Privacy Policy

When you submit a form, request a quote, or contact us, we collect the information you choose to give us: typically your name, business name, phone number, email address, and details about your business and financing needs. We may also collect basic technical information (such as device and usage data) automatically through standard web technologies.

We use the information you provide to:

• respond to your inquiry and contact you about financing;
• match your request with lenders and funding partners who may be able to make an offer;
• operate, improve, and secure this website; and
• comply with legal and regulatory obligations.

Because Compass Lenders is an advisory that places financing with third-party lenders, we share the information you submit with lending and funding partners so they can evaluate your request and present options. We also use third-party service providers, including a form and customer-relationship-management (CRM) provider that powers our application forms, to operate this site. Those providers process your information on our behalf and under their own privacy terms.

We may also disclose information when required by law, to protect our rights, or in connection with a business transfer.

You can ask us to access, correct, or delete the information you have provided, and you can opt out of marketing communications at any time, by contacting us using the details below. Some information may be retained as needed to provide the service or meet legal obligations.

We take reasonable measures to protect the information you provide, but no method of transmission or storage is completely secure, and we cannot guarantee absolute security. We keep information only as long as needed for the purposes described here or as required by law.

This website and our services are intended for business owners and are not directed to children under 18. We do not knowingly collect information from children.

We may update this Privacy Policy from time to time. Material changes will be reflected by updating the effective date above.

Questions about your privacy? Call (469) 213-1499 or use our contact page.