Privacy Policy

This Privacy Policy describes how FirstOak (a brand of J&M REI LLC, "FirstOak," "we," "us," or "our") collects, uses, and protects information you provide through our website at https://thefirstoak.com and any related forms or communications.

1. Who we are

FirstOak is a brand operated by J&M REI LLC, a Texas limited liability company. Our mailing address is 5900 Balcones Drive, STE 100, Austin, TX 78731. We operate primarily in the Dallas–Fort Worth metro. You can reach us at info@thefirstoak.com or (817) 632-5756.

2. Information we collect

• Contact details you submit through our forms: name, email, phone number.
• Property details when you request an offer: address, type, beds/baths, square footage, year built, condition, asking price, mortgage balance, timeline, and notes you provide.
• Lending interest details when you inquire about lending with us.
• Consent records: the exact consent text you agreed to, the date and time of submission, and the form used.
• Basic technical data your browser sends (IP address, user agent, referring page) for security and analytics.

3. How we use your information

• To respond to your inquiry and present a potential offer or lending opportunity.
• To send transactional and promotional follow-ups by email, phone, and SMS, including appointment confirmations, status updates, and occasional new-offer outreach.
• To maintain a record of your consent for compliance purposes.
• To improve our website and the quality of our communications.

4. SMS messaging & mobile information

FirstOak (J&M REI LLC) does not sell, rent, share, or transfer SMS opt-in data, mobile information, or phone numbers to third parties or affiliates for marketing or promotional purposes. This information is used solely to communicate with you about your inquiry and the services you requested.

Mobile information may be shared only with subprocessors that help us deliver messages on our behalf (for example, our SMS provider). These vendors are contractually prohibited from using your information for their own marketing.

You can opt out of SMS at any time by replying STOP to any message. Reply HELP for help, or email info@thefirstoak.com. Message frequency varies. Msg & data rates may apply. Carriers are not liable for delayed or undelivered messages.

5. Cookies

We use a small number of essential cookies and similar technologies to remember theme preferences and basic session state. We do not use third-party advertising cookies.

6. How we share information

We do not sell your personal information. We share information only with: (a) service providers that help us run our business (hosting, email, SMS delivery, CRM/records), under confidentiality terms; (b) professional advisors (legal, accounting); and (c) authorities when required by law.

7. Data retention

We retain inquiry and consent records for as long as needed to respond to you, to comply with our legal obligations, to resolve disputes, and to enforce our agreements.

8. Your choices

• Email opt-out: reply to any message asking to be removed, or email info@thefirstoak.com.
• SMS opt-out: reply STOP to any text message.
• Access, correction, or deletion: email us and we will respond within a reasonable timeframe.

9. Children

Our services are not directed to anyone under 18, and we do not knowingly collect information from children.

10. Changes to this policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top will reflect the most recent version.

11. Contact

FirstOak (J&M REI LLC)
5900 Balcones Drive, STE 100
Austin, TX 78731
info@thefirstoak.com · (817) 632-5756