Guided answers and calculators
When the assistant says Guided answers, it matches your question to a local library in your browser. It does not send the question to an AI provider. Calculators and questionnaire drafts run in your browser. Refreshing clears the on-page draft and calculations. Sending a completed questionnaire is a separate action described below.
Mortgage questionnaire submissions
Your questionnaire answers and contact details stay in the current tab until you choose to send them. When online delivery is available, selecting Send asks Buck Mortgage to contact you about your inquiry. The website creates a PDF summary and a partial mortgage-data file and sends both through Microsoft 365 to David at dbuck@barrettfinancial.com from dbuck@buckmortgages.com. The attachments include your answers, name, phone, email, and how you heard about us.
Submitted information and attachments are retained in the receiving and sending mailboxes under the applicable business and Microsoft 365 retention settings. Refreshing this page does not remove a submitted email. The website does not intentionally log your answers; it temporarily tracks request and submission status to reduce repeat submissions. If online delivery is unavailable, the email option opens your email app and nothing is sent until you send that message yourself.
The questionnaire is an initial inquiry, not a completed loan application or permission to pull credit. Do not provide Social Security numbers, account numbers, documents or other sensitive details here. Use the secure application for those items.
Connected AI mode
When AI guide is enabled, your question is sent through the website to OpenAI after you acknowledge the notice. The AI selects a relevant topic from our educational reference library. It does not evaluate a loan application, make eligibility decisions, generate quotes, or replace David.
The website requests that OpenAI not retain a response as retrievable application state. That setting does not eliminate all provider retention. OpenAI states that API abuse-monitoring logs can retain content for up to 30 days by default, with exceptions. The actual project settings and provider agreements control. Do not treat this chat as a confidential application channel.
Read OpenAI’s data-control information.
Voice input
Voice is optional and depends on browser support. Your browser’s speech-recognition provider may process audio on its servers. A notice appears before microphone use. The website does not send the resulting transcript to the guide until you choose Send. You may edit or clear it first. We do not make a recording of the audio.
Keep sensitive information out of chat
Do not enter Social Security numbers, account numbers, dates of birth, addresses, contact details, or individual income, debt, or credit information. Automated filters can miss information; they do not make chat suitable for sensitive data. Use the secure application and document portal instead.
Site operations and outside services
The website does not add advertising trackers or session replay. Hosting and security services process technical request information. AI request protections may temporarily use the connecting address in server memory. The site does not intentionally log question text or create a persistent chat transcript. Hosting and provider logs may follow their own retention rules.
Applications open the existing secure borrower portal; appointments open David’s Calendly calendar. These services have their own privacy and security notices. Phone and email links use your device’s services.
Barrett Financial’s privacy notice
Barrett Financial Group’s official policy describes its handling of consumer information. Questions about privacy or access to your information can be directed to David or Barrett Financial using the contact information in that policy.
Website notice updated September 18, 2026. Provider availability and practices are subject to their current terms.