Crown Mortgage of the West a mortgage brokerage firm located at 2455 Neal Spring Rd Templeton, CA 93465, is committed to protecting the privacy of its clients. This privacy policy explains our information collection, use, and sharing practices and the choices you can make about the way your information is collected, used, and shared.

Information Collection-We may collect the following types of information from clients:

  • Personal identification information, such as name, address, phone number, and email address
  • Financial information, such as income, expenses, and assets
  • Status information, such as employment, credit score, and property ownership
  • Property information, such as the address, value, and purpose of the property
  • Other information that may be required to process and complete mortgage loan applications or to comply with legal and regulatory requirements

Information may be collected through various means, including:

  • Our website, through forms, applications, or other online tools
  • Direct communication with clients, through phone, email, or in person
  • Third-party service providers, such as credit reporting agencies or property appraisal companies

Information Use The information collected is used for the following purposes:

  • To determine the client’s eligibility for mortgage loans
  • To match the client with appropriate mortgage loan options and services
  • To process and complete mortgage loan applications
  • To comply with legal and regulatory requirements
  • To improve our services and to provide clients with information and offers that may be of interest

Information Sharing-We may share client information with third-party service providers who assist us in providing mortgage loan services. These providers are contractually bound to protect client information and use it only for the purposes for which it was disclosed. These third-party service providers may include:

  • Credit reporting agencies
  • Property appraisal companies
  • Underwriters and processors of mortgage loans
  • Government agencies, such as the Department of Housing and Urban Development or the Federal Housing Administration

We may also disclose client information as required by law, such as in response to a subpoena or court order.

Information Protection-We take the protection of client information seriously and have implemented appropriate physical, technical, and administrative measures to secure client information. These measures may include:

  • Enhanced G Suite Email Encryption through Google Enterprise
  • AES 256 Encryption of all electronic data
  • Firewalls and intrusion detection systems
  • Secure storage of physical records
  • Limited access to client information by authorized personnel only
  • Regular monitoring and assessment of our information security measures

Access, Correction, and Control of Information-Clients may request access to their information by contacting us at We will respond to such requests within a reasonable timeframe. Clients may also request correction of inaccuracies in their information.

Choices About Information-Collection, Use, and Sharing Clients have the right to control the collection, use, and sharing of their information. If you prefer that we not collect or share your information for marketing purposes, you may opt out of these activities by contacting us at

Data Retention-We will retain client information for as long as necessary to fulfill the purposes for which it was collected or as required by law. When client information is no longer needed, it will be securely destroyed or deleted.

Changes to this Policy-We reserve the right to modify this privacy policy at any time. Any changes will be posted on our website and will become effective immediately upon posting.

Contact Us-If you have any questions or concerns about this privacy policy, please contact us at