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Privacy Policy
Effective 07-01-2004

Protecting your privacy is of great importance to CU Partners. That’s why we have adopted this privacy policy to protect not only your financial assets, but your personal information as well.

This notice describes the kinds of information we collect from our customers, how we will use the information and the limited circumstances that we will share it with others. It is important for you to know that CU Partners. (CU Partners) does not share information about you with anyone except as required or permitted by law.

References to “we”, “us”, and “our” refers to CU Partners references to “you” or “your" shall mean the customers of CU Partners. Throughout this notice the word “information” refers to personal information about you that may not be publicly available.

Information We Gather:
In the course of providing services to you, we gather information the following types of information:

  • Information you provide on applications and other forms such as your name, address, phone numbers, email addresses, social security number, age, income, employment, assets and liabilities;
  • Information about transactions we, or our affiliated companies, might conduct for you such as your payment history, account balances, and parties to the transactions.
  • Information about your transaction with nonaffiliated third parties such as your credit worthiness and credit history.


Information We Disclose:
We may disclose information for certain specific purposes. These disclosures are permitted under the law and include information to process transactions on your behalf, conduct our operations, follow your instructions or ensure the security of financial records.

Disclosure of Information:
We do not sell names or other information about our customers or former customers to third parties.
We may disclose personal information to:

  • Affiliated companies and employees as need to approve, process, fund and close mortgage loans.
  • Financial Service Providers such as credit card issuers, finance companies, insurance companies, banks and mortgage companies.
  • Credit reporting agencies, appraisers, title companies, escrow agents, and other entities involved in the mortgage loan process.
  • State and Federal Regulatory Agencies and other governmental entities.
  • Companies who perform services on our behalf including, but not limited to, tax vendors, software programmers, loan servicers, mortgage insurance providers, and property evaluation companies.

How We Protect Your Information:
Access to your information is limited to those employees who provide products and services to you. We also have physical, electronic and procedural safeguards that comply with federal standards that concern the security of the non-public information you provide.

Cookies Information:
Cookies are small bits of information sent by a web site’s server to a user. The user’s computer may show the information back to the server on subsequent pages or actions. Session cookies end when the session with the server ends.

When you browse on our website, you do so anonymously and information about you is not collected. When you access our application, session cookies are used. Session cookies are necessary for the security of your account.

An Important Note About E-Mail:

When opening an e-mail link, your mail application is automatically started for you in an unsecured environment. Please use the general link to send general comments, questions, or feedback only. If you have specific questions or problems with your transaction, we recommend that you contact in writing at the address indicated below or by calling us at 800-350-LEND (800-350-5363).

Changing Your Personal Information:
To review or change the personal information you have provided to us, you may do so by contacting us in writing at the address indicated below.

Changes to Our Privacy Policy; Notices:
We reserve the right to amend the provisions of this Privacy Policy from time to time. When changes are made to the Privacy Policy, we will post the new policies on our website. By choosing to become one of our customers, you agree to receive copies of our Privacy Policy from our website, unless you provide us with a written request to mail you a copy of our Privacy Policy.

Contact Us:
Thank you for the opportunity to serve you. We want you to understand our commitment to keeping your personal information private. We reserve the right to amend this policy at any time. If you have questions regarding this privacy notice, please contact us at (800) 200-4889, click here to email us, or write to us at:

CU Partners
4 Hutton Centre Drive, Suite 500
Santa Ana, CA 92707
Attn: Privacy Policy Personnel