Privacy Policy
1. Introduction
Leveridge (“we,” “us,” or “our”) respects the privacy of individuals who engage with our services. This Privacy Policy outlines how we collect, use, store, and disclose personal information provided by users (“you” or “your”) of the website https://www.leveridge.io (the “Site”), whether you engage with us directly or are referred by a third party — including but not limited to a financial advisor, realtor, CPA, attorney, or existing client.
By using our Site or submitting information to Leveridge, you acknowledge and accept the practices described in this Privacy Policy.
2. Information We Collect
We may collect personal identification information that you voluntarily provide to us, including but not limited to your name, email address, phone number, financial details related to real estate planning or lending, and firm affiliation if applicable. This information may be submitted through online forms, advisor referrals, or direct client intake processes.
In addition, we may collect non-personal information such as browser type, device information, operating system, Internet service provider, referral source, and usage data collected through standard analytics tools and cookies.
3. Use of Information
We collect and use information in order to provide real estate planning and mortgage-related services, process referrals submitted by financial advisors, realtors, CPAs, attorneys, existing clients, or other partners, generate strategy reports, evaluate lending options, respond to inquiries, improve user experience, and deliver updates or notifications related to our services.
We do not sell, rent, or use personal information for third-party advertising or promotional purposes. Information is only used for purposes consistent with the nature of your interaction with Leveridge — whether directly or via your advisor.
4. Advisor-Referred Clients
If you are referred to Leveridge by a third party — including but not limited to a financial advisor, realtor, CPA, attorney, or existing client — your personal information will be used solely for the purpose of delivering real estate planning and lending services aligned with your expressed interests.
Leveridge will not contact you beyond the scope of the services requested, unless you provide direct consent to do so.
Where applicable, your referring partner (e.g., financial advisor) remains your primary relationship manager. Leveridge will not offer unrelated financial services, attempt to replace your existing advisory relationships, or engage in cross-selling activities. We act solely as a support partner for your real estate lending needs.
5. Direct-to-Consumer Users
If you engage Leveridge directly through our website or other channels, your personal information will be used to evaluate your lending needs, provide real estate planning support, and deliver mortgage services upon request. We may communicate with you regarding loan options, status updates, or planning-related deliverables in connection with your inquiry.
We will not share or disclose your information to third parties outside the lending process except as required by law or with your explicit consent.
6. Cookies and Analytics
Our Site uses cookies and similar tracking technologies to enhance user experience, monitor traffic, and improve performance. You may choose to configure your browser to reject cookies or alert you when cookies are being used. However, certain features of the Site may not function properly without cookies enabled.
7. Data Security
We maintain commercially reasonable safeguards to protect your personal information against unauthorized access, disclosure, or misuse. These safeguards include SSL encryption, secure storage systems, restricted internal access, and administrative protocols to ensure confidentiality of sensitive data.
While we take appropriate precautions, no system is 100% secure, and we cannot guarantee absolute security of your information.
8. Data Sharing and Disclosure
We do not sell your personal information. We may share limited information with trusted service providers or partners solely for the purpose of fulfilling requested services, including mortgage underwriting, loan processing, and advisor-client communication. All such data sharing is performed in accordance with applicable laws, and only with third parties who agree to uphold similar privacy and data protection standards.
We may disclose personal information when required by law, regulation, subpoena, or legal process, or when we believe such disclosure is necessary to protect our rights or comply with a legal obligation.
9. Third-Party Websites
Our Site may contain links to third-party websites. Leveridge is not responsible for the privacy practices or content of external websites. Any interaction with such websites is governed by their respective privacy policies.
10. Children’s Privacy
Our Site and services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected such information, we will promptly delete it from our systems.
11. Your Rights and Choices
You have the right to access, correct, or delete personal information we have collected about you. You may also opt out of receiving future communications by following the unsubscribe instructions included in our emails or contacting us directly.
To make a request regarding your data or privacy preferences, please email: support@leveridge.io
12. Changes to This Privacy Policy
Leveridge may update this Privacy Policy at any time. Changes will be reflected by the “Effective Date” at the top of this page. We encourage you to review this page periodically to stay informed of how we protect your information. Continued use of the Site or services after changes constitutes your acceptance of the updated policy.
13. Contact Information
If you have any questions regarding this Privacy Policy or our data practices, you may contact us at:
Leveridge, LLC
680 E Colorado Blvd, Suite 180
Pasadena, CA 91101
(626) 663-2213
support@leveridge.io
This document was last updated on 05/01/2025