Information we collect
Depending on the page or tool you use, we may collect:
- Contact details such as your name, email address, phone number, and preferred contact method.
- General home-goal or planning information that you voluntarily enter, including timeline, service interest, property or budget range, military-pay scenario inputs, and calculator assumptions.
- Feedback or review information you choose to submit. Feedback is reviewed privately and is not posted automatically.
- Attribution and website-use information such as the page visited, referral source, campaign link, approximate location, browser/device information, and session activity.
How we use information
We use information to respond to inquiries, prepare for requested mortgage or real-estate conversations, route leads and follow-up tasks, provide planning-tool results, review feedback, measure marketing performance, improve the websites, prevent spam or abuse, and meet legal or business-record obligations.
Where form information goes
Public website forms are processed through Netlify. Lead forms may also send information through Zapier to Follow Up Boss so Monique and her authorized support team can follow up. Email notifications may be sent to the Mo the MLO team. When you request mortgage or real-estate services, relevant information may also be handled through the applicable licensed company and its approved systems. Secure applications and documents should be completed only through the secure system Monique provides.
The consumer calculator sends the submitted calculator summary to Netlify for review; its lead bridge sends contact and campaign-attribution details to the CRM. The agent quick-planning tool does not ask for a borrower name and is intended for hypothetical scenarios only.
Analytics and cookies
These sites use Google Analytics to understand traffic and website performance. Google Analytics may use cookies or similar identifiers and may collect session statistics, approximate location, and browser/device information. Our website implementation is designed not to send names, email addresses, phone numbers, Social Security numbers, or form answers to Google Analytics.
Sharing and sale
We may disclose information to service providers that help operate the websites and follow-up process, to the applicable mortgage or real-estate company when needed to provide a requested service, or when required by law. We do not knowingly sell personal information for money. We do not publish a submitted review without separate permission.
Retention and security
Information is retained only as reasonably necessary for the purposes described above, legitimate business needs, dispute prevention, and applicable recordkeeping duties. No online transmission or storage method can be guaranteed completely secure. Please avoid placing highly sensitive information in public website forms.
Your choices
You may ask to access, correct, or delete information you submitted, or ask questions about how it is used. Some information may need to be retained when required by law or legitimate recordkeeping duties. California residents may have additional rights under applicable California privacy law, including rights to know, delete, correct, opt out of certain sale or sharing, limit certain uses of sensitive information, and receive equal service when exercising those rights—to the extent those laws apply.
Other sites and children
Links to outside websites are governed by those sites' own privacy practices. These websites are intended for adults and are not directed to children under 13.
Updates
We may update this notice as the websites, vendors, or business processes change. The effective date below identifies the current version.