TABLE OF CONTENTS

WHAT INFORMATION DO WE COLLECT?

HOW DO WE PROCESS YOUR INFORMATION?

WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

SOFT CREDIT CHECKS, CREDIT AUTHORIZATION & ELIGIBILITY SCREENING

CONSENT TO CONTACT & MARKETING COMMUNICATIONS

DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

HOW LONG DO WE KEEP YOUR INFORMATION?

HOW DO WE KEEP YOUR INFORMATION SAFE?

DO WE COLLECT INFORMATION FROM MINORS?

YOUR PRIVACY RIGHTS & OPT-OUT OPTIONS

CONTROLS FOR DO-NOT-TRACK FEATURES

DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

DO VIRGINIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

MARKETING CLAIMS, REBATES & ENERGY SAVINGS DISCLAIMERS

DO WE MAKE UPDATES TO THIS NOTICE?

HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?


1. WHAT INFORMATION DO WE COLLECT?

Personal information you provide to us

We collect personal information that you voluntarily provide when you:

Fill out forms on our website or landing pages

Request more information about programs, rebates, or services

Respond to our ads or emails

Communicate with us by phone, SMS, email, or otherwise

Personal Information Provided by You may include:

Name

Email address

Phone number

Home address

Contact preferences

Information about your home and energy usage (for example, type of home, utility provider, or general bill amount, where requested)

In connection with credit authorization and eligibility screening (see Section 4), we may also collect:

Date of birth (if applicable)

Last four digits of your Social Security Number (if required by our credit verification partner)

All personal information you provide must be true, complete, and accurate. You are responsible for notifying us of changes to your personal information.

Sensitive Information

We process limited sensitive personal information, such as date of birth and the last four digits of your Social Security Number, only for the purpose of performing a soft credit inquiry and determining eligibility for certain programs or financing options, and only as permitted by applicable law.

Information automatically collected

When you visit, use, or navigate our Services, we automatically collect certain information, including through cookies and pixels. This information does not typically reveal your specific identity (such as your name), but may include:

IP address

Browser and device characteristics

Operating system

Language preferences

Referring URLs

Device name

Country, approximate location

Information about how and when you use our website

Log and usage data

We also use tracking technologies (such as pixels and tags) to support retargeting and interest-based advertising on platforms like Google, Meta, and other ad networks.

Information collected from other sources

We may obtain information about you from third-party sources, such as:

Purchased data lists and data providers

Third-party lead vendors and marketing partners

Public databases

Social media platforms

This may include name, contact information, home address, and other profile or interest information used to help us offer or advertise relevant programs and services.


2. HOW DO WE PROCESS YOUR INFORMATION?

We process your personal information for the following purposes:

To provide and facilitate our Services.

For example, to review your submission, determine whether you may qualify for certain programs, and connect you with appropriate partners.

To match you with service providers and partners.

This includes HVAC, solar, insulation, plumbing contractors, credit repair providers, financing/loan partners, and credit verification partners who may contact you about their services.

To perform soft credit inquiries and eligibility screening.

See Section 4 for details.

To send you marketing and promotional communications.

We may send emails, SMS messages, or place calls about programs, offers, and services that may be relevant to you.

To deliver targeted advertising.

We use your information (including via cookies and pixels) to show you more relevant ads and offers on third-party platforms.

To improve and secure our Services.

Including analytics, troubleshooting, and detecting or preventing fraud.

To comply with law and enforce our rights.

Including compliance with applicable privacy, consumer, and credit reporting laws.

We process your information only when we have a legal basis to do so, which may include your consent, our legitimate business interests, performance of a contract, or compliance with legal obligations.


3. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

A. Partners and service providers

By submitting your information, you authorize us to share your personal information with third parties that help us provide our Services, including:

Home services contractors (HVAC, solar, insulation, plumbing, and other home improvement providers)

Credit repair companies

Financing and loan partners (including lenders and finance companies)

Credit verification and eligibility partners, including Grasp International and iSoftPull

Advertising networks and marketing platforms (for example, Google Ads, Meta, and similar platforms)

Analytics providers and technology vendors

These partners may use your information to:

Evaluate your eligibility for their products or services

Contact you by phone, SMS, or email about offers and services

Perform their own underwriting, eligibility, or risk assessments

We do not sell or rent your information to unrelated industries outside the categories described above.

B. Business transfers

We may share or transfer your information in connection with any merger, sale of company assets, financing, or acquisition of all or a portion of our business.

C. Legal and compliance purposes

We may disclose information if required by law, court order, or government request, or to protect our rights, privacy, safety, or property, or that of our customers or the public.


4. SOFT CREDIT CHECKS, CREDIT AUTHORIZATION & ELIGIBILITY SCREENING

To determine your eligibility for certain home improvement programs, incentives, or financing options, we may perform a soft credit inquiry using third-party services such as Grasp International, iSoftPull, or similar credit verification partners.

What this means for you

A soft credit inquiry does NOT affect your credit score.

It is used only for prequalification and eligibility screening.

It does not constitute a formal credit application.

We will not perform a hard credit inquiry without your separate, explicit consent, which may be obtained by one of our partners if you choose to proceed with an application.

Information collected for credit checks

To perform this soft credit inquiry, we may collect and transmit the following information to our credit verification partners:

Your name

Home address

Contact information

Date of birth (if applicable)

Last four digits of your Social Security Number (if required)

This information is securely transmitted and processed in accordance with applicable data protection laws and the Fair Credit Reporting Act (FCRA).

Your consent to soft credit inquiry

By submitting your information through our website, landing pages, or during a phone call with our representatives, you:

Authorize Texas Energy Rebates and its credit verification partners (including Grasp International and iSoftPull) to perform a soft credit inquiry for the purpose of determining your eligibility for programs, products, or financing options; and

Acknowledge that you understand this is a soft inquiry and will not impact your credit score.

If you do not wish to have your credit evaluated, you should not submit your information or you may contact us at [email protected] before completing any form or providing information by phone.

Co-Owners and Other Property Owners

If the property for which you are seeking programs, incentives, or financing has more than one owner, you acknowledge and agree that:

We may request and use information relating to any person listed on the ownership of the property (such as a spouse or co-owner) for the purpose of determining eligibility for programs, incentives, or financing options; and

To the extent you provide us with personal information about any co-owner (including name, address, date of birth, or the last four digits of a Social Security Number), you represent and warrant that:

You have authority to provide that information; and

That each such co-owner has authorized and consents to the performance of a soft credit inquiry by Texas Energy Rebates and our credit verification partners (including Grasp International, iSoftPull, and similar providers) for eligibility and prequalification purposes.

We may perform a soft credit inquiry on any individual whose information you provide to us in connection with the property, to the extent permitted by applicable law and solely for the purposes described in this Privacy Policy.


5. CONSENT TO CONTACT & MARKETING COMMUNICATIONS

By providing your contact information (including your phone number and email address) and submitting any form on our website or associated landing pages, you:

Expressly consent to be contacted by Texas Energy Rebates and by our partners (including contractors, credit repair companies, and financing partners) via:

Phone calls

SMS/text messages

Emails

Acknowledge that these communications may include autodialed or prerecorded calls or texts, where permitted by law.

Understand that message and data rates may apply, depending on your mobile carrier and plan.

How to opt out of marketing communications

SMS/Text: You can opt out at any time by replying “STOP” or “UNSUBSCRIBE” to any message.

Email: You can opt out by clicking the “unsubscribe” link in our emails or by contacting us at [email protected].

Phone: You can request that we (or our partners) stop calling you by telling the caller or emailing us.

Please note: Even after opting out of marketing, we may still send you non-marketing communications where permitted (for example, responses to your requests or legally required notices).


6. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

Yes. We use cookies, web beacons, pixels, tags, and similar tracking technologies to:

Operate and secure our website

Perform analytics and measure performance

Deliver and measure retargeting and interest-based advertising

You may be able to control cookies in your browser settings. Disabling cookies may affect certain features of our Services. For interest-based advertising opt-out options, you can visit resources such as aboutads.info/choices.


7. HOW LONG DO WE KEEP YOUR INFORMATION?

We generally retain your information indefinitely for the purposes described in this privacy notice unless:

A shorter retention period is required by law; or

You request deletion (subject to legal or legitimate business exceptions).

If we cannot fully delete data (for example, due to backup or legal requirements), we will securely store and isolate it from further active use until deletion is possible.


8. HOW DO WE KEEP YOUR INFORMATION SAFE?

We implement reasonable technical and organizational security measures designed to protect your personal information. However:

No method of transmission over the internet or electronic storage is 100% secure.

We cannot guarantee that unauthorized third parties will never be able to defeat our security measures.

You use our Services and share your information at your own risk, and should access our Services only within a secure environment.


9. DO WE COLLECT INFORMATION FROM MINORS?

We do **not knowingly collect data from or market to individuals under 18 years of age.

By using our Services, you represent that you are at least 18 years old. If we learn that we have collected personal information from a person under 18, we will take reasonable steps to delete that information. If you believe we may have collected data from someone under 18, please contact us at [email protected].


10. YOUR PRIVACY RIGHTS & OPT-OUT OPTIONS

Depending on your location and applicable law, you may have the right to:

Access the personal information we hold about you

Request correction of inaccurate information

Request deletion of your personal information

Request that we limit or stop certain processing

Opt out of marketing communications

Opt out of certain data “selling” or “sharing” under state privacy laws

You can exercise your rights by contacting us at [email protected]. We will respond in accordance with applicable law.


11. CONTROLS FOR DO-NOT-TRACK FEATURES

Most web browsers and some mobile operating systems offer a Do-Not-Track (DNT) feature. At this time, no uniform standard exists, and we do not currently respond to DNT signals. If a standard is adopted that we must follow, we will update this privacy notice.


12. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and related laws, including rights to:

Know what categories of personal information we collect, use, disclose, sell, or share

Request access to specific pieces of personal information

Request deletion of personal information, subject to legal exceptions

Opt out of the sale or sharing of your personal information

Not be discriminated against for exercising your privacy rights

We may collect the following categories of personal information (as defined by CCPA), to the extent applicable to your interactions with us:

Identifiers (e.g., name, address, email, phone, IP address)

Customer records information (e.g., contact details; limited financial and eligibility-related info for screening)

Internet or network activity (e.g., browsing, usage, cookies, pixels)

Geolocation data (e.g., approximate device location)

We use and share this information as described in Sections 2 and 3 above. You can exercise your California rights or submit an opt-out request by contacting us at [email protected].


13. DO VIRGINIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

If you are a Virginia resident, you may have rights under the Virginia Consumer Data Protection Act (CDPA), including the right to:

Confirm whether we process your personal data

Access your personal data

Correct inaccuracies

Request deletion

Obtain a copy of your personal data

Opt out of targeted advertising, sale of personal data, or certain profiling

To exercise these rights, contact us at [email protected]. We may need to verify your identity before fulfilling your request. If we deny your request, you may have a right to appeal by contacting us again, and you may also contact the Attorney General of Virginia.


14. MARKETING CLAIMS, REBATES & ENERGY SAVINGS DISCLAIMERS

To protect both you and us, we want to be very clear about our marketing claims:

No guarantees of rebates, approvals, or savings

We do not guarantee that you will qualify for any rebate, incentive, program, financing offer, or specific savings.

Any examples of rebates, approvals, or savings (such as “up to 60% savings” or “thousands per year”) are estimates only, based on general scenarios.

Your actual eligibility, rebates, approvals, and savings will depend on factors such as your home, your utility usage, your credit profile, program availability, and decisions made by third-party contractors, utilities, and financing providers.

What “no extra cost” and similar phrases mean

From time to time, our marketing may use phrases like:

“No Extra Cost”

“No Additional Out-of-Pocket”

“Upgrades For The Same As What You Pay Now”

When we use these or similar phrases, we mean that:

Potential energy or utility savings may offset some or all of the cost of upgrades over time, and

Based on certain assumptions, your net monthly costs may be similar to what you are currently paying.

These phrases do not mean:

That upgrades are free,

That there will be no charges at all, or

That your bills or payments will never increase.

All upgrades, financing, and program details are subject to contract terms between you and the third-party provider (contractor, lender, or other partner).


15. DO WE MAKE UPDATES TO THIS NOTICE?

Yes. We may update this privacy notice from time to time to stay compliant with laws or to reflect changes to our practices.

The “Last updated” date at the top indicates when the latest changes were made.

Your continued use of our Services after any changes are posted means you accept the updated notice.

We encourage you to review this policy periodically.


16. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

If you have questions or comments about this notice, you may contact us at:

Email: [email protected]


17. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?

You may request to:

Access the personal information we have about you

Correct inaccurate information

Request deletion of your personal information (subject to legal or legitimate business exceptions)

To do so, please email us at [email protected] with “Privacy Request” in the subject line. We may need to verify your identity before fulfilling your request.