Your Privacy at Loan Pilot

1) Information we collect

• Account & contact: name, email, phone, business name, role.
• Business profile: industry, time in business, revenue ranges, funding needs, location.
• Application details: answers you provide in our forms and any documents you submit.
• Technical data: IP address, device/browser info, pages viewed, referring URLs.
• Communications: emails, messages, and call notes with our team.

We “sell” and/or “share” certain personal information (as defined by the CPRA) in order to connect you with lenders and help you obtain competitive offers.

2) How we use your information

• Match your business with lenders most likely to approve and provide competitive offers.
• Operate, secure, and improve our website and application process.
• Communicate with you about quotes, support, status updates, and relevant product info.
• Comply with legal obligations and enforce our terms.

3) When we sell, share, or disclose information

We disclose information only as needed to operate the service and to help you receive competitive quotes:

• Lenders & matching partners: We typically route your file to up to three U.S. lenders (and, at times, a vetted marketplace/matching partner) so you can compare offers. This may constitute a “sale” or “sharing” under the CPRA.
• Service providers: Hosting, analytics, communication, and security vendors who process data on our behalf under contracts.
• Legal/compliance: To comply with laws, respond to lawful requests, or protect rights and safety.

We do not knowingly sell or share the personal information of consumers under 16 years of age.

4) Cookies & tracking

We use cookies and similar technologies to keep the site secure, remember preferences, and understand usage.

5) Data security

We use administrative, technical, and physical safeguards (including encryption in transit, least-privilege access, and monitoring) to protect your information.

6) Data retention

We retain information for as long as needed to provide services, comply with legal obligations, resolve disputes, and enforce agreements. When no longer needed, we delete or anonymize data.

7) Your rights & choices

• Access, correct, or delete your personal information.
• Object to or limit certain processing.
• Withdraw consent where we rely on consent.
• Receive a copy of your data (portability) where applicable.
• Opt out of marketing emails at any time.

To exercise rights, contact us at contact@loan-pilot.com. We may need to verify your identity.

8) International users

Our services are intended for U.S. businesses. If you access our services from outside the U.S., you understand your data may be processed in the United States where laws may differ from your country.

9) Children’s privacy

Our services are not directed to children under 13, and we do not knowingly collect information from them.

10) Changes to this policy

We may update this policy from time to time. We’ll post the updated version here and adjust the “Last updated” date at the top.

11) Contact us

If you have questions or requests regarding this policy, reach us at: