Effective Date: 03/28/2026
Last Updated: 03/28/2026
Olive Financial Services (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and safeguard information when you visit https://www.olivefinancial.com and interact with our website, forms, communications, and related services.
1. Who We Are
Olive Financial Services is a property-centric, coordinated platform supporting real estate, mortgage, insurance, and related activities.
Services are offered through their respective licensed entities and partners. Real estate, mortgage, and insurance services are independent, and you may choose to use any service individually.
2. Information We Collect
A. Information You Provide
- Name, email, phone number
- Property and transaction details
- Insurance-related information
- Mortgage or financial-related information
- Business or investment-related information (if provided)
- Messages, inquiries, and form submissions
B. Automatically Collected Information
- IP address
- Browser and device type
- Pages visited and usage behavior
- Referral source
- Interaction data
C. Cookies and Tracking Technologies
We use cookies, pixels, and similar tracking technologies, including tools provided by analytics and advertising platforms (such as Google, Meta, and others), to:
- analyze website traffic and behavior
- improve performance and user experience
- support advertising, remarketing, and audience targeting
These technologies may track your interactions across websites and over time.
You may manage cookies through your browser settings or third-party platform controls.
3. How We Use Your Information
We may use your information to:
- Respond to inquiries and requests
- Provide quotes, consultations, and service recommendations
- Coordinate real estate, mortgage, insurance, and related activities
- Communicate about your request, transaction, or follow-up
- Operate, manage, analyze, improve, and grow our business, including current and future services
- Conduct marketing, advertising, audience targeting, and lead management
- Comply with legal, regulatory, licensing, and recordkeeping requirements
- Prevent fraud, misuse, or unauthorized activity
We process personal information based on business necessity, legal obligations, and your interactions with us, and where required, your consent.
Because real estate, mortgage, insurance, and related decisions are interconnected, information may be used and shared to coordinate services efficiently.
4. Sensitive Information
We may collect or receive information that could be considered sensitive, including financial, insurance, or transaction-related data.
Such information is used only as reasonably necessary to:
- evaluate and provide requested services
- support underwriting, quoting, or transaction processes
- comply with legal or regulatory obligations
5. How We Share Information
We do not sell your personal information for monetary compensation.
However, certain data-sharing activities described in this policy may be considered “sharing” under certain state privacy laws.
All sharing of information is conducted as permitted by applicable law.
You may request to opt out of certain data-sharing activities by contacting us at hello@olivefinancial.com.
A. With affiliated and related entities
We may share information across Olive Financial Services and affiliated, related, or commonly managed entities for:
- service coordination
- operations and administration
- compliance and supervision
- marketing and relationship management
- business development and improvement
B. With service providers and vendors
We may share information with vendors that support:
- website hosting, CRM, and communication systems
- analytics, advertising, and marketing platforms
- document, workflow, and cloud systems
- fraud prevention, security, and compliance
- accounting, legal, and operational support
C. With insurance, lending, real estate, and transaction parties
To evaluate, quote, process, or complete services or transactions, we may share information with:
Insurance-related:
carriers, wholesalers, MGAs, underwriters, inspection vendors, and claims-related parties
Lending-related:
lenders, banks, investors, processors, underwriters, servicers, and verification providers
Real estate-related:
agents, brokerages, cooperating brokers, buyers, sellers, title companies, escrow/closing agents, and real estate attorneys, appraisers, inspectors, contractors, and property-related vendors
Transaction coordination:
to align timelines, validate information, prevent delays, and support execution
D. Cross-service coordination
We may share information across real estate, mortgage, insurance, and related services to improve efficiency, consistency, and execution.
E. With sales, referral, affiliate, and marketing partners
We may share information with parties involved in sales, marketing, referral, and business development activities, including:
- referral and introducing partners
- affiliated and non-affiliated agents, brokers, lenders, and insurance professionals
- co-marketing and joint venture partners
- lead generation and distribution platforms
- advertising and audience targeting platforms
Information may be used to:
- route or respond to inquiries
- connect you with appropriate providers
- facilitate referrals or introductions
- manage leads and opportunities
- conduct marketing campaigns
- improve targeting and effectiveness
We may also receive information about you from such partners.
F. Marketing and communications
We may use and share information with platforms and partners for:
- communications and outreach
- remarketing and advertising
- audience development and analytics
You may opt out of marketing communications at any time.
G. Legal, compliance, and protection
We may disclose information to:
- comply with laws, regulations, subpoenas, or legal processes
- respond to regulators, lenders, carriers, or auditors
- enforce agreements or protect our business
- investigate fraud or misuse
H. Business transfers
Information may be shared in connection with mergers, acquisitions, restructuring, or business transactions.
I. With your direction or consent
We may share information when you request or authorize it.
6. Third-Party Information and Data Accuracy
We may receive information about you from third parties, including partners, platforms, or service providers.
- We do not control how third parties collect or provide such information
- We do not guarantee the accuracy or completeness of third-party data
- We may rely on such information in providing services
You should verify important information independently where appropriate.
7. Service Independence and Choice
- You are not required to use any affiliated or recommended provider
- You may choose independent providers at any time
- Services are provided through their respective licensed entities
8. Data Security
We use reasonable administrative, technical, and organizational safeguards to protect your information.
However, no system can be guaranteed to be completely secure.
9. Data Retention
We retain information as necessary for:
- business operations
- service delivery
- legal, regulatory, and recordkeeping requirements
Retention periods may vary depending on the nature of the data and applicable obligations.
10. Your Privacy Rights (U.S.)
Depending on your state of residence and applicable law, you may have rights regarding your personal information, including:
- The right to access personal information
- The right to request correction of inaccurate information
- The right to request deletion of information, subject to legal limitations
- The right to opt out of certain uses or sharing of information
- The right to request information about how your data is collected and used
To exercise your rights, contact:
We will respond in accordance with applicable law.
We will not discriminate against you for exercising your rights.
11. Third-Party Links
We are not responsible for the privacy practices of third-party websites.
12. Children’s Privacy
We do not knowingly collect information from individuals under 13.
13. Updates to This Policy
We may update this Privacy Policy from time to time. Updates will be posted with revised dates.
14. Contact Us
Olive Financial Services
Website: https://www.olivefinancial.com
Email: hello@olivefinancial.com
Phone: +1 (888) 888-1201
15. Licensing and Regulatory Disclosures
Real estate, mortgage, and insurance services are offered through separate licensed entities in accordance with applicable laws and regulations.
Real Estate Disclosure
Real estate services are provided through:
Keller Williams Realty Atlanta North Partners
3325 Paddocks Pkwy, Suite #190, Suwanee, GA 30024
Office Phone: (678) 341-2900
Each office is independently owned and operated.
Mortgage Disclosure
Mortgage services are provided through:
NEXA Mortgage, LLC (NMLS #1660690)
Mahesh Anand – NMLS #2790083
All loans are subject to credit approval. Not a commitment to lend. Terms and availability may vary by state.
Insurance Disclosure
Insurance services are provided through:
Olive Insurance Services, LLC
NPN 22116940 (Georgia)
Coverage is subject to underwriting guidelines, policy terms, and availability.