Review: Confirm the responsible legal entity, trading name and privacy contact. Do not replace a registered entity name solely because the website branding changes.
The planned general inquiry form requests contact details and a brief description of the visitor’s home-loan questions.
Review: Confirm final form fields, logs and other collection methods.
Proposed purposes include responding to inquiries and managing related communications.
Review: Confirm actual purposes and any separately authorized marketing activity.
Review: Identify relevant CRM, website and service providers and explain any sharing with mortgage/application providers.
Review: Identify the designated application provider and the policies/disclosures applicable to that separate process.
Review: Confirm which technologies are actually enabled.
Review: Confirm retention practices and accurately describe safeguards. Do not promise absolute security.
Review: Supply the correct contact channel and applicable procedures.
External websites and application services may have their own privacy policies.
Review: Supply the approved effective date, responsible entity and contact information.