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The Oakleaf Group Website

Mortgage and Financial Consulting Firm

Home Privacy Policy

Last Updated: March, 2025

Privacy Policy

 

The Oakleaf Group (“we,” “our,” or “us”) is committed to safeguarding your privacy and ensuring transparency in how we handle your personal data. This Privacy Policy outlines the information we collect, how we use it, and your rights regarding your personal data when using our website at www.oakleaf.com (the “Site”) and related services. The terms “you” and “your” refer to users of our website.

We will use your personal information solely to improve the Site. By using the Site, you consent to the collection and use of information in accordance with this policy.

 

Information We Collect

We collect personal information through direct user submissions, automatic tracking technologies, and third-party sources.

When using our Site, you may provide details such as your name, email, or inquiries submitted through contact forms. Additionally, we collect certain data automatically, including IP addresses, browser details, and cookies. Your browser also transmits “Log Data,” which may include information such as the pages you visit, timestamps of visits, and the time spent on specific pages. We may also receive data from third-party analytics providers and social media interactions.

We use cookies, which are small data files stored on your device, to improve site functionality and provide a more personalized experience. You can configure your browser to refuse cookies or alert you when they are being used. However, if you do not accept cookies, you may not be able to use some portions of our Site.

 

How We Use Your Information

The personal data we collect is used to operate, improve, and personalize our website and services. We use this information to enhance website functionality and tailor content based on user interactions. Additionally, we use personal data to respond to inquiries and provide customer support.

We also process data to comply with legal and regulatory requirements, prevent fraudulent activities, and protect our legal rights. If you have provided consent, we may send you marketing communications and promotional materials.

 

Legal Basis for Processing

Our legitimate interests include improving and maintaining our website and services. We process personal data based on legitimate interests, legal compliance, consent, contractual necessity, and legal claims. We also process data to meet legal and regulatory obligations. Where required by law, we obtain user consent before sending marketing communications. In cases where we enter into agreements with users, data processing may be necessary to fulfill contractual obligations. Additionally, we may process data to establish, exercise, or defend legal claims.

 

Data Sharing and Disclosure

We may share your personal data with affiliates and subsidiaries within The Oakleaf Group. Additionally, we may disclose your data to third-party service providers that assist with analytics, security, and website operations. If required by law, we will share your data with regulatory authorities. In cases where user consent has been provided, we may also share data with business partners for marketing, research, or promotional purposes. Furthermore, we may use aggregated and anonymized data for analytical purposes without disclosing personally identifiable information.

 

Data Security

Protecting your privacy is important to us. We implement security measures to safeguard personal data from unauthorized access, disclosure, or misuse. Our security protocols include training employees on data protection obligations and implementing access controls and authentication measures. Additionally, we use encryption technologies, firewalls, and anti-virus software to enhance security.

While we take these precautions, no system is entirely secure, and users should exercise caution when submitting personal information online.

 

Your Rights

Depending on your location, you may have the right to access, correct, delete, or restrict the use of your personal data. You can also withdraw consent for marketing or file a complaint with a data protection authority.

To exercise these rights, please contact us through our “Contact Us” page.

 

Changes to this Privacy Policy

This Privacy Policy is effective as of March 27, 2025, and will remain in effect unless updated in the future. Any modifications will take effect immediately upon posting. Your continued use of our Site after updates constitutes acknowledgment and acceptance of the revised policy. If we make material changes to this policy, we will notify users via email (if provided) or by placing a prominent notice on our website.

For further information, please visit our “Contact Us” page.