Privacy Policy


Effective Date: August 16, 2024

At The Mortgage Strategist (“we”, “our”, or “us”), we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and protect the personal information you provide to us via this website (“Site”).

1. Information We Collect

We do not automatically collect any data from users who visit our Site. The only personal information we collect is that which you voluntarily provide through form submissions. This may include: 

- First and Last Name 

- Phone Number 

- Email Address

2. How We Use Your Information

The information you provide is used solely for the purpose of reaching out to you with further information about the services we offer. We may use your email or phone number to contact you regarding our services.

3. Data Retention

We will retain your personal information only for as long as it is necessary to fulfill the purposes for which it was collected. Once the purpose has been achieved, we will securely delete or anonymize your data.

4. Opt-Out Policy

If you wish to stop receiving marketing messages from us, you may opt out at any time by replying “STOP” to unsubscribe.

5. Third-Party Access

We do not allow third parties to collect, process, or access any user data provided through our Site. Your data is kept strictly confidential and is only used by The Mortgage Strategist for the purposes outlined in this policy.

6. No Tracking

We do not track your online activities over time and across third-party websites or services.

7. Data Transfers

We do not transfer your personal information to other countries. All data is processed and stored within the United States.

8. Children's Privacy

We do not knowingly collect personal information from children under the age of 13. If we become aware that we have inadvertently received such information, we will take immediate steps to delete it from our records.

9. Security of Your Information

We are committed to safeguarding your personal information and have implemented appropriate physical, electronic, and administrative procedures to protect it from unauthorized access, disclosure, alteration, or destruction.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and the updated policy will be effective as of the date indicated.

11. Contact Information

If you have any questions or concerns regarding this Privacy Policy, please contact us at: 

- Phone: (561) 867-8329 

- Email: [email protected]