Privacy Policy

1. Information This Policy Covers

This policy covers personal, business, property, and financial information that identifies you, relates to you, or could reasonably be associated with you. It also covers information about a business or project that you provide in connection with an inquiry, application, referral, coaching relationship, or other interaction with ClearBlu.

2. Information You Provide

Depending on how you interact with us, we may collect your name, email address, telephone number, mailing address, company information, job title, communication preferences, and the contents of messages or inquiries you send to us.

If you ask about financing, we may receive information about your real estate, business, income, assets, liabilities, credit profile, ownership interests, proposed transaction, and other information needed to evaluate or service a relationship. Please do not submit sensitive loan documents through a general website form. Use the secure portal or loan-origination system designated for that purpose.

3. Information Collected Automatically

When you visit our website, we and our service providers may automatically collect information such as your IP address, browser and device type, operating system, pages viewed, links selected, referring website, approximate location, and the date and time of your visit.

4. Cookies And Similar Technologies

We may use cookies, pixels, local storage, and similar technologies to keep the website working, remember preferences, understand how visitors use the site, measure performance, and improve our communications. You can adjust cookie and browser settings, although some website features may not work as intended when these technologies are disabled.

5. How We Use Information

We may use information to respond to requests; communicate with you; provide, evaluate, and improve lending, coaching, capital, and business-growth services; process and administer applications; verify identity and eligibility; prevent fraud and misuse; maintain website security; personalize content; understand website usage; comply with law; enforce our agreements; and protect the rights, property, and safety of ClearBlu, our clients, and others.

6. How We Share Information

We may share information with service providers that help us operate our website, communications, technology, analytics, customer support, and business functions. We may also share information with lenders, brokers, investors, underwriting or loan-origination partners, professional advisers, and other participants when reasonably necessary to provide a requested product or service.

We may disclose information when required by law, legal process, or government request; to protect safety, rights, or property; to investigate fraud or misuse; or in connection with a merger, financing, acquisition, reorganization, sale of assets, or similar business transaction.

7. We Do Not Sell Personal Information For Money

ClearBlu does not sell your personal information for money. We may use service providers and business partners to support our operations and provide requested services. Those partners may process information on our behalf or as otherwise described when you choose to work with them.

8. Third-Party Websites And Services

Our website may link to or include services operated by third parties, including application, scheduling, chat, analytics, advertising, social-media, and financing platforms. A third party’s privacy practices are governed by its own policy. Review those policies before submitting information or using an external service.

9. Communications

If you provide contact information, we may use it to respond to you, provide requested information, send service-related messages, or share relevant ClearBlu updates. You can ask us to stop promotional email or text messages by following the instructions in the message or contacting us directly. We may still send necessary administrative or transactional communications.

10. Data Retention

We retain information for as long as reasonably necessary for the purposes described in this policy, including to provide services, maintain business and financial records, resolve disputes, enforce agreements, meet legal and regulatory obligations, and protect our interests. Retention periods vary based on the nature and sensitivity of the information.

11. Information Security

We use reasonable administrative, technical, and physical safeguards designed to protect information against unauthorized access, use, alteration, and disclosure. No website, transmission, or storage system is completely secure. Please use care when sending information online and contact us promptly if you believe your interaction with us may have been compromised.

12. Your Choices And Privacy Rights

You may request access to, correction of, or deletion of personal information that we maintain about you, subject to applicable law and reasonable verification. You may also ask questions about our information practices or opt out of certain promotional communications. Contact us using the information in Section 16. We will respond in accordance with applicable law and may need to retain information to complete a transaction, protect our rights, or satisfy a legal obligation.

13. Children’s Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, please contact us so that we can take appropriate steps.

14. State Privacy Disclosures

Depending on where you live, you may have additional rights under applicable state privacy laws. Those rights may include the right to know, access, correct, delete, or obtain a copy of certain personal information, and the right to appeal a decision regarding a privacy request. We will not discriminate against you for exercising rights available to you. Requests remain subject to applicable exceptions, verification requirements, and other legal limitations.

15. Changes To This Privacy Policy

We may update this policy from time to time to reflect changes in our services, technology, legal requirements, or business practices. When we make a change, we will post the updated policy on this page and revise the effective date above. Your continued use of the website after an update means the revised policy applies to your use of the website and services, to the extent permitted by law.

16. Contact ClearBlu Group

If you have questions, requests, or concerns about this Privacy Policy or our privacy practices, contact: