When working with private information it is highly necessary to keep the clients at top priority. You are so correct in the thought that the clients are what make the company. I too would refuse the first offer, making the contingency of follow through being that the clients are kept high priority. And I love the opt-in thought. I agree. I feel it would be in the best interest of the clients if the Mortgage company was to understand it is totally up to the clients. The company would need to understand that though there are many clients in this company, it would be possible to see less information than thought. I have seen this many times, and letters were sent out and emails letting those on the receiving end make their own choice. I would ask the Mortgage company to explain the benefits that the clients would receive and then pass that information on.
Limited information would be ok if it was not identifying. But who are we to steal information that was given in confidence and giving it to someone else. I worked the medical field and studied laws on information sharing. I half agree with you, as yes it would be highly beneficial. But on the other hand the possibility of loosing clients could bring the actual value of the company down. Yes, the money being offered would help sustain for a short time, but when the word gets out you sold information, there will be more than just a loss of clients, it could also mean loosing face with future potential clients. There are ethical values here that could collapse. It is a fine line to tread, continuous transparency is vital.
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