Privacy & Cookie Policy for Sort My Mortgage

Last Updated: November 2025

Welcome to Sort My Mortgage (www.sortmymortgage.co.uk). We are committed to protecting your privacy and handling your data transparently, in accordance with the UK General Data Protection Regulation (GDPR) and the Data Protection Act 2018.

1. Important Information & Who We Are

Data Controller: Sort My Mortgage (or "we", "us", or "our" in this policy).

Contact Details:

• Full name of legal entity: Jeworks LTD t/a Sort My Mortgage

• Email address: hello@sortmymortgage.co.uk

• Postal address: Kemp House, 128 City Road, London EC1V 2NX

If you have any questions about this policy or our privacy practices, please contact us using the details above.

2. The Data We Collect About You

We may collect, use, store, and transfer different kinds of personal data about you, which we have grouped together as follows:

Data Category Description Identity Data

First name, last name, marital status, title.Contact Data Residential address, email address, telephone numbers. Financial Data Income details, existing mortgage details, bank account details, credit history, deposit amount, and affordability information required for mortgage advice and applications. Profile Data Enquiries, preferences, feedback, and survey responses.Technical Data Internet protocol (IP) address, browser type and version, time zone setting and location, operating system and platform, and other technology on the devices you use to access this website.

Usage Data Information about how you use our website, products, and services.Marketing and Communications Data Your preferences in receiving marketing from us and your communication preferences. Sensitive Data (Special Categories) Due to the nature of mortgage advice, we may need to process data relating to your health or other special categories where it is relevant to insurance products (e.g., life or critical illness insurance) or to assess your vulnerability. We will only do this with your explicit consent or where legally necessary.

3. How We Use Your Personal Data (Legal Basis)

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

Purpose of Processing Type of Data Used Lawful Basis for Processing (GDPR) To Provide Mortgage Advice Identity, Contact, Financial, Sensitive Contract (to perform the contract with you) and Legal Obligation (for regulatory compliance). To Manage Your Relationship with UsIdentity, Contact, Profile Contract (to service your account) and Legitimate Interest (keeping our records updated).To Administer and Protect Our Business Identity, Technical, Usage Legitimate Interest (for running our business, network security, and preventing fraud).To Deliver Relevant Website Content Identity, Contact, Usage, Technical Legitimate Interest (to study how customers use our services, develop them, and inform our marketing strategy).To Send Marketing Communications Identity, Contact, Marketing Consent (where required by law) or Legitimate Interest (for existing customers).

4. Disclosures of Your Personal Data

We may share your personal data with the parties set out below for the purposes described in section 3:

• Mortgage Lenders and Providers: To submit and manage your mortgage application.

• Credit Reference Agencies (CRAs) and Fraud Prevention Agencies: To check your financial history and prevent fraud.

• Professional Advisers: Including lawyers, bankers, auditors, and insurers who provide consultation, banking, legal, insurance, and accounting services.

• HMRC, regulators, and other authorities: Who require reporting of processing activities in certain circumstances.1

We require all third parties to respect the security of your personal data and to treat it in accordance with the law.2

5. Your Legal Rights (GDPR)

Under data protection law, you have rights including:

• The right to be informed about how your data is processed.

• The right of access to your personal data.

• The right to rectification if your data is inaccurate or incomplete.

• The right to erasure (the 'right to be forgotten') in certain circumstances.

• The right to restrict processing of your personal data.

• The right to data portability.

• The right to object to processing, particularly to direct marketing.

If you wish to exercise any of these rights, please contact us using the details in section 1.

Cookie Policy

6. What Are Cookies?

A cookie is a small text file that is stored on your computer or mobile device when you visit a website. Cookies help websites remember your preferences (like login, language, font size) over a period of time, so you don't have to keep re-entering them whenever you come back to the site or browse from one page to another.

7. How We Use Cookies

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and allows us to improve our site.

We use the following categories of cookies:

Cookie Category Purpose Example /Details Strictly Necessary Cookies Required for the operation of our website. These include, for example, cookies that enable you to log into secure areas or use a mortgage calculator.Session cookies, Security cookies.Analytical/Performance Cookies Allow us to recognize and count the number of visitors and see how visitors move around our website. This helps us improve the way our website works.Google Analytics, Functionality Cookies Used to recognise you when you return to our website, allowing us to personalise content for you and remember your preferences (e.g., your choice of language or region).Preference cookies.Targeting/Marketing Cookies Record your visit to our website, the pages you have visited, and the links you have followed. We may use this information to make our website and the advertising displayed on it more relevant to your interests.

8. Your Cookie Consent and Management

Under the UK's PECR and GDPR, we must obtain your consent for any cookies that are not "strictly necessary" for the function of the site.

When you first visit our website, you will be presented with a Cookie Consent Banner that allows you to:

1. Accept all cookies.

2. Manage your preferences (and selectively accept or reject categories like Analytics or Marketing cookies).

3. Reject all non-essential cookies.

You can also manage your cookie preferences through your web browser settings. Most browsers allow you to refuse to accept cookies and to delete cookies already stored on your device.