any loan outcome.
How Information Is Used
Submitted information is used to understand the scenario you described, communicate with you about it, and determine whether and how your request can be addressed. It may also be used to respond to your inquiry and coordinate next steps.
Third-Party Services
This site may embed third-party content. Video content may be served by Loom, which may set its own cookies or collect usage data subject to its own privacy practices. The CRM provider that receives form submissions is also a third-party service with its own policies.
Links to third-party websites may be provided for convenience. We are not responsible for the privacy practices or content of those external sites.
Cookies & Analytics
This site may use basic analytics or similar technologies to understand usage. Embedded third-party services (such as video providers) may set their own cookies. You can manage cookies through your browser settings.
Data Retention
Submitted information is retained by the connected CRM system in accordance with its retention settings. [Specific retention periods to be confirmed by the subaccount operator.]
Security
Reasonable steps are taken to protect information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Children's Privacy
This site is intended for real estate professionals and is not directed to children under 13. We do not knowingly collect personal information from children.
Changes to This Policy
This Privacy Policy may be updated from time to time. Changes will be reflected on this page with an updated revision date.
Contact
Questions about this page? Reach out directly.
- Your Loan Officer
[Contact information to be configured in /admin or via subaccount Custom Values.]