The Wegmann Team Privacy Policy

Effective Date: September 7, 2026

The Wegmann Team respects your privacy and is committed to protecting the personal information you provide to us.

This Privacy Policy explains how The Wegmann Team (“The Wegmann Team,” “we,” “our,” or “us”) may collect, use, protect, retain, and share information when you visit our website, contact us, communicate with us by telephone, text message, email, website form, or other means, or otherwise interact with our team.

The Wegmann Team operates in connection with New American Funding, LLC. Mortgage lending products and services are offered through New American Funding. Certain personal and financial information provided in connection with a mortgage inquiry, mortgage application, loan transaction, or other New American Funding service may also be governed by New American Funding’s applicable privacy notices, policies, disclosures, agreements, information-security requirements, and legal obligations.

This Privacy Policy supplements and does not replace applicable privacy notices provided by New American Funding.

1. Information We May Collect

Depending on how you interact with us, we may collect information that you voluntarily provide, information generated through your interactions with us, and certain information collected automatically through our website and technology providers.

Information may include your name, email address, telephone or mobile number, mailing address, property address, preferred method of communication, information submitted through website forms, and documents or attachments you voluntarily provide.

When you contact us regarding mortgage financing or a real estate transaction, we may also receive information relating to your home purchase or refinance plans, construction or land financing, property information, loan program interests, estimated purchase price or loan amount, down payment, employment or income, credit-related information, mortgage application status, loan status, documentation requirements, closing information, and information concerning Realtors, builders, title companies, insurance providers, appraisers, or other transaction participants.

Highly sensitive personal and financial information associated with a mortgage application may be collected, processed, transmitted, or stored through systems operated or approved by New American Funding and may be subject to additional privacy and security requirements.

Please do not send Social Security numbers, passwords, bank account credentials, full credit card information, or similarly sensitive information through ordinary SMS, unsecured email, or general website contact forms unless specifically instructed to use an approved secure method.

2. Website Information, Cookies, and Analytics

When you visit TheWegmannTeam.com, certain information may be collected automatically through cookies, analytics technologies, server logs, and similar technologies.

We use Google Analytics to better understand how visitors interact with our website and to help improve website content, performance, navigation, and usability.

Information collected through analytics technologies may include browser type, device information, operating system, pages visited, time spent on pages, referral or traffic-source information, session information, approximate geographic location, interactions with website features, and cookie or device identifiers.

You may be able to control or disable certain cookies through your browser or device settings. Disabling cookies may affect the operation of some website features.

3. How We May Use Information

We may use information to respond to inquiries, provide mortgage-related information and assistance, assist with mortgage applications and transactions, provide loan or pre-approval updates, request documents, schedule consultations and appointments, coordinate loan and real estate transactions, communicate with transaction participants when appropriate, provide customer service, maintain communication records, improve our website and systems, support training and quality assurance, prevent fraud or misuse, comply with legal and regulatory requirements, and establish, exercise, or defend legal rights.

4. New American Funding

The Wegmann Team operates in connection with New American Funding, LLC.

When you apply for or obtain a mortgage product or financial service offered through New American Funding, information relating to that transaction may be collected, processed, stored, used, retained, or shared by New American Funding in accordance with its own privacy notices, policies, agreements, and applicable federal and state financial-privacy requirements.

For additional information, please review New American Funding’s Privacy Policy and U.S. Financial Privacy Notice.

New American Funding Privacy Policy
https://www.newamericanfunding.com/legal/privacy-policy/

New American Funding U.S. Financial Privacy Notice
https://www.newamericanfunding.com/legal/privacy-notice/

5. SMS and Text Messaging Privacy

When you provide your mobile phone number and consent to receive text messages from The Wegmann Team, we may send messages related to your mortgage inquiry, mortgage consultation, application, pre-approval, loan transaction, document needs, appointments, closing, construction financing, transaction coordination, customer service, or other communications directly related to your relationship with us.

Consent to receive SMS communications is voluntary and is not a condition of obtaining or purchasing mortgage services.

Message frequency varies. Message and data rates may apply.

You may opt out of text messages at any time by replying STOP.

You may reply HELP for assistance or contact The Wegmann Team at 214-897-3005 or TheWegmannTeam@nafinc.com.

SMS Privacy Commitment

Mobile phone information, SMS opt-in data, and text messaging consent will not be sold, rented, shared, or provided to third parties or affiliates for their own marketing or promotional purposes.

Mobile information may be provided to telecommunications carriers, messaging platforms, customer relationship management providers, technology vendors, and other service providers solely as reasonably necessary to transmit communications, operate our systems, provide requested services, maintain records, prevent fraud, support compliance, or satisfy applicable legal requirements.

Such providers are not authorized to use SMS opt-in information for their own marketing or promotional purposes.

For additional SMS program terms, review:

The Wegmann Team Terms of Use & SMS Terms
https://thewegmannteam.com/terms

6. Call Recording and Monitoring

Certain telephone or video communications with The Wegmann Team may be recorded or monitored.

At present, we may record initial mortgage consultation calls, application-related calls, and other calls where appropriate. We may expand call recording to additional business communications in the future.

Calls may be recorded or monitored for documentation, mortgage consultation and application documentation, customer service, quality assurance, training, transaction management, compliance, dispute resolution, and protecting customers, The Wegmann Team, and New American Funding.

Where notice or consent is required by applicable law, appropriate notice will be provided and consent obtained as required before recording.

Call recordings may contain personal, mortgage-related, or financial information and may be maintained with other customer, application, or transaction records.

7. How We May Share Information

We may share personal information when reasonably necessary to provide mortgage-related services, manage a transaction, support our systems, or satisfy legal and regulatory requirements.

Depending on the circumstances, information may be shared with New American Funding, authorized members of The Wegmann Team, mortgage-processing and operational personnel, technology and CRM providers, telecommunications providers, website hosting and analytics providers, Realtors, builders, title and escrow companies, insurance professionals, appraisal providers, settlement providers, professional advisors, regulators, courts, law enforcement, or other parties involved in your transaction when appropriate.

As stated above, mobile phone information and SMS opt-in consent are not shared with third parties or affiliates for their own marketing or promotional purposes.

8. Communication Records

We may maintain records of communications between you and The Wegmann Team, including emails, text messages, telephone call records, call recordings, voicemails, website inquiries, CRM notes, transaction updates, document requests, and other customer-service communications.

These records may be retained for customer service, mortgage and transaction management, documentation, quality assurance, training, compliance, regulatory, legal, audit, or recordkeeping purposes.

9. Data Retention

We may retain personal information for as long as reasonably necessary to provide requested services, maintain customer and transaction records, satisfy mortgage-industry recordkeeping requirements, comply with legal or regulatory obligations, comply with applicable New American Funding policies, resolve disputes, enforce agreements, or protect against fraud or misuse.

Retention periods may vary depending on the nature of the information, the transaction involved, applicable law, and the purpose for which the information was collected.

10. Information Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.

Mortgage application information processed through New American Funding systems is also subject to New American Funding’s information-security practices and applicable financial-industry requirements.

No website, telecommunications platform, email system, mobile network, or electronic storage method can be guaranteed to be completely secure.

11. Third-Party Websites and Services

Our website may contain links to websites, applications, portals, or services operated by third parties, including New American Funding and mortgage- or real-estate-related providers.

We are not responsible for the privacy practices, content, availability, or security of websites and services that we do not operate.

12. Your Privacy and Communication Choices

Depending on applicable law and the nature of the information involved, you may have rights or choices regarding your personal information, including requesting information about personal information collected about you, requesting correction of inaccurate information, requesting deletion where legally permitted, withdrawing certain communication consent, or opting out of SMS communications by replying STOP.

Certain mortgage, application, transaction, communication, and financial records may need to be retained under federal law, state law, mortgage regulations, contractual requirements, audit requirements, litigation holds, or New American Funding policies and therefore may not be eligible for deletion.

13. Children’s Privacy

Our website and mortgage services are not directed toward children under the age of 13.

We do not knowingly seek to collect personal information directly from children under 13 through this website.

14. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our website, mortgage services, communications practices, technology, analytics practices, legal or regulatory requirements, privacy standards, or SMS and telecommunications requirements.

When this Privacy Policy is updated, the revised version will be posted on this page and the Effective Date will be updated.

15. Contact Us

The Wegmann Team
Rick Wegmann | NMLS #1716967
110 Greenhill Ln, Suite 308
Fate, Texas

Phone: 214-897-3005
Email: TheWegmannTeam@nafinc.com

Mortgage lending services are offered through New American Funding, LLC | NMLS #6606.