Privacy policy

Brokerage Core LLC operates the Brokerage Core software platform. In this policy, “we,” “us” and “our” refer to the platform operator. A “brokerage” is the real estate business using the platform; it may be a separate organization with its own privacy notice and obligations.

This policy covers our application and related platform services: client relationships and inquiries; communication and marketing; brokerage websites and listing promotion; representations; forms, documents and electronic signing; offers and contracts; compliance; commissions and closing; client portals; reporting; administration; and billing. A description of an optional service applies when that service is available, enabled and used. It does not mean that every feature is included in every account.

We handle account, service, support and security information for our platform operations. When a brokerage supplies or collects client, prospect or transaction information through the service, we generally process that information on its behalf and according to its instructions and applicable agreements. The brokerage decides how it manages its business relationships, access permissions and communications. Its own website, advertising tools and other services may have separate notices.

The information involved depends on your role and the services you or your brokerage use. Categories may include:

Information may come directly from you; from a brokerage, its staff or another authorized transaction participant; from imports and referrals; from website or open-house inquiries; from services you or the brokerage connect; and from operation of the application and devices used to access it. A person may appear in a brokerage's records without having a Brokerage Core account.

A website using our inquiry connection sends the submitted contact details, answers, response permission and relevant page, campaign and network context to Brokerage Core for the brokerage. The website's own privacy notice describes its separate collection and tracking. Do not include information unrelated to your inquiry or sensitive documents in an ordinary inquiry message.

We use information to provide and maintain the services being used, authenticate users, apply brokerage permissions, route and answer inquiries, organize relationship and transaction work, deliver authorized communications and notifications, process documents and signing requests, support compliance reviews and financial administration, respond to support requests and maintain service reliability.

We also use information as reasonably necessary to prevent abuse, investigate security incidents, preserve appropriate evidence, meet legal obligations, resolve disputes and enforce our agreements. Brokerage users are responsible for their lawful purposes, the information they supply and the communications they authorize.

This policy does not give us permission to use private brokerage records for unrelated advertising or to sell brokerage contact lists. A materially new purpose, integration or optional advertising or AI feature requires an appropriate description and any permissions or choices required before that processing begins. Describing the platform's scope does not automatically enable those uses.

Information is available to authorized brokerage members according to their access, and to the people the brokerage deliberately involves in an enabled workflow, such as a client, co-agent, signer, transaction coordinator or closing provider. A public listing or campaign can disclose the information the brokerage chooses to publish. An account or signing link should be shared only with its intended recipient.

We use service providers for infrastructure, communication, identity, security and other enabled functions. The platform uses Google Cloud for hosting, offers Google for sign-in and uses Postmark for configured email delivery. Device notifications also use the browser or device's push service. Other connected providers are identified when configured or used. Providers receive information needed for their functions, subject to applicable agreements and their own obligations.

Information can also be disclosed when you or your brokerage direct us to do so; when reasonably necessary to comply with law, lawful process or enforceable requests; to protect rights and security; or in a merger, financing, reorganization or transfer of the relevant business, subject to applicable protections and notices. We do not sell personal information for monetary payment.

Mobile messaging opt-in data and consent records are not shared with third parties for their marketing. They may be processed by carriers and service providers needed to operate and support the messaging service, or disclosed when legally required.

Google sign-in requests identity and email information to verify and connect an existing authorized account. We validate Google's account identifier and verified email information and retain the connected identifier and connection time. Google sign-in alone does not give Brokerage Core access to your Gmail messages, Drive files, Google contacts or calendar.

When you separately connect Google Workspace for personal email, we request permission to send messages from your own Google mailbox. We send Google the recipients, subject, message and brokerage signature you choose to send, and retain the outgoing CRM record and Google's acceptance reference when returned. We store an encrypted refresh credential to maintain your authorized sending connection. This feature does not read or search your mailbox, import incoming replies or access Drive, contacts or calendars. Replies remain in Gmail. Disconnecting the mailbox removes our stored sending credential and prevents further use of that connection; a send already in progress may still finish.

Our use and transfer of information received through Google APIs follows the Google API Services User Data Policy and the Google Workspace user data policy, including their Limited Use requirements. We use this information to provide the authorized communication and account features, not to target advertising or train general-purpose AI models. You can also remove the application's Google permissions in your Google account; this may affect both sending and Google sign-in.

If a separate connected-account feature becomes available, its authorization screen and notice describe the additional access requested. Use of that information is limited to the authorized functions and applicable provider requirements. You can manage the permissions granted to an integration through that provider's account controls. Disconnecting access does not by itself erase records already lawfully held by the brokerage or terminate your Brokerage Core account.

Asking a brokerage to respond to an inquiry is separate from subscribing to marketing. Account and security notices, a requested response, transaction communications and optional marketing can have different purposes and permissions. Accepting platform terms or supplying a phone number does not by itself subscribe you to marketing texts or calls.

Where marketing is offered, use the choices shown when signing up and the unsubscribe instructions in the message, or contact the sender. For an enabled text program, reply STOP to the sending number to withdraw text consent and HELP for help, or contact the identified sender. We and the brokerage handle withdrawal requests as applicable law requires. A nonmarketing opt-out confirmation may be sent where permitted. Message frequency varies and message and data rates may apply.

A communication preference, a privacy-deletion request and closing an account are different actions. Ending optional marketing does not erase transaction records or necessarily end service and account notices that may lawfully be sent. You can disable device notifications in your browser or device settings and, where available, in Account.

The application uses cookies and similar storage to maintain sign-in, protect the Google sign-in flow, show an inquiry confirmation and remember an enabled device-notification subscription. Blocking necessary storage may prevent those functions from working.

Website and campaign context can be recorded with an inquiry to explain how it reached the brokerage. Optional analytics, advertising tags or message-open and link measurement, when offered and enabled, must be described with the relevant choices. A brokerage's separate website may use its own cookies and tools; this policy is not a description of every tool installed on that site.

We retain information for the periods reasonably needed for the services in use, the brokerage's lawful instructions, applicable recordkeeping obligations, security, disputes and enforcement of agreements. Relevant factors include the type of record, the active relationship or transaction, legal retention requirements, unresolved claims, withdrawal evidence and backup cycles. We do not apply one retention period to every record.

Archiving a contact or disabling a member hides or restricts the record; it does not erase it. A deletion request is assessed separately. Information required for legal obligations or a legitimate legal hold may remain with restricted use. Information removed from active systems may remain in protected backups until their normal expiration; it is not returned to ordinary use merely because a backup is retained.

When a brokerage stops using the service, data return and deletion are handled according to its agreement, lawful instructions and applicable obligations. Contact the brokerage about its business records and us about platform-held information. Do not assume that cancelling access immediately destroys a transaction file.

Depending on the law that applies, you may have rights to confirm and access personal information, correct it, request deletion, receive a portable copy, or opt out of certain sale, targeted-advertising or significant profiling activities. You may also have rights to use an authorized agent, appeal a refusal and receive service without unlawful discrimination for exercising a right. Availability and exceptions depend on your location, the information and the organization handling it.

For brokerage-controlled information, contact the brokerage involved. For our platform practices or help directing a request, email support@brokeragecore.com with “Privacy request” in the subject and enough information to identify the relationship. Do not send passwords, identification documents or unrelated sensitive information in the first message. We may request information reasonably needed to verify identity or authority and will coordinate with the brokerage where appropriate.

If we decline a request, you may ask us to reconsider by emailing support@brokeragecore.com with “Privacy appeal” and the decision being appealed. We will explain the outcome and provide any further complaint route required by applicable law. We respond within the time applicable law requires and explain any permitted extension. Texas consumers may also contact the Texas Attorney General about applicable privacy rights.

We use administrative, technical and organizational measures designed to protect information, including access controls and safeguards appropriate to the service. No system or transmission is completely secure. Keep credentials and private links secure and promptly report suspected unauthorized access.

The platform is operated for United States real estate businesses, with its current hosted environment in the United States. Service providers may process information in other locations subject to their arrangements and applicable requirements. This is not a promise that every provider operation occurs in a single state or country.

The service is intended for authorized business users and people involved in brokerage services; it is not directed to children under 13. Contact us if you believe a child supplied information improperly. Brokerage users should avoid collecting unnecessary sensitive information, including government identification numbers, account credentials, medical information or payment-card details, in free-text fields or ordinary inquiries. An enabled transaction workflow may require particular information with appropriate safeguards and authority.

We may update this policy to reflect service or data-practice changes. The effective date identifies this version. Material changes receive additional notice where appropriate or required; when a new purpose requires consent, publishing an updated policy alone does not supply that consent.

For platform privacy questions, contact Brokerage Core LLC at support@brokeragecore.com. For a brokerage's services, transaction file or separate website practices, contact that brokerage.