Privacy Policy

Effective Date: August 6, 2026

Information We Collect

We may collect information that you voluntarily provide, including:

• Name and contact information (email address, telephone number, mailing address)
• Company name and job title
• Investment criteria and capital availability
• Financing needs and transaction details
• Mortgage note tapes, borrower information, loan portfolio files, and underlying property data
• Business financial statements and corporate documentation
• Documents and files you upload or submit through our forms or portals
• Direct communications and inquiries sent to us

We may also automatically collect certain technical information when you visit our website, including:

• IP address, browser type, operating system, and device information
• Pages visited, time spent on the website, and referring URLs
• Data gathered via cookies and similar tracking technologies

How We Use Your Information

We use the information we collect to:

• Evaluate financing, mortgage note, and investment opportunities
• Connect buyers, sellers, lenders, borrowers, and institutional capital providers
• Perform due diligence and facilitate capital markets transactions
• Respond to direct inquiries and provide requested services
• Improve our website functionality, security, and service offerings
• Send market commentary, industry updates, or deal flow information (where permitted or opted in)
• Detect, prevent, and address fraud, unauthorized access, or illegal activity
• Comply with legal, regulatory, and financial compliance obligations

Confidential Information & Loan Data

In our capacity as a debt capital intermediary, we regularly receive sensitive financial data, including mortgage note tapes, borrower personal or financial information, loan portfolio files, and asset performance records.

• Purpose: All confidential financial information and loan data submitted to us is used solely for the purpose of evaluating, structuring, and facilitating potential transactions.
• Restricted Sharing: We share this data exclusively with authorized counterparties—such as vetted institutional investors, note buyers, capital providers, warehouse lenders, and professional advisors—who require access to evaluate or execute the transaction and are subject to appropriate confidentiality obligations.
• Protection Standards: While we employ commercially reasonable safeguards to restrict unauthorized access to confidential files, no electronic transmission, cloud storage, or internet communication can be guaranteed as 100% secure.

Information Sharing

We do not sell your personal information.

We may share information with trusted third parties when necessary to facilitate transactions or provide services, including:

• Institutional investors and capital providers
• Mortgage note buyers and secondary market participants
• Banks, credit facilities, and warehouse lenders
• Due diligence providers, loan servicers, and valuation firms
• Legal counsel, accountants, and transaction consultants
• Technology, hosting, and secure data room service providers
• Regulatory authorities, law enforcement, or legal entities when required by applicable law

Information is shared strictly to the extent reasonably necessary to evaluate, structure, or close a transaction.

Cookies and Analytics

Our website uses cookies, web beacons, and third-party analytics services (such as Google Analytics) to enhance user experience, analyze traffic trends, and optimize performance.

• Cookies help us remember user preferences and understand how visitors interact with our pages.
• You can adjust your browser settings to refuse cookies or alert you when cookies are being sent. However, disabling cookies may impact certain interactive features on our website.

Email & Marketing Communications

If you request information, submit a form, or opt in to receive updates, we may send you:

• Industry news and market commentary
• Available capital and mortgage note opportunities
• Corporate updates and service announcements

You may opt out of receiving promotional emails at any time by clicking the “Unsubscribe” link at the bottom of our emails or by contacting us directly.

Data Security & Retention

We implement administrative, technical, and physical safeguards designed to protect personal and confidential information against unauthorized access, loss, misuse, or alteration.

We retain personal and transactional information only for as long as reasonably necessary to fulfill the purposes outlined in this policy, maintain business and compliance records, satisfy legal obligations, and resolve disputes.

Third-Party Links

Our website may contain links to external websites operated by third parties. We are not responsible for the content, security, or privacy practices of those external sites and encourage you to review their policies independently.

Your Rights & Jurisdiction Rules

Depending on your jurisdiction, you may have rights regarding your personal information, including the right to request access to, correction of, or deletion of your data, or to restrict certain processing activities.

• California Residents: Under applicable California privacy laws, residents may have specific rights regarding access to or deletion of their personal information. We do not sell personal information as defined by California privacy laws.
• International Users: Our website is hosted and operated in the United States. If you access the site from outside the U.S., you acknowledge that your information will be transferred to, processed, and stored in the United States under U.S. law.
• Children’s Privacy: Our services are intended exclusively for commercial business professionals and adults. We do not knowingly collect personal data from individuals under 13 years of age.

Changes to This Privacy Policy

We reserve the right to modify this Privacy Policy at any time. Any changes will be posted on this page with an updated Effective Date. Your continued use of the website following the posting of changes constitutes acceptance of those revisions.

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data handling practices, please contact us at: