Privacy Policy

Introduction

ClearStep Loans ("we," "our," or "us") is committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, and protect your information when you visit our website or use our services.

By using our website or services, you agree to the collection and use of information in accordance with this policy.

Information We Collect

Personal Information

When you fill out our loan application or contact forms, we may collect:

• Name, email address, and phone number
• Date of birth and Social Security number
• Employment and income information
• Address and residential information
• Financial information related to your loan application

Automatically Collected Information

When you visit our website, we automatically collect:

• IP address and browser information
• Pages visited and time spent on our site
• Referring website information
• Device and operating system information

How We Use Your Information

We use the information we collect to:

• Schedule and manage your consultation appointments
• Send appointment confirmations and reminders (if you opt-in)
• Provide the financial consultation services you request
• Verify your identity for security purposes
• Improve our website and services
• Comply with legal and regulatory requirements

How We Protect Your Information

We do NOT share your personal information with third parties for marketing purposes.

Your information is kept strictly confidential and is only used internally for:

• Scheduling and confirming your consultation appointments
• Providing the financial services you request
• Complying with legal requirements when necessary

We never sell, rent, or share your personal information with any third-party companies or marketing partners.

Data Security

We implement industry-standard security measures to protect your personal information, including:

• SSL encryption for data transmission
• Secure servers and data storage
• Regular security audits and updates
• Restricted access to personal information
• Employee training on data protection

Your Rights

You have the right to:

• Access and review your personal information
• Request corrections to inaccurate information
• Request deletion of your personal information
• Opt-out of marketing communications
• Limit how we use and share your information

Cookies and Tracking

We use cookies and similar tracking technologies to improve your experience on our website. You can control cookie settings through your browser preferences.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.