Customer Complaint Policy
Our company policy is to respond to customer complaints, disputes, and issues immediately; take each complaint seriously; investigate each complaint, however small, immediately; and take remedial action swiftly.
As soon as we receive a complaint, we document it and log it in a special log. We send the complaint directly to the Customer Complaint Officer or their designate to take action.
We keep all complaints and complaint records in a special complaints binder, along with the Customer Complaint Officer’s Quality Control Files and other written policies, so employees can easily access them and use them to provide better customer service. The Customer Complaint Officer reviews complaint reports during meetings with our Board.
We focus on providing financial products and services to all customers in compliance with all Federal and State regulatory policies, including but not limited to consumer protection, fair lending, and civil rights laws. For more information, contact us at the number on the Home Page.
Carefree Retirement Funding, LLC d/b/a Carefree Mortgage, 1860 SW Fountainview Blvd., Ste 100, Port St. Lucie, FL 34986
© 2016 Carefree Retirement Funding LLC - All Rights Are Reserved
Date last updated: 9/2026
As soon as we receive a complaint, we document it and log it in a special log. We send the complaint directly to the Customer Complaint Officer or their designate to take action.
We keep all complaints and complaint records in a special complaints binder, along with the Customer Complaint Officer’s Quality Control Files and other written policies, so employees can easily access them and use them to provide better customer service. The Customer Complaint Officer reviews complaint reports during meetings with our Board.
We focus on providing financial products and services to all customers in compliance with all Federal and State regulatory policies, including but not limited to consumer protection, fair lending, and civil rights laws. For more information, contact us at the number on the Home Page.
Carefree Retirement Funding, LLC d/b/a Carefree Mortgage, 1860 SW Fountainview Blvd., Ste 100, Port St. Lucie, FL 34986
© 2016 Carefree Retirement Funding LLC - All Rights Are Reserved
Date last updated: 9/2026
