Privacy Policy

Contact information you provide when booking a consultation through our scheduling provider (iClosed), such as your name, email address, phone number, and company details.

Usage and device information collected automatically when you visit this site, including pages viewed, buttons clicked, approximate location, browser and device type, and referral source (including campaign parameters such as UTM tags).

Cookie and advertising identifiers used to attribute visits and bookings to marketing campaigns.

To schedule and prepare for your consultation and respond to your inquiries.

To operate, measure, and improve this website and our marketing — including understanding which campaigns bring broker partners to us.

To communicate with you about our loan programs and partnership opportunities, where permitted.

This site uses third-party analytics and advertising tools that set cookies or similar technologies: Meta (Facebook) Pixel and Conversions API, Google Tag Manager, PostHog product analytics, Vercel Analytics, and Hyros ad tracking. Our scheduling pages are provided by iClosed, which processes the details you submit when booking.

These tools help us measure site performance and attribute bookings to advertising. You can limit cookie-based tracking through your browser settings and, for Meta, through your Facebook ad preferences.

We do not sell your personal information. We share information with service providers that operate this website and our scheduling, analytics, advertising, and customer-relationship systems, and as required by law. Booking details are shared with our sales team to prepare for your call.

Depending on where you live (including under the California Consumer Privacy Act), you may have the right to request access to, correction of, or deletion of your personal information, and to opt out of certain sharing for advertising purposes.

To exercise these rights or ask questions about this policy, call us at (818) 483-4542 and we will direct your request to the appropriate team.

We retain information for as long as needed for the purposes above and as required by applicable lending regulations. We use commercially reasonable safeguards to protect it, though no method of transmission or storage is completely secure.

We may update this policy from time to time. The latest version will always be posted on this page. Continued use of the site after changes take effect constitutes acceptance of the updated policy.