Windermere Mortgage Services Series LLC and its series
Customer Privacy Policy
Safeguarding customer information is a matter we take seriously at Windermere Mortgage Services Series LLC and its series. To affirm our continuing commitment to the proper use of customer information, we have set forth the following privacy principles. These principles guide us in serving the privacy needs of our customers.
1. Keeping Your Trust
At Windermere Mortgage Services Series LLC and its series, we believe the confidentiality and protection of customer information is one of our fundamental responsibilities. While information is critical to providing quality service, we recognize that one of our most important assets is our customers’ trust. An essential element of keeping your trust is to tell you how we safeguard customer information, tell you what information we collect about our customers, and tell you who sees your information.
2. Protection of Information through Established Security Standards
We recognize that a fundamental element of maintaining customer privacy is to provide reasonable protection against unauthorized access to customer information. Windermere Mortgage Services Series LLC and its series has established appropriate security standards and procedures to guard customer information. These include regular audits and tests of our systems to ensure data security, protection of our physical premises, and employee education regarding customer privacy.
3. Use, Collection and Retention of Customer Information
Windermere Mortgage Services Series LLC and its series limits the use, collection, and retention of customer information to what we believe is necessary or useful to conduct our business, provide quality service and offer products and services of interest to our customers. We collect personally identifiable customer information from the following sources: information we receive from you (for example from your applications or other forms); information about your transactions with us; information we receive from consumer reporting agencies; and information from third parties with whom we verify certain information you provide to us, such as account verification for loan applicants.
4. Who at Windermere Mortgage Services Series LLC and its series Sees Your Information
At Windermere Mortgage Services Series LLC and its series, our policy is to limit employee access to customer information to those employees with a business reason to know the information. Employees are educated about these privacy principles and our duty of confidentiality to our customers. Each Windermere Mortgage Services Series LLC and its series employee is responsible for understanding how customer privacy applies to his or her work at Windermere Mortgage Services Series LLC and its series.
5. Who We Share Information With
We do not disclose any nonpublic personal information about our customers to anyone except as permitted by law. We do, for example, disclose customer information to lenders for purposes of finding a loan that’s right for you. And, in order to make mortgage loan products available to our customers, we disclose personally identifiable customer information to service providers whose technical expertise we retain to help us complete transactions. We also provide information to government regulators, secondary market investors (such as Fannie Mae and Freddie Mac), and third parties to whom you ask us to provide your information.
6. Help Us Keep Accurate Records
Windermere Mortgage Services Series LLC and its series understands the importance of maintaining accurate customer records. Please help us keep your records accurate by contacting us at 1-800-383-3355 if any of the information you’ve provided to us needs correcting or updating.
7. Questions?
Windermere Mortgage Services Series LLC and its series recognizes and respects the privacy expectations of our customers. We want our customers to understand our commitment to privacy. If you have questions about our Privacy Policy, please call us at 1-800-383-3355 or e-mail us at wmsonline@windermere.com
8. Changes
Our Privacy Policy may change from time to time, so please check our website at www.windermeremortgageservices.com.
Thank you for your trust and for choosing Windermere Mortgage Services Series LLC and its series.

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