Privacy Policy

Effective Date: April 9, 2026  |  Last Updated: April 9, 2026

This Privacy Policy explains how Associated Mortgage Group, Inc., d/b/a Associated Mortgage Brokers (“we,” “us,” or “our”) collects, uses, shares, and protects your personal information when you visit nwmortgagebroker.com or contact us in any way.

By using this website or submitting your information to us, you agree to the terms of this Privacy Policy. If you do not agree, please do not use this website.

1. Who We Are

Associated Mortgage Group, Inc. is a licensed mortgage brokerage doing business as Associated Mortgage Brokers. We are licensed to originate mortgage loans in Oregon, Washington, and Idaho.

• Company NMLS#: 86136
• Matt Jolivette, CMC® NMLS#: 90661
• Address: 13535 SW 72nd Ave, Suite 140, Portland, OR 97223
• Phone: (971) 865-5797
• Email: matt@associatedmortgage.com

You can verify our licensing at www.nmlsconsumeraccess.org.

2. Information We Collect

Information You Provide Directly

When you submit a quote request, fill out a contact form, or apply for a loan, we may collect:

• Full name
• Email address
• Phone number
• Mailing address
• Social Security number and government-issued ID (for loan applications)
• Property location and type
• Loan purpose (purchase or refinance)
• Purchase price or estimated property value
• Down payment amount
• Existing mortgage balance and interest rate
• Household income and employment status
• Credit score range
• Bankruptcy or foreclosure history
• Military service status
• Any other information you voluntarily share with us

Information Collected Automatically

When you visit our website, we may automatically collect:

• IP address
• Browser type and version
• Pages visited and time on site
• Referring URL
• Device type and operating system
• Cookie and tracking data

3. How We Use Your Information

We use the information we collect to:

• Respond to your mortgage inquiry and provide loan quotes
• Process and evaluate your loan application
• Verify your identity and conduct credit checks
• Communicate with you about your loan options, application status, and next steps
• Contact you by phone, email, or text message (SMS) regarding your inquiry or loan
• Send marketing communications about our mortgage products and services (with your consent)
• Improve our website and the services we provide
• Comply with federal and state laws and regulations, including the Gramm-Leach-Bliley Act (GLBA)
• Prevent fraud and protect the security of your information

4. Text Message (SMS) Communications

Text messages we send may relate to:

• Your mortgage inquiry or quote request
• Loan application status and milestone updates
• Document requests
• Appointment reminders and follow-ups
• Rate updates relevant to your loan
• General mortgage information (if you have opted in to marketing messages)

Message frequency varies based on where you are in the loan process. Message and data rates may apply depending on your carrier and plan.

To opt out: Reply STOP to any text message at any time. You can also contact us directly at (971) 865-5797 or matt@associatedmortgage.com to be removed from our texting list.

For help: Reply HELP to any message or contact us directly.

We do not sell or share your phone number with third parties for their own marketing purposes. Opting out of text messages will not affect your ability to receive services from us.

5. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to improve your experience and understand how visitors use our site. This may include analytics tools that collect aggregated, non-personally identifiable data such as pages visited, time on site, and browser type.

You can manage or disable cookies through your browser settings. Doing so may affect certain features of our website.

6. How We Share Your Information

We do not sell or rent your personal information. We may share your information only in the following circumstances:

• Wholesale lenders and lending partners: As a mortgage broker, we submit your loan file to lenders on your behalf to obtain pricing, pre-approval, and loan funding. This is a core part of our service.
• Third-party service providers: We work with vendors who help us operate our business, including our loan origination system, CRM, and marketing platforms. These vendors are contractually required to protect your information and may only use it to provide services to us.
• Credit reporting agencies: We may access your credit report as part of the loan qualification process.
• Title companies, escrow officers, and settlement agents: As required to complete your transaction.
• Legal and regulatory requirements: We may disclose your information when required by law, court order, or regulatory authority.
• Business transfers: In the event of a merger, acquisition, or sale of our business, your information may be transferred as part of that transaction.
• With your consent: We may share your information for any other purpose with your explicit permission.

7. Financial Privacy – Gramm-Leach-Bliley Act (GLBA)

As a licensed mortgage broker, we are subject to the federal Gramm-Leach-Bliley Act (GLBA), which governs how we collect, use, and protect your non-public personal financial information (NPI). We collect and share NPI only as permitted by law and as necessary to process your mortgage application and serve you as a client.

You have the right to limit certain sharing of your NPI with non-affiliated third parties for marketing purposes. To exercise this right, contact us at matt@associatedmortgage.com or (971) 865-5797.

We maintain physical, electronic, and administrative safeguards that meet or exceed federal standards to protect your NPI from unauthorized access or disclosure.

8. Data Security

We take the security of your personal information seriously and use industry-standard safeguards including encrypted data transmission (SSL/TLS), secure storage, and access controls to protect your information from unauthorized access, disclosure, or misuse.

No method of transmission over the internet is 100% secure. While we work hard to protect your data, we cannot guarantee absolute security. If you believe your information has been compromised, please contact us immediately.

9. Third-Party Links and Tools

Our website contains links to third-party tools and platforms, including our online loan application (Floify), mortgage calculators, and home valuation tools. These third parties have their own privacy policies and we are not responsible for their data practices. We encourage you to review the privacy policy of any third-party site or tool you use.

10. Age Requirement

Our website and services are intended for individuals 18 years of age or older. You must be of legal age to enter into a mortgage contract to use our services. We do not knowingly collect personal information from anyone under 18. If you believe a minor has submitted information to us, please contact us and we will promptly delete it.

11. Your Rights and Choices

Depending on where you live, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request that we correct inaccurate or incomplete information.
• Deletion: Request that we delete your personal information, subject to legal and regulatory retention requirements.
• Opt-out of marketing: Opt out of receiving marketing emails or text messages at any time.
• Limit NPI sharing: Limit how we share your non-public financial information with non-affiliated third parties, as described in Section 7.

To exercise any of these rights, contact us at matt@associatedmortgage.com or (971) 865-5797. We will respond within a reasonable timeframe and in accordance with applicable law.

12. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know what personal information we collect, the right to request deletion, and the right to opt out of the sale of personal information. We do not sell personal information. To submit a California privacy request, contact us at matt@associatedmortgage.com.

13. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will post the revised version on this page and update the effective date at the top. We encourage you to review this policy periodically. Your continued use of our website after any update constitutes acceptance of the revised policy.

14. Contact Us

If you have questions or concerns about this Privacy Policy or how we handle your personal information, please reach out:

• Associated Mortgage Group, Inc. d/b/a Associated Mortgage Brokers
• 13535 SW 72nd Ave, Suite 140, Portland, OR 97223
• Phone: (971) 865-5797
• Email: matt@associatedmortgage.com
• NMLS#: 86136  |  www.nmlsconsumeraccess.org