Investor Financing Portal · Raider Lending × United Trust Mortgage NMLS #2591548 (818) 447-7035
Legal

Privacy Policy.

How we collect, use, and protect information submitted through the UTM Capital investor financing portal.

Last updated:

1. Introduction

UTM Capital (the "Portal," "we," "us," or "our") is a co-branded investor financing referral portal operated by United Trust Mortgage, an NMLS-licensed mortgage broker (NMLS #2591548), in partnership with Raider Lending Solutions. This Privacy Policy describes how we collect, use, share, and protect information in connection with the Portal and the investor loan applications submitted through it (including DSCR purchases, refinances, cash-outs, and other rental-property financing scenarios).

By using this Portal, including by submitting an inquiry or application, you agree to the collection and use of information in accordance with this Privacy Policy.

2. Information we collect

Information you provide

When you interact with the Portal or submit an application, you may provide information such as:

  • Contact information: name, email address, phone number, mailing address.
  • Financial and property information: loan type and amount, property address, property type, rental income, credit score range, entity ownership (e.g., LLC), and other information relevant to evaluating an investor loan.
  • Identification information required by lenders or third-party service providers for loan underwriting and compliance purposes.
  • Communications you send to us by email, phone, SMS, or through the application flow.

Information collected automatically

When you visit the Portal, we and our service providers may automatically collect certain information, including:

  • Device and browser information, operating system, and IP address.
  • Usage data such as pages viewed, referring/exit pages, timestamps, and clickstream data.
  • Cookies, pixels, and similar technologies used to operate the Portal, measure performance, and understand how visitors interact with it.

3. How we use information

We use information we collect to:

  • Review and process investor loan inquiries and applications submitted through the Portal.
  • Communicate with you by email, phone, or SMS about your application, inquiry, or loan process.
  • Verify identity, prevent fraud, and comply with legal, licensing, and regulatory obligations.
  • Improve and secure the Portal, and analyze how it is used.
  • Send transactional messages and, where permitted, marketing communications related to our loan products. You may opt out of marketing communications at any time.

4. How information is shared

We share information only as necessary to operate the Portal, process applications, and comply with law. This may include sharing with:

  • Lending and processing partners: Underwriters, loan processors, document processors, third-party verification services, appraisers, title companies, credit bureaus, and similar service providers involved in originating and closing your loan.
  • Our co-brand and referral partners: Raider Lending Solutions, as the referral partner that may have introduced you to this Portal, for the limited purpose of coordinating your transaction.
  • Service providers: Technology vendors, hosting providers, analytics providers, and communications platforms that support the Portal.
  • Regulators and legal authorities: When required by law, subpoena, court order, or to protect rights, property, or safety.

We do not sell your personal information. We do not share your information with third parties for their own independent marketing purposes without your consent.

5. Communications and consent (TCPA)

By submitting your information through the Portal, you agree that UTM Financial, its affiliates, lending partners, and service providers may contact you at the email address and phone number you provide, including by email, telephone calls, automatic dialing systems, prerecorded calls, and SMS/MMS messages (which may carry standard messaging and data charges), about your application, your loan, and related products and services. Consent to receive such communications is not a condition of obtaining any loan or service. You can opt out of marketing communications at any time by replying STOP to any SMS message or by following the unsubscribe instructions in any email.

6. Cookies and tracking

The Portal may use cookies and similar technologies to operate the site, remember your preferences, measure performance, and analyze traffic. You can set your browser to refuse cookies or alert you when cookies are being sent; however, some portions of the Portal may not function properly without cookies.

7. Data retention

We retain information for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal and regulatory obligations (including mortgage recordkeeping requirements), resolve disputes, and enforce our agreements. Retention periods vary by the type of data and applicable requirements.

8. Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect information submitted through the Portal. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Your choices and rights

Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict the use of your personal information, and to opt out of certain uses. To exercise these rights, contact us using the information in Section 11. California residents have additional rights under the California Consumer Privacy Act (CCPA/CPRA), including the right to know what categories of information we collect and disclose and the right to opt out of any sale or sharing of personal information (we do not sell or share personal information as defined under the CCPA/CPRA).

10. Children's privacy

The Portal is not directed to children under 18, and we do not knowingly collect information from children.

11. Contact

Questions about this Privacy Policy or your information can be directed to:

12. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top. Material changes will be communicated through the Portal or other reasonable means. Your continued use of the Portal after changes take effect constitutes acceptance of the updated policy.