Privacy Policy

TransactPro ("we," "our," or "us") provides software-as-a-service transaction-management tools to real-estate brokerages and agents. This Privacy Policy explains what personal information we collect, how we use it, who we share it with, and the rights you have over your data.

1. Who's covered by this policy

• Brokerage admins and agents ("Users") who create accounts to use the Service.
• Clients and counterparties ("Parties") whose information Users add to transactions (buyers, sellers, co-op agents, lenders, title agents, inspectors, etc.).
• Visitors to public pages on our website.

2. What we collect

We do not knowingly collect data from anyone under 13 years old. If we learn we have collected such data, we will delete it.

3. How we use it

• To provide and maintain the Service: authenticate your account, save your transactions, send notifications you've requested.
• To send transactional emails and SMS — welcome emails to parties you've added, milestone alerts, password resets, chat replies, daily call reminders.
• To process documents with AI: receipts (OCR), comps (CMA extraction), pre-approval letters, contracts (auto-intake). Documents are processed by Anthropic's Claude AI. We do not allow third parties to train models on your data.
• To improve the Service: aggregate usage analytics, error monitoring, bug-fix prioritization.
• To comply with legal obligations (subpoenas, valid law-enforcement requests, tax reporting where applicable).

4. Who we share with

We share data only with the third-party services required to operate the Service:

We do not sell personal data. We do not share data for third-party advertising.

Multi-tenancy: Each brokerage's data is isolated. Users from one brokerage cannot see another brokerage's transactions, parties, documents, or messages. Tenant isolation is enforced at the database query level.

5. How long we keep it

• Account data: while your account is active, plus up to 24 months after termination unless we are required to retain it longer for legal or tax reasons.
• Documents and transaction records: retained while your account is active. You may delete individual documents at any time. After account termination, documents are retained for 90 days then permanently deleted (unless legal hold applies).
• Logs and analytics: 90 days.

6. Your rights

Depending on where you live, you may have rights under privacy laws (such as GDPR if in the EU/UK, CCPA if in California, or various state laws). These can include:

• Access: Request a copy of the personal information we hold about you.
• Correction: Ask us to fix inaccurate data.
• Deletion: Ask us to delete your data, subject to legal-retention requirements.
• Portability: Request your data in a machine-readable format.
• Objection / Restriction: Object to certain processing or ask us to restrict it.
• Withdraw consent: Where processing relies on your consent, you may withdraw it.
• Non-discrimination (CCPA): We won't deny service or charge different prices for exercising privacy rights.

To exercise any of these rights, email privacy@transactagentpro.com. We will respond within 30 days.

7. Security

• Passwords are hashed with bcrypt.
• All API and frontend traffic is encrypted in transit (TLS/HTTPS).
• Authentication uses signed JWT tokens with limited lifetime.
• Login endpoint is rate-limited to deter brute-force attempts.
• Tenant isolation is enforced server-side — clients cannot bypass it.
• Sensitive request errors do not expose stack traces.
• Despite reasonable measures, no system is 100% secure. You're responsible for keeping your password confidential and notifying us of any compromise.

8. International transfers

The Service is hosted in the United States. If you access it from outside the U.S., your data will be transferred to and processed in the U.S. By using the Service, you consent to this transfer.

9. Text messaging (SMS) program

If you provide your mobile number and opt in, your real estate agent and their brokerage may send you transaction-related text messages through the Service (delivered via Twilio). These include appointment and milestone reminders, status updates on your transaction, document requests, and replies to messages you send. We do not send marketing or promotional text messages through this program.

• How you opt in: you provide your mobile number and check an SMS-consent box during account setup in the client portal, or provide your number directly to your agent. The consent box reads: "I agree to receive transaction-related text messages (reminders, status updates, and document requests) from my agent and brokerage at the number provided. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe or HELP for help."
• Your consent is specific to you and is never sold or shared with third parties or affiliates for their own marketing.
• Message frequency varies based on your transaction's activity.
• Message and data rates may apply, depending on your mobile carrier and plan.
• Opt out anytime: reply STOP to any message to unsubscribe — you'll receive one confirmation and no further texts. Reply START to opt back in.
• Need help? reply HELP, contact your agent, or email privacy@transactagentpro.com.
• Mobile carriers are not liable for delayed or undelivered messages.

10. Changes to this policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top reflects when. Material changes will be communicated by email or through the Service.

11. Contact

Questions, requests, or complaints? Email privacy@transactagentpro.com.

See also: Terms of Service