Funding Match

    Privacy Policy

    This plain-language policy explains what information FundingMatch receives through its forms and what website-usage information Google Analytics collects when you visit.

    1. Who this policy applies to

    FundingMatch is the Australian business-finance information and enquiry website operated by Jerd Holdings Pty Ltd (ABN 87 108 607 370). FundingMatch is not a lender. This policy applies to information you submit through the FundingMatch contact form or Funding Enquiry flow, and to the website-usage information described below when you visit.

    Our contact details are hello@fundingmatch.com.au, 0430 221965, and 17 Merriwa Place, Cherrybrook NSW 2126.

    2. Information collected through the website

    Depending on the form you use, we may receive:

    • Your name, email address, phone number and the subject and message in a contact enquiry.
    • Business and funding information entered in a Funding Enquiry, including your ABN, legal name, funding need, use of funds, trading history, monthly revenue, self-reported credit-history events, ATO debt, existing business loans and consent choices.
    • The ABN you confirm for a Funding Enquiry, the ABR status and check time, and the registered entity name when the ABR returns one.
    • The date and wording of your consent or acknowledgement where a form asks you to confirm a choice.

    When you visit or use the Funding Enquiry survey, we also record limited survey-usage information: a random browser-tab ID, a separate random ID for each survey attempt, event type, step number, event sequence and the event time generated by our system. The survey analytics record does not include your survey answers, name, contact details or ABN.

    FundingMatch uses Google Analytics 4 on every website visit, regardless of whether you make a choice, allow or decline in the “Measurement preferences” panel. It records standard website-usage information such as page views and browser/device information. Google may use cookies or similar identifiers for this service. FundingMatch does not send form answers, contact details, ABNs or the preference choice to Google Analytics, and does not send custom conversion events through this tag.

    If you allow qualified-enquiry measurement, the separate Meta Lead event uses the enquiry page URL and browser user-agent, and may include Meta’s _fbp or _fbc cookie when available. It does not include your name, contact details, ABN, survey answers or hashes of contact details.

    Please only provide information you are authorised to share and avoid sending documents or sensitive information unless the form or our team asks for it.

    3. How we use information

    We use information collected through this website to:

    • Understand general website usage through Google Analytics page-view and browser/device information collected on every visit.
    • Receive, understand and respond to your contact enquiry.
    • Receive and manage a business-purpose funding enquiry.
    • In Step 8, the single search field accepts a business name or ABN. A business-name query is sent to the ABR for matching; selecting a result sends its ABN for an exact ABR check. Entering an ABN directly also triggers an exact check. The raw business-name query is not saved with your enquiry. Contact details and other funding answers are not sent to the ABR. Your confirmed ABN, the business name you provide, the ABR status, any registered entity name returned and the check time remain part of the submitted enquiry. The lookup reports registry records, not finance eligibility.
    • Keep a record of the request, including the ABN you confirmed, the business name you provided, the ABR status, the registered entity name when returned and the check time, in our customer relationship management system for follow-up.
    • Share funding enquiry details with FundingMatch’s external funding partner only when you select the required referral-consent option, so the partner can support the enquiry.
    • Record your separate, optional choice about SMS messages concerning this funding enquiry. This permission is not marketing consent and the form does not send an SMS.
    • Use aggregate Funding Enquiry survey-usage results to understand how visitors move through and complete the survey, and where its steps may need improvement. Authorised FundingMatch administrators use these results for that purpose.

    With your permission, after we recheck the current screening rules and save your enquiry, your browser sends Meta a qualified-enquiry Lead event. We may also send a matching server event when a Meta _fbp or _fbc cookie and browser user-agent are available. The existing Meta Pixel may already send a PageView when you visit, before or independently of this choice. The choice controls only the additional qualified Lead event, and declining it does not stop those PageViews. You can review or change the choice by selecting the small “Measurement preferences” link at the bottom of the footer; the choice is stored in your browser.

    A message sent through the Contact page is a general enquiry. It does not give consent to share your details with the external funding partner.

    4. When information may be shared

    If you complete the Funding Enquiry and select the required referral-consent option, FundingMatch shares the details you provided with its external funding partner to support the enquiry. Under the recorded consent, FundingMatch or the partner may contact you about this enquiry by phone or email. Direct contact from the partner is possible but not guaranteed, and sharing does not promise a finance offer or approval.

    A separate optional checkbox records your agreement to receive SMS messages from FundingMatch and its external funding partner about this enquiry only. It is not marketing consent, is not required to submit the enquiry, and does not cause the form to send an SMS.

    We may also disclose information where required or permitted by applicable law.

    5. CRM storage and security

    Buildy Contacts is FundingMatch’s primary contact store. For a qualified Funding Enquiry submitted with the required referral-sharing consent, the full enquiry details are also stored in FundingMatch’s GoHighLevel account for follow-up.

    A limited completion-tracking summary is stored alongside that GoHighLevel contact so the qualified enquiry can be related to its survey completion event. The summary contains the random browser-tab ID, survey attempt ID, event type, step number, event sequence and event time. The separate survey analytics record in Buildy remains free of contact details and survey answers.

    We take reasonable steps to protect information from unauthorised access, loss or misuse. No online transmission or storage method can be represented as completely secure, so please consider what you include in a message.

    6. Access and correction

    You can ask what personal information we hold about you or request a correction by emailing hello@fundingmatch.com.au. Please include enough detail for us to understand the request. We may need to verify your identity before responding.

    If you have a concern about how your information has been handled, contact us first so we can review it. You may also seek information from the relevant Australian privacy regulator.

    7. Updates to this policy

    We may update this page when the website, forms or information practices change.