Privacy Policy
Last Updated: 06/23/2025
1. Introduction
Welcome to the website for Trace David Marketing, LLC.(https://tracedavidmortgage.com. We are committed to protecting your privacy and maintaining the confidentiality and security of your personal information. This Privacy Policy describes the types of personal information we collect from visitors and users of our website located at https://tracedavidmortgage.com (the “Site”), how we use and share that information, and your choices regarding that information.
As a financial services provider, we comply with the Gramm-Leach-Bliley Act (GLBA) and its implementing regulations, as well as other applicable U.S. state and federal laws, including the California Consumer Privacy Act (“CCPA”) and related state privacy laws where applicable.
By using our Site, you acknowledge that you have read and understand this Privacy Policy.
2. Information We Collect
Personal Information: We may collect personal information that you voluntarily provide to us, such as:
Contact Information: Your name, email address, phone number, and mailing address.
Financial Information: Information you provide when applying for a mortgage or other financial products, including income, employment details, credit history, and Social Security number (where necessary).
Transaction Information: Records of your inquiries, interactions, and transactions with us.
Non-Personal Information: We may also collect non-personal information about your use of our Site, including:
Device and Usage Information: IP address, browser type, operating system, pages visited, and time spent on the Site.
Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to enhance user experience, analyze website performance, and personalize content. For more details, see Section 7.
3. How We Use Your Information
We use the personal information we collect for purposes including:
Providing Services: Processing mortgage applications, verifying your identity, and delivering requested products or services.
Communication: Responding to your inquiries, sending you relevant updates, and providing customer support.
Compliance and Legal Obligations: Complying with applicable laws, regulations, or legal processes, and maintaining records for regulatory, auditing, and compliance purposes.
Improvement and Personalization: Understanding how users interact with our Site, improving our offerings, and personalizing user experiences.
4. How We Share Your Information
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted.
We may share your personal information with:
Service Providers and Partners: Third-party vendors who assist with our business operations, such as loan processors, credit reporting agencies, analytics providers, and IT services, under contractual obligations that protect your information.
Affiliates: Our affiliates, only as permitted by law and consistent with the purposes described in this Privacy Policy.
Legal and Regulatory Entities: Government regulators, law enforcement, or other parties as required by law, legal process, or court order.
Business Transfers: In connection with a merger, sale, acquisition, or other change in ownership or control.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
We do not sell your personal information. We may share limited customer information for joint marketing or other permitted purposes in compliance with GLBA and other applicable laws. However, this does not include and expressly excludes text messaging originator opt-in data and consent.
5. Your Rights and Choices
Access, Correction, and Deletion:
You may request access to the personal information we hold about you, and you may request that we correct or update it if it’s inaccurate.
You may request the deletion of certain personal information, subject to our obligation to retain information for legitimate business or legal reasons.
Opt-Out of Marketing Communications:
You may unsubscribe from marketing emails by following the instructions provided in those communications or by contacting us at the information in Section 12.
State-Specific Rights (Including California Residents):
If you are a California resident, you have the right to know what personal information we collect about you, request deletion of that information, and opt out of certain sharing arrangements. You also have the right not to be discriminated against for exercising these rights.
To exercise these rights, please contact us as described in Section 12.
If we serve residents of other states with privacy laws (e.g., Colorado, Virginia, Connecticut, Utah), we will also honor applicable consumer rights requests as required by those states’ laws.
Do Not Track: Our Site does not currently respond to “Do Not Track” signals.
6. Data Security and Retention
Security Measures: We use technical, administrative, and organizational safeguards to protect the confidentiality and security of your personal information. These measures may include encryption, secure data storage, restricted access controls, and regular security assessments.
Data Retention: We retain your personal information only as long as necessary to fulfill the purposes described in this Privacy Policy, comply with applicable laws and regulations, and maintain appropriate records for regulatory, auditing, or compliance needs.
7. Cookies and Other Tracking Technologies
We use cookies and similar technologies to improve user experience, analyze traffic, and personalize content. You can adjust your browser settings to block or alert you about cookies. However, disabling cookies may affect the functionality of our Site.
8. Children’s Privacy
Our services are not intended for website visitors under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information about a child, please contact us, and we will take steps to delete such information.
9. External Links
Our Site may contain links to external websites. We are not responsible for the privacy practices or the content of these external sites. We encourage you to review the privacy policies of any external websites you visit.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. When we do, we will revise the “Last Updated” date at the top of this page. We encourage you to review this policy periodically.
11. GLBA Privacy Notice
As a financial services provider, we may provide a separate GLBA Privacy Notice outlining how we collect, share, and protect your financial information. In the event of any conflict between this Privacy Policy and the GLBA Privacy Notice, the GLBA Privacy Notice will govern.
12. By providing the requested information and clicking "Submit", I provide my signature expressly consenting to contact from Trace David Marketing or its subsidiaries, affiliates, or agents at the number I provided regarding products or services via live, automated or prerecorded telephone call, text message, or email (even if your telephone is currently listed on any State, Federal or Corporate Do Not Call List). I understand that my telephone company may impose charges on me for these contacts, and I am not required to enter into this agreement as a condition of purchasing property, goods, or services. I understand that I can revoke this consent at any time by replying 'STOP'. You also consent to our SMS terms, Privacy Policy and Terms of Use. By communicating with us by phone or email, you give your full consent for any and all calls, texts and emails to be recorded for quality and training purposes. We take your privacy seriously and will only send you messages related to the products or services you have requested, and we will not share your mobile number with any third-party organizations. We may send messages to you at a frequency that we determine to be appropriate, but you can opt out of receiving messages at any time by replying STOP to any message. Standard message and data rates may apply.
13. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:
Trace David Marketing LLC
(225) 301-7951
Website Terms & Conditions of Use
Updated Effective Date: 06/18/2025
Please read these Terms and Conditions of Use (“Terms”) carefully before using the website operated by TRACE DAVID MARKETING LLC (“we,” “us,” or “our”). By accessing or using our website (the “Site”), you agree to be bound by these Terms, as well as our Privacy Policy, which governs our data collection and usage practices. If you do not agree to these Terms, do not use the Site.
Acceptance of Terms
By accessing, browsing, or otherwise using the Site, you:
Confirm that you are at least 18 years of age or have the legal authority to bind the entity on whose behalf you are acting.
Agree to comply with these Terms and all applicable local, state, national, and international laws and regulations.
Consent to be legally bound by these Terms through a clickwrap mechanism or continued use of the Site.
Use License
The content made available on this website—including loan program details, educational materials, calculators, and informational resources—is provided solely for consumer viewing and use in evaluating loan options and services offered by TRACE DAVID MARKETING LLC. It is intended for informational and personal decision-making purposes only.
You are expressly prohibited from:
Downloading, copying, saving, distributing, or reproducing any content without prior written consent;
Using any material from the Site for commercial, resale, competitive, or non-consumer purposes;
Scraping, crawling, indexing, or otherwise collecting data from the Site using automated tools, bots, or AI models;
Decompiling, reverse engineering, modifying, or mirroring any part of the Site or its content;
Circumventing access controls or security features.
This Site and its content are protected by copyright, trademark, and other intellectual property laws. Unauthorized use may result in civil or criminal penalties and immediate termination of your access.
Prohibited Uses
You agree not to use the Site for any unlawful or unauthorized purpose, including but not limited to:
Introducing malware or malicious code;
Interfering with Site functionality or infrastructure;
Engaging in phishing, fraud, or identity theft;
Violating the intellectual property rights of TRACE DAVID MARKETING LLC or third parties;
Accessing or attempting to access restricted areas without authorization.
Intellectual Property
All content and materials on this Site are the exclusive property of TRACE DAVID MARKETING LLC or its content providers and are protected under U.S. and international copyright, trademark, and intellectual property laws.
Disclaimers
All materials are provided “as is” without warranties of any kind. We do not guarantee that the information provided is accurate, complete, current, or suitable for any specific purpose.
Limitation of Liability
To the fullest extent allowed by law, TRACE DAVID MARKETING LLC shall not be liable for any damages arising from your use of the Site, including but not limited to loss of data, interruption, or third-party issues.
Carrier Liability
Carriers are not liable for delayed or undelivered messages.
Indemnification
You agree to indemnify, defend, and hold harmless TRACE DAVID MARKETING LLC, its employees, agents, affiliates, and partners from any claims, damages, or expenses related to your use of the Site or violation of these Terms.
Privacy
Your use of this Site is governed by our Privacy Policy, which explains how we handle your personal data in compliance with applicable privacy laws (CCPA, GDPR, etc.).
Service Modifications and Downtime
We reserve the right to modify, suspend, or terminate the Site or any features at any time. We are not liable for any disruption, loss, or unavailability.
External Links
This Site may contain links to third-party websites. We are not responsible for their content, accuracy, or privacy practices. Use at your own risk.
Export Control
You agree not to export or re-export any content from this Site in violation of U.S. export control laws.
Accessibility
We aim to comply with WCAG 2.1 standards for accessibility. If you experience any issues accessing the Site, please contact [email protected].
Changes to Terms
We may modify these Terms at any time. The “Effective Date” will reflect the most recent version. Continued use of the Site implies acceptance of any changes.
Governing Law and Jurisdiction
These Terms are governed by the laws of the State of Louisiana, USA, without regard to conflict of law principles. Any disputes shall be resolved in the courts of East Baton Rouge Parish, Louisiana.
Contact Information
Trace David Marketing LLC
[email protected]
Committed to providing reliable financial solutions with transparency and care. We’re here to support your journey, every step of the way.
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© 2026 Trace David - Mortgage - All Rights Reserved.
By providing the requested information and clicking "Submit", I provide my signature expressly consenting to contact from
Trace David Team or its subsidiaries, affiliates, or agents at the number I provided regarding products or services via live, automated or prerecorded telephone call, text message, or email (even if your telephone is currently listed on any State, Federal or Corporate Do Not Call List). I understand that my telephone company may impose charges on me for these contacts, and I am not required to enter into this agreement as a condition of purchasing property, goods, or services. I understand that I can revoke this consent at any time. You also consent to our SMS terms, Privacy Policy and Terms of Use. By communicating with us by phone or email, you give your full consent for any and all calls, texts and emails to be recorded for quality and training purposes.
We take your privacy seriously and will only send you messages related to the products or services you have requested, and we will not share your mobile number with any third-party organizations. We may send messages to you at a frequency that we determine to be appropriate, but you can opt out of receiving messages at any time by replying STOP to any message. Standard message and data rates may apply.
Trace David, Mortgage Loan Originator NMLS# 2571377, LA, United States.
Nexa Lending NMLS# 1660690
Corporate Address: 3100 W Ray Rd Ste 201 Office #209, Chandler, AZ 85226
Trace David Team is not affiliated with any government agency, including the VA, FHA, or the HUD. Equal Housing Lender.