Rev. April 2026

FACTS

WHAT DOES FORWARD MORTGAGE DO WITH YOUR PERSONAL INFORMATION?

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 income
  • Account balances and payment history
  • Credit history and credit scores
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 Forward Mortgage chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information Does Forward Mortgage 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 No We don’t share
For joint marketing with other financial companies No We don’t share
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 We don’t share
For nonaffiliates to market to you No We don’t share
Questions? Call (248) 956-0445 or email [email protected].

Who we are

Who is providing this notice? Forward Mortgage, NMLS #2401169, MI License FL-0024719. 322 S. Main St. Suite 230, Rochester, MI 48307.

What we do

How does Forward Mortgage 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 (encrypted transmission, access controls, secure document portals) and secured files and physical premises. We restrict access to your personal information to those employees, contractors, and authorized service providers who need to know that information to provide products or services to you.
How does Forward Mortgage collect my personal information? We collect your personal information, for example, when you
  • apply for a loan or give us your contact information
  • give us your employment information or income information
  • provide account information or asset information
  • tell us about a property you wish to finance
We also collect your personal information from others, such as credit bureaus, employers, banks, insurance companies, public records, and the lenders to whom we submit your loan.
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. Forward Mortgage does not engage in any of the categories of sharing you would otherwise have the right to limit, so there is nothing to opt out of.

Definitions

Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.
  • Forward Mortgage has no affiliates.
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.
  • Forward Mortgage does not share with nonaffiliates so they can market to you.
Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
  • Forward Mortgage does not jointly market.

Other important information

Your loan application records. We are required by federal and Michigan state law to retain loan application records for specific periods (typically 25 to 36 months after the loan is closed or denied, depending on the regulation). After those periods, we securely dispose of records we’re no longer required to keep.

How you can reach us about this notice. If you have questions about how we handle your personal information, or you would like to request a copy of the information we have about you, contact us at (248) 956-0445 or [email protected], or write to us at the address above.

This notice satisfies the initial privacy notice requirement under the Gramm-Leach-Bliley Act (15 U.S.C. §6803) and Regulation P (12 CFR Part 1016). For the broader plain-English explanation of our website privacy practices — cookies, analytics, communications, and so on — see our Privacy Policy.

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Brian Mutter

Brian Mutter

Loan Officer · NMLS #1109257

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Lynn Marie Oates

Lynn Marie Oates

Loan Officer · NMLS #1495433

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Before you continue

How we’ll handle your information

Before you enter your SSN, income, and other financial details on the next page, federal law (the Gramm-Leach-Bliley Act) requires us to explain how we’ll handle that information.

  • We collect what we need to evaluate, structure, and submit your loan.
  • We share it only with the people who help close your loan — the lenders we submit to, the service providers who run credit, title, appraisal, and verifications, and regulators when the law requires.
  • We don’t sell your information. We don’t share it for marketing. Not ours, not affiliates’, not anyone’s.
  • We protect it — encrypted transmission, restricted access, secure document handling.

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