Forte Financial ("Company", "we", "us", or "our") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://fortefinancial.com or use our services.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, mailing address, Social Security Number (for loan applications), employment information, income details, and financial information necessary to process mortgage applications.

Automatically Collected Information: IP address, browser type, operating system, referring URLs, pages visited, and time spent on pages through cookies and similar tracking technologies.

Social Media Information: If you interact with our social media accounts (TikTok, Instagram, Facebook), we may receive information about your interactions such as comments, messages, and engagement data as permitted by those platforms.

2. How We Use Your Information

We use the information we collect to:

• Process and evaluate mortgage loan applications
• Communicate with you about our products and services
• Send you marketing communications (with your consent)
• Improve our website and services
• Comply with legal and regulatory requirements
• Respond to your inquiries and provide customer support
• Automate and personalize our content marketing efforts

3. Sharing of Information

We may share your information with:

Third-Party Lenders: As a mortgage broker, we share your application information with lenders and financial institutions to facilitate loan processing.

Service Providers: We may share information with trusted third-party service providers who assist in operating our website and conducting our business, including technology providers for content automation and social media management.

Legal Requirements: We may disclose your information when required by law, regulation, or legal process.

We do not sell your personal information to third parties.

4. Social Media and Content Automation

Forte Financial uses automated tools to create and distribute educational content on social media platforms including TikTok, Instagram, and Facebook. When you interact with our social media content, those platforms may collect data about your interactions subject to their own privacy policies. We encourage you to review the privacy policies of any social media platforms you use.

5. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your experience. You can control cookie settings through your browser settings. Please note that disabling cookies may affect the functionality of our website.

6. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

7. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

• The right to access and receive a copy of your personal information
• The right to correct inaccurate information
• The right to request deletion of your information
• The right to opt out of marketing communications

To exercise these rights, please contact us using the information provided below.

8. Retention of Information

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements. Mortgage-related records are retained in accordance with applicable federal and state regulations.

9. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.

10. Third-Party Links

Our website may contain links to third-party websites. This Privacy Policy does not apply to those websites, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any third-party sites you visit.

11. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date. Your continued use of our website after any changes constitutes your acceptance of the updated policy.

12. NMLS and Regulatory Compliance

Forte Financial operates in compliance with applicable federal and state mortgage lending laws, including the Gramm-Leach-Bliley Act (GLBA), which requires us to explain our information-sharing practices to customers. Our NMLS ID is 1892568. You can verify our licenses at www.nmlsconsumeraccess.org.

13. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us:

Forte Financial
96 Danbury Rd, Ridgefield, CT 06877
Phone: (475) 215-5401
Website: https://fortefinancial.com/contact-us/