PRIVACY POLICY
TAK & Associates LLC
Website: www.takassociates.com
Effective Date: November 14, 2026
1. Introduction
TAK & Associates LLC (“TAK & Associates,” “we,” “our,” or “us”) respects your privacy and is committed to protecting personal information collected through TakAssociates.com.
This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you visit our website, submit a financing inquiry, or communicate with us.
2. Information We Collect
Depending on your interactions with us, we may collect:
Contact information: Name, telephone number, email address, mailing address, and property address.
Financing inquiry information: Requested financing amount, property type, property value, loan purpose, estimated equity, and other information voluntarily submitted.
Financial information: Income, assets, credit-related information, business information, and supporting financial documents if requested and voluntarily provided through an authorized process.
Website information: IP address, browser type, device information, referring pages, cookies, and website activity.
Communications: Emails, telephone inquiries, text messages, form submissions, and related correspondence.
We request only information reasonably necessary for legitimate business purposes.
3. How We Use Information
We may use personal information to:
Respond to inquiries and financing requests.
Evaluate potential financing referral or placement opportunities.
Connect prospective borrowers with appropriate independent financing providers.
Communicate regarding financing options, documentation, appointments, and follow-up requests.
Maintain customer relationships and business records.
Improve website performance and advertising effectiveness.
Detect fraud, protect information, and comply with applicable legal obligations.
Submission of information does not guarantee financing eligibility or approval.
4. Information Sharing
To respond to your financing inquiry, we may share relevant information with independent licensed mortgage brokers, lenders, private lenders, fund managers, or other financing providers as appropriate and permitted by law.
We may also disclose information to technology vendors, website hosting providers, customer relationship management platforms, communications providers, and professional advisers performing legitimate business functions.
We may disclose information when legally required or necessary to protect our rights, users, or business operations.
We do not authorize third-party service providers to use information for purposes unrelated to their authorized services.
SMS consent information, including mobile telephone opt-in records, will not be shared with third parties or affiliates for their own marketing or promotional purposes.
Any disclosure of nonpublic personal financial information is subject to applicable federal and state financial privacy laws.
5. Cookies, Analytics, and Advertising
Our website may use cookies, analytics services, and advertising technologies to understand website traffic, improve user experience, and measure marketing effectiveness.
These technologies may collect device identifiers, browsing activity, and interaction data.
You may manage certain cookies through your browser settings. Where applicable, additional privacy choices will be provided in accordance with law.
6. Email, Telephone, and SMS Communications
When you submit an inquiry, we may contact you by telephone or email regarding your request.
If you separately consent to receive text messages, TAK & Associates may send non-marketing messages related to your inquiry, including responses, scheduling, and appointment coordination.
Message frequency varies. Message and data rates may apply.
Reply STOP to unsubscribe from text messages or HELP for assistance.
Consent to receive text messages is not a condition of obtaining financing or services.
We will honor applicable communication preferences and opt-out requests.
7. Data Security
We use reasonable administrative, technical, and organizational safeguards intended to protect personal information against unauthorized access, misuse, alteration, or disclosure.
No internet transmission or electronic storage system can be guaranteed completely secure.
8. Data Retention
We retain personal information for as long as reasonably necessary to respond to inquiries, maintain appropriate business records, fulfill legitimate business purposes, and comply with applicable legal and regulatory obligations.
Retention periods depend on the type of information, purpose of collection, and applicable requirements.
9. California Privacy Rights
California residents may have rights under the California Consumer Privacy Act and other applicable laws, subject to statutory exemptions and business eligibility requirements.
Where applicable, these rights may include:
Requesting access to personal information collected about them.
Requesting correction of inaccurate personal information.
Requesting deletion of eligible personal information.
Requesting information about categories of personal information collected, used, or disclosed.
Opting out of the sale or sharing of personal information, where applicable.
Requesting limits on certain uses of sensitive personal information, where applicable.
Exercising privacy rights without unlawful discrimination.
Certain financial information may be governed by the Gramm-Leach-Bliley Act or other financial privacy requirements.
To submit a privacy request, contact [email protected] with the subject line “Privacy Request.”
We may need to verify your identity before processing certain requests.
10. Third-Party Websites
Our website may contain links to independent financing providers or other third-party websites.
These third parties maintain their own privacy policies and information practices. TAK & Associates is not responsible for their independent practices.
11. Children's Privacy
Our website and financing inquiry services are intended for adults and are not directed toward children under 18.
We do not knowingly solicit personal information from children.
12. Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our operations, technology, or applicable law.
Updates will be posted on this page with a revised effective date.
13. Contact Information
TAK & Associates LLC
999 Corporate Drive, Suite 100
Ladera Ranch, CA 92694
Telephone: (949) 201-8464
Email: [email protected]
Website: www.takassociates.com
Licensing Information:
TAK & Associates LLC — NMLS #857487
MLO NMLS #1114078
MLO NMLS #1013190
Equal Housing Opportunity, where applicable.