Legal

Privacy Policy

How [LEGAL ENTITY NAME] collects, uses, shares, and protects personal information across the AgentLeadFlow website and platform.

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.Who we are

This policy applies to [LEGAL ENTITY NAME] (“AgentLeadFlow,” “we,” “us”), a [ENTITY TYPE] organized in [STATE OF FORMATION], and to the websites, applications, and services we operate.

2.Information we collect

  • Information you give us: name, email, phone, brokerage or company, license number, billing details, and anything you submit in a form or demo request.
  • Information from your use of the platform: pages viewed, features used, campaign activity, device and browser data, and approximate location derived from IP address.
  • Information from third parties: our payment processor, communication providers, advertising platforms, and data partners that supply property and market records.

3.How we use information

  • Provide, operate, secure, and improve the platform and the services you request.
  • Communicate with you about your account, billing, support, and product updates.
  • Send marketing communications where permitted, subject to your consent and opt-out choices.
  • Detect and prevent fraud, abuse, and unauthorized access, and comply with legal obligations.

4.Text messages and calls

Phone numbers you provide are used according to the consent you gave. Message and data rates may apply. Reply STOP to opt out of messaging and HELP for help. See our TCPA and Messaging Consent notice for details.

We do not sell or share mobile opt-in data with third parties for their own marketing.

5.How we share information

  • Service providers acting on our behalf (hosting, analytics, payments, email and messaging delivery, print and mail fulfillment) under contract.
  • Your brokerage or team administrator, where your account is provisioned or supervised by them.
  • Legal and safety disclosures required by law, subpoena, or to protect rights and safety.
  • A successor entity in connection with a merger, acquisition, or asset sale.

6.Data retention and security

We keep personal information for as long as needed to provide the services and to meet legal, tax, and recordkeeping requirements, then delete or de-identify it.

We use administrative, technical, and physical safeguards appropriate to the sensitivity of the data. No method of transmission or storage is completely secure.

7.Your choices

  • Unsubscribe from marketing email using the link in any message.
  • Reply STOP to any text message to end messaging.
  • Request access, correction, or deletion of your personal information at [PRIVACY CONTACT EMAIL].
  • California residents have additional rights described in our California Privacy Notice.

8.Children

The platform is intended for licensed professionals and is not directed to anyone under 18.

9.Changes and contact

We will post any changes on this page and update the effective date. Material changes will be communicated to account holders.

Contact: [PRIVACY CONTACT NAME], [LEGAL ENTITY NAME], [MAILING ADDRESS], [PRIVACY CONTACT EMAIL], [PHONE].

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

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