Policy version history
Each version of the Privacy, Terms, Disclosures, and Security pages, the date it took effect, and a one-line description of what changed.
| Page | Version | Effective | What changed |
|---|---|---|---|
| AI Usage Notice | 2 | 2026-09-28 | Removed the blanket claim that AI-assisted content is reviewed before publishing. |
| Editorial Standards | 1 | 2026-09-28 | Clarified that the review line appears only after both internal sign-offs, without claiming all pages are reviewed before publishing. |
| AI Usage Notice | 1 | 2026-09-25 | Perry call, text, and chat scope, call recording notice, and email route to the team. |
| Communications Consent | 1 | 2026-09-25 | Clarified recorded calls and email alternative. |
| Cookies | 1 | 2026-09-25 | Chat setting added: the chat loads only when you start it, the chat cookie and storage it writes, and how turning it off removes them. |
| Disclosures | 7 | 2026-09-25 | Perry call, text, and chat scope, limits of its answers and appointment handling, and human email response. |
| Privacy | 3 | 2026-09-25 | Chat with Perry: loads only when you start it, what it stores, the chat choice record, and recording by our CRM provider. |
| SMS Program Terms | 1 | 2026-09-25 | Removed scheduling messages, clarified recorded-call text consent, and disclosed Perry text replies. |
| Terms of Use | 2 | 2026-09-25 | Updated the assistant scope incorporated into site terms. |
| Disclosures | 4 | 2026-09-09 | partner-sharing disclosure reworded; the number of partners is no longer stated to consumers |
| Disclosures | 3 | 2026-09-04 | Referral identity: Practition Finance is an independent business financing referral service, not a bank, lender, direct funder, or investor. Funding partners pay a referral fee on funded or activated referred accounts; the practice pays nothing. Revenue-based structures are excluded in Texas, Virginia, and Connecticut. California and Missouri are lead generation only. North Dakota is not served. |
| Security | 1 | 2026-09-04 | First publication of how we protect your information. |
| Disclosures | 2 | 2026-09-03 | Broker identity, program availability by state, lead generation states, and North Dakota. |
| Privacy | 2 | 2026-09-03 | Sale and sharing disclosure, Global Privacy Control, retention table, and consent records. |
| Terms | 2 | 2026-09-03 | Consent record retention sentence added. |