Privacy Policy

Effective Date: April 29 2025

At Everly Mae Mortgage Note Fund (“we,” “our,” “us”), we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, and protect your personal information when you visit our website, interact with our services, or invest in our fund. By accessing or using our website, you agree to the terms outlined in this Privacy Policy.

 

1. Information We Collect

We collect the following types of information from our users:

Personal Information:

  • Contact Information: Name, email address, phone number, mailing address
  • Investment Information: Amount invested, preferred investment tier, financial information necessary to complete your investment
  • Account Information: Username, password, and other details for account creation and login
  • Demographic Information: Information you provide voluntarily, such as professional background, investment goals, and preferences

     

Non-Personal Information:

  • Usage Data: IP address, browser type, device information, and other technical data automatically collected as you interact with our website
  • Cookies & Tracking Technologies: We use cookies to enhance your experience on our website, track site usage, and gather information about how you interact with our content.

     

2. How We Use Your Information

We may use your information for the following purposes:

  • To Provide Services: To facilitate your investment in the Everly Mae Mortgage Note Fund and manage your account
  • To Improve Our Website and Services: We may analyze usage data to improve the functionality, design, and user experience of our website
  • To Communicate with You: To send transactional communications (e.g., account updates, investment status), marketing updates, newsletters, and other information related to our services, unless you opt out
  • To Comply with Legal Requirements: We may use your information to comply with applicable laws, regulations, and legal processes, including those related to anti-money laundering and investor verification

     

3. Sharing Your Information

We do not sell, rent, or trade your personal information to third parties. However, we may share your information with the following parties:

  • Service Providers: Trusted third-party service providers who assist with our operations (e.g., payment processors, IT support)
  • Legal Compliance: If required by law, we may disclose your information in response to legal requests, such as subpoenas, court orders, or government investigations
  • Business Transfers: In the event of a merger, acquisition, or asset sale, your personal information may be transferred as part of the transaction

     

4. Data Security

We take the security of your personal information seriously and implement appropriate physical, technical, and administrative measures to protect it from unauthorized access, alteration, disclosure, or destruction. However, no security system is completely foolproof, and we cannot guarantee the absolute security of your information.

 

5. Your Rights and Choices

As a user of our services, you have the following rights:

  • Access and Correction: You may access and correct your personal information by logging into your account or contacting us
  • Opting Out: You may opt out of receiving promotional communications by following the unsubscribe instructions in our emails or by contacting us directly
  • Data Deletion: You may request the deletion of your personal information by contacting us, subject to any legal obligations we may have to retain certain data

 

6. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience. Cookies help us track usage patterns, provide personalized content, and improve the functionality of our website. You can control cookie settings through your browser, but disabling cookies may affect the functionality of our website.

 

7. Links to Third-Party Websites

Our website may contain links to third-party websites that are not operated by us. We are not responsible for the privacy practices or the content of such external sites. We encourage you to review the privacy policies of any third-party sites you visit.

 

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

 

9. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Everly Mae Mortgage Note Fund
Email: andy@everlymae.com