Privacy Center

Everything we know, why we have it, and how to change it.

Planning answers stay on this device until you save a plan. Nothing here is hidden behind a support request.

What AlignWithAlign knows about you

Nothing yet — you haven't shared anything with us on this device.

To change a value instead of removing it, go back to the tool that asked for it — or your plan. Inferred items can also be corrected on the page where they appear.

Personalize my experience

Use my goals, preferences and journey progress to personalize what I see.Turn this off and we keep only what's needed to run the tools and any active request — no behavioral personalization, no inferred preferences. Protected characteristics are never used either way.

Communication permissions

One source of truth. Every system — advisor tools, automation, marketing — reads these settings.

Transactional messagesApplication status, appointments, documents, closing.Text messagesBy providing your mobile number you agree to receive text messages about your plan from your advisor. Message and data rates may apply. Message frequency varies. Reply STOP to stop at any time; reply HELP for help.EmailPlan updates, advisor replies, annual review.Phone callsCalls from your licensed advisor.MarketingPromotions and general offerings. Off unless you turn it on.Do not contact meStops all outreach on every channel and in every connected system. Required legal notices about an active loan may still be sent.

What this means right now

SMS: marketing blocked (Marketing consent not granted) · transactional allowed
EMAIL: marketing blocked (Marketing consent not granted) · transactional allowed
PHONE: marketing blocked (Marketing consent not granted) · transactional allowed

Frequency settings and why you received each message

Consent history

No consent changes recorded on this device yet.

Access, download, delete

· Anonymous planning data — On this device until you clear it
· Saved plan — Kept while active, reviewed after 24 months of inactivity
· Advisor notes — Retained per lender recordkeeping policy
· Consent records — Retained as evidence of permission, even after revocation
· Audit logs — Retained per security program
· Application information — Held in the lender's systems under legal retention rules

Something wrong or unwanted? Report a problem or read the Trust Center.