PRIVACY POLICY
Introduction
This Privacy Policy explains how Investor Solutions Group, LLC (“Company,” “we,” “us”) collects, uses, discloses, and protects personal information when you visit www.investorsolutionsgroup.com, submit information through forms, download resources, or communicate with us. We operate as a financing consultant and broker. We do not sell personal information. We disclose information to independent lenders and service providers only as reasonably necessary to evaluate the financing opportunities you request.
1. Notice at Collection (California)
At or before the point of collection, we provide notice of the categories of personal information we collect and the purposes for which it will be used. We collect information to respond to inquiries, evaluate financing requests, communicate with you, operate and improve the Website, protect against fraud, and comply with law.
2. Categories of Personal Information We Collect
Identifiers: name, email address, phone number, and similar contact details.
Business/professional information: business name, entity type, role/title, industry, and related details you provide.
Financing/request information: property information, deal details, requested terms, and supporting documents (for example, financials) you choose to submit.
Internet or network activity: IP address, device identifiers, browser type, pages viewed, and interaction data.
Communications: emails, call notes, SMS/text messages, and other communications with us.
We may also infer limited information from Website activity, such as general interest in certain pages or topics, to improve the Website and communications.
3. How We Collect Information
Directly from you when you fill out forms, request contact, email us, call us, or text us.
Automatically when you use the Website through cookies and similar technologies.
From service providers that help us operate the Website, manage communications, and maintain CRM records.
From third parties only when relevant to your request and where permitted (for example, if you ask us to communicate with a specific lender contact).
4. Purposes of Use
Provide and improve the Website and Services, including troubleshooting and security.
Respond to requests and inquiries and provide customer support.
Evaluate your financing request and submit it to independent lenders/capital providers.
Request, receive, and organize documents needed for lender evaluation.
Communicate with you by phone, email, and SMS/text messages (subject to preferences and law).
Prevent fraud and enforce our Terms and policies.
Comply with legal obligations and respond to lawful requests.
5. Disclosures of Personal Information
We disclose personal information to the following categories of recipients for business purposes:
Independent lenders and capital providers to evaluate your financing request.
Service providers (hosting, analytics, CRM, email/SMS delivery) that process information under contract and instructions.
Professional advisors (legal, accounting) as needed.
Authorities or regulators when required by law or to protect rights and safety.
Parties to a business transfer (e.g., merger, acquisition) subject to safeguards.
We do not sell personal information. We do not share personal information for cross-context behavioral advertising based on current practices.
6. Cookies, Analytics, and Similar Technologies
We use cookies and similar technologies to keep the Website working, understand traffic, and improve performance. Cookies may be session cookies or persistent cookies. You can control cookies through browser settings; disabling cookies may impact functionality.
We may use analytics tools to measure page views, engagement, and Website performance. Analytics may collect information such as IP address, device/browser type, pages visited, and approximate location derived from IP address.
7. Email, Phone, and SMS/Text
If you provide contact information, we may communicate with you about your inquiry and potential financing options. We may also send marketing communications where permitted.
Email: you may opt out of marketing emails using the unsubscribe link. We may still send non-marketing communications needed to respond to your inquiry (for example, document requests).
SMS/Text: message and data rates may apply; message frequency may vary; reply STOP to opt out; reply HELP for help.
Phone: we may call you regarding your inquiry and related services.
8. Data Retention
We retain personal information as long as reasonably necessary to fulfill the purposes described= in this Policy, including to evaluate financing requests, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements.
Retention periods vary depending on the type of data and the context of your request. We may delete or de-identify information when it is no longer needed, unless retention is required ornpermitted by law.
9. Security
We implement reasonable administrative, technical, and organizational measures designed to protect personal information. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
You are responsible for maintaining the confidentiality of any information you share and for using secure channels when sending sensitive documents.
10. California Privacy Rights (CCPA/CPRA)
Depending on applicability, California residents may have rights regarding personal information, including the right to know/access, delete, correct, and the right to non-discrimination for exercising rights.
We will verify your identity before responding to a request. You may use an authorized agent where permitted by law; we will require proof of authorization.
Right to Know/Access: request the categories and specific pieces of personal information collected about you.
Right to Delete: request deletion of certain personal information, subject to exceptions.
Right to Correct: request correction of inaccurate personal information.
Right to Opt Out of Sale/Sharing: we do not sell personal information; we do not share for cross-context behavioral advertising based on current practices.
Right to Non-Discrimination: you will not be discriminated against for exercising your rights.
To submit a request, email [email protected] with the subject line “California Privacy Request.” Include enough information for us to locate your records and to communicate with you about the request.
11. Shine the Light (California Civil Code §1798.83)
California residents may request certain information regarding our disclosure of personal information to third parties for their direct marketing purposes. We do not disclose personal information to third parties for their own direct marketing purposes outside the lender- evaluation context you request.
12. Do Not Track
Some browsers offer a “Do Not Track” setting. At this time, the Website does not respond to Do Not Track signals.
13. Children
The Website is not directed to children under 18 and we do not knowingly collect personal information from children. If you believe a child has provided us information, contact us so we can address it.
14. Changes to This Policy
We may update this Privacy Policy from time to time. The Effective Date above indicates when this Policy was last updated.
15. Contact
Investor Solutions Group, LLC
2429 Abbot Kinney Blvd, Venice, CA 90291
Phone: (310) 867-4723
Email: [email protected]
Website: www.investorsolutionsgroup.com
16. Personal Information We Do Not Intend to Collect
We do not intend to collect government identification numbers, precise geolocation, or biometric information through the Website unless you voluntarily provide it as part of lender- required documentation. If you submit such information, it may be processed and shared with
lenders as necessary to evaluate your request.
Please avoid sending highly sensitive personal information unless it is specifically requested for your financing evaluation.
17. Sensitive Personal Information (California)
To the extent any information you provide could be considered “sensitive personal information” under California law in context (for example, account information included in bank statements or tax documents you provide), we use it only to process and evaluate the financing request you initiate, to maintain security, and to comply with law.
We do not use sensitive personal information to infer characteristics about you, and we do not sell it.
18. Your Choices and Preferences
You may choose not to provide certain information; however, doing so may prevent us orlenders from evaluating your request. You may request that we update or correct contact details.
You may also manage cookie preferences through your browser settings and by deletingcookies. Some features may not function if cookies are disabled.
19. Automated Decision-Making
We do not make lending decisions. Lenders may use automated tools or scoring models as part of underwriting. If you have questions about a lender’s decision-making process, you should contact the lender directly.
We may use basic automation for routing inquiries and organizing submissions (for example, assigning inquiries to a team member).
20. De-Identified and Aggregated Data
We may create de-identified or aggregated data from information collected for analytics,reporting, and service improvement. De-identified data does not reasonably identify you.
We may use and disclose such data for lawful business purposes.
21. International Users
The Website is intended for users in the United States. If you access the Website from outside the U.S., you understand that information may be processed in the United States where privacy laws may differ from those in your jurisdiction.
By using the Website, you consent to the transfer and processing of information in the United States.
22. Access Requests and Verification
When you submit a privacy request, we will take reasonable steps to verify your identity. Verification may include confirming information we have on file or requesting additional information.
We will respond within the timeframes required by applicable law. Certain requests may be denied where permitted by law (for example, where information is required to be retained).
23. Appeals and Questions
If you disagree with our response to a privacy request, you may contact us for clarification. Where required, we will provide an explanation and information about any available appeal process.
For questions about this Policy, contact us using the details in the Contact section.
Lead Contact Authorization / Lender Communication Consent
By submitting information through this website or contacting Investor Solutions Group, LLC regarding potential financing, you expressly authorize the company to share your submitted information with independent lenders, capital providers, brokers, or financial institutions for the purpose of evaluating potential financing opportunities you request.
You acknowledge that lenders or financing partners may contact you directly using the information you provided, including by phone, email, or other communication methods, in order to discuss potential financing programs, request additional documentation, or evaluate your
eligibility for financing.
You understand that Investor Solutions Group, LLC does not control the underwriting decisions, communications practices, or offers made by independent lenders. Any financing relationship or agreement will be solely between you and the lender providing the financing.
If you do not wish for your information to be shared with potential lenders for evaluation, you should not submit financing requests or contact the company through the website for funding assistance.
This authorization is provided voluntarily by the user and is intended to facilitate the evaluation of financing opportunities requested by the user.