Privacy Policy

What we collect

• Account info — email, name, phone (if you provide it), and an authentication record needed to keep you signed in.
• Real estate data — clients you add, transactions you track, markets/vendors/content you create, and messages you send in-app.
• Usage data — basic technical info (browser, IP) used for security and reliability.

How we use it

• Operating your account and the features you use.
• Keeping the service secure and detecting abuse.
• Communicating with you about your account or important changes.

Who can see your data

• Brokerage admins see all data within their brokerage: clients, transactions, content, and analytics.
• Agents see only their own clients, deals, vendors, content, tasks, and messages.
• Clients see only their own portal data, their assigned agent's shared content, and brokerage broadcasts.
• We do not sell or rent personal information to third parties.

Your rights

• Access — review the data tied to your account at any time inside the app.
• Correction — edit your name, contact info, and other personal fields in Settings.
• Deletion — clients can permanently delete their account from Account settings. Agents can request deletion through their brokerage admin.
• Portability — contact support to export your data.

Data retention

We keep account data for as long as your account is active. When you delete your account, your authentication record and personal info are removed within 30 days; some data may persist in encrypted backups for a limited period and then be purged.

Security

Data is encrypted in transit (TLS) and at rest. Access is gated by row-level security so each role only sees what they should. No security system is perfect — we'll notify you of any incident affecting your data as required by law.

Contact

Questions about your data? Email the team that operates your brokerage's portal directly, or reach out to the platform admin.