Your data is yours.

Heritage Financial, Inc. ("Heritage Financial", "we", "us") respects the privacy of every visitor, client and applicant. This policy explains what we collect and how we use it.

Information we collect

We collect information you voluntarily provide — your name, contact information and loan-application details — when you apply, contact a loan officer, or work with us on a transaction. We also collect basic technical information (IP, browser, pages viewed) to operate and improve the site.

How we use it

We use the information to provide mortgage services, respond to inquiries, comply with legal obligations, and improve our products and website. We do not sell your personal information.

How we protect it

We use bank-grade encryption in transit and at rest, identity verification, and out-of-band wire confirmation. Access to your information is limited to employees who need it to do their job.

Contact us

Questions about this policy? Send us a message or call (800) 351-5755.