This draft describes how information submitted through the CU Finance Products website is handled. It should receive legal review and be updated with the verified company identity, service providers, and retention practices before public launch.
Information collected
We collect information you choose to submit, such as your name, work email, credit union, job title, program interests, lending channels, platform, approximate loan volume, timeline, and message. We may also collect campaign parameters, referring page, submission time, and limited technical information used to operate and protect the form.
How information is used
- Respond to inquiries and requests
- Evaluate potential program fit and readiness
- Route requests to the appropriate business workflow
- Prevent duplicate or abusive submissions
- Maintain site security and improve website performance
Service providers
Form submissions may be transmitted through protected server-side connections to configured customer-relationship, alerting, hosting, security, analytics, or communication providers. Provider names and applicable disclosures should be added after the production services are selected and verified.
Cookies and browser storage
The site may use session storage for attribution associated with a visitor’s inquiry. Interactive readiness and provider-evaluation answers remain in the browser unless the visitor chooses to contact us; only the displayed overall score may be included in that request.
Retention and security
Information should be retained only as long as reasonably necessary for the stated purposes, legal obligations, security, and recordkeeping. Administrative, technical, and contractual safeguards reduce risk, but no transmission or storage method can be guaranteed completely secure.
Your choices
You may decline to submit a form. Depending on applicable law and verified business practices, you may request access, correction, or deletion of submitted information by using the contact page.
Changes
This policy may change when business practices, providers, laws, or site functionality change. The updated date will identify the latest version.
Launch requirement: This privacy policy must be reviewed against the actual legal entity, jurisdictions, analytics, CRM, email, scheduling, hosting, retention, and vendor practices before public launch.