Privacy Policy

Karis Management Group is Committed to Safeguarding Personal Information

In order to better serve your needs now and in the future, Karis Management Group may ask you to provide us with certain information. We understand that you may be concerned about what we will do with such information – particularly any personal or financial information. We agree that you have a right to know how we will utilize the personal information you provide to us. Therefore, we have adopted this Privacy Policy to govern the use and handling of your personal information.

Types of Information

Provided by your chosen lender, the types of nonpublic personal information that we may collect include: Information found on the purchase contract in a real estate transaction, credit card authorization forms (when applicable), Information from contractors with regard to bids for work on the property, title or deed documentation and/or tax cards for the subject property, and other various certification or inspection documents with regard to the property for appraisal purposes.

Use of Information

Karis Management Group requests information regarding your lending transaction for our own legitimate business purposes and not for the benefit of any nonaffiliated party. Therefore, we will not release your information to nonaffiliated parties except: (1) as necessary for us to provide the product or service you have requested of us; (2) as permitted by law; (3) as otherwise specified herein. Any request for nonpublic information from a nonaffiliated party must be reviewed and approved in advance by our Compliance & Risk Officer. We may, however, store such information indefinitely, including the period after which any customer relationship has ceased. Such information may be used for any internal purpose, such as quality control efforts or customer analysis. Even if we no longer have an active relationship with you, our Privacy Policy will still apply to you.

Confidentiality and Security

Karis Management Group will use our best efforts to ensure that no unauthorized parties have access to any of your information. We restrict access to nonpublic personal information about you to those individuals and entities who need to know that information to provide products or services to you. Also, we will use our best efforts to train and oversee our employees and agents to ensure that your information will be handled responsibly and in accordance with the Privacy Policy. We currently maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal, nonpublic information.

Business Relationships

The Site may contain links to other Web sites. Karis is not responsible for the content, accuracy or opinions expressed in such Web sites, and such Web sites are not investigated, monitored or checked for accuracy or completeness by Karis. Inclusion of any linked Web site on this Site does not imply approval or endorsement of the linked Web site by Karis. If you decide to leave this Site and access these third party sites, you do so at your own risk. All trademarks are the property of their respective trademark owners.


The Karis internet site may make use of “cookie” technology to measure site activity and to customize information to your personal tastes. A cookie is an element of data that an internet site can sent to your browser, which may then store the cookie on your hard drive. Any information about you that we collect through a cookie is not shared with anyone. The goal of this technology is to better serve you when visiting our site, save you time when you are here and provide you with a more meaningful and productive internet site experience.

Fair Information Values


Karis Management Group believes we should behave responsibly when we use information about a consumer in our business. We will obey the laws governing the collection, use and dissemination of data.


Karis Management Group will take reasonable steps to help assure the accuracy of the data we collect, use and disseminate. Where possible, we will take reasonable steps to correct inaccurate information. When, as with the public record, we cannot correct inaccurate information, we will take all reasonable steps to assist consumers in identifying the source of the erroneous data so that the consumer can secure the required corrections.


Karis Management Group endeavors to educate the users of our products, our employees and others in the industry about the importance of consumer privacy. We will instruct our employees on our fair information values and on the responsible collection and use of data. We will encourage others in our industry to collect and use information in a responsible manner.


Karis Management Group will maintain appropriate facilities and systems to protect against unauthorized access to and corruption of the data we maintain.

Changes to our Privacy Policy

This privacy policy is effective as of August 27, 2018. From time to time, it may be necessary for Karis Management Group to change this privacy policy. If we change our policy, we will post the revised version here, so we suggest that you check here periodically for the most up-to-date version of our privacy policy. Rest assured, however, that any changes will not be retroactively applied and will not alter how we handle previously collected information.

How to Contact Us

If you have any questions about our privacy policy, please contact us at:

Karis Management Group
2225 Freedom Dr.
Suite 3
Charlotte, NC 28208