Our greatest priority is the relationships with our clients, and we want to provide our clients with the highest level of confidence and trust. We are committed to being a competent resource to our clients, who can trust us to protect their personal information. We will always handle your personal information in a responsible manner.

Collection of Personal Information
We collect certain personal information in providing our Escrow Agent, Business Transaction, and Small Business Lender services. We only collect the personal information necessary to provide our services and always maintain confidentiality of these personal records. The following items include certain types of information we may obtain:

  • Personal client information to open an escrow account, close a business transaction, or handle a loan closing (i.e., legal name, home address, telephone number, email address, social security number, marital status, and tax indentification number)
  • Bank Account information to wire escrow funds, seller proceeds from a business transaction, or loan proceeds to a borrower, (i.e., bank name, bank account name, bank account number, and bank ABA routing and transit number)

Disclosure of Personal Information
We will not disclose nor sell your personal information to third parties for the purpose of marketing services or products. We will only communicate your personal information to a third party in one of the following conditions:

  • It is required by law to disclose your personal information to an authority
  • You gives us prior written consent to disclose your personal information to a certain third party
  • A third-party affiliate who performs services on our behalf that requires certain information to complete a service for you
  • We do require that any third-party affiliate who performs services on our behalf adopt similar privacy standards and procedures in regards to our client’s personal information

Protection of Personal Information
We have adopted company-wide privacy standards and procedures to secure the confidentiality of our clients and protect the personal information we obtain. Included in these privacy standards are the following practices:

  • Restricting access of your personal information to employees who need such information to provide our services
  • Maintaining certain physical and electronic safeguard procedures to protect and secure your personal information
  • Requiring all third-party affiliates to adopt similar privacy standards and procedures to maintain your confidentiality

After the close of escrow, your personal information and privacy will continue to remain confidential and adherence to the policies and procedures described above, will remain in force.