Privacy Policy

Effective Date: January 20, 2026
Last Updated: January 20, 2026

Steadfast Capital LLC respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information submitted through our website, contact forms, social media pages, marketing channels, online forms, and related online services.

This Privacy Policy applies to information collected online through our website and related digital channels. Additional privacy notices or disclosures may apply if you submit a loan application, become a customer, or provide financial information in connection with mortgage brokerage services.

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Information We Collect

We may collect the following types of information:

Information you provide directly, including your name, phone number, email address, property information, loan scenario details, financing goals, communication preferences, and any other information you submit through forms, email, phone, text, or other communications.

Mortgage-related information, including information relevant to evaluating or discussing potential loan options, such as occupancy type, transaction type, estimated credit profile, income, assets, debts, property value, loan amount, down payment, equity position, timeline, and similar loan scenario details.

Website and device information, including IP address, browser type, device type, pages visited, referring websites, time spent on pages, general location information, and similar analytics data.

Cookies and tracking technologies, which may be used to improve website performance, understand visitor activity, support advertising, measure marketing effectiveness, and improve user experience.

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Sensitive Information and Document Submission

Please do not submit sensitive documents, full Social Security numbers, bank statements, tax returns, paystubs, identification documents, or other confidential financial records through general website forms, text message, or unsecured email.

If sensitive documents are needed, we will direct you to a secure document collection method or borrower portal.

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How We Use Information

We may use information to:

• Respond to inquiries and requests

• Discuss potential mortgage, real estate financing, or loan options

• Provide mortgage strategy reviews, second opinions, or loan scenario feedback

• Communicate about purchase, refinance, home equity, or related financing options

• Provide information about services, market updates, and educational content

• Improve our website, marketing, client experience, and business operations

• Maintain business, licensing, compliance, and transaction records

• Prevent fraud, protect security, and comply with legal or regulatory obligations

• Communicate by phone, email, text message, or other channels when permitted by law

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Sharing of Information

We do not sell personal information for money.

We may share information with lenders, investors, loan origination platforms, service providers, technology vendors, CRM providers, marketing platforms, analytics providers, compliance vendors, regulators, professional advisors, and other parties as reasonably necessary to provide services, evaluate loan scenarios, operate our business, comply with legal obligations, or as otherwise described in this Privacy Policy.

Some privacy laws define “sale” or “sharing” broadly, including certain advertising, analytics, or retargeting activities. Where required by law, we will provide applicable opt-out rights.

We do not share mobile opt-in information with third parties for their own marketing or promotional purposes.

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Text Messages, Calls, and Email Communications

If you provide your phone number or email address, we may contact you regarding your inquiry, requested mortgage strategy review, loan scenario, application, account, or related services.

Where required by law, marketing text messages, automated calls, or promotional communications will be sent only with appropriate consent. Message and data rates may apply. You may opt out of text messages by replying STOP and may request help by replying HELP or contacting us directly.

Consent to receive marketing communications is not required as a condition of obtaining services.

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By submitting information through this website, including a contact form, booking form, quote request, mortgage strategy review request, or similar online form, you authorize Steadfast Capital LLC and its representatives to contact you using the contact information you provide, including by phone, text message, or email, regarding your inquiry, requested service, mortgage options, loan scenario, application, or related services.

Message and data rates may apply. You may opt out of text messages by replying STOP and may request help by replying HELP or by contacting us directly.

Where required by law, marketing text messages, automated calls, prerecorded calls, or promotional communications will be sent only with appropriate consent. Consent to receive marketing communications is not required as a condition of obtaining services.

We may retain records of communications and consent as permitted or required by law.

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Cookies and Analytics

Our website may use cookies, analytics tools, pixels, tags, or similar technologies to understand visitor behavior, improve website performance, support advertising, measure marketing effectiveness, and enhance user experience.

You may be able to control cookies through your browser settings. Some website features may not function properly if cookies are disabled.

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Do Not Track Signals

Some browsers allow users to send “Do Not Track” signals. Because there is not a uniform industry standard for responding to these signals, our website may not respond to all Do Not Track browser signals.

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California Privacy Rights

California residents may have privacy rights under California law depending on the nature of the information collected, how it is used or disclosed, and whether applicable legal thresholds are met.

These rights may include the right to request access to personal information, request deletion, request correction, request information about certain disclosures, or opt out of certain uses or disclosures of personal information where required by law.

To submit a privacy request, contact us using the information below. We may need to verify your identity before processing certain requests.

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Financial Privacy

Because we may collect financial or mortgage-related information, certain information may also be subject to federal financial privacy laws, including the Gramm-Leach-Bliley Act and related rules.

We use and disclose financial information as permitted by law, including to process inquiries, evaluate loan scenarios, communicate with lenders or service providers, prevent fraud, comply with legal obligations, maintain required records, and provide requested mortgage brokerage services.

Additional financial privacy notices may apply if you submit a loan application or become a customer.

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Data Retention

We retain information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide services, maintain business records, comply with legal and regulatory obligations, resolve disputes, prevent fraud, and enforce agreements.

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Information Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No website, email, text message, or electronic transmission is completely secure, and we cannot guarantee absolute security.

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Third-Party Websites

Our website may link to third-party websites, including lender, licensing, social media, analytics, scheduling, mapping, advertising, or regulatory websites. We are not responsible for the privacy practices, security, accuracy, or content of third-party websites.

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Children’s Privacy

Our website and services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13, we will take reasonable steps to delete it.

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Updates to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date or last updated date.

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Steadfast Capital LLC
NMLS #2821416
California DFPI CFL Broker License #60DBO-217563
Luke R. Swardstrom | NMLS #2675105
Email: luke@gosteadfastcapital.com