Privacy Policy

Information you provide

Mortgage Site Pros receives information you submit through our contact forms, demo bookings and client portal. This may include your name, email, phone number, company, NMLS number, service interests, onboarding information and website assets. Client accounts may also include agreements and communications about our services.

Please do not send Social Security numbers, bank credentials or borrower financial documents through our marketing website.

How we use information

We use information to respond to requests, schedule demos, provide and support services, manage accounts and agreements, and communicate about onboarding and your membership. We also use information to protect our systems and, where permitted by your cookie choices, understand website use and advertising performance.

Service providers and sharing

We use service providers for website hosting, authentication, email delivery, CRM and booking functionality. They receive information needed to provide these services. Our booking calendar is provided by GoHighLevel/LeadConnector. Google Analytics and Meta advertising features are subject to the optional tracking choices described below.

SMS opt-in information will not be shared with third parties or affiliates for marketing purposes. We may disclose information when legally required or necessary to protect our services and users.

Cookies, analytics and advertising

Essential storage supports functions such as account access and remembering your cookie preference. Optional analytics and advertising tracking are not enabled unless you accept cookies. Dismissing the consent notice without accepting leaves optional tracking off.

When you permit marketing tracking, we may preserve Facebook advertising identifiers, including fbclid, _fbc and _fbp, and pass supported attribution information to our booking calendar. These identifiers help associate website activity with advertising. Declining or withdrawing consent stops our collection, storage and forwarding of these optional identifiers.

You can withdraw optional tracking consent using the “No tracking” control in the Cookie preferences section of our Terms of Service. Your preference applies to this browser; other browsers and devices may have separate preferences. Withdrawal does not remove information already received by third-party services.

Communications

Where you agree to receive messages, message and data rates may apply. Reply STOP to opt out of texts or HELP for help. You may unsubscribe from marketing emails using their unsubscribe option or contact support@mortgagesitepros.com. Necessary account, security and service communications may still be sent.

Retention and security

We retain information as needed to provide services, maintain business records, resolve disputes and meet legal obligations. Retention depends on the type of information and the relationship involved. We use safeguards to protect information, but no internet transmission or storage system can be guaranteed completely secure.

Your choices and requests

Contact support@mortgagesitepros.com to request access, correction or deletion of your information, or to ask about our privacy practices. We may need to verify your identity. Some records may need to be retained to comply with legal obligations or resolve outstanding matters. Privacy rights may vary depending on where you live.

Third-party services and policy updates

Third-party websites and services have their own privacy policies. This policy describes the Mortgage Site Pros marketing website and client services; an independently operated client website may have its own policy.

We may update this policy as our services or practices change. The current policy is available on this page. For questions, email support@mortgagesitepros.com.