Privacy Policy

1. Introduction

Moving Forward Properties LLC ("Moving Forward Properties," "we," "our," or "us") respects your privacy. This Privacy Policy explains how we collect, use, share, and protect information when you visit myportfolioloan.com (the "Site"), submit a form or survey, register for a webinar or masterclass, request a term sheet, call or text us, or otherwise interact with our services (collectively, the "Services").

By using the Site or Services, you consent to the practices described in this Policy. If you do not agree, please do not use the Site or Services.

2. Information We Collect

2.1 Information You Provide

When you submit a form, register for a webinar, request a term sheet, or otherwise contact us, we may collect:

• Name, email address, phone number, and mailing address
• Property address, property type, and deal details
• Loan amount requested, intended use, and borrower entity (LLC/LP/Corp)
• Investor experience and prior project history
• Communications you send us (call recordings, text messages, emails, voicemails)
• Any other information you choose to provide

2.2 Information Collected Automatically

When you visit the Site, we automatically collect technical information through cookies, pixels, and similar technologies, including:

• IP address, browser type, device type, operating system
• Referring URL, pages viewed, time on page, click activity
• Approximate geographic location (city, state)
• Cookie identifiers and advertising identifiers

2.3 Information from Third Parties

We may receive information about you from third parties such as marketing partners, advertising networks (including Meta/Facebook), public records, credit-reporting databases, and referral sources.

3. How We Use Your Information

We use your information to:

• Process loan inquiries, underwrite applications, and provide quotes and term sheets
• Register you for webinars, masterclasses, and educational content
• Communicate with you about your inquiry, deal, or account (via phone, SMS, email)
• Send marketing, promotional content, follow-up sequences, and offers (subject to your consent and opt-out rights)
• Measure and improve our marketing campaigns, including conversion tracking and retargeting
• Analyze Site usage and improve content, design, and functionality
• Detect and prevent fraud, comply with legal obligations, and enforce our terms
• Build look-alike audiences and retarget Site visitors via Meta and other ad networks

4. Sharing & Disclosure

We do not sell your personal information. We may share information with:

• Service providers who help us operate the Site, run marketing, host data, send messages, and process loans (e.g., HighLevel/LeadConnector, hosting providers, email/SMS providers, analytics providers)
• Lending partners and capital sources who fund or participate in loans we originate
• Advertising partners (e.g., Meta/Facebook) for ad measurement, retargeting, and audience building — sharing may include hashed identifiers via Conversions API
• Legal and regulatory authorities when required by law, subpoena, or to protect our rights, property, or safety
• Successor entities in connection with a merger, acquisition, or sale of assets
• Affiliates and partners with whom we coordinate marketing or referrals, subject to your consent where required

5. Cookies, Pixels & Tracking

We use cookies, web beacons, and tracking pixels (including the Meta Pixel) to understand how visitors use the Site, measure ad performance, and deliver targeted advertising on Facebook, Instagram, and other platforms.

You can manage your Meta ad preferences at facebook.com/adpreferences and Meta's data policy is available at facebook.com/privacy/policy.

You can also disable cookies through your browser settings, opt out of interest-based advertising at the DAA WebChoices tool, or set your browser to send a "Do Not Track" signal. Note that disabling cookies may affect Site functionality.

6. SMS & Text Messaging (TCPA Notice)

By providing your phone number and opting in, you consent to receive informational and marketing text messages from Moving Forward Properties LLC at the number you provided, including messages sent by automatic telephone dialing systems and pre-recorded messages. Consent is not a condition of any purchase. Message and data rates may apply. Message frequency varies.

• Reply STOP at any time to unsubscribe from SMS
• Reply HELP for help, or contact us using the information below
• Carriers are not liable for delayed or undelivered messages

Inbound and outbound calls and texts may be recorded or monitored for quality, training, and compliance purposes.

7. Email Communications (CAN-SPAM)

If you provide your email address, you may receive transactional and marketing emails from us. Every marketing email contains an unsubscribe link. You may opt out at any time. We will honor opt-out requests within 10 business days as required by the CAN-SPAM Act.

8. Third-Party Services

Our Site uses the following third-party services that may collect or process information about you:

• HighLevel / LeadConnector — CRM, form/survey hosting, SMS, email, and call routing
• Meta Platforms (Facebook, Instagram) — advertising, retargeting, and conversion measurement
• Google Fonts — web typography
• Hosting and CDN providers — Site delivery and asset hosting

Each third party has its own privacy policy governing how they use the data they collect. We encourage you to review them.

9. Data Retention

We retain personal information for as long as needed to provide the Services, comply with legal obligations (including loan record-keeping requirements that may extend years after a loan closes), resolve disputes, and enforce agreements. When information is no longer needed, we delete or anonymize it in accordance with our retention practices.

10. Your Privacy Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Correct inaccurate information
• Delete your personal information (subject to legal retention requirements)
• Opt out of marketing communications and targeted advertising
• Withdraw consent previously provided
• Data portability — request a copy of information you provided in a portable format
• Non-discrimination — we will not discriminate against you for exercising your rights

To exercise any of these rights, contact us using the information below. We will respond within the time frames required by applicable law.

11. California Residents (CCPA / CPRA)

If you are a California resident, the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA) provide additional rights, including the right to know what categories of personal information we collect, the sources, the purposes, and the categories of third parties with whom we share information; the right to delete; the right to correct; the right to opt out of "sale" or "sharing" of personal information; and the right to limit use of sensitive personal information.

We do not "sell" personal information for monetary consideration. However, sharing data with advertising partners such as Meta for cross-context behavioral advertising may constitute "sharing" under the CPRA. To opt out, contact us using the information below or use your browser's Global Privacy Control (GPC) signal.

12. Financial Information & GLBA

Because we provide lending and brokerage services, the Gramm-Leach-Bliley Act (GLBA) governs how we handle nonpublic personal financial information ("NPI"). We collect NPI from you (on applications and forms), from your transactions with us, and from consumer reporting agencies. We do not disclose NPI to nonaffiliated third parties except as permitted by law (e.g., to process your loan, comply with legal requirements, or with your consent). We maintain physical, electronic, and procedural safeguards to protect NPI.

13. Equal Credit Opportunity & Equal Housing

Moving Forward Properties LLC is an Equal Housing Lender. We do not discriminate on the basis of race, color, religion, national origin, sex, marital status, age, disability, familial status, sexual orientation, gender identity, source of income, or because all or part of an applicant's income is derived from a public assistance program, or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act.

The federal agency that administers compliance with the Equal Credit Opportunity Act for this creditor is the Consumer Financial Protection Bureau, 1700 G Street NW, Washington, DC 20552.

14. Children's Privacy

The Site and Services are not directed to children under 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us so we can delete it.

15. Security

We use commercially reasonable physical, technical, and administrative safeguards to protect your information, including encryption in transit, access controls, and vendor due diligence. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

16. Changes to This 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 Site or other appropriate means. Your continued use of the Services after changes are posted constitutes acceptance of the updated Policy.

17. Contact Us

For privacy questions, requests, or to exercise your rights, please contact us: