Legal

Privacy Policy

What is collected, why, and who it goes to.

Information collected

Business and contact information you submit through the qualifier, the preapproval application, or the advisor form: name, business name, email, phone, revenue range, time in business, financing purpose, property and deal details, and any documents you provide.

Technical information collected automatically: IP address, browser type, pages visited, and marketing attribution parameters (utm_source, utm_medium, utm_campaign, utm_term, utm_content) captured at first visit.

How information is used

To evaluate your capital position, prepare deliverables you have engaged, communicate with you about your file, and — only with your specific written approval — submit your file to an identified lender.

Your file is never distributed to a panel, marketplace, or lead network. Submissions are made one lender at a time, each with your prior written approval.

Sharing

Information is shared with lenders you have approved in writing, with service providers that operate this site and its payment and scheduling tools, and where required by law. Information is not sold.

Credit inquiries

Prequalification uses a soft credit inquiry, which does not affect your credit score. A full lender application may result in a hard inquiry; you will be informed before that occurs.

Communications consent

By submitting a form with the consent checkbox, you agree to be contacted by phone, SMS, and email, including automated messages. Consent is not a condition of any financing. Message and data rates may apply. Reply STOP to opt out of SMS; use the unsubscribe link in any email to opt out of email.

Retention and your rights

Records are retained as long as needed for the engagement and for applicable legal and recordkeeping obligations. You may request access to, correction of, or deletion of your information, subject to those obligations.

This page is a template shell. Final language should be reviewed and approved by counsel before publication.