Servicing Pros aims to ensure your online experience is both enjoyable and secure by protecting the privacy and security of your personal information. We strive to provide a personalized service that caters to your unique preferences and needs, while always adhering to relevant laws and regulations regarding the confidentiality and security of your information.
Servicing Pros collects personal information through our website to facilitate the use of our online services. When accessing our services, you may be asked to provide personal information such as your name, address, phone number, social security number, email address, bank account details, proxy voting preferences, and information on your current shareholdings. We may use your Social Security number to comply with federal and state laws, such as tax laws and anti-money-laundering laws. Our use of personal information is in accordance with applicable laws and may include maintaining your account or portfolio, processing requests, and providing you with the best possible service. We may also update your details across multiple holdings in your portfolio using your information.
While we may share your information with Servicing Pros-affiliated companies and service providers as necessary to process a transaction or service your account, they are legally bound not to disclose your information unless required or permitted by law or other governmental regulations. We do not disclose your personal information to any third-party entities for unsolicited marketing purposes or any other reasons outside of these parties.
If you are outside the United States, your personal information provided on this site may be transferred to, processed, and stored in countries outside of your location by Servicing Pros, its affiliates, and service providers in accordance with this Privacy Policy.
To improve our website and services, we may occasionally send you a "cookie" in accordance with applicable laws and regulations. A cookie is a text file that is transferred from a website to your computer's hard drive. This cookie does not grant Servicing Pros access to your hard drive, but it helps identify if you have previously visited our website. Only the website that issued the cookie can read it.
It's important to note that other websites linked to this site may also use cookies to collect information from you. Most browsers automatically accept cookies, but you may be able to set your browser to notify you before a cookie is sent, allowing you to accept or reject it.
Servicing Pros currently does not acknowledge "Do Not Track" signals from browsers.
When you access an online service maintained by Servicing Pros, we may utilize a tool called "Google Analytics." This tool transmits website traffic data to Google servers in the United States. However, Google Analytics does not identify individual users or link your IP address with any other data held by Google.
We use the data obtained from Google Analytics to help us comprehend website traffic and webpage usage. We do not combine this information with personally identifiable information. Google is limited in its ability to use and share the information gathered by Google Analytics by the Google Analytics Terms of Use and the Google Privacy Policy. You have the option of opting out of Google Analytics by disabling or declining the cookie, disabling JavaScript, or using the opt-out service provided by Google.
The information we collect through the use of cookies and Google Analytics may be shared with related entities within Servicing Pros, including entities situated outside of the United States. These entities help us provide our services by providing data storage solutions, back-up services, and IT support. We may disclose this information to others if required to do so by law.
At Servicing Pros, we do not allow third-party collection of your personal information on our site. We may include links to third-party websites on our site for information or other purposes, but we are not responsible for any personal information you choose to provide to a third-party website accessed from our site.
To ensure the protection of your personal information, we have implemented appropriate administrative, technical, and physical measures to prevent unauthorized access. We store information on secure servers and use encryption to protect data during transmission. Our encryption technology is similar to that used for online credit card transactions. We also have security procedures that require proof of identification before releasing personal information to individuals, in addition to password authentication. We regularly review and update our security policies and procedures to maintain the security of our systems.
It is important that you do not share your identification numbers, username, or password with anyone. Avoid writing down or storing your password on your computer, and make sure to change it regularly. We will never request your personal information through email. If you have any concerns regarding identity theft, the Federal Trade Commission website can provide additional information.
Please note that while we take appropriate measures to safeguard your information, no system can guarantee absolute security against all threats.
If you wish to obtain a copy of your personal information held by Servicing Pros, you can request it by contacting us at our nearest office. Please note that there may be a small fee for this service. We make every effort to ensure that the information we hold about you is accurate, complete, and up to date. If you find any inaccuracies, you can notify us, and we will promptly correct or delete the information as necessary. If the information we hold is inadequate or inaccurate, it may affect our ability to communicate with you effectively. Please be aware that this Privacy Statement applies only to Servicing Pros website and not to any websites that you may have accessed through links on our website or to any websites that you may access from our website.
Servicing Pros reserves the right to make changes to this privacy policy periodically. It is recommended that you check the "Effective Date" every time you visit the website to see if any revisions have been made since your last visit. In case any changes are made, a "Revised" notation will be provided to notify you of the update.
Revised May 1, 2023
Last updated May 1, 2023
Servicing Pros Inc. .
Your privacy is important to us. This California Consumer Privacy Act Disclosure explains how the legal entities listed above ("Company," "we," or "us") collect, use, and disclose personal information relating to California residents covered by the California Consumer Privacy Act of 2018 ("CCPA"). This notice is provided pursuant to the CCPA. We adopt this notice to comply with the California Consumer Privacy Act of 2018 ("CCPA"). Any terms defined in the CCPA have the same meaning when used in this notice.
Under the CCPA, 'Personal Information' is information that identifies, relates to, or could reasonably be linked directly or indirectly with a particular California resident. The CCPA, however, does not apply to certain information, such as personal information collected, processed, sold, or disclosed pursuant to the Gramm-Leach-Bliley Act ("GLBA") or the California Financial Information Privacy Act.
The specific Personal Information that we collect, use, and disclose relating to a California resident covered by the CCPA will vary based on our relationship or interaction with that individual. For example, this Disclosure does not apply with respect to information that we collect, process, sell or disclose about California residents who have a mortgage loan or home equity line of credit for personal, family, or household purposes that we service on behalf of the owner of the loan. For more information about how we collect, disclose, and secure information relating to these customers, please refer to our GLBA Privacy Notice and our California Financial Information Privacy Act Notice.
Keeping Personal Information secure is one of our most important priorities. Consistent with our obligations under applicable laws and regulations, we maintain physical, technical, electronic, procedural and organizational safeguards and security measures that are designed to protect personal data against accidental, unlawful, or unauthorized destruction, loss, alteration, disclosure, or access, whether it is processed by us or elsewhere.
In the past 12 months, we have collected, and disclosed to third parties for our business purposes, the following categories of Personal Information relating to California residents covered by this disclosure:
Category |
Examples |
|---|---|
| Identifiers | Name, postal address, unique personal identifier, (online identifier), (Internet Protocol address), email address, Social Security number, driver's license number, passport number. Some personal information included in this category may overlap with other categories. |
| Personal information as defined in the California safeguards law | Contact information and financial information, including but not limited to: bank account number, credit card number, debit card number, income, tax returns, bank statements or any other financial information. Some personal information included in this category may overlap with other categories. |
| Protected classification characteristics under California or federal law | Age, race, color, national origin, citizenship, religion, marital status, familial status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression), veteran or military status. |
| Commercial information | Transaction information and purchase history |
| Internet or other similar network activity | Browsing history and interactions with our website |
| Geolocation data | Device location and Internet Protocol (IP) location |
| Audio, electronic, visual and similar information | Call recordings |
| Professional or employment-related information | Current employment/employer or prior employment/employer |
| Inferences drawn from other personal information | Inferences drawn from any of the Personal Information listed above to create a profile about, for example, an individual's payment performance |
The categories of sources from whom we collected this Personal Information are:
The categories of third parties to whom we disclosed Personal Information for our business purposes described in this privacy disclosure are:
We will use Personal Information relating to California residents to operate, manage, and maintain our business, to provide our products and services, and to accomplish our business purposes and objectives, including the following:
In the past 12 months, we have not "sold" Personal Information subject to the CCPA, including Personal Information of minors under the age of 16. For the purposes of this Disclosure, "sold" means the disclosure of Personal Information to a third-party for monetary or other valuable consideration.
If you are a California resident, you have the right to:
We will acknowledge receipt of your request and advise you how long we expect it will take to respond if we are able to verify your identity. Requests for specific pieces of Personal Information will require additional information to verify your identity.
If you submit a request on behalf of another person, we may require proof of authorization and verification of identity directly from the person for whom you are submitting a request.
In some instances, we may not be able to honor your request. For example, we will not honor your request if we cannot verify your identity or if we cannot verify that you have the authority to make a request on behalf of another individual. Additionally, we will not honor your request where an exception applies, such as where the disclosure of Personal Information would adversely affect the rights and freedoms of another consumer or where the Personal Information that we maintain about you is not subject to the CCPA's access or deletion rights. For example, information that we collect or process about California residents who have a mortgage loan or home equity line of credit for personal, family, or household purposes that we service is subject to the GLBA and therefore not subject to the CCPA's access or deletion rights.
We will advise you in our response if we are not able to honor your request. Please note, we will not provide social security numbers, driver's license numbers or government issued identification numbers, financial account numbers, health care or medical identification numbers, account passwords or security questions and answers, or any specific pieces of information if the disclosure presents the possibility of unauthorized access that could result in identity theft or fraud or unreasonable risk to data or systems and network security.
We will work to process all verified requests within 45 days pursuant to the CCPA. If we need an extension for up to an additional 45 days in order to process your request, we will provide you with an explanation for the delay.
If you are a California resident, you may submit a request by:
You may contact us with questions or concerns about this Disclosure and our practices by:
Servicing Pros Inc.
P.O. Box 630147
Bonita, CA
We may change or update this Disclosure from time to time. When we do, we will post the revised Disclosure on this page with a new "Last Updated" date.
This website provides marketing and informational materials for Servicing Pros and its affiliates (collectively referred to as the "Company"). Please note that the information and materials provided are not meant to provide complete disclosure about the Company. The terms and conditions for accessing and using the information and materials on this website may change at any time without prior notice. Please be aware that not all products and services offered by the Company are available in all areas, and your eligibility for a particular product or service is subject to the Company's final approval and acceptance.
This website may provide links to other websites that are not under the control or maintenance of the Company. If you choose to access any of these linked websites, you do so at your own risk. These links are provided as a convenience and for informational purposes only, and do not imply any endorsement or responsibility for the opinions, ideas, products, information, or services offered at those sites. The Company has no control over the content of these linked sites and makes no warranties, express or implied, regarding the accuracy, completeness, reliability, suitability, or freedom from infringement of third-party rights of the content at those sites. Furthermore, the Company does not warrant that such sites or content are free from defects, viruses, or other harmful components. The Company shall not be liable for any damages resulting from the use of these linked websites.
This website contains original content such as designs, text, and images that are owned or licensed by the Company, except as stated otherwise, and are protected by applicable copyright laws. Such content may not be copied, transmitted, displayed, distributed for compensation or otherwise licensed, altered, framed, stored for subsequent use, or used in any manner without the express prior written consent of the Company. If you download any information from this site, you agree not to copy it or remove or obscure any copyright or other notices or legends contained in such information. If you believe that your copyrighted material has been used on this website in a way that constitutes copyright infringement, please contact Servicing Pros at 877-313-0095.
The service marks of Servicing Pros, its affiliates and/or subsidiaries logo/design, are owned by Servicing Pros. Any other words or symbols used to identify the origin of goods and services are the trademarks or service marks of their respective owners.
Please carefully review these terms and conditions.
The information provided on this website is provided "as is." Servicing Pros makes no express or implied warranties about the accuracy of the materials and information provided on this site for any specific purpose, and expressly disclaims any warranties of merchantability or fitness for a particular purpose. Although we believe that the information provided on this site is obtained from reliable sources, we cannot guarantee the accuracy, validity, timeliness or completeness of any information or data provided for any particular purpose.
Nothing on this site should be construed as tax, legal or investment advice, nor as a recommendation or opinion that you should make any purchase or sale or participate in any transaction. Servicing Pros will not be responsible for any loss or damage that may result from interception by third parties of information made available to you via this site.
Servicing Pros, its affiliates, directors, officers, or employees, and any third-party vendors will not be liable or responsible for any loss or damage that you incur as a result of any failure or interruption of this site or resulting from any act or omission of any other party involved in making this site or the data and information contained therein available to you, or from any other cause relating to your access to, inability to access, or use of this site or these materials, regardless of whether circumstances giving rise to such cause may have been within the control of Servicing Pros or any vendor providing software services or support. Neither Servicing Pros, its affiliates, nor any of their respective directors, officers or employees will be liable or have any responsibility of any kind for any loss or damage that you incur as a result of this information or this site being made available to you.
Access to and use of this website and the terms of this disclaimer are governed by the laws of the State of California.