Effective Date: May 22, 2026
These Terms of Service govern your use of services, websites, forms, appointment scheduling systems, messaging systems, and communications provided by Mark Wong.
By using these services, you agree to these Terms.
Services may include:
Appointment scheduling
Mortgage-related communications
Insurance and investment follow-up
Educational resources
Reminder messages
Automated follow-up systems
Customer support communications
Services may change without notice.
By submitting your contact information through our website, forms, booking systems, or other communication channels, you consent to receive communications by SMS, email, or phone regarding:
appointments,
reminders,
follow-up communications,
requested information,
and related business services.
Message frequency may vary.
Message and data rates may apply.
Reply STOP to unsubscribe from SMS communications at any time.
Reply HELP for assistance.
Consent is not a condition of purchase.
Content and communications are provided for informational purposes only and do not constitute:
legal advice,
tax advice,
accounting advice,
financial advice,
mortgage approval guarantees,
investment recommendations,
or insurance recommendations.
All regulated financial guidance must be handled directly by appropriately licensed professionals.
Certain inquiries, recommendations, applications, or advice-related conversations may require manual human review before responses are provided.
You agree to provide accurate and complete information when using our services.
We are not responsible for issues resulting from inaccurate or incomplete submissions.
We may use third-party providers for CRM management, scheduling, automation, communications, analytics, and messaging services.
We are not responsible for interruptions caused by third-party systems.
To the fullest extent permitted by law, Mark Wong is not liable for indirect, incidental, special, or consequential damages arising from use of the services or communications.
We reserve the right to suspend or terminate communications or services for misuse, abuse, unlawful conduct, or policy violations.
These Terms may be updated periodically. Continued use of services after updates constitutes acceptance of revised Terms.
Mark Wong
Email: [email protected]
Phone: 647-522-9664