Privacy Policy

Privacy Policy

Effective Date: July 9, 2026

At Honest Broker Pros, we respect your privacy and are committed to protecting the sensitive financial information you share with us. This Privacy Policy explains how we collect, handle, secure, and share your data when you submit a Business Loan Application or Terminal Fee Evaluation.

1. Information We Collect

When you interact with our platform, we collect information necessary to perform terminal fee evaluations and business funding assessments, including:

• Identity Data: Full name, business email address, phone number, and company name.

• Financial & Statement Data: Processing statements, monthly volume reports, hardware configurations, fee structures, and related merchant account documentation uploaded to our system.

2. How We Use Your Uploaded Statement Data

Your document uploads are processed with strict care. We use this data exclusively to:

• Analyze your current processing fees, terminal configurations, and billing structures.

• Coordinate with Valued Merchant Services (VMS) to deliver competitive, lower-rate alternatives.

• Qualify your application for the $500 Rate-Beat Guarantee.

• Follow up with you regarding your application status or financial assessment results.

3. Data Protection and Security

We utilize secure routing protocols via encrypted Web3Forms endpoints to transfer your files. Your files are dropped directly into our operational emails and are never cached or exposed on public staging databases. We do not sell, rent, or lease your merchant processing statements or contact details to third-party marketing companies.

4. Sharing of Data

To process your evaluation, your submitted files and contact entries are shared securely with Valued Merchant Services (VMS) underwriters and evaluation analysts. By submitting your form, you grant us permission to share this information with our processing partner for the express purpose of generating your cost-savings analysis.