We take your privacy seriously. This policy explains what data we collect, why we collect it, and how we use it. We do not sell your personal data to third parties.
1. Who We Are
BrokerMatch ("we", "us", "our") is a mortgage introducer service operating in the United Kingdom. We connect users with FCA-authorised mortgage advisers. For data protection purposes, BrokerMatch is the data controller for personal data collected through this website.
If you have questions about this policy or how we handle your data, contact us at: privacy@brokermatch.co.uk
2. What Data We Collect
Enquiry form data
When you complete our enquiry form, we collect:
- Mortgage type and purpose (e.g. first-time buyer, remortgage)
- Property value and deposit information (approximate)
- Timeline and location
- Employment status and approximate income
- Self-reported credit profile (no credit check is performed)
- Any complexity flags you identify
- Name, email address, and phone number
Contact form data
When you contact us, we collect your name, email address, and the content of your message.
Website usage data
We may collect standard website analytics data (pages visited, time on page, device type) to improve our service. This data is anonymised and aggregated.
3. How We Use Your Data
We use the personal data you provide to:
- Understand your mortgage situation and identify an appropriate adviser match;
- Share a summary of your situation with your matched adviser (with your consent);
- Respond to enquiries you send us;
- Improve our service through anonymised analytics;
- Comply with our legal and regulatory obligations.
We will not use your data for marketing purposes without your explicit consent. We do not send unsolicited marketing communications.
4. Legal Basis for Processing
We process your personal data under the following legal bases:
- Contract: To perform the service you have requested (matching you with an adviser);
- Consent: Where you have explicitly consented, including to share your data with a matched adviser;
- Legitimate interests: To improve our service, respond to enquiries, and operate our platform securely.
5. Who We Share Your Data With
We share your personal data with:
- Your matched mortgage adviser: We share a summary of your situation with the adviser you are matched with. This includes your mortgage type, financial information provided, and contact details. We only do this with your consent (provided via the form submission).
- Service providers: We may use third-party service providers (e.g. hosting, email delivery) who process data on our behalf under data processing agreements.
We do not sell your data to third parties. We do not share your data with lenders, insurers, or any other financial services firms beyond your matched adviser.
6. Data Retention
We retain your personal data for as long as necessary to provide the service and comply with our legal obligations:
- Enquiry and contact data: 2 years from the date of submission, or until you request deletion;
- Adviser-related data: 6 years, in line with standard financial services record-keeping requirements.
7. Your Rights
Under UK GDPR, you have the right to:
- Access the personal data we hold about you;
- Rectify inaccurate data;
- Erase your data ("right to be forgotten"), subject to legal obligations;
- Restrict processing in certain circumstances;
- Object to processing based on legitimate interests;
- Data portability — receive your data in a structured format;
- Withdraw consent at any time (where processing is based on consent).
To exercise any of these rights, contact us at privacy@brokermatch.co.uk. We will respond within 30 days.
8. Cookies
This website uses essential cookies to function correctly. We may also use analytics cookies to understand how visitors use our site. You can manage cookie preferences through your browser settings.
9. Security
We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or disclosure. All data is transmitted over encrypted connections (HTTPS).
10. Complaints
If you are unhappy with how we handle your data, you have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk. We ask that you contact us first so we can try to resolve any concerns.
11. Changes to This Policy
We may update this Privacy Policy from time to time. The date at the top of this page indicates when it was last revised. We will notify users of material changes where required.