📄 Privacy Policy for Dan McCarthy | Rocket Mortgage
Last Updated: November 2025
This Privacy Policy explains how Dan McCarthy, Mortgage Loan Officer (NMLS #198422), and Rocket Mortgage, collect, use, and protect your information when you visit this website, submit the pre-qualification form, or schedule a consultation.
By using this website or submitting any information, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We collect the following information when you interact with our website, scheduling system, or forms:
Information You Provide
- First Name & Last Name
- Phone Number
- Email Address
- Loan Type
- Property or financing details (if voluntarily submitted)
- Information shared during a consultation or follow-up communication
Technical & Usage Information
Collected automatically through cookies, pixels, and analytics tools:
- IP address
- Browser type
- Pages viewed
- Time spent on site
- Device information
- Referral source
Third-Party Data Sources
We may receive information from:
- Rocket Mortgage
- Credit reporting and verification partners (upon your authorization)
- Scheduling platforms (e.g., Zoom)
- Retargeting platforms (Google, Facebook, TikTok)
- CRM systems such as GoHighLevel
2. How We Use Your Information
For Requested Services
We use your information to:
- Respond to your pre-qualification request
- Provide mortgage guidance and financing options
- Verify eligibility for VA, first-time buyer, and other loan programs
- Prepare for your Zoom consultation
- Communicate updates or required documentation
- Deliver a fast and accurate pre-qualification or approval decision
For Communication
Based on the checkboxes you select, we may send:
Transactional Messages (Non-Marketing)
(If you checked the transactional consent box)
- Appointment reminders
- Pre-qualification updates
- Required documentation notices
- Account or service-related notifications
Marketing Messages
(If you checked the marketing consent box)
- Loan program updates
- Special offers
- Educational content
- Refinance alerts
- Homebuyer resources
You may opt out at any time by replying STOP or clicking unsubscribe.
3. SMS/Text Message Policy (TCPA & A2P Compliance)
By providing your phone number and selecting the applicable consent checkbox, you agree to receive:
- Transactional SMS messages related to services you requested
- Optional marketing messages if you explicitly opt in
Message frequency may vary. Standard message & data rates may apply.
Reply STOP to opt out or HELP for assistance.
We do not sell or share your phone number with third-party marketers.
4. Email Communications
Your email is used for:
- Pre-qualification updates
- Consultation confirmations
- Document requests
- Optional promotional messages (only if you consented)
You can unsubscribe from marketing emails at any time.
5. Sharing & Disclosure of Information
We do not sell your personal information.
We may share your information with:
- Rocket Mortgage (as part of the loan application process)
- Secure service providers used for:
- CRM and automation (e.g., GoHighLevel)
- Email and SMS delivery
- Website hosting
- Analytics and retargeting pixels
- Scheduling tools (e.g., Zoom)
All third-party partners are required to maintain the confidentiality and security of your data.
We may also share your information if required by law or to protect our legal rights.
6. Cookies & Tracking Technologies
We use tracking tools such as:
- Google Analytics
- Google Ads
- Facebook Pixel
- TikTok Pixel
- Retargeting tools
- Session cookies
- Tracking scripts used within GoHighLevel
These are used to:
- Improve website performance
- Analyze visitor behavior
- Deliver relevant ads
- Track funnel conversions
You may disable cookies in your browser settings.
7. Data Security
We use industry-standard security measures to protect your data, including:
- Encrypted transmission (HTTPS)
- Restricted access controls
- Secure CRM storage
- Compliance with Rocket Mortgage security requirements
No online system is 100% secure, but we take all reasonable steps to protect your information.
8. Data Retention
We retain your information only as long as necessary to:
- Process your mortgage request
- Maintain contact history
- Comply with legal, regulatory, and audit requirements
You may request deletion at any time (subject to mortgage compliance regulations).
9. Your Rights (GDPR, CCPA, & U.S. Privacy Laws)
Depending on your state or country, you may have the right to:
- Access your personal data
- Correct inaccurate information
- Request deletion of your data
- Limit or object to marketing use
- Withdraw consent at any time
- Receive a copy of your data
To exercise your rights, contact us using the information below.
10. Children’s Privacy
This website is not intended for individuals under the age of 18.
We do not knowingly collect information from minors.
11. Third-Party Links
Our website may contain links to third-party sites (Zoom, Rocket Mortgage, etc.).
We are not responsible for their content or privacy practices.
12. How to Contact Us
For privacy questions or concerns, please contact:
Dan McCarthy – Mortgage Loan Officer (NMLS #198422)
📧 Email: [email protected]
📞 Phone: +1 440-479-8384
🌐 Rocket Mortgage
13. Updates to This Privacy Policy
We may update this Privacy Policy periodically.
All changes will be posted on this page with an updated “Last Updated” date.