Privacy Policy

1. Information We Collect

We collect information you voluntarily provide when you:

• Submit our contact or consultation request form
• Call, text, or email us directly
• Subscribe to communications
• Interact with our website through cookies and analytics

This may include your name, email address, phone number, mailing address, and details about your financial goals or interests. We do not perform hard credit pulls through this website.

2. How We Use Your Information

We use your personal information to:

• Respond to your consultation requests and inquiries
• Provide personalized mortgage and lending recommendations
• Send confirmation emails related to your requests
• Improve our website experience and services
• Comply with legal and regulatory requirements

3. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information with West Capital Lending, Inc. (our partnered brokerage) for the purpose of processing loan applications, and with lending partners solely to facilitate your requested financial products. We may also disclose information when required by law or to protect our rights.

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

5. Cookies & Analytics

Our website may use cookies and similar technologies to enhance your browsing experience, analyze website traffic, and understand how visitors interact with our content. You can control cookie preferences through your browser settings. Disabling cookies may affect certain website functionality.

6. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Opt out of marketing communications
• Request a copy of your data in a portable format

To exercise any of these rights, please contact us using the information below.

7. California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, request its deletion, and opt out of the sale of personal information. We do not sell personal information. To make a CCPA request, contact us at the information provided below.

8. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated revision date. We encourage you to review this policy regularly.

9. Contact Us

For questions about this Privacy Policy or to exercise your data rights: