Privacy Policy — SBA Data Vault
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Privacy Policy

Last updated: August 12, 2026

SBA Data Vault ("SBA Data Vault," "we," "us," or "our") provides lead-generation services for banks, credit unions, and funding companies. This Privacy Policy explains how we collect, use, share, and protect information when you visit our website, submit an enquiry through our forms, or otherwise interact with us (collectively, the "Services").

By using our Services, you agree to the practices described in this policy. If you do not agree, please do not use the Services.

This policy addresses information we collect about visitors to our website and prospective business partners who contact us. It does not govern how our lending-institution clients handle the borrower information they receive from us — those institutions maintain their own privacy policies.

1. Information We Collect

Information you provide to us

When you complete our partner enquiry form or otherwise contact us, we collect the information you submit, which may include:

  • Your full name and the name of your institution;
  • Your work email address and phone number;
  • Business details you share about your institution — such as institution type, lending regions, loan volume, how you currently source applicants, the volume of leads you are seeking, and the CRM or loan-origination system you use;
  • Your communication and consent preferences, including whether you have opted in to receive emails or SMS text messages; and
  • Any additional information you choose to include in your communications with us.

Information collected automatically

When you visit our website, we and our service providers may automatically collect certain technical information, including your IP address, browser type, device information, pages viewed, referring URLs, and the dates and times of your visits. We collect this information using cookies, pixels, and similar technologies (see Section 5).

Information from advertising platforms

Because we run marketing campaigns on platforms such as Meta and Google, those platforms may share limited information with us about how you interacted with our ads, and we may share information with them to measure and improve campaign performance.

2. How We Use Your Information

We use the information we collect to:

  • Respond to your enquiry and build a lead package suited to your institution;
  • Communicate with you about our Services, including follow-up calls, emails, and — where you have consented — SMS text messages;
  • Operate, maintain, and improve our website and Services;
  • Run, measure, and optimize our advertising and marketing campaigns;
  • Detect, prevent, and address fraud, security issues, and technical problems; and
  • Comply with legal obligations and enforce our agreements.

3. How We Share Your Information

We do not sell the personal information of website visitors or enquiry contacts for money. We may share information in the following circumstances:

RecipientPurpose
Service providersWe use third-party vendors to run our business — including our CRM and marketing-automation provider (LeadConnector / GoHighLevel), email and analytics providers, and hosting providers. They process information on our behalf under contract.
Advertising platformsPlatforms such as Meta and Google may receive information to help us deliver and measure ad campaigns.
Legal and safetyWe may disclose information where required by law, subpoena, or legal process, or to protect the rights, property, or safety of SBA Data Vault, our users, or others.
Business transfersIf we are involved in a merger, acquisition, financing, or sale of assets, information may be transferred as part of that transaction.
Mobile opt-in data is never shared or sold. No mobile information or SMS consent will be shared with third parties or affiliates for their own marketing or promotional purposes. All other categories of the SMS opt-in and consent exclusions above still apply.

4. How We Protect Your Information

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

5. Cookies and Tracking Technologies

We use cookies and similar technologies to operate our website, remember your preferences, analyze traffic, and support our advertising. You can control cookies through your browser settings, though disabling them may affect how the site functions. Where required, we will present a cookie notice or consent mechanism.

Some browsers offer a "Do Not Track" signal. Because there is no common industry standard for responding to these signals, our website does not currently respond to them.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this policy, to maintain our business relationships, and to comply with our legal obligations. When information is no longer needed, we take reasonable steps to delete or de-identify it.

7. Your Privacy Rights

Depending on where you live, you may have rights regarding your personal information, including the right to request access to, correction of, or deletion of your information, and the right to opt out of certain uses. To exercise any of these rights, contact us using the details in Section 12. We will not discriminate against you for exercising your rights.

California residents

If you are a California resident, the California Consumer Privacy Act (as amended) may give you the right to know what personal information we collect, to request deletion, to correct inaccurate information, and to opt out of the "sale" or "sharing" of personal information as those terms are defined by law. You may submit a request using the contact details below.

Marketing communications

You can opt out of marketing emails at any time by using the unsubscribe link in those emails or by contacting us. We may still send you non-promotional messages related to your enquiry or account.

8. SMS / Text Messaging

Where you provide your phone number and expressly opt in, SBA Data Vault may send you SMS text messages related to your enquiry, lead packages, account updates, and — where you have agreed — marketing. We obtain your consent through a clear, separate opt-in on our enquiry form or another documented channel; SMS consent is never pre-checked and is not a condition of using our Services or purchasing anything.

  • Message frequency varies based on your interaction with us.
  • Message and data rates may apply, depending on your mobile carrier and plan.
  • To opt out at any time, reply STOP to any text message. You will receive a confirmation and no further messages unless you opt back in.
  • For help, reply HELP or contact us at [email protected].
  • Carriers are not liable for delayed or undelivered messages.

As noted in Section 3, we do not share or sell mobile opt-in information or SMS consent with third parties or affiliates for their marketing purposes.

9. Third-Party Links

Our website may contain links to third-party websites or services that we do not control. This policy does not apply to those third parties, and we encourage you to review their privacy policies.

10. Children's Privacy

Our Services are intended for businesses and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

11. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. Material changes will be communicated as required by law. Your continued use of the Services after changes take effect constitutes acceptance of the updated policy.

12. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, contact us at:

SBA Data Vault
Email: [email protected]
10770 Columbia Pike, Suite 300 #1187
Silver Spring, MD 20901