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Privacy Policy

Effective Date: July 27, 2026

At Annette Perry Mortgage Services, protecting your privacy is a priority. I am committed to safeguarding your personal information and handling it responsibly in accordance with applicable Canadian privacy laws.

This Privacy Policy explains what information may be collected, how it is used, when it may be shared, and the choices you have regarding your personal information.

 

Information We Collect

When you contact me, complete an online form, apply for mortgage financing, or request information, I may collect personal information including:

  • Name

  • Address

  • Telephone number

  • Email address

  • Financial information

  • Employment information

  • Mortgage and property details

  • Credit information (where authorized)

  • Any additional information required to provide mortgage financing services

Information may be collected directly from you or, with your consent, from lenders, credit reporting agencies, financial institutions, or other parties involved in your mortgage application.

Why Your Information Is Collected

Your personal information is collected to:

  • Respond to your inquiries

  • Evaluate mortgage financing options

  • Prepare and submit mortgage applications

  • Verify your identity and financial information

  • Communicate throughout the mortgage process

  • Meet regulatory and legal obligations

  • Improve the services provided to you

Your information is only collected for legitimate business purposes related to providing mortgage financing services.

How Your Information Is Used

Your information may be used to:

  • Compare mortgage products from multiple lenders

  • Obtain lender approvals

  • Communicate updates regarding your application

  • Schedule appointments

  • Maintain client records

  • Provide mortgage renewal reminders

  • Send educational resources and market updates (with your consent)

  • Improve website performance and client experience

Marketing communications are only sent where permitted under Canada's Anti-Spam Legislation (CASL), and you may unsubscribe at any time.

Third-Party Service Providers

To provide mortgage services efficiently, trusted third-party providers may process information on my behalf.

These providers may include:

  • Customer Relationship Management (CRM) software

  • Mortgage application platforms

  • Secure document storage providers

  • Appointment scheduling software

  • Email and SMS communication services

  • Website hosting providers

  • Analytics and advertising platforms

Some service providers may securely process information in Canada, the United States, or other jurisdictions where permitted by law. They are required to maintain appropriate security measures and confidentiality.

GoHighLevel CRM

Annette Perry Mortgage Services uses GoHighLevel as a secure Customer Relationship Management (CRM) platform.

Information submitted through this website, contact forms, appointment bookings, and mortgage inquiries may be securely stored within GoHighLevel to help:

  • Respond to inquiries

  • Schedule appointments

  • Send appointment reminders

  • Deliver educational resources

  • Maintain communication records

  • Manage mortgage application workflows

  • Automate follow-up communications

Your information is used solely to provide mortgage-related services and improve your client experience.

Email & Text Message Communications

If you provide your contact information, you may receive communications regarding:

  • Mortgage applications

  • Appointment confirmations

  • Renewal reminders

  • Requested information

  • Educational mortgage content

  • Market updates

  • Promotional information (where consent has been provided)

You may unsubscribe from marketing emails using the unsubscribe link included in each message.

You may opt out of SMS communications at any time by replying STOP.

Transactional communications relating to an active mortgage application or requested service may continue where permitted by law.

Cookies & Website Analytics

This website may use cookies and similar technologies to improve your browsing experience.

These technologies may include:

  • Google Analytics

  • Google Ads

  • Meta (Facebook & Instagram)

  • GoHighLevel

  • Microsoft Clarity (if enabled)

These tools help understand:

  • Website traffic

  • Visitor behaviour

  • Advertising performance

  • Website functionality

  • Content effectiveness

Information collected generally includes browser type, device information, pages visited, approximate geographic location, referral websites, and time spent on the site.

You may disable cookies through your browser settings, although some website features may not function as intended.

Information Sharing

Your personal information is never sold.

Information may be shared only when necessary to:

  • Submit mortgage applications

  • Obtain lender approvals

  • Verify information

  • Provide requested services

  • Meet legal or regulatory obligations

Any organization receiving your information is expected to maintain appropriate privacy and security standards.

Protecting Your Information

Reasonable administrative, technical, and physical safeguards are used to protect your personal information.

These safeguards include:

  • Secure SSL website encryption

  • Password-protected systems

  • Restricted access to client information

  • Secure cloud-based storage

  • Industry-standard security practices

While no electronic system can guarantee absolute security, reasonable steps are taken to protect information against unauthorized access, disclosure, alteration, or destruction.

Information Retention

Personal information is retained only as long as necessary to:

  • Provide requested services

  • Meet legal and regulatory requirements

  • Maintain business records

  • Resolve disputes

  • Comply with mortgage industry obligations

When information is no longer required, it is securely deleted or anonymized.

Your Privacy Rights

You have the right to:

  • Request access to your personal information

  • Request corrections to inaccurate information

  • Withdraw consent for marketing communications

  • Ask how your information is collected and used

  • Make a privacy complaint if you believe your rights have not been respected

Contact

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact:

Annette Perry Mortgage Services

Kelowna, British Columbia

📧 annette@perrymortgage.ca

Updates to This Privacy Policy

This Privacy Policy may be updated periodically to reflect changes in legislation, technology, or business practices. The most current version will always be available on this website.

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