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PRIVACY NOTICE

For California consumers, please view the California Privacy Policy

Rev. May 2026

FACTS What Does CMG Mortgage, Inc. Do With Your Personal Information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and Income
  • Credit history and Credit scores
  • Mortgage rates and payments and Employment information

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons CMG Mortgage, Inc. chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information Does CMG Mortgage, Inc. share? Can you limit this sharing?

For our everyday business purposes -

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes

No

For our marketing purposes -

to offer our products and service to you

Yes

No

For joint marketing with other financial companies

No

We don’t share

For our affiliates’ everyday business purposes -

information about your transactions and experiences

Yes

No

For our affiliates’ everyday business purposes -

information about your creditworthiness

Yes

Yes

For our affiliates to market to you

Yes

Yes

For nonaffiliates to market to you

No

We don’t share
Reasons we can share your personal information

For our everyday business purposes -

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Does CMG Mortgage, Inc. share?

Yes

Can you limit this sharing?

No

For our marketing purposes -

to offer our products and service to you

Does CMG Mortgage, Inc. share?

Yes

Can you limit this sharing?

No

For joint marketing with other financial companies

Does CMG Mortgage, Inc. share?

No

Can you limit this sharing?

We don’t share

For our affiliates’ everyday business purposes -

information about your transactions and experiences

Does CMG Mortgage, Inc. share?

Yes

Can you limit this sharing?

No

For our affiliates’ everyday business purposes -

information about your creditworthiness

Does CMG Mortgage, Inc. share?

Yes

Can you limit this sharing?

Yes

For our affiliates to market to you

Does CMG Mortgage, Inc. share?

Yes

Can you limit this sharing?

Yes

For nonaffiliates to market to you

Does CMG Mortgage, Inc. share?

No

Can you limit this sharing?

We don’t share

To limit our sharing
  • Mail the form below

Please note: If you are a new customer, we can begin sharing your information [30] days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Questions?

Call 866-554-7095 or go to www.cmgfi.com
Mail-in Form

Mark any/all you want to limit:

  • ☐ Do not share information about my creditworthiness with your affiliates for their everyday business purposes.
  • ☐ Do not allow your affiliates to use my personal information to market to me.

Name

Address

City, State, Zip

Loan #

Mail to:

CMG Mortgage, Inc.
ATTN: Privacy
3160 Crow Canyon Road, Ste 400
San Ramon, CA 94583
Who We Are

Who is providing this notice?

CMG Mortgage, Inc. dba CMG Financial and dba CMG Home Loans
What We Do

How does CMG Mortgage, Inc.

protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law.

These measures include computer safeguards and secured files and buildings.

How does CMG Mortgage, Inc.

collect my personal information?

We collect your personal information, for example, when you

  • Apply for a loan or Give us your income information
  • Provide employment information or Provide account information
  • Give us your contact information

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Why can’t I limit all sharing?

Federal law give you the right to limit only

  • sharing for affiliates’ everyday business purposes - information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account.
Definitions

Affiliates

Companies related by common ownership or control. They can be financial and non-financial companies.

  • Our affiliates include financial companies under common ownership such as Vision Lending Services, LLC; EVO Home Loans, LLC dba EPIQ Lending; NextMortgage, LLC; Select Lending Services, LLC; The Gibraltar Group Mortgage, LLC; Linked Home Loans, LLC dba HomeGuide Mortgage; Home Mortgage Advisors, LLC; and Reliance Mortgage Partners, LLC; and Bank CMG.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and non-financial companies.

  • CMG Mortgage, Inc. does not share with nonaffiliates so they can market to you.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • CMG Mortgage, Inc. doesn’t jointly market.
Other Important Information

California Residents

In accordance with California law, we will not share information we collect about you with companies outside of our corporate family, except as permitted by law, including, for example, with your consent or to service your account. We will limit sharing among our companies to the extent required by California law.

Nevada Residents

Nevada Revised Statutes Section 228.600 allows marketing calls to our existing customers listed on the National Do Not Call Registry. If you prefer not to receive marketing calls from us, you may be placed on our Internal Do Not Call list by calling 866-554-7095 or writing to CMG Mortgage, Inc., ATTN: Privacy, 3160 Crow Canyon Road, Ste 400, San Ramon, CA 94583. You may also contact the Nevada Attorney General’s office:

Bureau of Consumer Protection Office of the Nevada Attorney General
555 E. Washington Street, Suite 3900
Las Vegas, NV 89101
Phone: (775) 684-1180
Email: bcpinfo@ag.state.nv.us

North Dakota Residents

In accordance with North Dakota law, we will not share information we collect about you with companies outside of our corporate family, except as permitted by law, including, for example, with your consent or to service your account. We will limit sharing among our companies to the extent required by North Dakota law.

Vermont Residents

In accordance with Vermont law, we will not share information we collect about you with companies outside of our corporate family, except as permitted by law, including, for example, with your consent or to service your account. We will limit sharing among our companies to the extent required by Vermont law.

State Law

We follow state law if state law provides you with additional privacy protections.