Effective Date: June 1, 2026 ·
Applies to: streamline.finance and all Streamline Finance services operated by Streamlined Consultants Inc.
Streamlined Consultants Inc., doing business as Streamline Finance ("we," "us," or "our"), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services, including when you communicate with us by phone, email, or text message (SMS/MMS).
1. Information We Collect
We collect information you provide directly to us, including:
- Name, email address, phone number, and mailing address
- Business name, EIN, annual revenue, and years in business
- Credit-related information you authorize us to access (soft pull only — no impact to your score)
- Financial documents you provide during the intake process
- Communication history — calls, text messages (SMS/MMS), WhatsApp messages, and emails with our team
We also collect certain information automatically, including IP address, browser type, and pages visited, through standard web analytics tools.
2. How We Use Your Information
- To evaluate your eligibility for credit and funding products
- To match you with appropriate lenders, banks, or card programs
- To communicate with you about your application, documents, and next steps — including by text message (SMS/MMS) with your consent
- To send appointment reminders, funding updates, and important account notifications
- To improve our website and services
- To comply with legal and regulatory obligations
3. SMS / Text Message Communications
📱 SMS Consent & Opt-In
- By providing your phone number and submitting an inquiry or application, you consent to receive SMS/MMS text messages from Streamline Finance related to your account, application status, appointment reminders, and service updates.
- Message frequency varies based on your account activity and stage of service.
- Message and data rates may apply based on your mobile carrier plan.
🛑 How to Opt Out of SMS
- Reply STOP to any text message to unsubscribe from SMS communications.
- After opting out, you will receive one final confirmation message.
- You may also contact us at admin@streamline.finance to opt out.
- Opting out of SMS does not cancel your service engagement.
We do not use SMS to send unsolicited marketing messages. Your phone number will never be sold to third parties for marketing purposes. SMS opt-in data and consent records are not shared with any third party.
4. Sharing Your Information
We do not sell your personal information. We may share information with:
- Lenders and financial institutions — only with your explicit consent and for the purpose of evaluating your application
- Credit bureaus and reporting agencies — as authorized by you during the intake process
- Service providers — such as CRM, messaging, and document management platforms operating under data processing agreements
- Legal authorities — if required by law or to protect our rights
5. Credit Inquiries
Our initial review uses a soft pull that does not affect your credit score. Any hard inquiries required for formal loan or card applications will be explained to you in advance and require your written consent.
6. Data Security
We use industry-standard security measures including encryption, access controls, and secure data transmission to protect your information. No method of transmission over the internet is 100% secure, but we take all reasonable steps to protect your data.
7. Your Rights
- Request access to the personal information we hold about you
- Request correction or deletion of your information
- Opt out of SMS/text communications at any time by replying STOP
- Opt out of email marketing at any time via the unsubscribe link in any email
- Withdraw consent for credit inquiries (for future inquiries only)
To exercise any of these rights, email us at admin@streamline.finance.
8. Cookies
We use cookies and similar technologies to analyze site traffic and improve your experience. You can disable cookies in your browser settings, though some features of our website may not function properly.
9. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices of those sites and encourage you to review their policies separately.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will post the updated policy on this page with a revised effective date. Continued use of our services after any changes constitutes acceptance of the updated policy.
11. Contact Us
If you have questions about this Privacy Policy or our SMS practices, contact us:
Streamlined Consultants Inc. DBA Streamline Finance
22 South Ridge Road, Pomona, NY 10970
Phone: (646) 309-6268
Email: admin@streamline.finance
Website: streamline.finance