Privacy Policy

Information we collect

When you contact us or become a client, we collect information you provide directly, such as your name and contact details, and information about your business and your SBA loans that is needed to review and work on your file - including loan documents, balances, and collection correspondence.

How we use your information

We use your information to perform the services you've requested: reviewing your file, preparing and submitting requests to the SBA, the Treasury Department, or collection agencies on your behalf, and communicating updates to you. We do not sell your personal information.

How we share your information

We share information with government agencies and their contractors only as necessary to pursue the services you've engaged us for. We also use service providers - such as document signing and client file management platforms - that act on our behalf and are only given the information needed to perform those functions.

Data retention

We retain your information for as long as you remain a client and for a reasonable period afterward, after which it is securely deleted or disposed of - except where we're required to keep records longer to comply with the law.

Your choices

• You can request a copy of the personal information we hold about you.
• You can ask us to correct inaccurate information.
• You can request that we delete your information, subject to any records we're legally required to retain.

To make any of these requests, email info@solverafinancial.com.

Contact us

Questions about this policy can be sent to info@solverafinancial.com.