Privacy Policy
Evergreen Investments and Mortgage Services

Effective Date: 2024

At Evergreen Investments and Mortgage Services, we take your privacy seriously. This Privacy Policy outlines how we collect, use, and protect your personal information, including any data you provide when you interact with our services, website, and communications. By using our services, you agree to the terms outlined in this policy.


1. Information We Collect

We collect information to provide better services to our clients, which includes the following:


2. How We Use Your Information

We use the information we collect for the following purposes:


3. SMS Terms & Conditions

By opting in to receive text messages from Evergreen Investments and Mortgage Services, you agree to the following terms and conditions:

  1. Messaging Frequency: You may receive SMS communications from us related to your financial services, including appointment reminders, document submission requests, loan status updates, payment reminders, and other service-related notifications. The frequency of these messages will vary depending on your engagement with our services.

  2. Potential Fees: Standard message and data rates may apply based on your mobile carrier. Please check with your mobile provider for details regarding charges related to receiving text messages.

  3. Opt-In: By providing your phone number and consenting to receive text messages, you agree to receive SMS communications related to the services offered by Evergreen Investments and Mortgage Services.

  4. Opt-Out: You may opt-out of receiving text messages at any time by replying STOP to any SMS message you receive. Once you opt-out, you will no longer receive SMS messages unless you opt-in again.

  5. Privacy Policy: Your privacy is important to us. We do not share your phone number or text message opt-in data with third parties. For more information, please review our full Privacy Policy.

For any questions or concerns about our SMS services, please contact us at 719.600.2228.

By continuing, you acknowledge that you have read and agree to these terms.


4. Data Sharing & Third Parties

We do not share your personal information with third parties for marketing purposes. However, we may share your data with trusted service providers who help us deliver our services. These include companies that assist us with:

These third parties are contractually obligated to maintain the confidentiality and security of your data and use it only for the specific purposes for which it was provided.

We may also disclose personal information if required by law, such as in response to a subpoena, court order, or other legal process.


5. How We Protect Your Information

We implement various security measures to protect your personal information, including encryption, firewalls, secure servers, and access controls. While we strive to use commercially acceptable means to protect your data, please note that no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.


6. Cookies and Tracking Technologies

We use cookies and other tracking technologies to enhance your experience on our website. These technologies help us track visitor behavior, improve site functionality, and tailor content to your preferences.

You can set your browser to block cookies, but some parts of our website may not function as intended if cookies are disabled.


7. Your Data Rights

You have the right to:

To exercise these rights, please contact us using the contact information provided below.


8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or new services we offer. We will post the updated policy on our website and will notify you of significant changes. The revised policy will be effective as of the date it is posted.


9. Contact Us

If you have any questions or concerns about this Privacy Policy, how we handle your personal data, or wish to exercise any of your rights, please contact us:

Evergreen Investments and Mortgage Services
Phone: 719.600.2228