PRIVACY POLICY
The Jake Kelly Mortgage Lending Team at Movement Mortgage
Effective date: September 17, 2026
This Privacy Policy explains how we collect, use, and share information when you use our websites, webinars, booking pages, emails, and related marketing services (the “Services”).
We are a mortgage marketing presence for Jake Kelly, Loan Officer, NMLS 2085649, with Movement Mortgage LLC, NMLS 39179. Movement Mortgage LLC is the licensed mortgage lender. This page covers information collected through Jake Kelly’s marketing and scheduling tools.
INFORMATION WE COLLECT
You provide to us
• Contact details (name, email, phone)
Booking details (meeting type, appointment time)
• Optional planning answers you choose to share (income range, cash available, debts, timeline, first-time buyer status, and notes)
• Messages by email, form, or chat
• Webinar registration and watch activity
Collected automatically
• Device and browser information, IP address, and approximate location
• Pages viewed, links clicked, and referral source
• Cookies or similar technologies used for site function, analytics, and advertising measurement
From partners
• Scheduling, email, webinar, CRM, and analytics providers that process data on our behalf.
HOW WE USE INFORMATION
We use information to:
• Provide the Services you requested (webinar access, booking, follow-up emails)
• Communicate about appointments, homebuying education, and mortgage-related offerings
• Personalize and improve our content and marketing
• Maintain security, prevent abuse, and meet legal or regulatory obligations
• Send SMS reminders or scheduling updates only when you have consented
We do not sell your personal information for money. We may share information with service providers who help us operate the Services, with Movement Mortgage as needed to serve you as a loan officer’s marketing lead, or when required by law.
SMS / TEXT MESSAGES
If you opt in to SMS, we may send appointment reminders and scheduling updates. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for help. Consent to text is not a condition of purchasing goods or services.
COOKIES AND TRACKING
We and our providers may use cookies or similar tools for essential site function, analytics, and marketing performance. You can control cookies through your browser settings. Some features may not work if cookies are disabled.
HOW WE SHARE INFORMATION
We may share information with:
• Service providers under contract (hosting, email, CRM, webinar, calendar, analytics)
• Movement Mortgage LLC and affiliated systems as needed to follow up on mortgage inquiries
• Professional advisors (legal, compliance, accounting) under confidentiality
• Authorities when required by law or to protect rights and safety
• A successor entity if our marketing practice or related assets are transferred
We do not share SMS opt-in data with third parties for their own marketing.
DATA RETENTION
We keep information as long as needed for the purposes above, for our relationship with you, and as required by mortgage industry recordkeeping and legal obligations. We then delete or de-identify it when appropriate.
SECURITY
We use reasonable administrative, technical, and physical safeguards. No method of transmission or storage is fully secure.
YOUR CHOICES
You may:
• Unsubscribe from marketing emails using the link in those emails
• Opt out of SMS by replying STOP
• Request access, correction, or deletion of personal information we control, subject to legal limits
• Contact us with privacy questions using the details below
California and other state residents may have additional rights under applicable law. To exercise a request, email us at the address below. We will not discriminate against you for exercising privacy rights.
CHILDREN’S PRIVACY
The Services are not directed to children under 13, and we do not knowingly collect personal information from them.
THIRD-PARTY LINKS
Our Services may link to third-party sites (including Movement Mortgage pages). Their privacy practices are their own.
CHANGES
We may update this Policy. The effective date above will change when we do. Continued use of the Services after an update means you accept the revised Policy.
CONTACT
Jake Kelly
Mortgage Loan Officer | Movement Mortgage
NMLS 2085649
99 Rosewood Drive Suite 270, Danvers MA 01923
(978) 828-1537
www.movement.com/jake.kelly
Equal Housing Opportunity. Licensed in FL, MD, ME, MA, NH, VA and other states as listed on NMLS Consumer Access.