Privacy Policy

1. Overview

ProcessPro provides loan processing support services to mortgage and finance brokers. In doing so, we may handle information that brokers share with us for the purpose of supporting their loan processing workflow.

2. Information We May Handle

Information handled may include details about broker clients, loan applications and supporting documentation. This information is used solely for the purpose of assisting with loan processing activities requested by the broker.

3. How Information Is Used

Information is used to organise, prepare and support loan files as part of the services provided to brokers. We do not use this information for marketing or unrelated purposes.

4. Confidentiality

Client and broker information is treated with professional care and confidentiality. Information is not shared with third parties except where required to support the agreed processing workflow or where required by law.

5. Data Storage

Information may be stored within tools and systems agreed with each brokerage as part of their workflow. Specific storage and access arrangements can be discussed and agreed with each broker.

6. Third‑Party Tools

Where third‑party tools are used as part of a broker’s workflow, those tools will have their own privacy and security practices. Brokers should review the terms of any tools they choose to use in their processes.

7. Contact

If you have questions about this Privacy Policy or how information is handled in connection with ProcessPro’s services, please contact us at info@processpro.com.