Client Data Protection and Use Statement
Purpose
This statement explains how I handle and protect the information you provide when we discuss funding options, complete applications, or review financial documentation. My goal is to give you clarity, confidence, and full control over your information at every step.
The Information I Collect
Depending on the funding you are exploring, I may collect details such as:
• Business name and contact information
• Ownership information
• Revenue history and financial documentation
• Funding needs or goals
• Credit-related information (only when required for specific lenders)
You choose what to provide. Nothing is shared without your consent.
How Your Information Is Used
Your information is used solely for the purpose of:
• Determining which funding options may be available to you
• Preparing lender submissions when you request it
• Communicating with you about your funding process
• Providing clarity, guidance, and next-step recommendations
Your information is never sold, rented, or shared for marketing.
Submission Sequence
Information is only sent to a lender after you:
1. Review the option
2. Approve the submission
3. Authorize me to send the required documents
You remain in full control of where your information goes.
How Your Information Is Protected
I use secure methods for storing and transmitting documents and never send sensitive items through unsecured channels. Only the information required for the funding you request is shared with a lending partner.
If at any point you want to pause, change direction, or withdraw your application, I will immediately stop all processing and lender communication on your behalf.
Your Control
You may at any time:
• Request a summary of what information has been collected
• Request corrections
• Request deletion
• Stop all communication and processing
Your information belongs to you, and you remain in charge.
My Commitment
I operate with clarity, confidentiality, and respect. Your information is handled carefully and only used to support your goals. If you ever have questions or concerns about how your information is handled, I will address them directly and promptly.
