Privacy Policy

Information Collected

We may collect information you choose to provide, including your name, email address, phone number, professional or brokerage information, inquiry details, and other form responses. When you use the website, hosting and security systems may also receive technical information such as your IP address, browser or device information, request time, and pages visited.

For SMS enrollment, we collect the name and mobile number submitted, the date and time of consent, the disclosure shown when consent was given, the consent status, the source page, and—when available—the IP address and browser user agent.

How Information Is Used

We use information to respond to inquiries, review applications, provide requested brokerage information or services, operate and secure the website, maintain business records, comply with legal obligations, and communicate with you as permitted by your choices.

Website Form Submissions

Information submitted through website forms is used for the purpose identified on the form, such as responding to a request, reviewing an application, or recording an SMS opt-in. Please do not submit sensitive information that the form does not request.

SMS Communications

Mobile information, text messaging originator opt-in data, and SMS consent will not be sold, rented, shared, or transferred to third parties or affiliates for marketing or promotional purposes.

Mobile numbers are used only for the informational and transactional communications the recipient agreed to receive, including account and onboarding notices, appointments, events, meetings, training sessions, orientations, registrations, document and task reminders, operational announcements, customer support, and schedule or venue changes. Message frequency varies based on account activity, events, and support interactions. Message and data rates may apply.

We may share information with service providers only as necessary to operate the messaging service, comply with law, prevent fraud, or protect security. SMS consent is not shared for third-party marketing or promotional purposes.

You may opt out at any time by replying STOP. Reply HELP for assistance. Consent is not a condition of receiving brokerage services.

Service providers may process mobile numbers and related data only as needed to operate the messaging service, deliver messages, provide infrastructure, prevent misuse, or support compliance. They may not use that information for their own marketing or promotional purposes.

See the SMS Messaging Terms or visit the SMS Opt-In page for program details.

Data Retention

We retain information for as long as reasonably necessary for the purpose for which it was collected, to maintain business records, resolve disputes, enforce agreements, and meet legal or regulatory requirements. SMS consent records may be retained as evidence of consent and regulatory compliance, including after a recipient opts out.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, or alteration. No internet transmission or storage system can be guaranteed completely secure.

User Choices

You may choose not to submit optional forms. You may stop SMS messages by replying STOP and request SMS assistance by replying HELP. To ask about, correct, or request deletion of information where applicable, contact us using the information below. Certain records may be retained when required for legal, security, or compliance purposes.

Updates to This Policy

We may update this Privacy Policy as our practices or requirements change. The revised policy will be posted on this page with an updated revision date.

Contact Information

For privacy questions or requests, contact: