Privacy Policy

Effective Date: February 21, 2026

Bespoke Financial Inc. (“Bespoke Financial,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, submit a loan or insurance inquiry, complete an application, or otherwise interact with us.

This policy applies to information collected through our website and related communications.

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1. Information We Collect

We may collect the following categories of information:

A. Personal Information

• Name

• Address

• Email address

• Phone number

• Date of birth

• Employment and income information

• Property information

• Insurance history

• Information submitted through loan or insurance inquiry forms

We do not collect credit reports directly through our website. Credit and underwriting evaluations occur through secure third-party lender or carrier portals when applicable.

B. Nonpublic Personal Financial Information

As a mortgage and insurance brokerage, we may collect nonpublic personal information necessary to provide financial products and services, including information obtained from:

• Applications and forms

• Transactions with us or our partners

• Insurance carriers and lending partners

C. Technical & Tracking Information

• IP address

• Device type

• Browser type

• Website activity and usage data

• Cookies and tracking technologies

• Meta (Facebook) tracking pixels

• Google Analytics and related tracking tools

• CRM tracking tools (GiantMaker / GoHighLevel)

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2. How We Use Your Information

We use collected information to:

• Process mortgage and insurance inquiries and applications

• Communicate with you regarding your application or services

• Coordinate with lenders, carriers, and service providers

• Provide customer service and support

• Send transactional SMS or email notifications

• Improve website performance and user experience

• Comply with federal and state regulatory requirements

We do not sell your personal information.

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3. Information Sharing

We may share information only as necessary to provide services or comply with legal obligations, including:

• Insurance carriers

• Mortgage lenders

• Loan processors and underwriting partners

• Service providers assisting with CRM, communications, or hosting

• Government or regulatory agencies as required by law

We do not share mobile opt-in data with third parties for marketing purposes.

All service providers are required to safeguard your information and use it only for authorized purposes.

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4. CRM & Technology Providers

We use third-party systems to manage communications and client relationships, including:

• GiantMaker Operating System (white-labeled GoHighLevel CRM)

• Email and SMS delivery platforms

• Website hosting and analytics providers

These providers process information on our behalf under contractual confidentiality obligations.

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5. Third-Party Portals

Certain services, including loan applications and client portals, may be provided through third-party systems not directly controlled by Bespoke Financial Inc.

When you access those systems, their privacy policies and security practices apply. We encourage you to review those policies separately.

Bespoke Financial Inc. is not responsible for the privacy practices of third-party platforms.

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6. SMS Communications (A2P 10DLC Compliance)

By providing your phone number and opting in through our website or forms, you consent to receive SMS messages from Bespoke Financial Inc.

These messages may include:

• Appointment reminders

• Application updates

• Requests for documentation

• Service-related notifications

Message frequency varies.
Message and data rates may apply.

You may opt out at any time by replying STOP to any message.
For assistance, reply HELP or contact us directly.

SMS consent is not shared with third parties for marketing purposes.

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7. Email Communications

If you provide your email address, we may send transactional communications related to your inquiry or account.

You may unsubscribe from marketing emails by clicking the unsubscribe link included in the message.

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8. Cookies & Tracking Technologies

We use cookies and similar technologies to:

• Analyze website traffic

• Improve site functionality

• Measure advertising performance

You may disable cookies through your browser settings; however, certain features of the site may not function properly.

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9. Data Security

We implement administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure.

However, no system can guarantee absolute security.

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10. Data Retention

We retain information as long as necessary to:

• Provide services

• Comply with legal and regulatory obligations

• Meet recordkeeping requirements applicable to mortgage and insurance providers

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11. Children’s Privacy

Our services are intended for individuals 18 years of age or older. We do not knowingly collect information from minors.

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12. Changes to This Privacy Policy

We may update this Privacy Policy periodically. The updated version will be posted on this page with a revised effective date.

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13. Contact Information

Bespoke Financial Inc.
600 Superior Avenue, Suite 1300
Cleveland, OH 44114

Phone: 440-864-4648
Email: hi@frombespokefinancial.com

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