Privacy Policy

Last updated: February 2026

At Real Estate OS, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website and services.

1. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Register for an account
  • Sign up for our services
  • Connect your CRM or other third-party services
  • Contact our support team
  • Subscribe to our newsletter
  • Participate in surveys or promotions

This information may include:

  • Name, email address, phone number
  • Real estate license information
  • Billing and payment information
  • CRM data and real estate transaction information
  • Communication preferences

Automatically Collected Information

When you visit our website, we automatically collect certain information about your device and usage, including:

  • IP address and browser type
  • Device information and operating system
  • Pages viewed and time spent on pages
  • Referring website or application
  • Click patterns and navigation behavior

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Process transactions and send related information
  • Send administrative information, such as updates, security alerts, and support messages
  • Respond to your comments, questions, and requests
  • Personalize your experience and deliver content relevant to your interests
  • Monitor and analyze trends, usage, and activities in connection with our services
  • Detect, prevent, and address technical issues and fraudulent activities
  • Comply with legal obligations

3. How We Share Your Information

We may share your information in the following situations:

Service Providers

We may share your information with third-party vendors, service providers, contractors, or agents who perform services for us or on our behalf, including:

  • Payment processing (Stripe)
  • Cloud hosting and data storage (Supabase, AWS)
  • Analytics providers (Google Analytics)
  • Email and communication services
  • Customer support tools

Business Transfers

If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of company assets, your information may be transferred as part of that transaction.

Legal Requirements

We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).

With Your Consent

We may share your information with your consent or at your direction.

4. CRM Data and Third-Party Integrations

When you connect your CRM (such as Lofty, Follow Up Boss, Salesforce, etc.) or other third-party services to Real Estate OS:

  • We access and process data in accordance with the permissions you grant
  • We use this data solely to provide our services to you
  • We do not sell your CRM data to third parties
  • You can disconnect integrations at any time
  • Data retention after disconnection is handled according to our data deletion policies

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information, including:

  • Encryption of data in transit (TLS/SSL) and at rest
  • Regular security assessments and monitoring
  • Access controls and authentication requirements
  • Secure data centers with industry-standard protections

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

6. Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access: Request a copy of the personal information we hold about you
  • Correction: Request that we correct inaccurate or incomplete information
  • Deletion: Request that we delete your personal information
  • Restriction: Request that we restrict the processing of your information
  • Portability: Request a copy of your data in a structured, machine-readable format
  • Objection: Object to our processing of your information

To exercise these rights, please contact us at [email protected].

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When you delete your account, we will delete or anonymize your information within 30 days, except where we need to retain certain information for legitimate business or legal purposes.

8. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information.

9. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our website and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our services.

10. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically for any changes.

11. Contact Us

If you have any questions about this Privacy Policy, please contact us:

Data Protection Officer

For data protection inquiries, contact our Data Protection Officer at [email protected].