Scope
This policy covers blueleaffinancial.com and the information Blueleaf Financial receives when you call, send the online request form or otherwise contact the business. It does not cover the websites or practices of funding partners, who handle information under their own policies.
Information You Give Us
Fields on the online request form:
- Full name
- Phone number
- Email address
- Company name (optional)
- Time in business (one range chosen from a list)
- Annual revenue (one range chosen from a list)
- Requested amount (one range chosen from a list)
- Your yes or no to calls and texts
On a call, or later if you decide to go ahead, you may also share a description of what the funding is for and business records such as bank statements, tax returns, quotes, invoices or a list of current debts.
Information Collected Automatically
Like most websites, this site and its hosting provider may record technical details such as your IP address, browser type, pages viewed and the time of the visit. The request form is provided by a third-party form service that may set its own cookies or record similar details.
How Information Is Used
- Answering your request and discussing which option fits
- To prepare and route a request to funding partners when you ask us to
- To contact you by phone, email or text in line with the consent you gave
- Keeping a record of requests, calls and messages
- Running, protecting and improving blueleaffinancial.com
Who Information Is Shared With
When you ask Blueleaf to pursue funding, the information needed for that request is shared with one or more funding partners so they can review it. Partners use it under their own privacy policies and may contact you directly.
Information may also be shared with service providers that help run the business, such as the form provider, phone and messaging services and website hosting, and where required by law or to protect rights and safety.
How Long It Is Kept
Information is kept for as long as needed to handle your request and keep reasonable business records, and then deleted or de-identified.
Security
Reasonable administrative and technical safeguards are used to protect the information you provide. No method of transmission or storage is completely secure, so please do not send sensitive records by ordinary email unless asked to and you are comfortable doing so.
Your Choices
- You can ask what information Blueleaf holds about you
- You can ask for corrections or deletion, subject to record-keeping needs
- You can stop text messages by replying STOP, as described in the SMS terms in the footer
- You can ask not to be contacted again by phone or email
Children
Blueleaf writes this site for business owners, never for anyone under 18. Information from children is not knowingly gathered.
Changes and Contact
This policy may be updated from time to time; the current version is always the one on this page. For privacy questions, phone Blueleaf at (717) 675-6951.
By Blueleaf Financial ยท Updated