Privacy policy

Last Updated: September 2026

Information We Collect

When you contact us, complete a form, request a consultation, apply for a mortgage, or use tools on this website, we may collect information such as:

• Name
• Phone number
• Email address
• Property information
• Financial information
• Employment information
• Information needed to evaluate mortgage options

We may also receive information from credit reporting agencies, lenders, and other parties involved in the mortgage process.

Information Collected Automatically

Like most websites, we may automatically collect certain information when you visit our site, including:

• Browser type
• Device information
• IP address
• Website usage information
• Cookies and similar technologies

This information helps us improve website performance and provide a better user experience.

How We Use Your Information

We use your information to:

• Respond to questions and requests
• Schedule consultations
• Evaluate mortgage options
• Process mortgage applications
• Communicate with you about your loan
• Improve our website and services
• Comply with legal and regulatory requirements

Our goal is simply to provide the guidance and services you request.

How We Share Information

We respect your privacy.

We do not sell your personal information.

We may share information only when necessary to:

• Process or approve a mortgage application
• Work with lenders, title companies, or service providers involved in a transaction
• Comply with legal requirements
• Prevent fraud or protect against unauthorized activity

We may also share information as otherwise permitted or required by law.

Text Messages and Phone Communications

If you provide your phone number, you may receive calls or text messages regarding:

• Appointment scheduling
• Loan updates
• Requested information
• Mortgage-related communications

Message and data rates may apply.

Contact Julie to discuss your communication preferences or request that text communications stop.

Cookies

This website may use cookies and similar technologies to improve functionality and understand how visitors use the site.

You can adjust your browser settings to disable cookies, although some website features may not function properly as a result.

Data Security

Protecting your information is one of our highest priorities.

We maintain reasonable physical, electronic, and procedural safeguards designed to protect the information you provide. While no website or internet transmission can be guaranteed 100% secure, we take appropriate steps to safeguard your information.

Third-Party Websites

This website may contain links to other websites.

Because we do not control third-party websites, we encourage you to review their privacy policies before providing personal information.

Google Maps Reviews

The live reviews section uses Google Maps content. When available, reviewer profile photos load directly from Google. Google’s handling of information is described in the Google Privacy Policy, which applies to Google services used by this section.

Updating Your Information

If you would like to update, correct, or remove information you have provided, please contact us using the information below.

Contact Us

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

Our Commitment

We believe informed decisions start with trust. Protecting your information and respecting your privacy are important parts of the service we provide.

No pressure. Just honest guidance.