Fair Processing Notice
This Fair Processing Notice explains how we handle the information you provide when using our "Logic Check" mortgage calculator.
Initial Data Capture
When you use our calculator, we collect basic financial data (income, deposit, age) to provide an indicative borrowing result. This calculation is automated based on specialist lending criteria.
Lead Generation
Before providing your result, we ask for your contact details (name, email, phone). By providing this information, you are requesting us to contact you to discuss your mortgage requirements.
This information is stored in our CRM (Twenty) and is used solely for the purpose of providing mortgage brokerage services.
Our Principal Firm
As an Appointed Representative, your data may be audited or reviewed by our Principal firm, **Echo Finance Ltd**, to ensure we are providing compliant advice and following regulatory standards.
No Third-Party Marketing
We do not sell your data to third-party marketing companies. Your data is only shared with lenders and essential service providers (like credit agencies) as part of a formal mortgage application.
Electronic Communication
By submitting your details, you agree to receive follow-up communication via email or phone regarding your enquiry. You can opt-out of these communications at any time by replying "STOP" or emailing help@complexincome.mortgage.
This notice should be read in conjunction with our full Privacy Policy and Terms of Business.