Privacy Policy

1. Information We Collect

Depending on how you use the Services, we may collect:

• Account data such as name, email address, and authentication identifiers.
• Exchange profile data you provide, including dates, timezone, tax filing details, and relinquished property context.
• Notification contact data such as investor, QI, CPA, and realtor emails and optional phone numbers (E.164) that you choose to provide for operational contact.
• Identified property data, deliverable metadata, e-sign workflow metadata, and related exchange artifacts.
• Payment and billing metadata provided by our payment processors (for example transaction identifiers, payment status, currency, amount, invoice references, and timestamps).
• Communication and operational logs, including reminder send attempts, delivery outcomes, and action history for audit and support purposes.
• Email opt-out records when you unsubscribe from promotional or cold-outreach emails (for example the email address and timestamp we store to honor your choice).
• Technical usage data such as device/browser information, request metadata, and security logs.

2. How We Use Information

• Provide and operate the Services, including deadline tracking and exchange workflows.
• Send operational communications, reminders, transactional notices, and support responses.
• Process purchases, manage billing records, and troubleshoot payment issues.
• Generate, store, and deliver documents and audit-related artifacts requested by users.
• Maintain security, detect abuse, and enforce our Terms of Use.
• Comply with legal obligations and resolve disputes.
• Improve product reliability, quality, and user experience.
• Send occasional promotional or cold-outreach emails where permitted by law, and maintain an internal suppression list so we do not send further promotional emails to addresses that have opted out.

3. Legal Bases (Where Applicable)

Where required by law, we process personal information under one or more legal bases, including performance of a contract, legitimate interests, compliance with legal obligations, and consent where applicable.

4. How We Share Information

We do not sell personal information. We may share information with:

• Service providers and subprocessors that help us authenticate users, process payments, and send alerts.
• Document and e-sign providers used to generate and execute exchange-related documents.
• Cloud infrastructure and storage providers used to host data and files.
• Professional advisors, auditors, and legal authorities where required by law.
• Successors in the event of a merger, acquisition, reorganization, or asset sale.

5. Communications and Alerts

We may send email reminders and operational notifications related to your exchanges. Scheduled deadline reminders are delivered by email.

Optional phone numbers you provide may be used for manual, human-initiated voice outreach related to exchange deadlines and operational follow-up. We do not use phone numbers for marketing calls, automated SMS deadline alerts, or prerecorded/autodialed robocalls.

You are responsible for ensuring you have appropriate authority and consent before submitting phone numbers for investors, realtors, or other third parties.

To update or remove a phone number, edit your exchange profile in the dashboard or email [email protected]. Delivery, timing, and availability of communications depend on third-party providers and network conditions and are not guaranteed.

We may send occasional promotional or cold-outreach emails separate from in-product exchange reminders. Those messages include a personalized unsubscribe link. When you complete that flow, we record your email address in an internal suppression list so we do not send further promotional or cold-outreach emails to that address. Opting out of promotional emails does not remove you from transactional or service-related messages if you are an active customer (for example deadline reminders you configured in your account).

6. Data Retention

We retain information for as long as needed to provide the Services, maintain auditability, meet legal and accounting obligations, resolve disputes, and enforce agreements. Retention periods may vary by data type and jurisdiction.

We retain email suppression records for as long as needed to honor opt-out requests, which may include retaining them indefinitely unless deletion is required by law or you request otherwise where applicable.

7. Security

We use administrative, technical, and organizational safeguards designed to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

Depending on your location, you may have rights to access, correct, delete, or restrict certain data.

To opt out of promotional or cold-outreach emails from us, use the unsubscribe link in those messages. You may also contact us using the information below if you need help removing your address from our outreach list.

To submit a privacy request, contact us at [email protected] or by mail at 5319 University Dr, Irvine, CA 92612, United States.

9. International Transfers

Our providers may process data in countries other than your own. Where required, we use appropriate safeguards for cross-border transfers.

10. Children's Privacy

The Services are intended for business and professional use and are not directed to children under 13 (or the applicable age in your jurisdiction).

11. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be posted with an updated "Last updated" date.