Privacy Policy

Effective: July 11, 2020

Our Commitment to You

Numarc Financial Management Corp. (dba “Numarc Mortgage”) is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain in connection with your mortgage application, as described here in our Privacy Policy (“Policy”).

Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust. Numarc Mortgage (also referred to as “we”, “our” and “us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you.

Numarc does not sell your non-public personal information to anyone. Nor do we provide such information to others, except for discrete and reasonable business purposes in connection with the obtaining of mortgage loans on your behalf.

Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy.

What information do we collect from you?

Driver’s license number Date of birth
Social security or taxpayer identification number E-mail address(es)
Name, address and phone number(s) Assets and liabilities
Account information Income and expenses

How do we protect your information?

To safeguard your personal information from unauthorized access and use we maintain physical, procedural and electronic security measures. These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client’s personal information.

We require third parties that assist in providing our services to you to protect the personal information they receive from us.

How do we share your information?
We share Client personal information to effectively implement our services. In the section below, we list some reasons we may share your personal information.

Basis For Sharing Do we share? Can you limit?
Servicing our Clients

We share non-public personal information with non-affiliated third-party mortgage lenders as necessary for us to provide agreed upon services to you, consistent with applicable law.

Yes No
Marketing Purposes

Numarc Mortgage does not disclose, and does not intend to disclose, personal information with non-affiliated third parties to offer you services.

No Not Shared
Authorized Users

Your non-public personal information may be disclosed to you and persons that we believe to be your authorized agent(s) or representative(s).

Yes Yes
Information About Former Clients

Numarc Mortgage does not disclose and does not intend to disclose, non-public personal information to non-affiliated third parties with respect to persons who are no longer our Clients.

No Not Shared

Changes to our Privacy Policy

We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us.

Periodically we may revise this Policy and will provide you with a revised Policy if the changes materially alter the previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing.

Any Questions?

You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting us at (305) 359-3725 or via email at contact@numarcmortgage.com.