Last Updated:
July 30, 2025
This is the Privacy Policy (“Policy”) of Site Level Financial LLC (collectively, “we,” “us,” “our,” or “SLF”). This Policy is here to help you understand how we collect, process, and share your Personal Information (as defined below). We also describe our security practices with respect to your Personal Information, as well as your rights & choices with respect to how we process that Personal Information. Please read this Policy carefully.
This Policy applies to our corporate website located at https://www.sitelevelfinancial.com/ (“Corporate Website”), our contractor and lender matching platform and related portals and services (the “SLF Platform”) and any other website, application, or services where we post or link to this Policy or collect Personal Information from you (collectively, our “Services”).
This Policy does not apply to information processed by third parties, for example, when you visit a third-party website or interact with third-party sites, except to the extent those parties collect or process information on our behalf. Please review any relevant third party’s privacy policy for information regarding their privacy practices.
This Policy also does not apply to our processing of Company Profile Data (as defined in our Terms of Service). See our Data Policy for more information.
Your use of our Services indicates your acknowledgement of the notices provided in this Policy.
The controller of your Personal Information under this Policy is Site Level Financial LLC. You may contact our data privacy team as follows:
General Inquiries: info@sitelevelfinancial.com
Opt-Out of Targeted Advertising/Data Sharing: Please use our Opt-Out Request Form by clicking the Cookie icon on the bottom the Corporate Website and accessing our Cookie Consent Tool.
Regional Data Rights: Email us at support@sitelevelfinancial.com or call 1-800-361-3753
Direct Marketing Disclosure Inquiries: Mail to the address below or email support@sitelevelfinancial.com
Physical Address: 5900 Balcones Drive #25949, Austin, TX 78731
Categories of Personal Information we Process
In order to provide our Services, we may collect and process information that relates to identified or identifiable individuals (“Personal Information”). We collect and process the following categories of Personal Information (note, specific Personal Information elements are examples and may change):
Audio/Visual Data: Audio files and records, such as voicemails, call recordings, and the like; images that you may provide through the Services.
Biographical Data: Data relating to professional and employment history, qualifications, and similar biographic information.
Contact Data: Identity Data used to contact an individual, e.g. email address, physical address, or phone number.
Device/Network Data: Personal Information relating to your device, browser, or application e.g. device identifiers, identifiers from cookies, session history and website navigation metadata, and other data generated through applications and browsers, including via cookies and similar technologies.
General Location Data: Non-precise location data, e.g. location information derived from IP addresses.
Identity Data: Personal Information about you and your identity, such as your name or IP address.
Inference Data: Personal Information we create or use as part of a profile reflecting your preferences, characteristics, aptitudes, market segments, likes, favorites or your interests.
Sensitive Personal Information: Personal Information deemed “sensitive” under California or other laws. We collect the following categories of Sensitive Personal Information:
Transaction Data: Information about the products and services we provide to you and about transactions you make with us and similar information.
User Content: Personal Information included in content provided by users of the Services in any free-form or unstructured format, such as a text in a “contact us” box, in a file or document, or any other message to us.
Sources of Personal Information
We collect Personal Information from various sources based on the context in which the Personal Information will be processed:
You: We collect Personal Information from you directly on behalf of yourself or – in some cases – your organization, for example, when you create an account, input information into an online form, or contact us directly.
Automatic Collection: We may collect certain Personal Information automatically. For example, we collect Device/Network Data automatically using cookies and similar technologies when you use our Services, access our Services, or when you open our marketing communications.
Service Providers: We receive Personal Information from service providers performing services on our behalf, including payment processors, web hosting service providers, or our delivery and installation partners.
Data we create or infer: We, certain partners, and third parties operating on our behalf create and infer Personal Information such as Inference Data based on our observations or analysis of other Personal Information processed under this Policy, and we may correlate this data with other data we process about you.
Social Media Companies: We receive Personal Information from LinkedIn and other social media companies when you interact with us on that social media company’s platform (e.g. our company page or account) on or in connection with our Services.
Our Services
Generally
When you visit our Corporate Website and other Services, we automatically collect and process Identity Data, Inference Data, General Location Data, and Device/Network Data. We use this data as necessary to initiate or fulfill your requests for certain features or functions through our Services, such as delivering webpages or logging activities for security purposes. We may also process this Personal Information for our Business Purposes and Commercial Purposes (which may include data sales/sharing).
Cookies and Similar Tracking Technologies
We process Identity Data, Device/Network Data, Contact Data, Inference Data, Transaction Data, and General Location Data in connection with our use of cookies and similar technologies on our Services. We may collect this data automatically.
We and authorized third parties may use cookies and similar technologies to process such data for the following purposes:
We may also process this Personal Information for our Business Purposes and Commercial Purposes (which may include data sales/sharing). See the “Rights and Choices” section below for information regarding opt-out rights for cookies and similar technologies.
Please note, in some cases (e.g. on our Corporate Website), third parties may view, edit, or access data, or may set their own cookies or web beacons collecting data from our Services. We, or third-party providers, may be able to use these technologies to identify you across websites, devices, sites, and services. Third parties have their own privacy policies, and their processing is not subject to this Policy.
Contact Us
We process Identity Data, Device/Network Data, and any Personal Information contained within any User Content when you contact us by phone or email to ask a question or request support. We may process certain Audio/Visual Data if you contact us via phone, leave a voicemail, or submit a photo with your request.
We process Identity Data, Contact Data, and User Content as necessary to communicate with you about the subject matter of your request and related matters. We may also process this Personal Information for our Business Purposes and Commercial Purposes (which may include data sales/sharing).
SLF Platform
Account Registration
We process Identity Data, Inference Data, Device/Network Data, and Contact Data when you sign up and create an account on the SLF Platform. We may also process Financial Data if you associate payment information with your account or make a purchase for or through the SLF Platform. We process this Personal Information to create and maintain your account, to provide the products and services you request, and for our Business Purposes.
Matching for Financial Services
We process Identity Data, Contact Data, Transaction Data, General Location Data, and Personal Information contained within any User Content you provide when indicate an interest in applying for financial products offered by a financing partner, such as project working capital or equipment financing, or if you indicate an interest in offering financing to a user of the SLF Platform. We process this Personal Information as necessary to connect you with financing partners or users, to enable correspondence between you and the financial partner, user, or their representatives, to operate the SLF Platform and deliver our services, and for our Business Purposes.
Please note: We may disclose Personal Information to financing partners in order for the financing partner to communicate with you regarding your request, and you direct us to do so when you indicate an interest in the Financing Partner’s services. To the extent the disclosure of your Personal Information in this context constitutes a “sale” of data under applicable law, you may opt-out of that disclosure by contacting us described in the “Rights and Choices” section below.
Social Media Posts
We process Identity Data, Contact Data, and User Content if you interact with or identify us on social media (e.g. if you post User Content that engages with or tags our official accounts). We process this Personal Information for our Business Purposes and Commercial Purposes (which may include data sales/sharing).
Transactional and Promotional Communications
We process Identity Data, Device/Network Data, and Contact Data in connection with email or SMS communications that we send in relation to our Services. For example, we send transactional emails communications to you if you create an account on our service, make a purchase, request a refund or return, or in connection with our delivery of other products or services that you request. Additionally, you may receive promotional email communications if you contact us, choose to receive them, or interact with us in way that allows us to send you those communications. We may also automatically collect Device/Network Data when you open or interact with those communications so that we can better understand engagement with our communications. We may also process this Personal Information for our Business Purposes and Commercial Purposes (which may include data sales/sharing). You can opt out of promotional communications at any time as specified in the “Rights & Choices” section below.
Feedback and Reviews
We process Identity Data, Contact Data, and User Content collected in connection with user feedback and customer reviews. We process Audio/Visual Data if you provide it, such as if your review includes photos.
We process this Personal Information as necessary to respond to your feedback or concerns, for our Business Purposes, and other legitimate interests, such as analyzing user satisfaction or for marketing purposes.
We may process this Personal Information for our Commercial Purposes (which may include data sales/sharing). We may share Feedback data relating to third party Service Provider with those Service Providers, who may use it for their own purposes.
Business Purposes
In addition to the processing described above, we generally process Personal Information for several common purposes in connection with our business. Please see below for more information regarding the purposes for which we process your Personal Information.
Operate our Service and Fulfill Obligations
We process any Personal Information as is necessary to provide the Services, and as otherwise necessary to fulfill our obligations to you, e.g. to provide you with the information, features, and services you request.
Internal Processes and Service Improvement
We may use any Personal Information we process through our Services as necessary in connection with our improvement of the design of our Services, understanding how the Services are used, for customer service purposes, in connection with the creation and analysis of logs and metadata relating to Service use, and for ensuring the security and stability of the Services. Additionally, we may use Personal Information to understand what parts of our Services are most relevant to users, how users interact with various aspects of our Services, how our Services perform or fail to perform, etc., or we may analyze use of the Services to determine if there are specific activities that might indicate an information security risk to the Services or our users.
Security and Incident Detection
We may process Personal information in connection with our legitimate interest in ensuring that our Services are secure, identify and prevent crime, prevent fraud, and verify or authenticate users/individuals, and ensure the safety of our guests. Similarly, we process Personal information as necessary to detect security incidents, protect against, and respond to malicious, deceptive, fraudulent, or illegal activity. We may analyze network traffic, device patterns, and characteristics, maintain and analyze logs and process similar Personal information in connection with our information security operations and related.
Aggregate Analytics
We process Personal Information as necessary in connection with our creation of aggregate analytics relating to how our Services are is used, the pages and content users view, and to create other reports regarding the use and performance of our Services, and other similar information and metrics. The resulting aggregate data will not contain information from which an individual may be readily identified.
Compliance, Safety & Public Interest
Note that we may, without your consent or further notice to you, and to the extent required or permitted by law, process any Personal Information subject to this Policy for purposes determined to be in the public interest or otherwise required by law. For example, we may process information as necessary to fulfil our legal obligations, to protect the vital interests of any individuals, or otherwise in the public interest or as required by a public authority. Please see the data sharing section for more information about how we disclose Personal Information in extraordinary circumstances.
Commercial Purposes
We and certain third parties process Personal Information to further our commercial or economic interests (“Commercial Purposes,”) depending on the context of collection and your Rights & Choices.
Please Note: We may require your consent, or we may not engage in processing of Personal Information for Commercial Purposes in some jurisdictions. Some of this processing may involve “sales” or “sharing” of Personal Information. See the “Regional Supplements” section below for more information.
Partner Marketing Communications
We may allow Lenders and other partners to send you marketing communications relating to products or services that the Lender believes may interest you, subject to your right to your Rights & Choices.
Targeted Advertising
We and our third party advertising providers may engage in display advertising or place third party advertisements for third parties’ products and services on our Corporate Website. Such advertising may involve the processing of Personal Information in order to tailor the advertisements you see based on your interests (“Targeted Advertising”). The profiles and interests used for Targeted Advertising may be inferred or derived from Personal Information that we or those third parties obtain or infer from your activities across non-affiliated websites, applications, or services (e.g. through Cookies and Similar Technologies). Note that Targeted Adverting includes various parties and service providers, including third party data controllers, engaged in the processing of Personal Information in connection with Targeted Advertising. These parties may be able to identify you across sites, devices, and over time. In some cases, these third parties may build or augment user profiles using your Personal Information, and may track whether you view, interact with, or how often you have seen an ad, or whether you purchased advertised goods or services.
Personal Information we collect may be shared with a variety of parties, depending upon the purpose for and context in which that information was provided. We generally transfer data to the categories of recipients or in connection with specific business purposes, described below.
Service Providers
In connection with our general business operations, product improvements, to enable certain features, and in connection with our other lawful business interests, we may share Personal Information with service providers or subprocessors who provide certain services to us, or process data on our behalf. For example, we may use third party hosting providers to host our sites or content, and use third-party payment processors to process transactions.
Lenders and Financial Institutions
In order to connect you or your organization with a financing product, we may share Personal Information with lenders, banks, or other financial institutions who process your application and evaluate your eligibility for such products. Please note: when you indicate an interest in a financial product or service, we will disclose information to the lenders that indicate an interest in offering financing products to your company in order to fulfill your request.
Advertisers/Social Media
We may share certain Personal Information with advertisers and social media companies when you interact with SLF on social media, or when you interact with social media and advertising technologies on our Services (e.g. cookies and similar technologies, as described above). We may allow these third parties to operate through our Services, e.g. targeted advertising pixels on our Corporate Site.
Corporate Events
Your Personal Information may be disclosed to a third party in the event that we go through a business transition, such as a merger, acquisition, liquidation, or sale of all or a portion of our assets. For example, Personal Information may be part of the assets transferred or may be disclosed (subject to confidentiality restrictions) during the due diligence process for a potential transaction.
Affiliates
In order to streamline certain business operations and develop products and services that better meet the interests and needs of our customers, we may share your Personal Information with any of our current or future affiliated entities, subsidiaries, and parent companies.
Legal Disclosures
In limited circumstances, we may, without notice or your consent, access and disclose your Personal Information, our correspondence with you, and any other information that we may have about you to the extent we believe such disclosure is legally required, to prevent or respond to a crime, or in the vital interests of us or any person. Note, these disclosures may be made to governments that do not ensure the same degree of protection of your Personal Information as your home jurisdiction. We may, in our sole discretion (but without any obligation), object to the disclosure of your Personal Information to such parties.
Your Rights
You may have certain rights and choices regarding the Personal Information we process. Please note, these rights may vary based on the country or state where you reside, and our obligations under applicable law. See the following sections for more information regarding your rights/choices in specific regions:
Note: We are able to fulfill rights requests regarding Personal Information that we control or process. We may not have access to or control over Personal Information controlled by third parties. Please contact the third party directly to exercise your rights in third party-controlled information.
Verification of Rights Requests
We verify all rights requests to ensure that the individual making the request is authorized to make that request, to reduce fraud, and to ensure the security of your Personal Information. For example, we may require that you verify that you have access to the email on file in order to verify your identity. If an agent is submitting the request on your behalf, we reserve the right to validate the agent’s authority to act on your behalf.
Your Choices
You may have the following choices regarding the Personal Information we process, to the extent required under applicable law:
Consent
If we rely on your consent to our processing of Personal Information, you may withdraw your consent at any time. You may be required to close your account to withdraw consent where your consent is necessary to perform essential aspects of our Services. You can withdraw your consent to receive marketing communications by clicking on the unsubscribe link in an email. To opt-out of the collection of information relating to email opens, configure your email so that it does not load images in our emails.
Email Marketing
You have the choice to opt-out of or withdraw your consent to email marketing communications. You may exercise your choice via the links in our communications.
Cookies & Similar Tech
If you do not want information collected through the use of cookies, you can manage/deny cookies (and certain technologies) using your browser’s settings menu or our Cookie Consent Tool. You may need to opt out of third-party services directly via the third party. For example, to opt-out of Google’s analytic and marketing services, visit Google Analytics Terms of Use, the Google Policy, or Google Analytics Opt-out.
Targeted Advertising
You may opt out or withdraw your consent to Targeted Advertising by visiting our Cookie Consent Tool. In some cases, you may be able to opt-out by submitting requests to third party partners, including for the vendors listed below:
Our Services may support certain automated opt-out controls, such as Global Privacy Control (“GPC”). GPC is a specification designed to allow Internet users to notify businesses of their privacy preferences, such as opting-out of the sale/sharing of Personal Information. To activate GPC, users must enable a setting or use an extension in the user’s browser or mobile device. Please review your browser or device settings for more information regarding how to enable GPC.
Please note: We may not be able to link GPC signals to your Personal Information in our systems, and as a result, some sales/sharing of your Personal Information may occur even if GPC is active. See the “Regional Supplements” section below for more information regarding other opt-out rights.
Do Not Track
Our Services does not respond to your browser’s do not track signal.
We implement and maintain reasonable security measures to safeguard the Personal Information you provide us. However, we sometimes share Personal Information with third parties as noted above, and though we may take certain measures to help ensure the security of your Personal Information, we do not control third parties’ security processes. We do not warrant perfect security, and we do not provide any guarantee that your Personal Information or any other information you provide us will remain secure.
We retain Personal Information for so long as it is reasonably necessary to achieve the relevant processing purposes described in this Policy, or for so long as is required by law. What is necessary may vary depending on the context and purpose of processing. We generally consider the following factors when we determine how long to retain data (without limitation):
We will review retention periods periodically and may pseudonymize or anonymize data held for longer periods.
We operate in and use service providers located in the United States. If you are located outside the U.S., your Personal Information may be processed in the U.S. The U.S. may not provide the same legal protections guaranteed to Personal Information in foreign countries. Contact us for more information regarding transfers of data to the U.S.
Our Services are neither directed at nor intended for use by persons under the age of 18. We do not knowingly collect information from such individuals. If we learn that we have inadvertently done so, we will promptly delete such Personal Information if required by law. Do not access or use our Services if you are not of the age of majority in your jurisdiction unless you have the consent of your parent or guardian.
We may change this Policy from time to time. Please visit this page regularly so that you are aware of our latest updates. Your use of the Services following notice of any changes indicates acceptance of any changes.
US States / Your California Privacy Rights
Review our disclosure relating to Data Retention in the Data Retention above.
Data Rights
Under the California Consumer Privacy Act (“CCPA”) and other state privacy laws, residents of certain US states may have the following rights, subject to your submission of an appropriately verified request:
Confirm: Right to confirm whether we process your Personal Information.
Access/Know: Right to request any of following: (1) the categories of Personal Information we have collected, sold or “shared,” or disclosed for a commercial purpose; (2) the categories of sources from which your Personal Information was collected; (3) the purposes for which we collected or sold or “shared” your Personal Information; (4) the categories of third parties to whom we have sold or “shared” your Personal Information, or disclosed it for a business purpose; and (5) the specific pieces of Personal Information we have collected about you.
Portability: Right to request that we provide certain Personal Information in a common, portable format.
Deletion: Right to delete certain Personal Information that we hold about you.
Correction: Right to correct certain Personal Information that we hold about you.
Opt-Out (Sales, Sharing, Targeted Advertising, Profiling): Right to opt-out of the following:
Opt-out or Limit Use and Disclosure of Sensitive Personal Information: Right to opt-out of the processing of certain Sensitive Data, or request that we limit certain uses of Sensitive Personal Information. This right does not apply in cases where we have not processed Sensitive Personal Information or use Sensitive Personal Information only where necessary, or for certain business purposes authorized by applicable law.
Opt-in/Opt-out of Sale/Sharing of Minors’ Personal Information: To the extent we have actual knowledge that we collect or maintain personal information of a minor under age 16 in California, those minors must opt in to any sales or “sharing” of personal information (as defined under CCPA), and minors under the age of 13 must have a parent consent to sales or “sharing” of personal information. All minors have the right to opt-out later at any time.
Non-Discrimination: California residents have the right to not to receive discriminatory treatment as a result of your exercise of rights conferred by the CCPA.
List of Direct Marketers: California residents may request a list of Personal Information we have disclosed about you to third parties for direct marketing purposes during the preceding calendar year.
Remove Minors’ User Content: Residents of California under the age of 18 can delete or remove posts using the same deletion or removal procedures described above, or otherwise made available through the Services. If you have questions about how to remove your posts or if you would like additional assistance with deletion, contact us using the information below. We will work to delete your information, but we cannot guarantee comprehensive removal of that content or information posted through the Services.
Submission of Requests
You may submit requests, as follows (please our review Verification Requirements section). If you have any questions or wish to appeal any refusal to take action in response to a rights request, contact us at support@sitelevelfinancial.com. We will respond to any request to appeal within the time period required by law:
Categories of Personal Information Disclosed for Business Purposes
For purposes of the CCPA, we have disclosed to Service Providers for “business purposes” in the preceding 12 months the following categories of Personal Information, to the following categories of recipients:
Categories of Personal Information Sold, “Shared,” or Disclosed for Commercial Purposes
For purposes of the CCPA, we have “sold” or “shared” in the preceding 12 months the following categories of Personal Information in the, to the following categories of recipients:
Categories of Sensitive Personal Information Used or Disclosed
For purposes of CCPA, we may use or disclose the following categories of Sensitive Personal Information:
We do not sell or “share” any Sensitive Personal Information.
Site Level Financial is a new, secure, and simple online platform that provides access to immediate funding from trusted, vetted financial institutions.
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