Privacy Policy

Privacy Policy for Everest Financial LLC
Last Updated: [insert date]

Everest Financial LLC (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website or use our services.

1. Information We Collect

We may collect the following types of information:

Personal Information

• Name

• Phone number

• Email address

• Address

• Date of birth

• Estimated credit information

• Financial information voluntarily provided

• Any information you submit through our intake forms

Automatically Collected Information

• IP address

• Browser type

• Device type

• Cookies/session data

• Website usage analytics

2. How We Use Your Information

We use your information to:

• Evaluate your financial situation

• Connect you with licensed lenders and debt relief providers

• Perform soft credit inquiries through authorized third parties

• Communicate with you via phone, email, or SMS

• Improve our website and services

• Comply with legal and regulatory obligations

We do not directly offer loans or debt relief services. We act solely as a referral and marketing service.

3. Sharing Your Information

We may share your information with:

• Licensed lenders

• Licensed debt relief providers

• Credit evaluation partners

• CRM systems (e.g., Forth)

• Compliance and verification vendors

• Service providers who support our operations

We do not sell personal information to any unrelated third parties.

4. Credit Pulls

Soft credit pulls may be performed by our partnered providers for the purpose of evaluating loan or debt relief options. Everest Financial LLC does not perform credit pulls under its own credentials.

5. Data Security

We implement administrative, technical, and physical safeguards to protect your information. However, no electronic transmission is 100% secure.

6. Consumer Rights

Depending on your state, you may have rights to:

• Access your information

• Request deletion

• Request correction

• Opt-out of marketing communications

To exercise your rights, email us at: [your support email]

7. Changes to This Policy

We may update this Privacy Policy at any time. Updates will be posted with a revised “Last Updated” date.

8. Contact Us

Everest Financial LLC
1314 E Las olas BLVD 33301
admin@everestfinancialsolution.com

[Your Phone Number]