Privacy Policy

This policy describes how information may be collected, used, and shared when you interact with this independently operated Agent website.

Information collected

Personal: name, business name, email, phone, address, and information submitted through forms or applications (which may include identity and banking details required for merchant underwriting). Technical: IP address, device and browser data, interaction data, cookies. Communications: email, SMS, call, and form records maintained in CRM systems.

How it is used

Responding to inquiries, merchant onboarding, lead and CRM management, customer support, scheduling, analytics, fraud prevention, compliance review, and service communications. Conversations with the site assistant are shared with the assigned representative to service your inquiry.

Sharing

Information may be shared with payment processors, merchant service providers, sponsor banks and underwriters, CRM and technology platforms, hosting and communication providers, and compliance partners; and disclosed to comply with law, investigate fraud, or in business transfers where permitted. Service-provider categories include hosting and infrastructure, CRM, email and SMS/voice communications providers, AI assistant and automation vendors, payment processing, identity verification, and analytics. We do not sell personal information, and we do not share it for cross-context behavioral advertising.

Cookies & tracking

This website may use cookies, analytics, session technologies, and CRM tracking to operate and improve the site, remember your preferences, and measure performance. Disable cookies in your browser settings; some functionality may be limited.

Communications consent

Submitting information constitutes consent to receive emails, SMS messages, calls, reminders, and operational notifications about your inquiry or application. You may withdraw consent at any time using the unsubscribe or opt-out instructions in any message, or by contacting us.

SMS & mobile information

Mobile numbers and SMS consent collected through this website are used only for the communications you have agreed to receive. Mobile information is never sold or shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third party except the messaging providers required to deliver the messages. Reply STOP to opt out at any time, or HELP for assistance; message frequency varies and message and data rates may apply.

Calls, recording & automated assistants

Calls and messages may be placed or answered by an automated or AI assistant acting on behalf of the Agent, and calls may be recorded or transcribed where permitted by law and disclosed at the time of the call. You may ask to speak with a person at any time, and you may ask that calls not be recorded.

Retention & security

Information may be retained for business, compliance, legal, security, and recordkeeping purposes, including processor requirements. Reasonable administrative, technical, and organizational safeguards are used; no system is completely secure, and information is submitted at your own risk.

No financial-institution relationship

This website is not a bank, lender, or financial institution; submissions do not establish a banking relationship or guaranteed approval.

Children's privacy

This website is intended for individuals 18 years of age or older and is not directed to children. Information from anyone under 18 is not knowingly collected; if we learn we have collected it, we delete it.

International users

This website is operated in the United States. If you access it from outside the United States, your information will be transferred to and processed in the United States, where data-protection laws may differ from those of your jurisdiction. By using this website you consent to such transfer where permitted by law.

Your rights

Depending on your jurisdiction, you may request access, correction, deletion, or communication opt-outs using the contact information on this website, or by writing to the platform operator at [email protected]; identity verification may be required. California residents: see Your Privacy Choices.