Mortgage365 Privacy Policy

1. Information We Collect

We collect personal information in three main ways:

• Directly from you – when you request a demo, create an account, contact us, or sign up for communications.

• Automatically – through cookies, analytics tools, and system logs when you use our website or platform.

• From third parties – such as business partners, service providers, or public sources.

Types of information we may collect:

• Identifiers: name, email, phone number, IP address, and account ID.

• Professional details: employer name, job title, and role.

• Commercial data: subscription tier, billing address, transaction history.

• Internet or device data: browser type, operating system, pages visited, and timestamps.

• Geolocation: approximate location derived from your IP address.

• Support communications: chat logs, emails, and support tickets.

• Sensitive data: only when required by law or contract (for example, under the Gramm-Leach-Bliley Act, “GLBA”).

We do not knowingly collect information from anyone under 16 years old.

2. How We Use Your Information

We use personal information to:

• Deliver and maintain our services

• Communicate with you and provide customer support

• Process transactions and manage accounts

• Improve and secure our products

• Conduct analytics and product research

• Comply with legal obligations

• Send marketing or event updates, which you can opt out of at any time

3. How We Share Information

We may share information with:

• Service providers who perform hosting, analytics, communications, and payment processing for us

• Business customers (for example, if you use Mortgage365 through your employer’s account)

• Professional advisors such as lawyers, auditors, and consultants

• Regulators or law enforcement, when legally required

• Entities involved in business transfers, such as a merger or acquisition

Mortgage365 does not sell personal information for monetary value. 

4. Cookies and Tracking Technology

We use cookies and similar technologies to operate our sites, remember preferences, and analyze usage. You can control cookies through your browser settings or our Cookie Preferences Center. Blocking cookies may limit some functionality.

5. Data Security

We use administrative, technical, and physical safeguards to protect your information. Despite our efforts, no system is completely secure. If we detect unauthorized access that affects your information, we will notify you as required by law.

6. Data Retention

We retain personal information only as long as necessary for the purposes described here, to meet legal obligations, or to resolve disputes.

7. Your Rights and Choices

Depending on your location, you may have rights to:

• Access or request a copy of your information

• Correct inaccurate information

• Request deletion (“right to be forgotten”)

• Opt out of targeted advertising or information sharing

To exercise these rights, email mortgage365@mortgage365.com or use the forms provided on our website.

8. State Privacy Disclosures

Residents of certain U.S. states, including California, Virginia, Colorado, and others with applicable privacy laws, may have additional rights over their personal information.

These may include the right to:

• Know what personal information we collect, use, and disclose;

• Request deletion of your personal information;

• Correct inaccurate information;

• Opt out of the “sale” or “sharing” of personal information; and

• Limit the use of sensitive personal information.

You can exercise these rights by contacting us at mortgage365@mortgage365.com. We will verify your request as required by law and respond within the timeframes set by your state’s regulations.

We do not discriminate against anyone for exercising their privacy rights.

9. Changes to This Policy

We may update this Privacy Policy periodically. When we make significant changes, we’ll post an updated version on our website with a new effective date.

10. Contact Us

If you have questions or concerns about this Privacy Policy, contact us at:
Mortgage365
Email: mortgage365@mortgage365.com
Website: www.mortgage365.com