Barrett Financial Group · NMLS 181106 · Licensed in Arizona & California

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Legal

Privacy Policy

What information this site collects, why, and what happens to it. Written to be read rather than skimmed past.

Last updated: July 2026

This policy covers erikaloanofficer.com, operated by Erika Sanchez, a mortgage loan originator (NMLS #1660705) with Barrett Financial Group, L.L.C. (NMLS #181106). It explains how information submitted through this website is handled.

Please review before publishing. This policy is a solid starting point drafted around how the site actually works, but privacy obligations for mortgage professionals are specific — GLBA, the FTC Safeguards Rule, and state law all apply. Have your compliance officer or counsel confirm it reflects your real practices before this goes live.

Information collected

Information you actively give us through a form on this site may include:

  • Your name, email address, and phone number
  • Property address, city, and ZIP code
  • General details about your goals — purchase or refinance, price range, timeline, preferred language
  • Brokerage and business details, if you contact us as a real estate professional
  • Anything you choose to write in a free-text message field

This website does not ask for your Social Security number, date of birth, account numbers, or other sensitive identifiers. Those are collected only through a secure application system if and when you formally apply for a loan, which is a separate process from this site.

Information collected automatically

Standard web server logs may record your IP address, browser type, referring page, and the pages you view. If analytics or advertising tools are added to this site, additional information may be collected through cookies; any such tools will be disclosed here.

How your information is used

  • To respond to your question or request
  • To contact you about mortgage financing by phone, text, or email, where you have consented
  • To make an introduction you asked for, such as to a real estate agent or other professional
  • To prepare rate quotes, payment estimates, and pre-approval documents
  • To meet legal, regulatory, and recordkeeping obligations

Your information is not sold, and it is not rented or traded to third-party marketers.

Who your information is shared with

Information may be shared with:

  • Barrett Financial Group, L.L.C., as the sponsoring mortgage broker
  • Lenders and investors, where necessary to price, underwrite, or place your loan
  • Service providers that operate on our behalf — CRM, email, hosting, e-signature — under obligations to protect it
  • Professionals you asked to be introduced to, and only those
  • Regulators, auditors, and law enforcement, where required by law

Text messages and calls

Where you tick the consent box on a form, you agree to be contacted by phone, text, or email about your enquiry. Message and data rates may apply. Consent is not a condition of obtaining any loan or service. Reply STOP to any text message to opt out, or ask to be removed at any time by calling or emailing using the details below.

Security

Reasonable administrative and technical safeguards are used to protect the information submitted here. No method of transmission over the internet is completely secure, so please do not send Social Security numbers, full account numbers, or copies of identification by ordinary email. A secure upload link will be provided when documents like that are needed.

A note on wire fraud

Neither Erika Sanchez nor Barrett Financial Group will ever email you wiring instructions or ask you to change payment instructions by email. Always call your escrow or title officer on a number you looked up independently and confirm any wire instructions verbally before sending funds.

Your choices

  • Ask what information is held about you
  • Ask for corrections to information that is inaccurate
  • Ask for your information to be deleted, subject to records we are legally required to retain
  • Opt out of marketing calls, texts, and emails at any time

Residents of California and other states with comprehensive privacy laws may have additional rights, including rights of access, deletion, and correction, and the right not to be discriminated against for exercising them. To exercise any of these, contact us using the details below.

Retention

Enquiry information is kept only as long as needed for the purpose it was collected, and longer where mortgage recordkeeping rules require it.

Children

This site is not directed to children under 13, and information is not knowingly collected from them.

Third-party links

This site links to external resources, including government and county websites. Those sites have their own privacy practices, which we don't control.

Changes to this policy

This policy may be updated from time to time. The date at the top reflects the most recent revision.

Contact

Erika Sanchez · Barrett Financial Group
6751 N Sunset Blvd, Suite 430, Glendale, AZ 85305
Phone: (602) 561-6550
Email: erikas@barrettfinancial.com
NMLS #1660705 · Barrett Financial Group, L.L.C. NMLS #181106

Licensing can be verified at nmlsconsumeraccess.org.