CCPA / CPRA

California Privacy Notice

Rights and disclosures for California residents under the California Consumer Privacy Act as amended by the California Privacy Rights Act.

Draft — attorney review required

This is working draft language provided for structure only. Final legal copy must be reviewed and approved by a licensed attorney before launch. Bracketed items such as [LEGAL ENTITY NAME] must be completed with real entity details.

Entity details to complete: [LEGAL ENTITY NAME] · [ENTITY TYPE, STATE OF FORMATION] · [MAILING ADDRESS] · [PHONE] · [BROKERAGE NAME], CA DRE #[DRE NUMBER] · NMLS #[NMLS NUMBER] · [DPO / PRIVACY CONTACT NAME]

1.Scope

This notice supplements our Privacy Policy and applies to California residents whose personal information is collected by [LEGAL ENTITY NAME].

2.Categories of personal information collected

  • Identifiers: name, email, phone, postal address, IP address, account ID.
  • Customer records: billing contact and payment details processed by our payment provider.
  • Commercial information: subscription plan, purchase history, campaign usage.
  • Internet activity: pages viewed, referring pages, interactions with the platform.
  • Geolocation: approximate location derived from IP address.
  • Professional information: brokerage, license number, role, market area.
  • Inferences: preferences and product interest drawn from the above.

3.Sources and purposes

We collect this information directly from you, automatically from your use of the platform, and from service providers and data partners. We use it to provide and secure the services, bill you, support you, communicate with you, and market our services where permitted.

4.Disclosure and sale/sharing

In the past twelve months we disclosed the categories above to service providers for business purposes. [ATTORNEY AND OPERATIONS TO CONFIRM] whether any activity, including analytics and advertising cookies, constitutes a “sale” or “sharing” for cross-context behavioral advertising. We do not knowingly sell the personal information of consumers under 16.

Mobile opt-in and text messaging consent data is never sold or shared with third parties for their own marketing.

5.Sensitive personal information

We do not use or disclose sensitive personal information for purposes beyond those permitted under the CPRA without providing a right to limit.

6.Your California rights

  • Right to know the categories and specific pieces of personal information we collected.
  • Right to delete personal information, subject to legal exceptions.
  • Right to correct inaccurate personal information.
  • Right to opt out of sale or sharing for cross-context behavioral advertising.
  • Right to limit use of sensitive personal information where applicable.
  • Right to non-discrimination for exercising any of these rights.

7.How to submit a request

Email [PRIVACY CONTACT EMAIL] or write to [LEGAL ENTITY NAME], [MAILING ADDRESS], or call [TOLL-FREE NUMBER IF REQUIRED]. We will verify your identity before responding and will reply within the timeframes required by law.

An authorized agent may submit a request with written permission and proof of authority.

8.Retention

We retain each category of personal information for as long as needed for the purposes described, then delete or de-identify it, subject to legal and recordkeeping obligations. [ATTORNEY TO CONFIRM RETENTION SCHEDULE].

9.Shine the Light

California residents may request information about disclosures of personal information to third parties for direct marketing purposes by contacting [PRIVACY CONTACT EMAIL].

Last updated: [DATE] · Effective: [DATE] · Questions: legal@agentleadflow.ai · Mail: [LEGAL ENTITY NAME], [MAILING ADDRESS].

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