Mendoza Asset Advisors

Privacy Policy

Last Updated on March 11, 2024

This Privacy Policy outlines the practices and procedures followed by Mendoza Asset Advisors ("we," "us," or "our") in relation to the collection, use, and protection of personal information in the course of providing commercial lending and business credit and loans. We are committed to safeguarding the privacy and confidentiality of the information entrusted to us.

1. Information We Collect:   

- We may collect personal information, including but not limited to:     

- Business and personal contact details (name, address, phone number, email).     

- Financial information (income, assets, liabilities).     

- Business and personal identification information (tax identification numbers, social security numbers).     

- Credit history and credit scores.

2. How We Use Your Information:   

- We use the collected information for the purpose of evaluating and processing commercial lending and credit applications.   

- Information may be used for risk assessment, underwriting, and decision-making processes.   

- Communication with you regarding your application, account status, and other relevant matters.

3. Information Sharing:   

- We do not sell, rent, or lease your personal information to third parties.   

- We may share information with trusted third parties such as credit bureaus, regulatory authorities, and service providers, but only as necessary for the provision of our services.

4. Security Measures:   

- We employ industry-standard security measures to protect your information from unauthorized access, disclosure, alteration, and destruction.   

- Access to your information is restricted to employees and third parties who need it to perform their duties.

5. Retention of Information:   

- We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, or as required by applicable laws and regulations.

6. Your Choices:   

- You have the right to access, correct, or delete your personal information.   

- You may opt-out of certain communications or data processing activities.

7. Updates to Privacy Policy:   

- We may update this Privacy Policy to reflect changes in our practices or legal requirements. Any changes will be effective immediately upon posting.

8. Contact Information:   

- If you have questions or concerns about this Privacy Policy, please contact us at [email protected]

By using our services, you agree to the terms outlined in this Privacy Policy.

Mendoza Asset Advisors

P.O. Box 188San Marcos, CA 92079

[email protected]

877-794-5227

California Broker License DRE #01234540

Brokered by: eXp Realty of Southern California, Inc. CA DRE #02187306

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