Privacy Policy for ClientHandoff

Effective Date: 11/15/2024
Last Updated: 11/15/2024

At ClientHandoff, your privacy is a top priority. This Privacy Policy explains how we collect, use, share, and protect your personal information when you visit or use our website, platform, and services.

1. Information We Collect

a. Information You Provide

  • Account Information: When you create an account, we collect your name, email address, phone number, license information, and payment details.

  • Referral Information: If you use our referral services, we collect information about your clients, including names, contact information, and referral details.

b. Information We Collect Automatically

  • Device and Browser Information: IP address, browser type, operating system, and other technical details when you access our website.

  • Usage Data: Pages viewed, time spent on the site, and interaction with features on our platform.

  • Cookies and Tracking Technologies: Data collected through cookies, pixels, and similar technologies to enhance your experience.

c. Information from Third Parties

  • CRMs and Integrations: Information retrieved from integrated platforms like FollowUp Boss, including client data and lead management details.

2. How We Use Your Information

We use your information to:

  • Provide and improve our services, including referral management and client engagement.

  • Facilitate compliance with legal and regulatory requirements (e.g., NAR-approved workflows).

  • Communicate with you about updates, features, and promotional offers.

  • Process payments and payouts securely.

  • Monitor platform usage and enhance user experience.

3. How We Share Your Information

We do not sell your personal information. However, we may share your data with:

a. Service Providers

Third-party vendors who assist with payment processing, email communication, analytics, and CRM integrations.

b. Business Partners

Trusted partners, such as brokers and LFRO operators, for managing referrals and client handoffs.

c. Legal and Compliance

Authorities or legal entities if required to comply with applicable laws, regulations, or legal processes.

d. Aggregated or Anonymized Data

We may share aggregated data that cannot be linked back to you for research, marketing, or operational improvements.

4. Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Recognize you on subsequent visits.

  • Improve site performance and functionality.

  • Provide personalized recommendations and advertising.

You can manage your cookie preferences through your browser settings.

5. Your Data Rights

a. Access and Update

You have the right to access and update your personal information directly through your account settings.

b. Data Portability

Request a copy of the data we’ve collected about you in a portable format.

c. Data Deletion

Request the deletion of your account and associated data by contacting us at privacy@clienthandoff.com. Please note, some information may be retained to comply with legal obligations.

d. Opt-Out

Unsubscribe from marketing communications by clicking the "Unsubscribe" link in emails or updating your preferences in your account.

6. Data Security

We take data security seriously. Measures include:

  • Encryption of sensitive information during transmission and storage.

  • Regular security audits and monitoring.

  • Access controls to limit employee access to personal data.

Despite these measures, no system is completely secure. Use the platform at your discretion and report any suspected breaches immediately.

7. Data Retention

We retain your personal information as long as necessary to:

  • Fulfill the purposes outlined in this Privacy Policy.

  • Comply with legal, regulatory, or contractual obligations.

  • Resolve disputes and enforce agreements.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. Review their privacy policies before providing any personal information.

9. Children's Privacy

ClientHandoff is not intended for individuals under 18. We do not knowingly collect personal information from minors. If you believe a minor has provided us with data, contact us immediately.

10. International Users

If you access ClientHandoff from outside the United States, you agree to the transfer, storage, and processing of your data in the U.S. under applicable laws.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Significant changes will be communicated via email or platform notifications. Please review the policy regularly to stay informed.

12. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us:
Email: privacy@clienthandoff.com
Mail: ClientHandoff, [Insert Address]