SavionTech Privacy Policy
Effective Date: January 1, 2026

Overview

SavionTech operates a lead generation and voicemail automation platform that connects homeowners with licensed mortgage brokers. We use social media advertising and automated communication technology to identify homeowners who have expressed interest in mortgage rate information, and we deliver those verified contacts exclusively to mortgage brokers.

This Privacy Policy explains what personal information we collect, how we use it, and your rights regarding that information. By submitting your information through any SavionTech form, advertisement, or landing page, you agree to the practices described in this policy.

Information We Collect
Information You Provide Directly

When you respond to a SavionTech advertisement or opt-in form, we collect:

  • Full name
  • Email address
  • Mobile phone number
  • The date, time, and method of your opt-in consent
Information Collected Automatically

When you visit our landing pages or interact with our advertisements, we automatically collect:

  • IP address and general geographic location
  • Device type, browser type, and operating system
  • Pages visited and time spent on each page
  • Ad interaction data including which ad you saw and when you clicked it
  • Website analytics data for performance tracking and optimization
Callback and Communication Data

If you call back in response to a voicemail we have left you, we record that callback event and timestamp it as confirmation of your interest. We do not record phone calls without separate disclosure.

How We Use Your Information

We use the information we collect for the following purposes:

  • To deliver voicemail messages and SMS text messages to you following your opt-in
  • To confirm your interest in mortgage rate information through a callback verification process
  • To deliver your verified contact information exclusively to one licensed mortgage broker who can assist you
  • To run targeted advertising campaigns on Facebook and Instagram, including Custom Audience and Lookalike Audience features
  • To track and improve the performance of our advertising campaigns and website
  • To maintain records of your consent for TCPA compliance purposes
  • To operate our automated follow-up sequences if you do not respond to initial outreach
How We Share Your Information
Mortgage Brokers — Lead Delivery

The primary purpose of our platform is to connect interested homeowners with mortgage brokers. When your contact information is verified through our callback process, we sell that contact exclusively to a single licensed mortgage broker. That broker receives your name, phone number, email address, and relevant mortgage interest information. We do not sell your lead to more than one broker.

Database Reactivation

If a mortgage broker has provided us with a list of their past clients or referrals, we may use Facebook Custom Audiences to show our advertisements specifically to those individuals. If you are on such a list and opt in through our ad, your verified contact information is returned to that same broker and not shared with any other party.

Technology Service Providers

We use GoHighLevel as our CRM, automation, and voicemail delivery platform. GoHighLevel processes personal data on our behalf in accordance with their privacy policy. We do not authorize GoHighLevel or any other service provider to use your data for their own marketing purposes.

Legal Requirements

We may disclose your information if required to do so by law, court order, or government authority, or if we believe disclosure is necessary to protect our legal rights or the safety of others.

What We Do Not Do

We do not sell, rent, or share your personal information with third-party data brokers, advertisers, or marketing networks. We do not share your mobile number or SMS consent data with any party other than the single mortgage broker to whom your verified lead is delivered.

SMS and Voicemail Communications

By submitting your phone number through a SavionTech opt-in form or advertisement, you expressly consent to receive:

  • Voicemail messages delivered to your voicemail inbox. Please note that your phone may ring briefly — typically for a fraction of a second up to a few seconds — before the message is deposited
  • SMS text messages referencing the voicemail and inviting you to respond
  • Follow-up voicemail and SMS messages if you do not respond within 24 hours
  • Additional outreach as part of a 7-day follow-up sequence

You may opt out of all communications at any time by replying STOP to any text message or by contacting us at the address below. After opting out, you will receive one confirmation message and no further contact.

Message and data rates may apply. Message frequency varies based on your interaction with our system.

TCPA Compliance

All consumer contacts made through SavionTech's platform are based on documented prior express written consent meeting the requirements of the Telephone Consumer Protection Act (TCPA). We maintain a timestamped consent record for every opt-in, including the exact language displayed to the consumer at the time of opt-in, the date and time of consent, and the IP address from which consent was submitted.

If you believe you have received a communication from us in error, please contact us immediately at the address below and we will investigate and remove you from all contact lists.

Data Retention

We retain personal data for the following periods:

  • Opt-in consent records — 5 years, required for TCPA compliance documentation
  • Verified lead records — 2 years after delivery to broker
  • Non-converting leads where no callback was received — 12 months, then moved to long-term nurture list or deleted
  • Opt-out records — retained indefinitely to prevent future contact
Your Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access — request a copy of the personal information we hold about you
  • Deletion — request that we delete your personal data, subject to our legal retention obligations
  • Correction — request that we correct inaccurate information
  • Opt-out — withdraw consent for communications at any time by replying STOP to any text message
  • Do Not Sell — we do not sell personal information to data brokers; lead delivery to a single licensed mortgage broker is the core function of our service as disclosed at time of opt-in

California residents may have additional rights under the California Consumer Privacy Act (CCPA). Florida and Texas residents should be aware that state-level TCPA equivalents may provide additional protections. To exercise any of these rights, contact us at the address below.

Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse. All data is processed through GoHighLevel's secure infrastructure. However, no system is completely secure, and we cannot guarantee absolute security of your information.

Children

Our services are intended for adult homeowners only. We do not knowingly collect personal information from anyone under the age of 18. If we become aware that we have collected information from a minor, we will delete it immediately.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices or legal requirements. When we make material changes, we will update the Effective Date at the top of this policy. Your continued use of our services after any update constitutes acceptance of the revised policy.

Contact Us

If you have questions about this Privacy Policy, want to exercise your rights, or believe you have received communications in error, please contact us:

For privacy questions, contact: .

FAQS

Frequently Asked Questions

Can I integrate your CRM with other tools I’m already using?

Yes, our CRM supports seamless integration with popular tools like email marketing platforms, calendars, accounting software, and third-party APIs.

Is your CRM suitable for small businesses?

Definitely. Our flexible plans and scalable features make it a perfect fit for startups, small businesses, and growing enterprises alike.

Do you offer a mobile app?

Yes, our CRM comes with a fully functional mobile app for iOS and Android, so you can manage your business on the go.

Is training or onboarding support provided?

Yes, commission fees are usually negotiable. However, it’s important to remember that lower commission fees may lead to less motivated agents or less marketing efforts.

What features does your platform offer?

Our platform includes real-time project monitoring, client interaction tracking, automated workflows, task scheduling, and advanced analytics tools designed to streamline operations.

How do I get started with your service?

Simply sign up through our website, choose your plan, and follow the setup guide. Our onboarding team will also assist you in configuring your dashboard for optimal performance.

Is my data secure on your platform?

Absolutely. We use end-to-end encryption, regular security audits, and secure cloud storage to ensure your data is always protected.

How can I contact customer support?

You can reach our support team via live chat, email, or by submitting a ticket through your CRM dashboard. We’re available 24/7 to assist you.

SavionTech helps you save time, respond faster, and keep more customers—without extra staff or added hassle.

Contact Info

Services

AI Receptionist

Websites

SEO Optimization