This privacy policy applies to all personal and client information collected through the Lender Match platform and our interactions with you.
Employee Compliance
All Perfecti employees and contractors working on our behalf must comply with this Privacy Policy in handling your information.
Oversight
Our dedicated Privacy Officer oversees compliance with this policy and handles all privacy-related inquiries and concerns.
Perfecti Technologies maintains strict accountability measures to ensure your data is handled with the utmost care and in accordance with applicable Canadian privacy laws.
Information Collection
Platform Access
Personal information collected when you access the Lender Match platform through Single Sign-On from BOSS.
Feature Usage
Information gathered when you use features requiring broker or client data within the platform.
Customer Support
Data collected during interactions with our team or when contacting us for assistance.
Website Usage
Technical information captured via cookies or similar technologies when using our website.
We rely on mortgage brokers and other users to obtain appropriate consent from their clients before inputting client personal data into the Lender Match platform.
How We Use Your Information
Platform Provision
Delivering and improving the Lender Match platform functionality and user experience.
Authentication
Verifying user identity and securing platform sessions to protect account access.
Business Operations
Supporting billing, analytics, and other essential business functions.
Legal Compliance
Meeting our legal and contractual obligations under Canadian law.
Perfecti Technologies processes your information only for these specified purposes and does not sell personal or client information to third parties under any circumstances.
Information Disclosure
Corporate Affiliates
We may share information with Perfecti affiliates who support the Platform's operations and functionality.
Service Providers
Third-party vendors who provide essential services such as hosting, analytics, and authentication.
M3 Group
Information shared with M3 Group for integration purposes and platform support functions.
Legal Authorities
Information disclosed when required by law, court order, or other legal processes.
All third parties with whom we share information are contractually bound to maintain appropriate security measures and use the data only for specified purposes in compliance with privacy laws.
Data Security and Retention
Retention Limits
Data kept only as long as necessary for intended purposes
Administrative Controls
Policies, training, and access restrictions
Technical Safeguards
Encryption, firewalls, and monitoring systems
Physical Security
Facility access controls and environmental protections
Perfecti Technologies implements security measures appropriate to the sensitivity of the information we handle. Our comprehensive approach to data protection includes regular security assessments and updates to address emerging threats and vulnerabilities.
Your Privacy Rights
Consent Management
You may withdraw consent for information collection at any time by contacting us, though this may limit platform functionality.
Access Requests
You have the right to request access to your personal information stored in our systems after identity verification.
Correction Rights
You may request correction of inaccurate or incomplete personal information in our records.
Cross-Border Transfers
Your data may be stored or processed outside Canada with appropriate protections in place.
We are committed to honoring your privacy rights under PIPEDA and other applicable Canadian privacy laws. Requests will be addressed in a timely manner after verifying your identity to protect against unauthorized access.
Policy Updates and Contact Information
How will I know if the Privacy Policy changes?
We may update this Privacy Policy periodically. When we do, we will revise the "Last Updated" date at the top and may notify users via email or in-app notices. Continued use of the Platform after any changes constitutes acceptance of the updated policy.
What should I expect after submitting a privacy request?
We are committed to responding to all inquiries in a timely and respectful manner. After verifying your identity, we will address your request according to applicable privacy laws and our internal policies.
What is the current version of the Privacy Policy?
The current Privacy Policy was last updated on May 9, 2025. This version supersedes all previous versions.
If you have questions or concerns about our privacy practices that aren't addressed in this policy, please don't hesitate to reach out to our Privacy Officer using the contact information provided above.