Privacy Policy

Last Updated: October 2025

At Mortgages and Investments (“we,” “our,” “us”), your privacy is very important to us.
This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, submit a form, or interact with our services.

By using our website or providing your information, you consent to the practices described in this Policy.

1. Information We Collect

We may collect the following types of information:

Personal Information:

Name

Email address

Phone number

Mailing address

Employment, income, and financial information (if you apply for a loan or pre-qualification)

Non-Personal Information:

Browser type and device information

IP address and location data

Pages visited and actions taken on our website

We collect this information when you fill out forms, schedule a strategy call, get pre-qualified, or interact with our ads or messages.

2. How We Use Your Information

We use your information to:

Respond to your inquiries and provide personalized service

Process pre-qualification or loan applications

Match you with suitable lenders and financing options

Send updates, offers, or educational materials (you may unsubscribe anytime)

Improve our website, marketing, and user experience

Comply with applicable laws and regulations

3. Text Message and Email Communication (A2P Disclosure)

By submitting your information, you consent to receive SMS messages, phone calls, and emails from Mortgages and Investments and its representatives.

Message and data rates may apply.

You can opt out anytime by replying STOP to text messages or clicking “unsubscribe” in emails.
We will never sell or share your contact information for unrelated marketing.

4. Cookies and Tracking Technologies

Our website uses cookies, pixels, and analytics tools to:

Understand visitor behavior and improve user experience

Measure ad performance and website traffic

Personalize offers and content

You may choose to disable cookies in your browser settings, but certain site features may not function properly as a result.

5. Sharing Your Information

We do not sell or rent your personal data.
We may share your information with:

Licensed loan officers and partner lenders to assist with your loan process

Service providers who help us operate the website and manage communications

Government or regulatory agencies if required by law

All third-party partners are required to keep your information secure and use it only for the purposes authorized by us.

6. Data Security

We take reasonable precautions to protect your information against unauthorized access, loss, or misuse through secure data handling, encryption, and limited access protocols.
However, no method of data transmission or storage is completely secure. You use this site at your own risk.

7. Your Rights and Choices

You have the right to:

Request access to your personal information

Request corrections or deletion of your data

Withdraw consent for marketing communications

To exercise these rights, contact us at [email protected].

8. Children’s Privacy

Our website and services are not directed toward individuals under the age of 18.
We do not knowingly collect or store personal information from minors. If you believe a child has provided us information, please contact us for immediate removal.

9. Links to Third-Party Sites

Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of those external sites. Please review their privacy policies separately.

10. Changes to This Policy

We may update this Privacy Policy occasionally to reflect changes in our practices or legal requirements.
Updates will be posted on this page with a new “Last Updated” date. Continued use of our website after such changes constitutes your acceptance of the revised policy.

11. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us:

📍 Mortgages and Investments
📞 Phone: (727) 472-4464