Privacy Policy
Assured Mortgage Solutions, LLC
NMLS #868782
Effective October 16, 2026
Your privacy matters to us. This policy explains how Assured Mortgage Solutions, LLC (“Assured Mortgage Solutions,” “we,” “us,” or “our”) handles information received through our website and online interactions.
1. About This Policy
This Privacy Policy applies when you visit our website, complete a homebuyer quiz, submit an inquiry, request a mortgage estimate, schedule an appointment, or otherwise communicate with us online. It explains what information we may collect, how we use and share it, and the choices available to you.
If you proceed with a mortgage application or become a customer, additional financial privacy notices and disclosures may apply. This website policy does not replace any notice required under applicable financial privacy laws.
2. Information We Collect
Information you provide
- Contact details, such as your name, email address, telephone number, and mailing address.
- Homebuying details, such as purchasing timeline, preferred property location, estimated price range, down payment plans, and mortgage-related questions.
- Quiz answers, appointment requests, and information you choose to include in messages or online forms.
- If you apply for a mortgage, financial and other application information needed to evaluate available financing options, which may include employment, income, assets, debts, and credit-related information.
Information collected automatically
When you use our website, certain technical information may be collected through cookies or similar tools, including your IP address, device or browser type, pages viewed, and how you reached or used our website. The information collected depends on the features and analytics tools in use.
3. How We Use Information
We may use information to:
- Respond to your inquiries and provide requested mortgage information.
- Deliver homebuyer quiz results and educational resources.
- Provide payment estimates, discuss financing options, and assist with mortgage applications.
- Schedule and confirm appointments, communicate about next steps, and provide customer support.
- Maintain our customer relationship management records and improve our website and services.
- Send marketing communications where permitted by law and with any consent required.
- Meet legal, regulatory, fraud-prevention, and recordkeeping requirements.
Our homebuyer personality quiz is educational. Its results are not a mortgage preapproval, credit decision, or commitment to lend.
4. When We Share Information
We may disclose information where needed to respond to your requests, provide mortgage-related services, operate our business, or comply with legal requirements. Depending on your request and any necessary authorization, this may include:
- Mortgage lenders and other financing-related providers involved in evaluating or arranging your requested loan.
- Title, settlement, appraisal, insurance, and other providers involved in a transaction.
- Real estate professionals or other parties you ask us to communicate with.
- Companies that support our website, forms, customer relationship management, scheduling, communications, technology, and security.
- Regulators, government authorities, and other parties where disclosure is required or permitted by law.
We may also share information with your direction or consent. Our handling of financial information is subject to any additional privacy notices and applicable restrictions.
5. Mortgage Applications and Sensitive Information
If you begin a mortgage application, we may request additional personal and financial documents. Please use the secure submission method our team provides for sensitive materials, rather than a general website contact form or personality quiz.
We handle mortgage applicant and customer information in accordance with applicable financial privacy, consumer protection, and record-retention requirements. Any separate financial privacy notice provided during the application process should also be reviewed.
6. Email, Phone, and Text Communications
We may contact you in response to a request, to confirm appointments, or to provide updates about mortgage-related services. Promotional communications are sent only as permitted by applicable law and with required consent.
If you choose to opt in to text messaging, messages may include appointment reminders, responses to your inquiries, mortgage process updates, or promotional information consistent with your consent. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for assistance. Consent to marketing text messages is not a condition of obtaining mortgage services.
Mobile information and SMS consent: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
You may unsubscribe from marketing emails using the unsubscribe link in those messages or contact us to update your communication preferences.
7. Cookies and Website Analytics
Our website may use cookies, analytics, and related technologies to help pages function, understand visitor activity, and measure the effectiveness of marketing. Depending on our website settings, outside analytics or advertising providers may process certain website interaction information.
You can manage cookies using your browser controls and any privacy choices made available on our website. Some features may not work as intended if cookies are disabled. Any additional notices or opt-out choices required by applicable law will be provided where relevant.
8. How We Protect Information
We use administrative, technical, and physical measures designed to protect the information in our care and limit access to individuals and providers who need it for appropriate business purposes. However, no website, electronic communication, or data storage method can be guaranteed completely secure.
9. How Long We Keep Information
We retain information for as long as reasonably needed to respond to inquiries, provide services, maintain records, and fulfill applicable legal or regulatory obligations. Retention periods may differ for quiz submissions, marketing contacts, mortgage files, and other business records.
When information is no longer required, we take appropriate steps to delete, deidentify, or otherwise dispose of it in accordance with applicable requirements.
10. Your Choices and Privacy Requests
You may contact us to update inaccurate contact details, change communication preferences, request information about data associated with you, or request deletion where permitted by law. Certain information may need to be retained for mortgage, compliance, or other lawful purposes.
Depending on your location and the laws that apply, you may have additional privacy rights. We will review requests and respond as required by applicable law.
11. Children’s Privacy
Our website, homebuyer quizzes, and mortgage services are intended for adults age 18 and older. We do not knowingly solicit personal information directly from individuals under 18 through our online forms or quizzes.
If we learn that a minor submitted information directly through one of these features, we will take appropriate steps to address it in accordance with applicable law and recordkeeping requirements.
12. Links to Other Websites
Our website may include links to outside websites or services. Those third parties may have their own privacy policies and practices. We encourage you to review their notices before providing information.
13. Updates to This Policy
We may update this Privacy Policy to reflect changes in our services, technology, or legal requirements. The effective date at the top of this page will indicate when the current version became effective.
14. Contact Us
If you have questions about this Privacy Policy or would like to make a privacy-related request, please contact:
Assured Mortgage Solutions, LLC
NMLS #868782
info@assuredlowrates.com
215-281-8947
assuredlowrates.com
For mortgage company licensing information, visit NMLS Consumer Access.
Equal Housing Opportunity | Assured Mortgage Solutions, LLC | NMLS #868782
© 2026 Assured Mortgage Solutions, LLC. All rights reserved.
