Privacy Policy
Last updated: June 2026
What we collect
We collect the information you provide through our forms, quizzes, and calculators — such as your name, email, phone number, and the answers you give about your situation (capital, timeline, accreditation self-status, and property details). We also collect standard analytics and UTM/marketing-source data.
How we use it
We use your information to provide the tools you request, to send you the materials and emails you opt into, to qualify and segment your inquiry, and to connect you with the appropriate licensed partner. We process this data in our CRM (HubSpot) and related service providers.
Sharing with partners
When you ask to be connected, we share your inquiry with a vetted, licensed partner so they can follow up. We are compensated by partners on a fixed per-lead, per-appointment, or flat-retainer basis — never as a percentage of what you invest.
Your choices
You can unsubscribe from emails at any time using the link in any message, and reply STOP to opt out of texts. Contact us to access, correct, or delete your information, subject to applicable law.