Effective Date: April 1, 2026

Strategic Mortgage Planning (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it through this Privacy Policy.

This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit [Your Website URL] (the “Website”).

1. Information We Collect

We may collect the following types of information:

Personal Information

Name

Email address

Phone number

Mailing address

Employment and income information

Any information you submit through forms

Financial Information

Information related to mortgage inquiries (e.g., loan amount, property details, estimated credit information)

Automatically Collected Information

IP address

Browser type

Device information

Pages visited and usage data

Cookies and tracking technologies

2. How We Use Your Information

We use the information we collect to:

Provide mortgage brokerage services

Respond to inquiries and communicate with you

Evaluate loan eligibility and connect you with lenders

Improve our Website and services

Comply with legal and regulatory requirements

3. Sharing of Information

We may share your information with:

Lenders and financial partners to process mortgage inquiries

Service providers who assist in operating our Website and business

Regulatory authorities as required by law

Affiliates as permitted by law

We do not sell your personal information to third parties.

4. Cookies and Tracking Technologies

We use cookies and similar technologies to:

Enhance user experience

Analyze Website traffic

Improve functionality

You can control cookies through your browser settings.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information.

However, no system is 100% secure, and we cannot guarantee absolute security.

6. Your Privacy Rights

Depending on your location, you may have the right to:

Request access to your personal data

Request correction of inaccurate information

Request deletion of your data (subject to legal obligations)

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

7. Third-Party Websites

Our Website may contain links to third-party websites. We are not responsible for their privacy practices.

8. Children’s Privacy

This Website is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

9. Retention of Information

We retain your information only as long as necessary to:

Fulfill the purposes outlined in this policy

Comply with legal, regulatory, and recordkeeping requirements

10. Electronic Communications Consent

By submitting your information, you consent to receive communications from us via email, phone, and text message, including automated dialing systems where permitted by law.

11. Compliance with Financial Privacy Laws

As a mortgage broker, we may be subject to applicable federal privacy laws, including the Gramm-Leach-Bliley Act (GLBA). Where required, additional privacy notices may be provided.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

13. Contact Us

If you have questions about this Privacy Policy, please contact:

Strategic Mortgage Planning
2708 NE 68th St.

Gladstone, MO 64119
Email: [email protected]

By using this Website, you acknowledge that you have read and understand this Privacy Policy.