Last Updated: October 19, 2022
As a global organization, we abide by all applicable data privacy laws, such as the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), the European Union General Data Protection Regulation (GDPR), and other applicable laws as they become effective.
- Click here for our California Privacy Disclosure
- Click here for our European Union Privacy Notice
MetaSource and Communication
At MetaSource, we strive to maintain productive communication with our current and prospective customers. You may manage your preferences by clicking on the “unsubscribe” link located at the bottom of our marketing emails. Please note that customers cannot opt out of receiving transactional emails related to the usage of MetaSource’s Services.
When you participate in a video conference with us, we may record the session and retain recordings of the session if we notify you that the session is being recorded, and you will have the option to opt-out.
MetaSource’s Privacy Officer is happy to help with questions or inquiries.
67 West 13490 South, Suite 300
Draper, UT 84020
MetaSource reserves the right to update this Privacy Statement to reflect changes to our practices. We will provide notification of material changes here or directly to our customers via email prior to the change becoming effective. We encourage you to periodically review this page for the latest information on our privacy practices.
MetaSource and your Information
When expressing an interest in obtaining additional information about MetaSource’s services or accessing secure areas of our websites, we may require you to provide the following personal information such as full name, company name, email address, mailing address, phone number, portal login ID, and password.
When you purchase MetaSource’s services, we will ask you to provide billing information. When you register for or attend corporate events, MetaSource will ask you to provide basic contact information, billing information, and information related to your participation in the events on MetaSource’s websites.
As you navigate our website, MetaSource may collect information through the use of commonly used information-gathering tools such as web beacons and cookies. Information collected includes standard
information from your web browser such as your Internet Protocol (IP) address, browser type, operating system, referring/exit pages, links clicked, and actions taken while browsing.
Use of Information Collected
MetaSource uses the information collected from our websites to perform the services requested. For example, we may use this information to:
- Send requested product or service information
- Provide and deliver the products and services you or your employer or other service provider have contracted with us, process transactions, and send you related information, including confirmations and invoices
- Personalize and improve the services and provide content, communications, or features that match user profiles or interests
- Respond to your comments, questions, and requests and provide customer service
- Administer your account
- Send marketing or promotional communications
- Improve our website and marketing efforts
- Conduct research and analysis
- Respond to inquiries regarding career opportunities
Sharing of Information Collected
We will only share your Personal Data with third parties in the following circumstances
- We may provide your Personal Data to our Service Providers or those that provide services to help us with our business activities such as customer support or billing for our services. These companies are authorized to use your Personal Data only as contracted to provide these services to us.
- With law enforcement, courts of competent jurisdiction, or others when we have a good faith belief that access, use, preservation, or disclosure of such information is reasonably necessary to (a) satisfy any applicable law, regulation, legal process, or enforceable governmental request, (b) enforce applicable Terms of Service, including investigation of potential violations thereof, (c) detect, prevent, or otherwise address fraud, security or technical issues, or (d) protect against harm to the rights, property or safety of MetaSource, its users, or the public as required or permitted by law.
- When we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.
- If we are involved in a merger, acquisition, or sale of all or a portion of our assets, you will be notified via email and/or a prominent notice on our website of any change in ownership or uses of your Personal Data, as well as any choices you may have regarding your Personal Data.
- When we have your consent.
Public Forums, and Customer Testimonials
MetaSource may provide bulletin boards, blogs, or chat rooms on MetaSource’s websites. Any Personal Data you choose to submit in such a forum may be read, collected, or used by others who visit these forums and may be used to send you unsolicited messages. We are not responsible for the Personal Data you choose to submit in these forums.
MetaSource may post lists of Customers and testimonials on MetaSource’s websites that contain information such as customer names and titles. We obtain the consent of each Customer prior to posting any information on such a list or posting testimonials. To request the removal of your Personal Data from our blog or forum or to have your testimonials removed, contact us at email@example.com
Your Information on Customer Portals
If you would like to update or change your password, you may click on the “Forgot your password?” link on the login page. After you provide your username, a system-generated password will be created and sent to the email address indicated on your profile. The email will contain a link where you can change your password.
MetaSource and Customer Data
MetaSource’s customers may electronically submit data or information directly to MetaSource or through their third-party service providers for processing purposes (“Customer Data”). MetaSource will not review, share, distribute, or reference any such Customer Data except as provided in the MetaSource Master Services Agreement, or as may be required by law. In accordance with the MetaSource Master Services Agreement, we may access Customer Data only for the purpose of providing the Services, preventing or addressing service or technical problems, at a customer’s request in connection with customer support matters, or as may be required by law.
Service Providers, Sub-Processors, and Third Parties
MetaSource may transfer Personal Data to partners that help us provide our Services. Transfers to third parties are covered by the provisions of our customer and partner agreements.
Click here to see a list of our sub-processors.
MetaSource will retain your information (including Customer Data we collect on behalf of our Customers) for as long as your or that Customer’s account is active or as needed to provide Services, and as necessary to comply with our legal obligations, resolve disputes, enforce our agreements, or as otherwise reasonably necessary for our business purposes. It is also provided in the MetaSource Master Services Agreement.
MetaSource and Security
Security and Infrastructure
Data security is paramount for MetaSource and our customers. MetaSource protects customer data with world-class physical, network, application, and data-level security. In addition, MetaSource invests in the most advanced and modern infrastructure available to provide an innovative, scalable, global, predictable, and secure environment.
MetaSource maintains a comprehensive security program based on CIS Controls to ensure the confidentiality, integrity, and availability of customer data. MetaSource is committed to ensuring our services are available for operation and use at times set forth in service-level agreements, protected against unauthorized physical and logical access, and that our system processing is complete, accurate, timely, and authorized.
Service Organization Controls
MetaSource regularly passes rigorous third-party compliance audits of our robust security, confidentiality, and availability controls. MetaSource completes annual HIPAA and PCI DSS audits and penetration testing and publishes a Service Organization Controls 2 (SOC 2) Type 2 report under the Security and Availability Trust Service Principles (TSPs). These reports confirm that MetaSource delivers fully secure and reliable, high-quality operating standards in its data center operations, including provisioning, management, and monitoring of the hardware, network, and firewall. These reports or applicable sections can be made available for limited distribution and shared under a confidentiality agreement (CDA). Please direct all requests through your MetaSource Account Executive or Customer Service Representative.
MetaSource and Website Cookies
This privacy statement covers the information practices of the websites and services that link to this Privacy Statement: metasource.com and mortgage.metasource.com (collectively referred to as “MetaSource Websites”).
MetaSource’s websites may contain links to other websites. MetaSource is not responsible for the information practices or the content of such other websites. If you submit personal information to any of those sites, your information is governed by their privacy statements. We encourage you to carefully read the privacy statement of any website you visit.
Website Navigational Information
MetaSource uses commonly-used information-gathering tools, such as cookies and web beacons, to collect information as you navigate MetaSource’s Websites (“Website Navigational Information”). This section describes the types of Website Navigational Information that may be collected on MetaSource’s websites and how this information may be used.
Cookies and Other Tracking Technologies
A cookie is a small text file that is stored on a user’s computer for record-keeping purposes. Technologies such as: cookies, beacons, tags, and scripts are used by MetaSource and some of our business partners, affiliates, or analytics or service providers. These technologies are used in analyzing trends, administering the site, tracking users’ movements around the site, and gathering demographic information about our user base as a whole. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis.
We use session cookies to make it easier for you to navigate our site. A session ID cookie expires when you close your browser. Cookies enable us to track and target the interests of our users to enhance the experience on our site.
Enabling these cookies is not strictly necessary for the website to work but it will provide you with a better browsing experience. You can delete or block these cookies, but if you do that some features of this site may not work as intended.
What Cookies Do We Use?
ZoomInfo collects business contact and similar information related to individuals when they are working in their professional or employment capacity, and uses this information to create professional profiles of individuals and profiles of businesses. They provide this information to their customers, who are businesses trying to reach business professionals for their own business-to-business sales, marketing, and recruiting activities.
You can opt out of ZoomInfo’s database by visiting the ZoomInfo Privacy Center. At the Privacy Center you can also submit an access request or claim your professional profile and update your profile information. Using the Privacy Center is the quickest and easiest way to access your information or have it deleted or corrected.
Cookies and similar technologies help us show relevant advertising to you more effectively, both on and off LinkedIn Services and to measure the performance of such ads. We use these technologies to learn whether content has been shown to you or whether someone who was presented with an ad later came back and took an action (e.g., downloaded a white paper or made a purchase) on another site. Similarly, LinkedIn partners or service providers may use these technologies to determine whether we’ve shown an ad or a post and how it performed or provide LinkedIn with information about how you interact with ads.
For example: Cookies allow Facebook to help deliver ads to people who have previously visited a business’s website, purchased its products or used its apps and to recommend products and services based on that activity. Cookies also allow Facebook to limit the number of times that you see an ad so you don’t see the same ad over and over again. For example, the “fr” cookie is used to deliver, measure and improve the relevancy of ads, with a lifespan of 90 days.
Cookies help Facebook serve and measure ads across different browsers and devices used by the same person.
Cookies also allow Facebook to provide insights about the people who use the Meta Products, as well as the people who interact with the ads, websites and apps of our advertisers and the businesses that use the Meta Products.
We use the following categories on our websites and other online services:
Category 1 — Strictly Necessary Cookies
These cookies are essential to enable you to browse around our websites and use their features. Without these cookies, services including user account login and access to video content cannot be provided.
Category 2 — Preference Cookies
These cookies collect information about how you use our websites and remember the choices you make while browsing. This data may be used to help optimize our websites and make them easier for you to navigate.
For instance, we may store your geographic location in a cookie to ensure that we show you our website localized for your area. We may also remember preferences such as text size, fonts, and other customizable site elements. They may also be used to keep track of what featured products or videos have been viewed to avoid repetition. The information these cookies collect will not personally identify you, and they cannot track your browsing activity on non-MetaSource websites.
Category 3 — Statistics Cookies
These cookies help MetaSource understand how visitors interact with our websites and help us improve our overall site experience.
MetaSource primarily uses Google Analytics on our website to provide statistics and reporting on our website performance. Our implementation of Google Analytics does not collect any personally identifiable data.
MetaSource Network Users: The user IDs used in Google Analytics are not personally identifiable, and there are several thresholds in place to link this non-identifiable user ID to an identifiable MetaSource Network user. MetaSource Network users may turn off the usage of Google Analytics within the application of MetaSource Network via their user profile which is described in MetaSource Network Online Help.
Category 4 — Marketing Cookies
These cookies are used to track visitor behavior on our site and potentially across non-MetaSource websites. The intention is to display MetaSource-specific content and advertisements that are relevant and engaging for the individual user. The information these cookies collect will not personally identify you and is used to target content to users anonymously.
How to Control Cookies
You can control and/or delete cookies as you wish – for details, see aboutcookies.org. You can delete all cookies that are already on your computer, and you can set most browsers to prevent them from being placed. If you do this, however, you may have to manually adjust some preferences every time you visit a site, and some services and functionalities may not work.
MetaSource uses web beacons alone or in conjunction with cookies to compile information about customers’ and visitors’ usage of MetaSource’s websites and interaction with emails from MetaSource. Web beacons are clear electronic images that can recognize certain types of information on your computer, such as cookies, when you viewed a particular website tied to the Web beacon and a description of a website tied to the Web beacon. For example, MetaSource may place Web beacons in marketing emails that notify MetaSource when you click on a link in the email that directs you to one of MetaSource’s websites. MetaSource uses Web beacons to operate and improve MetaSource’s websites and email communications.
MetaSource may use information from Web beacons in combination with data about MetaSource customers to provide you with information about MetaSource and its services.
As is true of most websites, we gather certain information automatically and store it in log files. This information may include internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, the files viewed on our site (e.g., HTML pages, graphics, etc.), operating system, date/time stamp, and/or clickstream data. We may combine this automatically collected log information with other information we collect about you. We do this to improve the services we offer you.
Do Not Track
Currently, various browsers (such as Internet Explorer, Firefox, and Safari) offer a “do not track” or “DNT” option. MetaSource does not currently commit to responding to browsers’ DNT signals with respect to MetaSource’s websites, in part, because no common industry standard for DNT has been adopted by industry groups, technology companies, or regulators, including no consistent standard of interpreting user intent. MetaSource takes privacy and meaningful choice seriously and will make efforts to continue to monitor developments around DNT browser technology and the implementation of a standard.
Behavioral Targeting / Re-Targeting
We partner with a third party to manage our advertising on other sites. Our third-party partner may use technologies such as cookies to gather information about your activities on this site and other sites to provide advertising based on your browsing activities and interests. If you wish to not have this information used for the purpose of serving you interest-based ads, you may opt-out by clicking here. Please note this does not opt you out of being served ads from other organizations or from MetaSource, but MetaSource will not track your information to provide targeted ads.