Our clients’ trust is important to us. Because individuals trust us with financial and other personal information, we take the safeguarding and respect of this information very seriously. In order to maintain that trust we pledge to protect your privacy by striving to adhere to the policy outlined below.
Personal information we obtain is limited but may come to us through documentation required for our loans. The type of information collected is personal financial information and various other similar items of personal information. This information is important to our providing the best services possible.
There may be times when such information is provided to our affiliates to enable us to receive services such as accounting, legal and compliance matters.
It is our policy that we do not provide current or former customer names and account information to any outside firms, persons or organizations (such as catalogue or direct mail companies) unless there is a pre-existing relationship you have established such as a professional service provider (i.e. attorney, accountant), you have provided authority for us to do so or in situations where we have a legal or regulatory obligation to provide such information.
It is our policy to not provide any other businesses with any information specific to information maintained at Dougherty Mortgage LLC for the purpose of marketing or business needs.