Privacy Policy
Last updated: August 21, 2026
Misely, LLC ("Misely," "we," "us") operates misely.com, mortgagewisely.pro, and the Mortgage Wisely Pro and partner outreach programs. This policy explains what personal information we collect, why, who we share it with, and the choices you have. If you have any questions, contact us using the details at the end.
Scope: This policy covers our marketing website (misely.com), mortgagewisely.pro, and our partner and outreach programs.
Who we are
Misely, LLC
19309 Winmeade Drive, #404
Lansdowne, VA 20176, USA
Email: [email protected]
The information we collect
Information you give us.
When you request our strategy, register for an event, or ask about a partnership, we collect the details you enter, typically your first name, last name, and email address, and any information you include in a reply to us.
Information we collect to reach out to you.
We run a business-to-business outreach program for mortgage loan officers and financial planners. To do this we obtain professional contact details, name, work email address, job title, company, and professional profile links (such as LinkedIn), from business data providers and public professional sources. We only use verified professional email addresses; we do not guess or fabricate addresses.
Information created when we email you.
When we send you an email, our email delivery provider records standard delivery information (for example, whether a message was delivered and, where applicable, opened or its links clicked) so we can manage list quality and honor opt-outs.
Website information.
Our website uses a limited set of cookies and similar technologies, including analytics cookies, as described in Cookies and analytics below. A hidden anti-spam field on our forms is used only to detect automated submissions.
Cookies and analytics
We use cookies and similar technologies to operate our website and to understand how visitors use it.
Essential and functional technologies that are needed for the website to work.
Analytics: we use Zoho PageSense to measure page views, sessions, and general usage so we can improve the website. This provider sets cookies or similar identifiers and processes this information on our behalf. You can review the provider's privacy information at https://www.zoho.com/privacy.html.
Where required by law (for example, in the EU and UK), we request your consent before setting non-essential cookies such as analytics cookies, and you may withdraw consent at any time. You can also control or delete cookies through your browser settings. We do not currently use cookies to sell or share personal information or for cross-context behavioral advertising; if that changes, we will update this policy and provide the opt-out choices required by law.
Why we use your information and our legal basis
We use personal information to:
send you the strategy, materials, or event details you asked for;
carry out business-to-business outreach that we believe is relevant to your professional role;
respond to your replies and arrange calls or partnership discussions;
measure and improve how our website is used;
keep our records accurate and honor opt-out requests; and
meet legal and compliance obligations (for example, email marketing law).
For people in the United States, our outreach is conducted consistent with the CAN-SPAM Act: every message identifies us, includes our physical mailing address, and offers a clear way to opt out, which we honor permanently.
Where the EU/UK GDPR applies, we rely on your consent when you submit a form to receive materials or where consent is required for non-essential cookies, and on our legitimate interest in reaching relevant business professionals for business-to-business outreach, balanced against your rights and always subject to your right to object and opt out.
Who we share it with
We do not sell your personal information. We share it only with service providers that help us run this program, each acting on our instructions and under agreements that protect your data. These include:
a customer relationship management (CRM) provider, our system of record, where contact and activity data is stored;
an email delivery platform, used to send and manage our outreach;
a business data provider, used to source and verify professional contact details;
a scheduling provider, used when you book a meeting with us;
an analytics provider, used to measure and improve website usage; and
an infrastructure and hosting provider for our servers.
We may also disclose information if required by law, or to protect our rights, safety, or property.
International transfers
We are based in the United States, and our service providers may process data in the United States and other countries. Where required, we take steps to ensure appropriate safeguards for international transfers of personal data.
How long we keep it
We keep contact information for as long as needed to run the outreach program and our relationship with you, and to meet our legal and record-keeping obligations. If you opt out, we keep the minimum information necessary to ensure we do not contact you again.
Your choices and rights
Opt out any time. Reply to any of our emails with unsubscribe (or a request to be removed) and we will stop contacting you and suppress your address permanently.
Access, correct, or delete. You may ask us for a copy of the personal information we hold about you, ask us to correct it, or ask us to delete it.
Object. Where we rely on legitimate interest, you may object to our use of your information for outreach.
To exercise any of these, email [email protected]. Depending on where you live, you may also have the right to lodge a complaint with your local data protection authority.
Your Virginia (VCDPA) privacy rights
If you are a Virginia resident, the Virginia Consumer Data Protection Act may give you the right to confirm whether we process your personal data and access it, correct inaccuracies, request deletion, obtain a portable copy, and opt out of targeted advertising, the sale of personal data, or certain profiling. To exercise these rights, email [email protected]. If we decline to act on your request, you may appeal by replying to our response.
Your California (CCPA/CPRA) privacy rights
If you are a California resident, and to the extent the California Consumer Privacy Act applies to us, you may have the right to know the personal information we collect and how we use and share it, request deletion or correction, opt out of the sale or sharing of personal information, limit the use of sensitive personal information, and not be treated differently for exercising these rights. We do not sell your personal information. To exercise these rights, email [email protected].
Children
Our services are for business professionals and are not directed to children, and we do not knowingly collect information from children.
Changes to this policy
We may update this policy from time to time. When we do, we will revise the "Last updated" date above.
Contact us
Misely, LLC, 19309 Winmeade Drive, #404, Lansdowne, VA 20176, USA
Email: [email protected]
Misely Application Privacy Policy
Last updated: August 21, 2026
This Application Privacy Policy explains how Misely, LLC ("Misely," "we," "us") handles personal information in the Misely software application at app.misely.com (the "Application"), which mortgage loan officers and other licensed professionals use to prepare mortgage presentations and scenarios. It is separate from the privacy policy for our marketing website at misely.com/privacy, which covers our website and outreach programs. If you use both, both policies apply to their respective activities.
Who we are
Misely, LLC
19309 Winmeade Drive, #404
Lansdowne, VA 20176, USA
Email: [email protected]
Information we collect
Account information.
When you create and use an account, we collect your name, email address, password, phone number, and company.
Professional information.
To support your use of the Application as a licensed professional, we collect your NMLS number, the states in which you are licensed, and your employer.
Payment information.
Payments are processed by Stripe, our payment processor. Stripe collects and holds your card details directly; we do not receive or store your full card number. We see only the last four digits of your payment card for identification and support.
Usage information.
We automatically collect certain technical information when you use the Application, including log data, IP addresses, and device information, to operate, secure, and improve the service. We do not use session recording or session-replay technology.
Information we do NOT collect
We have confirmed the following about how the Application is used:
No borrower or client data. Loan officers do not enter their clients' personal information into the Application, and the Application is not designed to store borrower or client records.
Our in-app AI assistant, Lilly, does not access your account, professional, payment, or usage data, and does not access any borrower or client data. Lilly works only from a knowledge base about how the Application operates, in order to give loan officers how-to guidance and answer questions about the app.
How we use your information
We use the information above to:
provide, maintain, and support the Application and your account;
process your subscription and payments through Stripe;
communicate with you about your account, service changes, and support requests;
secure the Application and prevent fraud or misuse; and
meet our legal, tax, and record-keeping obligations.
Service providers (subprocessors)
We share personal information only with service providers that help us run the Application, each acting on our instructions and under agreements that protect your data:
Linode, for application hosting and infrastructure;
Stripe, for payment processing.
We may also disclose information if required by law, or to protect our rights, safety, or property.
Where we process your information
We process personal information in the United States only.
How long we keep it
We keep your account information and saved work for as long as your account is active, and for one (1) year after cancellation, after which the account and its saved work are deleted. We may retain limited billing and legal records longer where required by law.
Your choices and rights
You may ask us to access, correct, export, or delete the personal information we hold about you. Depending on where you live, you may have additional rights:
Virginia residents may have rights under the Virginia Consumer Data Protection Act (VCDPA), including to access, correct, delete, and obtain a copy of their personal data, and to appeal a decision on a request.
California residents may have rights under the CCPA/CPRA, including to know, delete, correct, and opt out of the sale or sharing of personal information.
To make any request, email [email protected]. If we decline a request, you may appeal by replying to our response.
What we do not do
We do not sell or share your personal information, and we do not use it for cross-context behavioral advertising or targeted advertising.
Security
We use technical and organizational safeguards, including encryption in transit (TLS), to help protect the personal information in the Application. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Children
The Application is for licensed professionals and is not directed to children. You must be 18 or older to hold an account. We do not knowingly collect information from children.
Changes to this policy
We may update this Application Privacy Policy from time to time. When we do, we will revise the "Last updated" date above and, where appropriate, notify account holders.
Contact us
Misely, LLC, 19309 Winmeade Drive, #404, Lansdowne, VA 20176, USA
Email: [email protected]