Perfecti Technologies Inc.
Attn: Privacy Officer
11151 156A St., Surrey, BC, V4N4R4
Email: privacy@perfecti.io

Policy Application

This privacy policy applies to all personal and client information collected through the Lender Match platform and our interactions with you.

Employee Compliance

All Perfecti employees and contractors working on our behalf must comply with this Privacy Policy in handling your information.

Oversight

Our dedicated Privacy Officer oversees compliance with this policy and handles all privacy-related inquiries and concerns.

Perfecti Technologies maintains strict accountability measures to ensure your data is handled with the utmost care and in accordance with applicable Canadian privacy laws.

Platform Access

Personal information collected when you access the Lender Match platform through Single Sign-On from BOSS.

Feature Usage

Information gathered when you use features requiring broker or client data within the platform.

Customer Support

Data collected during interactions with our team or when contacting us for assistance.

Website Usage

Technical information captured via cookies or similar technologies when using our website.

We rely on mortgage brokers and other users to obtain appropriate consent from their clients before inputting client personal data into the Lender Match platform.

Platform Provision

Delivering and improving the Lender Match platform functionality and user experience.

Authentication

Verifying user identity and securing platform sessions to protect account access.

Business Operations

Supporting billing, analytics, and other essential business functions.

Legal Compliance

Meeting our legal and contractual obligations under Canadian law.

Perfecti Technologies processes your information only for these specified purposes and does not sell personal or client information to third parties under any circumstances.

Corporate Affiliates

We may share information with Perfecti affiliates who support the Platform's operations and functionality.

Service Providers

Third-party vendors who provide essential services such as hosting, analytics, and authentication.

M3 Group

Information shared with M3 Group for integration purposes and platform support functions.

Legal Authorities

Information disclosed when required by law, court order, or other legal processes.

All third parties with whom we share information are contractually bound to maintain appropriate security measures and use the data only for specified purposes in compliance with privacy laws.

• Retention Limits: Data kept only as long as necessary for intended purposes
• Administrative Controls: Policies, training, and access restrictions
• Technical Safeguards: Encryption, firewalls, and monitoring systems
• Physical Security: Facility access controls and environmental protections

Perfecti Technologies implements security measures appropriate to the sensitivity of the information we handle. Our comprehensive approach to data protection includes regular security assessments and updates to address emerging threats and vulnerabilities.

Consent Management

You may withdraw consent for information collection at any time by contacting us, though this may limit platform functionality.

Access Requests

You have the right to request access to your personal information stored in our systems after identity verification.

Correction Rights

You may request correction of inaccurate or incomplete personal information in our records.

Cross-Border Transfers

Your data may be stored or processed outside Canada with appropriate protections in place.

We are committed to honoring your privacy rights under PIPEDA and other applicable Canadian privacy laws. Requests will be addressed in a timely manner after verifying your identity to protect against unauthorized access.

How will I know if the Privacy Policy changes?

We may update this Privacy Policy periodically. When we do, we will revise the "Last Updated" date at the top and may notify users via email or in-app notices. Continued use of the Platform after any changes constitutes acceptance of the updated policy.

How can I contact the Privacy Officer?

Perfecti Technologies Inc.
Attn: Privacy Officer
11151 156A St., Surrey, BC, V4N4R4
Email: privacy@perfecti.io

What should I expect after submitting a privacy request?

We are committed to responding to all inquiries in a timely and respectful manner. After verifying your identity, we will address your request according to applicable privacy laws and our internal policies.

What is the current version of the Privacy Policy?

The current Privacy Policy was last updated on May 9, 2025. This version supersedes all previous versions.