What we collect
When you use this website we collect the information you provide in the enquiry form: your name, contact details, and information relevant to your enquiry (such as your current bank, mortgage size, or the type of cover you are interested in). We also collect standard analytics and advertising data (such as UTM parameters and pixel events) to measure how our advertising performs.
How we use it
Your information is used to contact you about your enquiry (including by phone, text and email, some initial contact may be made by an automated assistant on our behalf), prepare your review, and provide financial advice if you choose to proceed. We do not sell your information to third parties.
Phone calls are recorded
Calls we make to you, and calls you make to us, are recorded and stored securely. We use the recordings to confirm what was discussed, to meet our record-keeping obligations as a financial advice provider, and to improve our service. If you would prefer not to be recorded, tell us at the start of the call and we will arrange another way to talk. You can ask for a copy of a recording of your own call at any time.
Who we share it with
Where needed to deliver the service, information may be shared with lenders or insurers you ask us to approach, and with the service providers that run our website, customer relationship management system, appointment booking and phone systems. All providers are bound to use it only for delivering these services.
Storage and security
Information is stored securely with access limited to people who need it to help with your enquiry. You can request a copy of the information we hold about you, ask us to correct it, or ask us to delete it at any time.
Contact
Questions or requests about your personal information: info@swiftmortgages.co.nz or 09 215 8807.