1. Acceptance of Terms

By accessing or using this website (www.leveridge.io), including the Advisor Portal and any forms or links contained within, you agree to be bound by these Terms of Use and our Privacy Policy. Your use of certain features of this website may also be subject to additional posted guidelines or terms. If you do not agree, please do not use this website.

2. Use of Site Content

All content on this site is provided for general informational purposes only. You may not reproduce, republish, distribute, or exploit any content without written permission from Leveridge. Commercial use is strictly prohibited unless expressly authorized.

3. No Financial or Investment Advice

Leveridge does not provide financial, investment, tax, or legal advice. Any strategic lending support or planning services referenced on this website are designed to support financial professionals and their clients and should not be interpreted as a recommendation. Advisors and clients are solely responsible for their own decisions and due diligence.

4. Licensing Disclosure

Rick Sanchez (NMLS #1234567 | DRE #02123456) is a licensed mortgage loan originator operating under the legal umbrella of C2 Financial Corporation. Leveridge does not operate as a licensed mortgage broker or lender. All loans are arranged through licensed individuals, and services are offered in accordance with applicable lending laws.

5. Advisor Partnerships and Compensation

Leveridge works with licensed financial professionals in a planning support capacity. Any optional compensation for financial advisors is provided in accordance with RESPA guidelines and SEC/CFP Board compliance standards. Compensation is never offered as a referral fee and is contingent upon documented planning services and loan funding.

6. Third-Party Tools and Links

This website may contain links to external platforms (e.g., Jotform, Cal.com). Leveridge is not responsible for the privacy, content, or practices of those third-party websites. Any information you submit through third-party tools is subject to those providers’ terms and privacy policies.

7. Intellectual Property

All branding, logos, page layouts, language, and design elements are the intellectual property of Leveridge and may not be used without written authorization. Certain trademarks may be registered or protected under applicable law.

8. Disclaimer of Warranties

All materials and services provided on this site are provided “as is” and without warranties of any kind, express or implied. We do not guarantee the accuracy, timeliness, or completeness of the content or data.

9. Limitation of Liability

Leveridge shall not be liable for any indirect, incidental, or consequential damages resulting from your use of this site or any services arranged through it. This includes but is not limited to liability arising from technical disruptions, platform unavailability, or third-party tool failures.

10. Modifications

We reserve the right to change these Terms of Use at any time. Updates will be posted to this page with the revised effective date. Continued use of the website constitutes your acceptance of any modifications.

11. Contact Information

For questions about these Terms of Use, please contact:

Leveridge, LLC
680 E Colorado Blvd, Suite 180 – 2nd Floor
Pasadena, CA 91101
support@leveridge.io