Privacy Policy

Version v1-2026-06-03 • Effective June 3, 2026

This Privacy Policy explains how Loan Mortgage Wizard LLC ("Company," "we," "us," or "our") collects, uses, discloses, and safeguards information when you visit our website, use the client portal, or otherwise interact with our services.

1. Information We Collect

We collect information you provide directly, such as your name, contact details, business and property information, financial data, and identification documents submitted through applications or uploads. We also collect limited technical information automatically, such as IP address, device type, and usage activity.

2. How We Use Your Information

We use your information to evaluate loan requests, verify identity and eligibility, communicate with you, comply with legal obligations, prevent fraud, and improve our services.

3. How We Share Information

We may share information with capital partners, underwriters, service providers, legal and compliance advisors, and other parties strictly as needed to process your loan request, or as required by law. We do not sell your personal information.

4. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards to protect your information. Sensitive data such as identification numbers and financial records is access-controlled. However, no method of transmission or storage is 100% secure.

5. Data Retention

We retain information for as long as needed to provide our services, comply with legal, tax, accounting, and recordkeeping obligations, and resolve disputes.

6. Your Rights

Depending on your jurisdiction, you may have rights to access, correct, or request deletion of your personal information. To exercise these rights, contact us using the details below. We may need to verify your identity before responding.

7. Cookies & Tracking

We use minimal cookies and similar technologies to operate the site, maintain your session, and analyze usage. You can control cookies through your browser settings.

8. Children's Privacy

Our services are intended for business borrowers and are not directed to children under 18. We do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Continued use of the platform after an update constitutes acceptance of the revised policy.

10. Contact

Loan Mortgage Wizard LLC
30 Gould Street STE R, Sheridan, WY 82801
LeoFeliz@LoanMortgageWizard.com • 239-399-0316