SMS Privacy Policy

We respect your privacy and are committed to protecting your personal information.

SMS opt-in consent and phone numbers collected for the purpose of receiving text messages will not be shared, sold, rented, or disclosed to any third party or affiliated company for their marketing or promotional purposes.

Your phone number and SMS consent will be used solely to provide transaction-related communications, appointment reminders, status updates, and other messages necessary to facilitate your closing or settlement services. We may share your phone number with service providers that assist us in delivering SMS messages on our behalf, but only for the purpose of providing those communications and not for their own marketing or promotional use.

All personal information is handled in accordance with our Privacy Policy and applicable laws and regulations.

Text Messages from Our Closing Partner

• You may receive text messages from our Closing Partner throughout the closing process.
• These messages are intended to provide important updates regarding your transaction, appointment reminders, document requests, and other closing-related communications.
• You may receive secure links to review, sign, or upload required documents.
• To facilitate your transaction, our Closing Partner may request certain personal information, including:
  – Your full name
  – Property address
  – Mailing address
  – Telephone number and email address
  – Date of birth
  – The last four digits of your Social Security number (or, when required through a secure platform, your full Social Security number)
  – A copy of a government-issued photo ID
  – Marital status, when required for the transaction
  – Homeowners insurance information
  – Mortgage payoff information
• Wire instructions or banking information, when submitted through a secure, approved method
• Sensitive information will only be requested when necessary to complete your transaction and should be provided through a secure, encrypted platform whenever possible.
• Standard message and data rates may apply based on your mobile carrier.
• Message frequency will vary depending on the status of your transaction.
• If you have any questions about a text message you receive, please contact your Closing Partner or our office before responding.
• Never send sensitive personal or financial information by standard text message unless you have been instructed to use a secure, encrypted method of communication.

Information Sharing Practices

To facilitate your real estate transaction, personal information collected through our Closing Partner may be shared only as necessary to complete the closing and comply with applicable legal and regulatory requirements.

Your information may be shared with:

• The title company and its authorized employees.
• The lender, mortgage servicer, or loan originator.
• The buyer, seller, and their authorized representatives, as appropriate for the transaction.
• Real estate agents, brokers, and transaction coordinators involved in the closing.
• Attorneys representing one or more parties to the transaction.
• Government agencies or recording offices responsible for recording documents or verifying information.
• Settlement service providers, including notaries, document preparation services, courier services, and identity verification vendors.
• Third-party service providers that assist with secure document delivery, electronic signatures, payment processing, fraud prevention, or transaction management.
• Insurance underwriters, auditors, or regulatory authorities when required by law or underwriting guidelines.

We do not sell your personal information or share it with third parties for their own marketing purposes.

Personal information is shared only to the extent necessary to provide closing and settlement services, fulfill contractual obligations, detect and prevent fraud, protect against unauthorized transactions, comply with legal obligations, or respond to lawful requests from governmental authorities.

Reasonable administrative, technical, and physical safeguards are used to protect personal information from unauthorized access, use, disclosure, alteration, or destruction. Access to personal information is limited to individuals and organizations with a legitimate business need related to your transaction or as otherwise required by law.

SMS Consent Communication

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Message Frequency

Message frequency may vary depending on the status of your transaction and your communication needs. You may receive periodic text messages regarding transaction updates, document requests, appointment reminders, closing information, and other service-related communications.

Potential Fees for SMS Messaging

Please note that standard message and data rates may apply based on your mobile carrier’s pricing plan. Rates and fees may vary depending on whether messages are sent or received domestically or internationally.

Opt-In Method

You may opt in to receive SMS messages from The Closing Partner, LLC through any of the following methods:

• Submitting an online form and selecting the option to receive SMS communications.
• Providing your mobile phone number and giving written consent through a service agreement, authorization form, or other transaction-related document.
• Providing verbal consent to an authorized representative of The Closing Partner, LLC.
• Texting a designated keyword to our business phone number, when available.
• Requesting SMS communications by email or other written correspondence.

By opting in, you consent to receive transaction-related text messages from The Closing Partner, LLC, including status updates, document requests, appointment reminders, closing information, and other service-related communications. Message frequency may vary. Standard message and data rates may apply. Consent to receive SMS messages is not a condition of purchasing any goods or services.

Opt-Out Method

You may opt out of receiving SMS messages from The Closing Partner, LLC at any time by replying STOP to any text message you receive from us. After you send STOP, you will receive a confirmation message, and no further SMS messages will be sent unless you opt in again.

For assistance, reply HELP to any message or contact The Closing Partner, LLC directly.

Please note that opting out of SMS communications may affect our ability to provide timely updates regarding your transaction. We may continue to communicate with you through other methods, such as email or telephone, as necessary to complete your transaction.

SMS Help and Support

For assistance with SMS communications from The Closing Partner, LLC, reply HELP to any text message you receive from us. You may also contact The Closing Partner, LLC directly by phone or email for additional support.

Upon texting HELP, you will receive a response containing information about our SMS program and available support options.

For questions regarding your transaction, message delivery, opting in or out of SMS communications, or updating your contact information, please contact our office during regular business hours.

Message frequency may vary. Standard message and data rates may apply. To stop receiving SMS messages, reply STOP at any time.

Additional Options

If you do not wish to receive SMS messages from The Closing Partner, LLC, simply leave the SMS consent checkbox unchecked when completing our forms.

Standard Messaging Disclosures

By opting in to receive SMS messages from The Closing Partner, LLC, you consent to receive transaction-related text messages, including status updates, document requests, appointment reminders, closing information, and other service-related communications.

Message frequency may vary. Standard message and data rates may apply based on your mobile carrier’s pricing plan. For assistance, reply HELP to any message. To stop receiving SMS messages, reply STOP at any time.

SMS consent is not a condition of purchasing or receiving any goods or services. Your mobile phone number and SMS opt-in consent will not be sold, rented, or shared with third parties or affiliated companies for marketing or promotional purposes.

For additional information regarding how we collect, use, and protect your information, please review our Privacy Policy and SMS Terms and Conditions.