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Privacy Policy

Privacy Policy / Terms of Service | ADA Accessibility Statement

​This Privacy Policy describes how Steven Robertson (“Company,” “we,” “our,” or “us”) collects, uses, maintains, and discloses information obtained from users (“User” or “Users”) of our website (“Site”). This policy applies to the Site and all products and services offered by the Company.

Personal Information We Collect

We may collect personal identification information from Users in various ways, including but not limited to when Users:

  • Visit our Site

  • Register on the Site

  • Subscribe to newsletters

  • Respond to surveys

  • Complete forms

  • Engage in other activities, services, features, or resources we provide

Users may be asked to provide details such as name, email address, and phone number, when appropriate.

Users may visit our Site anonymously. We only collect personal identification information if it is voluntarily submitted. Refusing to provide certain personal information may limit access to specific Site-related activities or services.

Non-Personal Information

We may collect non-personal identification information whenever Users interact with our Site. This may include:

  • Browser type

  • Device type

  • Operating system

  • Internet service provider

  • Technical information regarding connection to the Site

This information helps us improve functionality and performance.

Cookies and Tracking Technologies

Our Site may use “cookies” to enhance User experience. Cookies are stored by your web browser for record-keeping and tracking purposes. Users may configure their browser settings to refuse cookies or alert them when cookies are being sent. Please note that some parts of the Site may not function properly if cookies are disabled.

Cookies and Tracking Technologies

How We Use Collected Information

We may use the information we collect for the following purposes:

  • To Improve Customer Service – Information provided helps us respond more efficiently to customer service inquiries and support requests.

  • To Personalize User Experience – We may use aggregated data to understand how Users collectively interact with our Site and services.

  • To Improve Our Website – Feedback and usage data help us enhance our Site functionality and user experience.

  • To Deliver Requested Services – Information is used to complete and process services requested by the User.

  • To Send Communications – We may send messages to individuals who have provided consent to receive such communications.

Text Messaging & Mobile Information Policy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes, in accordance with §5.1.4 of the CTIA Messaging Principles and Best Practices.

Text messaging originator opt-in data and consent will never be shared with any third parties.

Additional disclosures:

  • Message frequency may vary by user

  • Message and data rates may apply

  • Text HELP for assistance

  • Text STOP to unsubscribe

  • Carriers are not responsible for delayed or undelivered messages

User Consent to Messaging

Users may consent to receive notifications by completing a website form that includes a messaging disclosure and an optional checkbox for marketing or product updates.

By submitting your phone number, you authorize us to send text messages and notifications. Message frequency may vary. Standard message and data rates may apply. You may reply STOP to unsubscribe at any time.

Data Protection & Security

We implement appropriate data collection, storage, and processing practices, along with security measures designed to protect against unauthorized access, alteration, disclosure, or destruction of personal information, login credentials, transaction data, and other sensitive information.

Our Site complies with PCI vulnerability standards to help maintain a secure environment for Users.

Children’s Privacy

Protecting children’s privacy is extremely important to us. We do not knowingly collect or maintain information from individuals under the age of 13. Our Site is not designed to attract or target children under 13 years of age.

Changes to This Policy

The Company reserves the right to update this Privacy Policy at any time. When updates are made, the revision date will be modified at the bottom of this page.

Users are encouraged to periodically review this page to remain informed about how we protect collected personal information. Continued use of the Site following updates constitutes acceptance of those changes.

As stated above, mobile information and text messaging opt-in data will never be shared with third parties for marketing or promotional purposes.

Acceptance of Terms

By using this Site, you agree to this Privacy Policy. If you do not agree, please refrain from using the Site. Continued use after any changes are posted signifies your acceptance of those changes.

ADA Accessibility Statement

We are committed to ensuring that our website is accessible to all users and compliant with applicable accessibility standards. We continually improve our Site to meet evolving accessibility guidelines and have designed it with usability in mind.

If you require assistance or have questions or feedback regarding the accessibility of this Site, please contact us for support.

Licensing & Regulatory Disclosure

Steven Robertson is not endorsed by, nor acting on behalf of or at the direction of:

  • The U.S. Department of Housing and Urban Development

  • The Federal Housing Administration

  • The Veterans Administration

  • The U.S. Department of Agriculture

  • The Federal Government

All information provided is for informational purposes only and does not constitute an offer to lend or recommend specific loan products.

This is not an advertisement to extend credit as defined by Regulation Z, nor an application for credit as defined by RESPA/Regulation X.

All applications are subject to underwriting guidelines and approval based on creditworthiness, assets, property value, and ability to repay. Not all applicants will qualify for all loan products. Loan programs, terms, interest rates, fees, and conditions are subject to change without notice. Certain products may not be available in all states.

Please consult our licensed loan originators for additional details.

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