Privacy Policy
Last updated: June 27, 2026
This page is maintained by LendLink CPA to explain how we collect, use, protect, and share information when you use our platform to submit, route, and track loan applications.
1. Information we collect
- Account information: your name, email address, and the role you hold (CPA, client, underwriter, or administrator).
- Application data: loan amounts, business purpose, and details you enter when submitting or reviewing an application.
- Uploaded documents: files you attach to an application, stored securely in private storage scoped to that application.
- Usage data: basic technical information such as device and browser type, used to keep the service secure and reliable.
2. How we use your information
- To create and manage your account and verify your role.
- To submit, route, and track loan applications between CPAs, clients, and underwriters.
- To store and share supporting documents only with people authorized to view a given application.
- To maintain the security, integrity, and proper functioning of the platform.
3. How we share information
- Applications and their documents are visible only to the people authorized to access them — the owner, assigned underwriter, and administrators.
- We do not sell your personal information.
- We may share information with service providers that host our infrastructure, and when required by law.
4. Data security
- Access to applications and documents is controlled by row-level security and role-based permissions.
- Documents are kept in a private storage bucket and are not publicly accessible.
- No method of transmission or storage is 100% secure, but we apply strong access controls to protect your data.
5. Data retention
- We retain account and application data for as long as your account is active or as needed to provide the service.
- You may request deletion of your account and associated data by contacting us.
6. Your rights
- You may request access to, correction of, or deletion of your personal information.
- To exercise these rights, contact us using the details below.
7. Changes to this policy
- We may update this privacy policy from time to time. Material changes will be reflected by updating the date at the top of this page.
8. Contact us
- If you have questions about this privacy policy or your data, contact us at privacy@lendlinkcpa.com.