Privacy Statement for

Reverse Mortgages Only values our clients’ privacy and we are dedicated to preserving it.

Information Collected: During the course of serving your financial needs, we will collect various types of personal data. Some of the data we may collect include but is not limited to: Name, Address, Phone number; Email Address; Date of Birth; Parties on title to your home; Third parties that may be contacted to obtain or verify information include but are not limited to: Credit bureaus, deposit institution and various government record- keeping agencies. The information we collect is limited to that which is necessary to serve your financial needs and is gathered in compliance with applicable state and federal laws and regulations.

How Information is Used: The information we collect is shared with certain third parties only when necessary for the processing of your financial requests. These companies include: lenders, credit reporting agencies, appraisers, title and escrow companies. Your personal contact information is used only to contact you in response to your inquiries and requests. Under no circumstances is any of your personal data provided to third-parties for marketing purposes.

Website Cookies: Cookies are small pieces of information that websites store on your hard drive. In order to remember who you are as you navigate our site, we use cookies to store your session information. So that your privacy remains protected, we do not use cookies to store any of your personal data. Currently, we only use cookies for more accurate anonymous traffic analysis such as tracking the time/date of visit, the page viewed and the referring website. This cookie does not include personal information. The data that we do collect serves only to update aggregate counts allowing us to monitor site traffic.

Other Sites: This site contains links to other websites. We are not responsible for the content or privacy practices of other third-party websites accessed through links on our site. Questions: Providing you with quality services is very important to us, as is your privacy. If you have any questions about our website, practices or privacy policy, please contact us at (650) 591-4400. Any changes to this privacy policy will be made through a revised posting on our website.