Effective Date: July 25, 2025

At Mortgage Sis (“we,” “our,” or “us”), your privacy is sacred. We are committed to protecting your personal information and being transparent about how we collect, use, and safeguard it—especially across our educational tools, coaching programs, live events, and online systems.

This policy applies to all interactions with Mortgage Sis including our website, mobile tools, workshops, coaching services, online courses, events, and masterminds.

1. What We Collect

When you interact with Mortgage Sis, we may collect:

Personal Information: Name, phone number, email, city/state, age range, income range, employment details, homeownership status or goals.

Quiz/Form Responses: Insights into your credit, income, mindset, housing timeline, and financial confidence level.

Coaching & Program Data: Notes from 1:1 sessions, group coaching inputs, workshop feedback, or progress in a course or mastermind.

Communication History: SMS, email, and scheduling interactions.

Technical Info: Device ID, browser data, cookies, session behavior, and page views.

2. How We Use Your Information:

We use the information you provide to:

Deliver coaching services, programs, and digital content tailored to your stage of financial or emotional readiness.

Assign you to one of our support paths (e.g., Rebuilder, Strategist, or Legacy Maker).

Invite you to relevant workshops, masterminds, or in-person events based on your interests or location.

Automate reminders for appointments, classes, and events.

Track engagement and participation to improve our services and customize your learning experience.

Send updates, tools, and encouragement to support your progress.

3. Coaching, Programs, Events & Community Support

By opting into our services, you may participate in:

Trauma-informed group coaching containers.

Digital or in-person financial empowerment workshops.

Exclusive live events and wealth-building masterminds.

Accountability programs, courses, or challenges.

Some interactions may be recorded or documented for educational and quality assurance purposes. All community guidelines and privacy expectations will be clearly stated at the start of each container. We may collect testimonials, feedback, or success milestones—with your explicit permission—to share with our community and empower others.

4. How We Use Tech + Team Access

Your information is stored securely through encrypted platforms that help us manage communication, scheduling, and coaching delivery. Authorized members of our internal team may access your information to:

Respond to support requests.

Match you with a qualified coach or program.

Send relevant resources, links, and event reminders.

Track progress within courses or group mentorships.

All team members are trained in privacy-aware, trauma-informed service and are bound by confidentiality agreements.

5. When We Share Your Information

We never sell your personal data. We only share your information when:

You consent to being referred to a licensed professional for services beyond education (such as mortgage or credit services).

We partner with vetted professionals or service providers who help deliver your program experience.

We are required by law to disclose data in legal or safety-related circumstances.

6. Your Rights & Choices

You have the right to:

Opt out of communication at any time (reply STOP or unsubscribe).

Request access to, correction of, or deletion of your data.

Ask to pause or cancel your program participation and be removed from coaching notes or progress logs.

We honor your sovereignty in your healing and financial journey.

7. Data Security

Your data is stored in secure systems using encrypted software, protected by privacy-first workflows and limited team access. While no system is 100% foolproof, we are committed to doing everything in our power to protect your information.

8. Cookies & Analytics

Our website may use cookies and analytical tools to improve performance, remember your preferences, and offer relevant event or program invites. You can disable cookies in your browser settings.

9. Children’s Privacy

Our services are intended for adults (18+). We do not knowingly collect personal information from minors.

10. International Users

If you are located outside the United States, your data may be transferred to and processed in the U.S. By using our platform, you consent to this transfer.

Contact Us

Have questions about your data or your experience?

Mortgage Sis Privacy Team
Email: [email protected]
Phone: 602-455-1848

Important Legal & Coaching Note:

Mortgage Sis is a trauma-informed educational and coaching platform. We do not offer regulated financial advice, underwrite loans, or issue mortgages. For those services, you will be referred to our trusted, licensed professionals only with your full consent.