Privacy Policy

A. Account Information

When you create an account, we may collect:

• Name
• Email address
• Phone number
• Login credentials

B. CRM & Contact Data

Users may store and manage personal data related to their clients, including:

• Names, email addresses, and phone numbers
• Mailing addresses (address, city, state, zip)
• Birthdays and home anniversaries
• Contact type (lead, buyer, seller, vendor), tags, and source
• Spouse or co-buyer information (name, email, phone, birthday)

C. Transaction & Property Data

We may collect and store transaction-related information, including:

• Property address, type, and pricing details
• Commission rates and financial information
• Buyer budgets or seller list prices
• Contract price and earnest money details
• Inspection dates, appraisal values, and closing dates
• Transaction milestones and status tracking

D. Documents & File Uploads

Users may upload and store files such as:

• Contracts and agreements
• Inspection reports
• Compliance documents
• Client-related documents

We also collect metadata such as:

• File name, size, type, and storage location

E. Communications Data

We may collect and store communication-related data, including:

• Emails (subject, content, timestamps, recipients)
• Email templates
• Call logs (phone number, date, duration, outcome, notes)
• Internal messages between users

F. E-Signature Data

When using e-signature features, we may collect:

• Recipient name and email
• IP address
• Signed and viewed timestamps
• Document signature data and audit logs

G. Usage & Technical Data

We may automatically collect:

• IP address
• Browser type and device information
• User activity within the platform
• Session and authentication data

H. Organization & Account Data

For brokerages and teams:

• Organization name and branding (logo, colors)
• Events, announcements, and scheduling data
• User roles and permissions

Service Providers

Including:

• Hosting and infrastructure providers (e.g., Vercel)
• File storage services (e.g., Vercel Blob)
• Email delivery services (e.g., Resend)
• Authentication providers (e.g., NextAuth.js)

These providers only process data on our behalf.

Legal Requirements

We may disclose information:

• To comply with applicable laws or regulations
• To respond to lawful requests
• To protect rights, safety, and security