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Privacy Policy
Effective date: July 1, 2026
Keystone, operating as “Keystone” (“we,” “our,” or “us”), provides this website and the related commercial real estate financing inquiry forms (collectively, the “Service”). This Privacy Policy explains how we collect, use, share, and protect your information, and the choices you have. By using the Service you agree to the practices described here. The legal entity responsible for your information is Keystone, 5301 N Federal Hwy, Boca Raton, FL 33487.
1. Information we collect
Information you provide
When you submit a financing inquiry or loan application through the Service, we collect the information you enter on the form, which may include: your name, email address, and phone number; your company or entity name; the property address and property type; the loan purpose (acquisition, refinance, bridge, or construction); the requested loan amount and desired leverage; the property value, purchase price, or current basis; rent roll, occupancy, and operating figures; your timeline or required close date; and any notes, messages, or documents you choose to share with us.
Information collected automatically
When you visit the Service we automatically receive your IP address, browser type, device identifiers, referring URL, the pages you view, and timestamps. We use cookies and similar technologies to recognize returning visitors and understand how the Service is used. You can configure your browser to refuse cookies, though some features may not work as expected.
Information from third parties
To evaluate a transaction, we may receive information from commercial data providers, title and appraisal vendors, and — with appropriate authorization — credit and background reports relating to the borrower, guarantors, or the property.
2. How we use your information
- —Review and respond to your financing inquiry and prepare indicative terms
- —Underwrite, structure, and process a potential loan, including diligence
- —Verify identity and comply with applicable know-your-customer and anti-fraud obligations
- —Communicate with you about your inquiry, your transaction, and our services
- —Operate, maintain, and improve the Service
- —Detect and prevent fraud, security incidents, and misuse
- —Comply with applicable laws, regulations, and lawful requests
- —Send relevant updates about our products (you may opt out at any time)
3. How we share your information
We do not sell your personal information. We share it only in the following circumstances:
Lending partners
Your inquiry and the information you submit may be shared with capital and lending partners, co-lenders, or correspondents to evaluate, price, structure, or fund a loan. Their handling of your information is governed by their own privacy practices.
Service providers
Vendors who help us operate — cloud hosting, customer relationship and email tools, identity verification, title, appraisal, and analytics — under confidentiality obligations and limited to the purpose for which they were engaged.
Professional advisors
Attorneys, accountants, and other advisors where reasonably necessary to evaluate, document, or close a transaction.
Legal and regulatory
When required by subpoena, court order, or law, or to protect the rights, property, or safety of Keystone, our clients, or others.
Business transfers
In connection with a merger, acquisition, financing, or sale of assets, your information may be transferred as part of that transaction.
4. Cookies and analytics
We use cookies, pixels, and similar technologies to keep the Service working, remember your preferences, and measure performance. We may use third-party analytics providers to understand how visitors interact with the Service; these providers process usage data on our behalf. You can control cookies through your browser settings and, where available, through any cookie preferences we offer on the Service.
5. Security
We use reasonable technical and organizational measures — including encryption in transit, access controls, and ongoing review — to protect your information against unauthorized access, disclosure, or loss. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
6. Data retention
We retain your information for as long as needed to respond to your inquiry, evaluate or service a transaction, and meet our legal, tax, and record-keeping obligations. When we no longer need it, we securely delete or anonymize it.
7. Your rights
Depending on your location, applicable law may give you the right to access, correct, delete, or port your information; to restrict or object to certain processing; and to withdraw consent where processing is based on consent. To exercise these rights, email info@sbaloanoptions.com with a description of your request. We will respond within the period required by applicable law.
If you have opted in to marketing communications, you may unsubscribe at any time using the link in any email we send or by contacting us directly.
8. Business and commercial use
The Service is intended for business and commercial real estate financing purposes and for use by adults acting on behalf of a business or investment entity. It is not directed to consumers and is not intended for personal, family, or household borrowing. We do not knowingly collect personal information from anyone under 18.
9. Changes to this policy
We may update this policy from time to time. When we do, we will post the revised version with a new effective date and, for material changes, provide additional notice where appropriate. Continued use of the Service after changes take effect constitutes acceptance of the updated policy.
10. Contact us
For privacy questions or to exercise your rights, contact us at info@sbaloanoptions.com, or by mail at: Keystone, 5301 N Federal Hwy, Boca Raton, FL 33487.