Privacy Policy

We collect the following categories of information:

• Contact information you submit through our application form or calendar booking flow (first name, last name, email, phone number, state, monthly loan volume, and any additional information you share).
• Technical information automatically collected when you visit the Site — IP address, browser type, device, pages viewed, referring URL, and standard marketing attribution parameters (UTM values, fbclid, gclid).
• Marketing pixel data from the Meta Pixel and any comparable tools used to measure ad performance and page interactions.

We use the information we collect to:

• Respond to your inquiry, schedule and confirm your strategy call.
• Send appointment reminders, follow-ups, and information you specifically request.
• Improve our services, marketing, and Site performance.
• Comply with legal obligations.

When you submit your phone number and consent to receive text messages, you agree to receive SMS communications from Small Business Automator related to your inquiry, scheduled calls, follow-ups, and services you have requested. Message frequency varies. Message and data rates may apply. Reply HELP for help. Reply STOP at any time to opt out.

No sharing of mobile opt-in data. Mobile information and the consent you provide to receive text messages will not be shared with third parties or affiliates for marketing or promotional purposes. This exclusion applies to all sub-categories of information described in this Privacy Policy.

We share personal information only with:

• Service providers that help us operate the Site and deliver our services (for example, our CRM/scheduling platform, hosting, and email vendors), under contract and only for the purposes we specify.
• Legal authorities when required by law, subpoena, or to protect our rights and users.

We do not sell your personal information. We do not share mobile opt-in data or SMS consent with third parties or affiliates for marketing or promotional purposes.

We use cookies, local/session storage, and marketing pixels (including the Meta Pixel) to remember attribution, measure ad performance, and improve the Site. You can control cookies through your browser settings. Disabling them may limit some Site functionality.

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, comply with legal obligations, and enforce our agreements.

• You may unsubscribe from marketing emails using the link in any message.
• You may opt out of SMS by replying STOP.
• You may request access, correction, or deletion of your personal information by emailing dallas@smallbusinessautomator.com.

The Site is not directed to children under 16 and we do not knowingly collect their information.

We may update this Policy from time to time. The “Last Updated” date at the top reflects the most recent version.

Questions? Email dallas@smallbusinessautomator.com.