Privacy Policy
Last updated: [effective date pending final review]
ConnectResi Financial Services (“ConnectResi,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains what information we collect when you contact us or use our website, how we use and share that information, and the choices you have. It applies to real estate investors and prospective borrowers who reach out to us about our loan programs.
Information we collect
We collect information you provide directly to us, primarily through our contact form and follow-up conversations. Depending on your inquiry, this may include:
- Contact information — your first and last name, email address, and phone number.
- Loan and property details — the type of loan you’re interested in, your desired closing timeline, the property address or area, purchase price, and any other details you choose to share about your deal.
- Communications preferences — whether you have consented to receive text messages from us.
- Website and technical data — limited information automatically collected when you visit our site, such as your device and browser type and general usage data (see “Cookies and website data” below).
How we use your information
We use the information you provide to:
- Review and process your loan inquiry and evaluate potential financing options for your deal.
- Communicate with you about your inquiry — by phone, email, or (if you’ve opted in) text message — including application status updates.
- Respond to your questions and provide customer support.
- Operate, maintain, and improve our website and services, and comply with applicable legal and regulatory obligations.
How we share your information
ConnectResi does not sell your personal information to third parties. We share your information only as needed to process your loan inquiry and operate our business, including with:
- Lending partners — capital providers, investors, and other lending partners as necessary to evaluate, structure, and fund your loan.
- Service providers — vendors who help us operate our business, such as our customer-relationship-management (CRM) and messaging platforms, who are permitted to use your information only to provide services to us.
- Legal and compliance — where required by law, regulation, legal process, or to protect the rights, property, or safety of ConnectResi, our clients, or others.
SMS / text messaging consent
If you check the SMS consent box on our contact form, you agree to receive text messages from ConnectResi Financial Services regarding your loan inquiry, including application status updates. Message and data rates may apply, and message frequency varies. Your consent to receive text messages is not a condition of any loan or purchase.
You can opt out of text messages at any time by replying STOP to any message you receive from us. Reply HELP for help. We do not share your mobile opt-in information or phone number with third parties for their own marketing purposes.
Cookies and website data
Our website may use cookies and similar technologies to keep the site functioning, remember your preferences, and understand how visitors use our pages so we can improve them. You can control or disable cookies through your browser settings; note that some parts of the site may not function as intended if cookies are disabled. We do not use this data to sell your personal information.
Data security
We take reasonable administrative, technical, and physical safeguards designed to protect the personal and financial information you share with us against unauthorized access, use, or disclosure. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
Contact us about privacy
If you have questions about this Privacy Policy or how your information is handled, please reach out to us:
- Phone: 919.447.7977
- Email: info@ConnectResi.com
- Address: Apex, NC
You can also reach us through our contact page.