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Privacy Policy

Last updated: January 2025

Introduction

Sunwest Escrow ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our referral program registration forms and related services.

Information We Collect

We collect information that you provide directly to us when registering for our referral program, including:

  • Personal identification information (name, email address, phone number)
  • Professional information (company name, branch, license number)
  • Property details (address, city, postal code)
  • Transaction-related information (broker associations, title agent details)
  • Uploaded documents (contracts and related files)

How We Use Your Information

We use the information we collect for the following purposes:

  • Processing and managing referrals within our program
  • Facilitating communication between parties involved in transactions
  • Providing escrow and document preparation services
  • Maintaining our broker and agent directories
  • Sending transactional communications and program updates
  • Improving our services and user experience

Information Sharing

We may share your information with:

  • Sunwest Escrow staff and affiliated parties involved in processing your transaction
  • Registered brokers and title agents as necessary for referral purposes
  • Legal and compliance partners (such as Steider and Associates) for document preparation
  • Service providers who assist in operating our platform
  • Legal authorities when required by law or to protect our rights

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is completely secure.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Transaction-related records may be retained for compliance purposes.

Your Rights

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

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Opt out of certain communications

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

Sunwest Escrow
Email: [email protected]

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.