Privacy Policy

Last updated: May 26, 2026

Overview

The Loan Playbook (“we,” “us,” or “our”) operates theloanplaybook.com as an informational and lead-generation platform for real estate investors exploring rental property equity and financing options.

This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website or submit a request through our forms.

We collect information to help connect you with financing options and licensed lending partners that may be available for your scenario, subject to qualification, underwriting, property eligibility, and applicable guidelines.

The Loan Playbook is a mortgage advisory and lead-generation platform. Not a commitment to lend. Subject to credit, income, asset, property, and program approval. Educational estimates only — not a loan offer, pre-approval, or guarantee of savings or approval. Equal Housing Opportunity.

Information we collect

We may collect the following categories of information:

Contact information you provide (name, email address, phone number).
Property and scenario details (property type, estimated value, mortgage balance, equity goals, credit range, and related funnel responses).
Optional post-submit details (property address, portfolio count, funding timeline, occupancy).
Consent records (TCPA consent timestamp, optional marketing opt-in).
Technical and usage data (pages viewed, device/browser type, approximate location from IP, referral URLs, UTM parameters).
Cookies and similar technologies used for analytics, performance, and conversion measurement (see Cookies and analytics below).

How we use information

We use collected information to:

Review your rental property scenario and respond to your request.
Connect you with financing specialists and licensed lending partners who may contact you about programs that may be available, subject to approval.
Operate, maintain, and improve our website, funnel, and internal tools.
Send service-related communications by phone, text message, or email where you have provided consent.
Send optional marketing updates if you opt in (you may opt out at any time).
Measure advertising performance and site analytics.
Comply with legal obligations and enforce our terms.

Calls, texts, and email (TCPA)

When you submit our lead form and check the required consent box, you agree that The Loan Playbook and its lending or marketing partners may contact you at the phone number and email address you provide using automated or manual technology, including calls and text messages, regarding financing options and related services.

Consent to be contacted is not a condition of obtaining financing or any other service. Message and data rates may apply.

You may opt out of marketing emails using unsubscribe links where provided. For text messages, reply STOP where applicable. You may also contact us to update your communication preferences.

We may share information with service providers and partners who help us operate the site and process leads, including customer relationship management (CRM) platforms, email delivery providers, analytics vendors, and cloud hosting providers.

Lead information may be shared with licensed lending partners, lenders, or broker partners so they can evaluate whether programs may be available for your scenario. Partners are expected to use information in accordance with applicable law and their own privacy policies.

We do not sell your personal information for monetary consideration. We may share data as permitted by law, including in connection with a business transfer, to protect rights and safety, or to comply with legal process.

Cookies and analytics

We use cookies, pixels, and similar technologies to understand site usage, measure conversions, and improve marketing efficiency. These may include analytics and advertising tools configured on the site.

You can control cookies through your browser settings. Disabling cookies may affect site functionality. Where required by law, we will provide additional consent mechanisms.

Retention and security

We retain information as long as reasonably necessary to fulfill the purposes described in this policy, unless a longer retention period is required by law.

We use reasonable administrative, technical, and organizational measures designed to protect information. No method of transmission or storage is completely secure.

Your choices and opt-out

Privacy-related requests may be sent to hello@rentpropertyheloc.com or by calling (206) 487-1728.

You may opt out of optional marketing emails using unsubscribe links.
You may request access, correction, or deletion of certain personal information where applicable law provides such rights.
California and other state residents may have additional privacy rights — contact us to submit a request.

Children

Our services are intended for adults. We do not knowingly collect personal information from children under 16.

Changes and contact

We may update this Privacy Policy from time to time. The “Last updated” date at the top of this page reflects the latest revision.

Questions about this Privacy Policy may be directed to hello@rentpropertyheloc.com or (206) 487-1728.