Last updated: August 17, 2026
This Privacy Policy describes how [SET LEGAL NAME] ("we," "us," or "our") collects, uses, discloses, and protects your personal information when you visit our website, complete our forms, or communicate with us by phone, text message, or email (collectively, the "Services").
Please read this Privacy Policy together with our Terms and Conditions before using the Services.
By accessing the Services, submitting information through our forms, or communicating with us, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our Services.
We may revise this Privacy Policy at any time. Each time you visit, you should review the current version. Your continued use of the Services constitutes acceptance of any revisions.
When you complete a form or survey on our website, we collect:
When you contact us by phone, email, or text message, we collect the contents of that communication and any information you choose to provide.
We may record telephone calls between you and our representatives for quality assurance, training, and record-keeping purposes. Where required by applicable state law, you will be notified at the beginning of the call that it is being recorded, and continuing the call constitutes your consent to being recorded. If you do not wish to be recorded, please inform us and we will end the recording or terminate the call.
When you visit our website, we automatically collect:
We collect this information using cookies, web beacons, pixels, and similar tracking technologies, including third-party advertising and analytics tools.
As is common for web servers, our hosting providers generate log files containing details of each interaction between your browser and our website. These files are used for diagnostic, security, and troubleshooting purposes.
We do not knowingly collect Social Security numbers, government identification numbers, financial account numbers, payment card information, biometric data, or health information through our Services. Please do not submit this information through our forms.
We may use third-party tools that record your interactions with our website, including mouse movements, clicks, scrolling behavior, and pages viewed, in order to understand how visitors use our site and improve it. These tools are configured to mask or exclude the contents of form fields containing personal information.
We use the information we collect to:
We may create inferences from the information you provide — for example, categorizing your inquiry based on your stated timeline, budget, or financing status — in order to determine what information and services are most relevant to you. These inferences do not produce legal or similarly significant effects.
By submitting your telephone number through our forms and checking or otherwise affirmatively accepting the consent language displayed at the point of submission, you provide "prior express written consent" within the meaning of the Telephone Consumer Protection Act, 47 U.S.C. § 227, and its implementing regulations at 47 C.F.R. § 64.1200 (the "TCPA").
This consent permits us to contact you at the telephone number you provided, including by:
You are not required to provide this consent as a condition of purchasing any property, goods, or services. You may revoke this consent at any time as described in Section 3.5.
By submitting your personal information to us, you agree that your submission constitutes an inquiry for purposes of the Amended Telemarketing Sales Rule (16 C.F.R. § 310 et seq.) and applicable state do-not-call regulations.
Accordingly, notwithstanding that your telephone number may appear on the Federal Trade Commission's National Do-Not-Call Registry or any applicable state do-not-call list, we retain the right to contact you in response to your inquiry in accordance with those rules.
We may send you text messages relating to your inquiry, appointment reminders, property information, market updates, and promotional offers. Message frequency varies.
Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.
You may opt out of text messages at any time by replying STOP to any message you receive from us. You will receive a confirmation message, after which you will not receive further marketing text messages. Reply HELP for assistance, or contact us at [SET EMAIL] or [SET PHONE].
To stop telephone calls, simply tell our representative that you no longer wish to be contacted, or contact us using the details above.
We may retain records necessary to evidence your prior consent and your subsequent revocation of that consent, as described in Section 3.6.
To demonstrate that consent was lawfully obtained, we retain records associated with your form submission, which may include:
These records are retained for a period determined by us, which may be four years or longer, in order to comply with applicable statutes of limitation and regulatory requirements. Separate records may be maintained for different purposes.
IF THE TELEPHONE NUMBER YOU PROVIDED TO US IS REASSIGNED, DISCONNECTED, OR OTHERWISE NO LONGER BELONGS TO YOU, YOU AGREE TO NOTIFY US IMMEDIATELY using the contact details in Section 15. This allows us to update our records and avoid contacting a subsequent holder of that number.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors who provide support services, such as customer service platforms and messaging providers, is permitted solely to enable those services. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
By providing your email address, you consent to receive emails from us regarding your inquiry, as well as newsletters, market updates, property information, and promotional content.
You may unsubscribe at any time by clicking the unsubscribe link at the bottom of any marketing email or by contacting us at [SET EMAIL].
We may continue to send you non-marketing emails necessary to respond to your requests or to administer our relationship with you.
Any home valuation, price estimate, market analysis, or property information we provide is an estimate for informational purposes only. It is not an appraisal, and it does not constitute an offer to buy or sell, a guarantee of value, or a commitment to list at any particular price.
Property values depend on factors that cannot be assessed remotely, including condition, improvements, and current market activity. A formal appraisal by a licensed appraiser is required for lending and legal purposes.
We do not sell your personal information.
We share your information only in the following circumstances:
We share information with third-party companies that perform services on our behalf and require access to that information to do so. These include:
These providers are contractually bound to use your information only as instructed by us and to protect it appropriately.
If you ask us to connect you with a mortgage lender, home inspector, title company, contractor, or other service provider, we will share your contact information with that party only with your knowledge and at your request.
Where we have any affiliated business arrangement or referral relationship that would require disclosure under the Real Estate Settlement Procedures Act (RESPA) or applicable state law, we will provide that disclosure to you separately in writing before the referral is made.
Third parties who receive your information may retain and use it in accordance with their own privacy policies, which may differ from this one. We encourage you to review their policies directly. We are not responsible for the privacy practices or communications of third parties.
If you engage us for a real estate transaction, we may share your information with parties necessary to complete that transaction — such as title companies, escrow agents, lenders, inspectors, appraisers, or the opposing party's agent — where necessary to carry out the transaction you have requested.
We may also submit listing information, including property address and details, to a Multiple Listing Service (MLS) and affiliated syndication partners, where you have engaged us to list a property.
We may disclose your information where required by law, subpoena, court order, or other legal process, or where we believe in good faith that disclosure is necessary to:
If we are involved in a merger, acquisition, financing, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal information.
We use cookies and similar technologies to operate our website, remember your preferences, analyze traffic, and deliver advertising.
We permit third parties, including advertising networks and analytics providers, to place tracking technologies on our website. These third parties may use the information collected to show you advertisements on other websites and platforms.
Under some state privacy laws, the use of these technologies for targeted advertising may be considered a "sale" or "sharing" of personal information. You may opt out as described in Section 12.
Most browsers accept cookies by default. You can set your browser to remove or reject cookies, though some features of our website may not function properly as a result.
We may use Google Analytics and its advertising features, including Remarketing, Display Network Impression Reporting, and Demographics and Interests Reporting. You can opt out of Google Analytics tracking at https://tools.google.com/dlpage/gaoptout.
Our Services may contain links to websites operated by third parties, including property listing sites, lender websites, and social media platforms. We do not control and are not responsible for the content or privacy practices of those websites, and linking to them does not imply endorsement or affiliation.
We encourage you to read the privacy policy of every website that collects your information.
We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, to maintain business records, and to comply with our legal, tax, and regulatory obligations, unless a longer retention period is required or permitted by law.
Real estate inquiries may remain relevant for extended periods, and we may retain your information to contact you about future opportunities unless you ask us to delete it or opt out of communications.
Records evidencing consent to be contacted, and records of opt-out requests, are retained for the periods described in Sections 3.5 and 3.6, or as required by applicable state law.
When we no longer have a legitimate business need to process your information, we will delete or anonymize it, or securely store and isolate it if deletion is not immediately possible.
We implement reasonable technical and organizational measures designed to protect your personal information, including encrypted transmission, access controls, and use of reputable service providers.
However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security, and transmission of information to us is at your own risk.
Breach notification. To the extent required by applicable federal and state law, we will notify you and any applicable regulatory authority if we learn of a security breach affecting your personal information.
Third parties who receive your information are obligated by contract or by law to protect it. However, we are not responsible for the conduct of those third parties and do not guarantee the adequacy of their security measures.
Our Services are not directed to individuals under 18 years of age, and we do not knowingly collect personal information from anyone under 18. By using our Services, you represent that you are at least 18 years old.
If we learn that we have collected information from a person under 18, we will delete it promptly. If you believe we may have collected such information, contact us at [SET EMAIL].
Depending on where you live, you may have some or all of the following rights regarding your personal information:
These rights are available to residents of states with comprehensive privacy laws, which currently include California, Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, Utah, and Virginia. Rights and eligibility vary by state and are subject to exceptions under applicable law.
In the preceding twelve months, we have collected and disclosed the following categories of personal information:
| Category | Examples | Source | Purpose | Disclosed to |
|---|---|---|---|---|
| Identifiers | Name, email address, phone number, postal address, IP address | Directly from you; automatically from our website | Respond to inquiries; provide services; marketing | Service providers; transaction parties; legal authorities |
| Customer records | Name, contact information, financial preferences | Directly from you | Provide real estate services | Service providers; transaction parties |
| Protected characteristics | Household size, marital status, and similar information you voluntarily provide | Directly from you | Determine suitable properties and programs | Service providers |
| Commercial information | Budget range, purchase or sale timeline, property preferences | Directly from you | Provide real estate services | Service providers |
| Internet activity | Browsing behavior, pages viewed, clicks, interactions with advertisements | Automatically from our website | Improve services; measure and deliver advertising | Analytics and advertising providers |
| Geolocation data | Approximate location derived from IP address; preferred areas you provide | Automatically; directly from you | Provide relevant property information | Service providers |
| Audio and electronic information | Call recordings; text and email communications | Directly from you | Quality assurance; record-keeping | Service providers |
| Professional information | Employment or income information you voluntarily provide | Directly from you | Assess financing suitability | Service providers |
| Inferences | Categorization of your inquiry based on stated preferences | Derived from information you provide | Determine relevant services and content | Service providers |
We do not collect biometric information, education records, or sensitive personal information for the purpose of inferring characteristics about you.
We have not sold personal information in the preceding twelve months.
Submit a request by:
We will verify your identity before acting on your request. We may ask you to provide your name, email address, and contact information, and in some cases to sign a declaration verifying your identity.
When you submit a request, you can expect the following:
A request may be denied where we cannot verify your identity, where the law requires us to retain the information, or where disclosure would create an unreasonable security risk.
You may designate an authorized agent to submit a request on your behalf. We will deny requests from agents who do not submit proof of authorization. We may require a copy of a power of attorney, or written permission from you together with verification of your own identity.
If we decline your request, you may appeal by emailing [SET EMAIL] with the subject line "Privacy Request Appeal." We will respond in writing with our decision and the reasons for it. If your appeal is denied, you may file a complaint with your state attorney general.
California Civil Code Section 1798.83 permits California residents to request, once per year and free of charge, a list of the third parties to whom we disclosed personal information for their direct marketing purposes in the preceding calendar year, and the categories of information disclosed. Submit requests to [SET EMAIL].
Some browsers offer a "Do Not Track" setting. Because there is currently no industry standard for recognizing these signals, we do not respond to them at this time. The most reliable way to limit tracking is to manage cookie settings directly in your browser. If a standard is adopted, we will update this Privacy Policy accordingly.
Our Services are intended for individuals located in the United States. If you access the Services from outside the United States, your information will be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your country. By using the Services, you consent to that transfer.
We comply with the Fair Housing Act and all applicable federal, state, and local fair housing laws. We do not use any information you provide to discriminate on the basis of race, color, religion, sex, familial status, national origin, disability, or any other protected characteristic.
[SET LEGAL NAME] is [SET LICENSE].
We may update this Privacy Policy from time to time. The updated version will be indicated by a revised "Last updated" date. Material changes may be communicated to you directly or by prominent notice on our website. We encourage you to review this Privacy Policy periodically.
If you have questions or concerns about this Privacy Policy or our privacy practices, or if you wish to correct, update, or delete your information:
[SET LEGAL NAME] [SET ADDRESS] Email: [SET EMAIL] Phone: [SET PHONE]
Please print and retain a copy of this Privacy Policy for your records.
This Privacy Policy is governed by the laws of the State of [SET STATE], without regard to conflict of law principles.