Privacy Policy

• Contact information — name, email, phone, mailing address.
• Business information — entity name, EIN, time in business, revenue, industry.
• Financial information — requested amounts, bank statements, credit profile, property and income details you provide in an application.
• Documents — identification, statements, contracts, and other files you upload.
• Usage information — pages viewed, device and browser data, and interactions such as video plays and loan-recommender answers (collected in aggregate).

• To process applications and arrange financing with third-party lenders and investors.
• To verify identity and information and prevent fraud.
• To communicate with you about your application, our services, and — with your consent — marketing offers.
• To operate, secure, and improve our website and portal.
• To comply with legal, regulatory, and recordkeeping obligations.

We share information only as needed to deliver our services:

• Lenders, investors, and capital providers evaluating or funding your request.
• Service providers acting on our behalf — e-signature, document storage, email/SMS delivery, payment processing, and analytics vendors — bound by confidentiality obligations.
• Brokers and referral partners involved in your transaction.
• Legal and regulatory authorities when required by law, subpoena, or to protect our rights.

We do not sell your personal information.

As a financial services business, we treat nonpublic personal information in accordance with the Gramm-Leach-Bliley Act. We restrict access to those who need it to process your request, and we require our service providers to safeguard it.

We use cookies and similar technologies as described in our Cookie Policy.

We use administrative, technical, and physical safeguards appropriate to the sensitivity of the information we handle, including encrypted transmission, access controls, and secure document storage. No method of transmission or storage is 100% secure, so we cannot guarantee absolute security.

We retain application records and related documents for as long as needed to provide services and to meet legal, regulatory, audit, and recordkeeping requirements, after which they are deleted or de-identified.

• Access and correction — contact us to review or correct your information.
• Marketing opt-out — use the unsubscribe link in any marketing email, or reply STOP to SMS.
• Depending on your state of residence, you may have additional rights (such as access, deletion, or portability). Submit requests through our contact page and we will respond as required by applicable law.

Our services are for businesses and adults. We do not knowingly collect information from anyone under 18.

We may update this Privacy Policy from time to time. Material changes will be reflected by the "Last updated" date above.