At Mortgage Planners Mortgage Agency, respect of confidential information collected is very important. Our value of integrity and transparency force us to maintain a standard of excellence and we wish to make sure that the same reputation applies to the protection of the personal information that we keep concerning our clients. In order to make sure that your personal information will be properly protected we are implementing the present policy. Email is a widely adopted communication mechanism often used to communicate sensitive and confidential information, recently many industries have found themselves victim of fraud via email. To secure the protect of our customer’s information, we have developed an online portal; secured with a user code, password and double verification via your personal email or Text message. The portal is equipped with its own e-signature, online application and platform to upload personal documentation. Every document is encrypted and individually secured. The security of your personal information is extremely important to us and our portal allows you to be safe and enjoy the customer experience.
We collect personal information to ensure that we shall provide the level of service you are entitled to from us, and to make sure we offer you products that fit your needs. We only collect necessary information to meet that goal and to comply with laws and regulations in effect.
We collect personal information that we need for the purposes of our business, as follows, but with no limitations:
Only the following persons will have access to your personal file:
The information collected about you is kept at our Head Office or in one of our branches, either on paper or electronic files. We deal with an external specialized firm to archive our information on electronic files. We make sure that the information we have is properly stored and that only the above-mentioned persons have access to it. In addition we keep this information for the full period prescribed by law.
It is your right to access your personal and confidential information. You can ask us to change or modify the information we keep by making a written request to: Mortgage Planners Mortgage Agency, 425 Mathers Avenue, Suite 102, Saint-Eustache, Quebec, J7P 4C1. We are committed to answer you in without delay.
In addition to receiving the information, you will have access to our calculators, our rates and our contact information.
Let us orchestrate the details of your mortgage!