GLBA Privacy Notice

FACTS WHAT DOES Sammamish Mortgage Company DO WITH YOUR PERSONAL INFORMATION?

View: Privacy Policy

Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share depend on the product or service you have with us. This information can include:

Social Security number and Credit scores

Account balances and Employment information

Income and Assets

When you are no longer our customer, we continue to share your information as described in this notice.

How? All financial companies need to share Customers personal information to run their everyday business. In the section below, we list the reasons financial companies can share their Customers personal information; the reasons Sammamish Mortgage Company chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information Does Sammamish Mortgage Company share? Can you limit this sharing?
For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus Yes No
For our marketing purposes – to offer our products and services to you Yes No
For joint marketing with other financial companies Yes No
For our affiliates’ everyday business purposes -information about your transactions and experiences No We Don’t Share
For our affiliates’ everyday business purposes -information about your creditworthiness No We Don’t Share
For our affiliates to market to you No Yes We Don’t Share Yes
For nonaffiliates to market to you Yes Yes
To limit our sharing
  • Call 425-401-8787 our menu will prompt you through your choice(s) or 
  • Visit us online: Please note: If you are a new customer, we can begin sharing your information days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Questions? Call 425-401-8787 or go to https://www.upwellmortgage.com/about-us/contact-us/
Who we are
Who is providing this notice? Sammamish Mortgage Company
What we do
How does Sammamish Mortgage Company protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. 
How does Sammamish Mortgage Company collect my personal information? We collect your personal information, for example, when you

Apply for a loan or

Give us your contact information or

Provide account information or

Give us your income information or

Show your government issued ID or

Provide personal information to obtain a quote for a mortgage

           related product

Why can’t I limit all sharing? Federal law gives you the right to limit only

sharing for affiliates’ everyday business purposes – information about your creditworthiness

affiliates from using your information to market to you

sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.
  • Sammamish Mortgage Company has no affiliates with Stuart Shane Group
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.
  • Nonaffiliates we may share with can include Lenders/Investors, Title Offices, Escrow Offices, Insurance Companies, Appraisal Management Companies, Credit Reporting Agencies, and, upon your request for a rate or quote, other financial institutions
Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Other important information
For California residents: We will not share information we collect about you with nonaffiliated third parties, except as permitted by law, including, for example with your consent or to service your account. We will limit sharing with our affiliates to the extent applicable and as required by California law.

For Vermont residents: We will not share information we collect about you with nonaffiliated third parties, except as permitted by law, including, for example with your consent or to service your account. We will not share information about your creditworthiness with our affiliates other than as permitted by Vermont law, unless you authorize us to make those disclosures.

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