Privacy Policy

1. Introduction

Greystone Mortgage ("we", "us", "our") respects your privacy. This Privacy Policy explains what information we collect through our website, forms, phone calls, and text messages, how we use it, and the choices you have.

2. Information We Collect

We collect personal information you provide directly to us, including:

• Name, email address, phone number, and mailing address.
• Loan, property, business, and financial details you submit through inquiry, application, or contact forms.
• Documents you upload (e.g., financial statements, identification, supporting paperwork).
• Communication preferences, including your consent to receive calls, emails, or SMS/text messages.
• Technical information such as IP address, browser type, and pages visited, collected automatically through cookies and similar technologies.

3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and process loan or funding applications.
• Communicate with you about your file, including via phone, email, and SMS.
• Verify your identity and comply with applicable lending, KYC, and AML regulations.
• Improve our website, services, and customer experience.
• Send marketing or informational messages where you have opted in (you can opt out at any time).

4. SMS / Mobile Opt-In

No mobile information or SMS opt-in consent will be shared with third parties or affiliates for marketing or promotional purposes.

Mobile opt-in data and phone numbers collected for the purpose of SMS communication are not sold, rented, or shared. Message and data rates may apply. Message frequency varies. Reply STOP to unsubscribe at any time, or HELP for assistance.

5. SMS Terms of Service

If you consent to receive informational and conversational SMS from Greystone Mortgage, you agree to receive informational and conversational SMS from us.

• Reply STOP to opt-out at any time.
• Reply HELP for support.
• Message and data rates may apply.
• Messaging frequency may vary.

Visit https://www.yestofunding.com/sms-terms to see our SMS Terms of Service, or https://www.yestofunding.com/privacy to see our full Privacy Policy.

6. How We Share Information

We only share your information in these limited circumstances:

• With lenders, capital partners, and service providers necessary to process and underwrite your loan or funding request.
• With vendors that help us operate our business (e.g., CRM, hosting, email delivery), under confidentiality obligations.
• When required by law, subpoena, or to protect our legal rights.

We do not sell your personal information, and we do not share SMS/mobile opt-in consent with third parties or affiliates.

7. Data Retention & Security

We retain personal information for as long as needed to provide services and comply with legal obligations. We use reasonable administrative, technical, and physical safeguards to protect your information.

8. Your Choices

You may request to access, correct, or delete the personal information we hold about you by contacting us at the address below. You may opt out of marketing emails by following the unsubscribe link in any message, and opt out of SMS by replying STOP.

9. Contact Us

Greystone Mortgage
1010 Dixie Highway, Chicago Heights, IL
(312) 741-4257
admin@greystonemortgagebank.com