How we handle inquiries and describe our role.

We collect the business, financing, and contact details submitted through the preliminary form to evaluate and respond to inquiries and maintain business records. Framer hosts the site and processes the form; Google Workspace receives form email; Attio may hold inquiry records in our CRM. No analytics or advertising tools are currently installed. Do not submit tax returns, bank statements, account numbers, Social Security numbers, or other sensitive documents through the initial form. For a viable opportunity, we may request financial documents through a separate secure process and, with your knowledge, share a qualified file with an SBA lender for independent review. We retain inquiry records for 24 months after the last interaction unless a longer period is legally required. For access, correction, or deletion requests, email aymen@tripointsba.com; requests are handled subject to applicable law.