Privacy Policy | Client Advantage System

Privacy Policy

Client Advantage System (“we,” “us,” “our”) respects your privacy. This Policy explains what information we collect, how we use it, and your choices. If you have questions, contact [email protected] or call (650) 667-0889.

Information We Collect

  • Information you provide via our intake form: name, contact details, property address, mortgage details (balance, rate, payment, years remaining), income/expenses, savings, credit range, property type, and any notes you submit.
  • Communications such as emails, calls, and SMS (with your consent).
  • Technical data (essential cookies/local storage) used to remember preferences and protect the site. We do not sell personal data.

How We Use Information

  • To evaluate pre-qualification and contact you about your inquiry.
  • To schedule an appointment if you are approved.
  • To operate, secure, and improve our site and services.
  • To comply with law, enforce terms, and protect against fraud.

Sharing

We may share your information with service providers who help us operate the site, communicate with you, or review your intake (e.g., administrative support, banks or partners involved in the approval process). These parties are required to protect your information and use it only for our purposes. We may also share information when required by law.

Retention

We keep information as long as reasonably necessary to evaluate your inquiry, comply with legal obligations, resolve disputes, and enforce our agreements.

Your Choices

  • Consent. By submitting the form, you consent to be contacted by phone, SMS, or email. You may opt out at any time.
  • Access/Update/Delete. Contact us to request access, correction, or deletion of your information, subject to legal exceptions.
  • Cookies. You can accept/decline essential cookies via the banner and adjust browser settings.

Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is 100% secure.

Children’s Privacy

Our site is not directed to children under 18, and we do not knowingly collect data from them.

Location & Transfers

We operate in the United States. If you access our site from outside the U.S., your data may be processed in the U.S.

Changes to this Policy

We may update this Policy. The “Last Updated” date below reflects the latest revision. Continued use means you accept the updated Policy.

Contact

Email [email protected] or call (650) 667-0889.

Last Updated:

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