Privacy Policy
Effective Date: (Month Day, Year)
Last Updated: (Month Day, Year)
1. Introduction
(Prospective Real Estate Agent’s Name or Business Name), referred to in this Privacy Policy as “we,” “us,” or “our,” respects your privacy and is committed to protecting the personal information you provide when visiting our website, communicating with us, requesting information, viewing properties, or scheduling a real estate consultation.
This Privacy Policy explains what information we may collect, how we use it, when it may be shared, and the choices available to you.
By using this website, you acknowledge the practices described in this Privacy Policy.
2. Information We May Collect
We may collect information that you voluntarily provide, including:
Your first and last name
Email address
Telephone number
Property address
Preferred city, neighborhood, or service area
Information about your buying, selling, investing, relocation, or home-valuation needs
Appointment and consultation details
Messages submitted through website forms, live chat, email, text message, or telephone
Any other information you choose to provide
We may also automatically collect certain technical information when you use the website, including:
Internet Protocol address
Browser type
Device type
Operating system
Referring website
Pages viewed
Date and time of website activity
General geographic location
Cookie and similar technology information
3. How We Use Information
We may use collected information to:
Respond to questions and requests
Provide information about properties and real estate services
Schedule, confirm, reschedule, or cancel appointments
Connect prospective buyers, sellers, or investors with a real estate professional
Provide requested home-valuation or property-related information
Follow up regarding a real estate inquiry
Operate our website, customer relationship management system, chat service, and appointment calendar
Send service-related communications
Send marketing communications when permitted and when consent has been provided
Improve our website, services, advertising, and customer experience
Detect fraud, misuse, security threats, or technical problems
Comply with applicable laws and legal obligations
4. AI Chat and Automated Communication
This website may use an artificial-intelligence-powered real estate concierge, chatbot, voice assistant, or automated communication system.
These systems may collect and process information that you provide during a conversation, including your contact information, property interests, preferred location, appointment requests, and real estate questions.
The AI concierge is intended to provide general information, collect inquiries, and assist with scheduling. It is not a licensed real estate professional and should not be relied upon for legal, tax, lending, appraisal, inspection, or other professional advice.
Information provided through the AI concierge may be stored in our customer relationship management system and reviewed by an authorized real estate professional.
5. Cookies and Tracking Technologies
We and our service providers may use cookies, pixels, analytics tools, and similar technologies to:
Keep the website functioning properly
Remember visitor preferences
Understand how visitors use the website
Measure website traffic and performance
Improve advertising and marketing
Identify technical or security issues
You may be able to control cookies through your browser settings. Disabling certain cookies may affect website functionality.
6. How Information May Be Shared
We may share information with:
The real estate agent, broker, team member, or authorized staff responsible for responding to your inquiry
Customer relationship management, website hosting, email, telephone, calendar, analytics, advertising, and communication providers
Title companies, lenders, inspectors, contractors, escrow providers, or other real estate service professionals when requested or reasonably necessary to assist with a transaction
Government agencies, courts, regulators, or law-enforcement authorities when required by law
A buyer, successor, or affiliated business in connection with a merger, sale, restructuring, or transfer of business assets
We do not intend to sell personal information in exchange for money.
We may disclose information when reasonably necessary to protect our legal rights, enforce our agreements, prevent fraud, protect safety, or comply with legal obligations.
7. Text Messages and Telephone Calls
When you provide a telephone number, we may use it to respond to your inquiry, communicate about an appointment, or provide requested real estate information.
Where required, marketing or promotional text messages will be sent only after appropriate consent has been obtained.
Message frequency may vary. Message and data rates may apply. Consent to receive marketing messages is not a condition of purchasing any property or service. You may reply STOP to opt out of text messages or HELP for assistance.
Telephone calls may be made using automated technology or an AI voice assistant when permitted by law and with any required consent.
8. Email Communications
We may send emails concerning:
Your inquiry
Appointment confirmations and reminders
Property information
Requested home-valuation information
Transaction or service updates
Marketing information when permitted
You may unsubscribe from promotional email messages by using the unsubscribe link contained in the email. Service-related or transaction-related emails may still be sent when necessary.
9. Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information.
However, no website, internet transmission, electronic storage system, or communication platform can be guaranteed to be completely secure. You provide information electronically at your own risk.
10. Data Retention
We may retain personal information for as long as reasonably necessary to:
Respond to inquiries
Provide real estate services
Maintain business and transaction records
Meet legal, regulatory, tax, insurance, or accounting obligations
Resolve disputes
Enforce agreements
Protect against fraud or security threats
Information that is no longer reasonably required may be deleted, anonymized, or securely disposed of.
11. Your Privacy Choices and Rights
Depending on where you live and which laws apply, you may have the right to request that we:
Confirm whether we possess personal information about you
Provide access to certain personal information
Correct inaccurate information
Delete certain information
Explain the categories and purposes of information collection
Identify certain categories of third parties receiving information
Limit or object to certain uses of information
Honor an applicable request to opt out of the sale or sharing of personal information
Stop sending marketing communications
California residents may have additional rights under California privacy laws when the business meets the laws’ applicability requirements. These can include rights to know, delete, correct, and opt out of certain sales or sharing of personal information.
To submit a privacy request, contact us using the information listed below. We may need to verify your identity before completing a request.
12. Third-Party Websites and Services
This website may contain links to property-search platforms, mortgage providers, social-media platforms, mapping services, scheduling systems, or other third-party websites.
We are not responsible for the privacy, security, content, or practices of third-party services. Review their privacy policies before providing information.
13. Children’s Privacy
This website is intended for adults interested in real estate and is not directed to children under 13.
We do not knowingly collect personal information from children under 13. If we learn that such information has been collected, we will take reasonable steps to delete it. Federal law imposes special requirements on online services directed to children under 13 or that knowingly collect their information.
14. Do Not Track Signals
Some browsers provide a “Do Not Track” setting. Because there is not a universally accepted standard for responding to all browser-based Do Not Track signals, this website may not respond to every such signal.
Where required by applicable law, we will honor legally recognized privacy preference signals.
15. Changes to This Privacy Policy
We may update this Privacy Policy periodically.
The revised policy will be posted on this page with an updated “Last Updated” date. Continued use of the website after an update means that the revised policy will apply to information collected after the effective date, to the extent permitted by law.
16. Contact Us
For questions, requests, or concerns regarding this Privacy Policy, contact:
(Prospective Real Estate Agent’s Name or Business Name)
Brokerage: (Real Estate Brokerage Name, if applicable)
Email: (Business Email Address)
Phone: (Business Phone Number)
Mailing Address: (Business Mailing Address)
Website: (Website Address)