This policy covers NY Self-Employed Mortgage (selfemployedmortgageny.com), a resource from ClearPoint Mortgage Advisors (The Newfinity Group INC., NMLS #1192844). When you apply for a loan you'll also receive the lender's own privacy notice, which governs your application.
What we collect
- Questionnaire answers. When you complete the questions on this site, we collect what you enter, such as your name, contact details, how you earn your income, your goals and timeline. The questionnaire is hosted by our CRM provider and goes directly to ClearPoint Mortgage Advisors. Each submission includes the page you were on and a label showing it came from this site.
- Phone calls. Our number is a call-tracking number. We may record calls, log the caller's number, the time and the page you called from, and an automated assistant may answer first to collect basic details for an advisor.
- Technical data. Like most websites, our host and the services embedded on our pages receive standard technical information such as your IP address, browser type and the pages you visit.
How we use it
We use your information to respond to you, review your scenario, follow up by phone, text or email, and improve this site. We don't sell your personal information. By submitting the questionnaire you agree that ClearPoint Mortgage Advisors may contact you about your inquiry using the contact details you provide. You can opt out of texts by replying STOP and of emails using the unsubscribe link.
Who we share it with
We share information only with ClearPoint Mortgage Advisors, the lender that would make your loan, the service providers that operate this site, our CRM and call tracking on our behalf, and when required by law.
Your choices
To ask what we hold about you, correct it, or ask us to delete it, email [email protected]. Some records must be kept to meet legal and regulatory requirements.
Security
We use reasonable safeguards, including encrypted connections. Please don't send Social Security numbers, account numbers or tax documents through the questionnaire. An advisor will tell you how to share documents securely if you move forward.
Changes
We may update this policy. The date at the top shows the latest version.