Privacy Policy
Last updated: April 2026
This Privacy Policy describes how Beyond the Box Financial, LLC (NMLS #2323246) collects, uses, and shares information you provide through this website. By using this site, you consent to the practices described below.
Information We Collect
We collect information you voluntarily provide when you submit a form, request information, or contact us. This includes:
- Name, email address, and phone number
- Property and financial details relevant to your loan inquiry (such as estimated property value, current mortgage status, income, and other eligibility factors)
- Any additional details you choose to share in messages or conversations
We also automatically collect limited technical information such as your IP address, browser type, and pages visited, used solely to operate and improve the site.
How We Use Your Information
We use the information you provide to:
- Respond to your inquiry and discuss loan options that may fit your situation
- Schedule and conduct consultations with a licensed loan officer
- Process and underwrite a loan application if you choose to proceed
- Send transactional messages required to move your application forward
- Comply with applicable federal, state, and lender requirements
Our services are offered in: TX - #2323246.
SMS & Email Communications
If you provide your phone number and explicitly opt in to receive SMS messages, you may receive transactional messages such as appointment confirmations, application status updates, and document requests. SMS consent is collected separately from form submission and is never required to use this site.
You can opt out at any time by replying STOP to any SMS message or by clicking the unsubscribe link in any email. Once you opt out, you will no longer receive marketing messages, though we may still send transactional messages required by law.
How We Share Your Information
We do not sell or rent your personal information. We share it only with:
- Service providers who help us operate this site, send messages, or process applications (such as our CRM, telephony provider, and email platform), under confidentiality obligations
- Third parties when required by law, court order, or to protect our rights
- Lenders, underwriters, and other authorized parties (such as appraisers, settlement agents, or counseling agencies where required by the loan program) as needed to evaluate and process a loan application you've initiated
Data Security
We use reasonable administrative, technical, and physical safeguards to protect the information you submit. No method of transmission over the internet is 100% secure, however, so we cannot guarantee absolute security.
Your Rights
You may request to access, correct, or delete the personal information we hold about you. Some rights vary by state. To exercise these rights, contact us using the information below.
Children's Privacy
This site is not directed to children under 18, and we do not knowingly collect information from children. If you believe a child has submitted information through this site, contact us and we will delete it.
Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date.
Contact Us
Beyond the Box Financial, LLC
32603 Weston Ct, Fulshear, TX 77441
Email: [email protected]
Phone: +13255136768
NMLS #2323246
