Introduction

Julie Agency (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and share personal information when you engage with us, including through SMS communications. By using our services, you consent to the collection and use of your personal information as described in this policy.

Information We Collect

With your consent, we may collect the following personal information:

Full name
Birthdate
Social Security Number
Address history
Employment information
Contact information, including phone numbers and email addresses

How We Use Your Information

We use the personal information collected for the following purposes:

Processing and managing mortgage applications
Communicating with you regarding your loan application and related services
Complying with legal and regulatory requirements

Who We Share Your Information With

We only share your personal information with licensed lenders with whom we have signed contractual partnerships to broker loans. We do not sell, rent, or share your personal information with unauthorized third parties.

SMS Consent

We respect your privacy and do not share SMS consent with third parties for marketing purposes. We are not sharing any personally identifiable information including the opt-in consent for SMS, to any 3rd party organization.

SMS Terms & Conditions

By opting into our SMS messaging, you agree to receive text messages related to your mortgage application process. These messages may include, but are not limited to:

Appointment reminders
Document upload reminders or requests
Updates on your application status
Other notifications related to processing your mortgage application

Messaging frequency may vary based on the necessary timelines of closing your home loan purchase or refinance. Message and data rates may apply. To opt out at any time, text STOP. For assistance, text HELP or visit our website at julie-agency.com.

Visit https://julie-agency.com/privacy-policy/ for our Privacy Policy.

Accessibility and Updates

This Privacy Policy is accessible on our website and linked on relevant web forms, including consent language sections. Additionally, we recommend reviewing this policy periodically for any updates.

Contact Us

If you have any questions regarding this Privacy Policy, please contact us at (732) 739-7989 or julie@julie-agency.com.