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Privacy Policy

Blueprint Finance is a department of Blueprint University. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you use our websites, secure client portal, and mobile app (collectively, the “Services”).

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1) Information We Collect

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A. Information you provide

  • Contact & identity data (name, email, phone, address; government ID where required by law)

  • Account credentials (username, hashed password)

  • Appointment details, intake forms, signatures

  • Notarial records (including journal entries and required audio/video recordings for Remote Online Notarization where applicable)

  • Payment details (processed by our payment processors; we do not store full card numbers)

  • Documents uploaded to the secure client portal

B. Information collected automatically

  • Device/usage data (IP address, device type, browser/app version, pages viewed, logs)

  • Cookies and similar technologies (see Cookies & Tracking)

C. Information from third parties

  • Identity verification vendors, AML/fraud‑prevention providers

  • Payment processors, e‑signature tools, scheduling and analytics platforms​

 

2) How We Use Information

  • Provide, operate, and secure the Services and portal/mobile app•

  •  Schedule and complete online & in‑office appointments

  • Perform identity verification and fraud prevention

  • Process payments and send confirmations/receipts

  • Maintain legally required notarial records

  • Communicate about accounts, updates, and support

  • Comply with legal, regulatory, and audit obligations

  • De‑identify or aggregate data for analytics and quality improvement

 

Legal bases (EEA/UK): contract performance; legitimate interests (security, service improvement); legal obligations; consent where required (e.g., some cookies/marketing).

 

3) Disclosures to Service Providers & Others

We share personal information with trusted vendors under contract—cloud hosting, portal/app providers, identity verification and e‑signature vendors, payment processors, scheduling, customer support, and analytics. We may disclose information to regulators, law enforcement, or others when legally required or to protect rights, safety, and property. We do not sell personal information.

 

4) Data Retention

We keep personal information only as long as necessary for the purposes described, including meeting legal/recordkeeping requirements (e.g., notarial journals and audio/video records are retained for periods required by applicable law), resolving disputes, and enforcing agreements. When no longer needed, we delete or de‑identify information per our data retention schedule.

 

5) Cookies & Tracking

We use necessary cookies for security and core functionality. With your consent (where required), we may use analytics/performance cookies. You can control cookies via your browser/app settings; some features may not function without them.

 

6) Data Security

We employ administrative, technical, and physical safeguards designed to protect personal information, including encryption in transit and at rest where applicable, role‑based access, and audit logging. No method of transmission or storage is completely secure.

 

7) Your Rights & Choices

Depending on your location, you may have rights to access, correct, delete, or receive a copy of your data; to restrict/oppose processing; and to withdraw consent. To exercise rights, email support@blueprintuniversity.com. We will verify your identity before responding.

California/State‑Specific: Where applicable (e.g., CPRA/CCPA), you may have additional rights including to know, delete, correct, and opt‑out of certain sharing. We do not “sell” or “share” personal information as defined by CPRA. We honor opt‑out signals where required.

 

8) Children’s Privacy

Our Services are not directed to children under 13 (or the relevant age of consent). We do not knowingly collect personal information from children without appropriate consent.

 

9) International Transfers

If you access the Services from outside the United States, your information may be processed in the U.S. or other countries with different data‑protection laws. Where required, we implement appropriate safeguards for cross‑border transfers.

 

10) Third‑Party Links & Integrations

The Services may link to or integrate with third‑party sites or tools. Their privacy practices are governed by their own policies; we are not responsible for third‑party content or practices.

 

11) Changes to This Policy

We may update this Privacy Policy from time to time. We will post the updated version with a new Effective date. Material changes will be highlighted or otherwise communicated where required.

 

12) How to Contact Us

Questions or privacy requests? support@blueprintuniversity.com

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