Privacy Policy

When you request a strategy call, we collect the information you provide on our form — your name, email address, phone number, the zip codes and market areas you serve, your loan types and volume, and any notes you share.

We also collect limited technical data automatically, such as your IP address, browser type, and pages visited, to keep the site secure and improve performance.

We use your information to schedule and prepare for your strategy call, to build the market analysis we deliver to you, and to follow up about working together.

We do not sell your personal information. We share it only with service providers who help us operate (for example, email delivery and scheduling tools), and only as needed to provide our services.

We retain your information for as long as needed to provide our services and meet legal obligations. You may request that we delete your information at any time by emailing us.

You have the right to access, correct, or delete the personal information we hold about you, and to opt out of marketing communications at any time. To exercise these rights, contact us using the details below.