Effective Date: October 24, 2024
At EstateHeritage, we are committed to protecting the privacy and security of your personal information while providing an unparalleled luxury real estate experience.
1. Information We Collect
To provide you with tailored real estate services, property recommendations, and a seamless client experience, EstateHeritage collects various types of information when you interact with our platform, agents, or properties.
Information You Provide to Us
We may collect personal data directly from you, including but not limited to:
- Contact Information: Name, email address, phone number, and mailing address.
- Financial and Transactional Data: Information related to your purchasing power, pre-approval letters, and transaction history when engaging in a purchase or sale through our brokerage.
- Property Preferences: Desired locations, architectural styles, budget ranges, and specific requirements for coastal or heritage properties.
Information Collected Automatically
When you utilize our digital platforms, we automatically collect certain technical data to enhance performance and usability:
- Device and browser type, IP address, and location data (if permitted).
- Browsing behavior, viewed properties, and interaction with virtual tours or high-resolution gallery assets.
2. How We Use Your Information
Your data is strictly utilized to facilitate and elevate your real estate journey. EstateHeritage does not sell your personal information to third-party marketing agencies.
- Service Delivery: To connect you with appropriate agents, schedule viewings, and manage the end-to-end transaction process.
- Personalization: To curate property portfolios that align with your expressed interests and financial parameters.
- Communication: To send critical transaction updates, market reports, and exclusive listings, subject to your communication preferences.
- Legal & Compliance: To comply with federal and state real estate regulations, anti-money laundering (AML) protocols, and other statutory requirements.
3. Data Security & Retention
We employ industry-standard, robust security measures to safeguard your personal and financial information against unauthorized access, alteration, disclosure, or destruction.
- All digital transactions and data transmissions are encrypted using SSL technology.
- Access to sensitive client data is restricted to authorized personnel and licensed agents who require it to perform their fiduciary duties.
- We retain your data only for as long as necessary to fulfill the purposes outlined in this policy, or as mandated by real estate licensing boards and tax authorities (typically 3 to 7 years post-transaction).
4. Your Rights & Choices
Depending on your jurisdiction (such as under the CCPA or GDPR), you may possess specific rights regarding your personal data:
- Right to Access: You may request a copy of the personal data we hold about you.
- Right to Deletion: You may request that we erase your data, subject to certain legal exceptions (e.g., records we must maintain for real estate compliance).
- Opt-Out: You may unsubscribe from marketing communications at any time via the link provided in our emails or by contacting your dedicated agent.
Contact Information
If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact our Compliance Officer:
Email: privacy@estateheritage.com
Phone: +1 (800) 555-0199
Address: 100 Coastal Heritage Way, Suite 400, Newport, RI 02840
