SaleFX is a real estate growth platform designed to help agents and teams convert more conversations into appointments and closings. From automated follow-up to full pipeline visibility, SaleFX gives you the systems, structure, and control to scale your business with confidence.
Effective Date: [Month Day, Year] | Last Updated: [Month Day, Year]
SaleFX (“SaleFX,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it through this Privacy Policy (“Policy”).
This Policy explains how we collect, use, disclose, and safeguard information when you visit our website, create an account, use our CRM platform and related services (the “Services”), or communicate with us (collectively, the “Platform”).
By accessing or using the Platform, you agree to this Policy. If you do not agree, please do not use the Platform.
Platform Data (SaleFX as Controller)
We act as a data controller for information we collect to operate our business and provide the Platform, including account details, billing information, communications, and usage analytics.
Customer Client Data (SaleFX as Service Provider/Processor)
Our customers (such as real estate professionals, brokerages, teams, and mortgage lenders) may use SaleFX to store and process information about their own leads, contacts, and clients (“Customer Client Data”). In this context, SaleFX acts as a service provider or processor on behalf of the customer.
If your information is stored in SaleFX by one of our customers, the customer’s privacy policy governs how your data is collected and used. If you have questions about how your data is used, please contact the business that collected your information.
A. Information You Provide
When you create an account, request a demo, subscribe to communications, submit forms, purchase Services, or contact support, we may collect: name and business name, email address, phone number, mailing address (if provided), account identifiers or login credentials, billing and payment information (processed by payment providers), support requests, and preferences or settings.
If you submit information about other people (for example, importing contacts), you represent that you have the authority to do so and that you have provided any required notices and obtained any required consents.
B. Customer Client Data
Customers may upload or collect contact information and related data using the Services, including names, emails, phone numbers, communication history (calls, texts, emails, messages), notes and activity history, pipeline/stage details and tags, appointment and calendar data, and other information customers choose to store.
C. Information From Third Parties
We may receive information about you from third parties such as marketing and advertising partners, affiliates and referral partners, social media platforms (where you interact with our ads/pages), event organizers, publicly available sources, and payment processors (such as confirmation of payment and basic billing status).
D. Automatically Collected Information
When you use the Platform, we may automatically collect information such as IP address and general location (city/state derived from IP), browser and device information, cookie identifiers, pages viewed and features used, access times, and diagnostic/security logs to maintain and protect the Platform.
We use cookies, pixels, and similar technologies to operate and secure the Platform, remember preferences and sessions, understand usage and improve performance, and measure marketing effectiveness and deliver relevant content (where permitted).
You can control cookies through your browser settings. If you disable cookies, some features may not function properly.
We use Personal Information for the following purposes: to provide, maintain, and improve the Platform; to manage accounts and billing; to deliver customer support; to send service-related communications (such as security updates, administrative notices, and policy changes); to send marketing communications (where permitted); to maintain security, prevent fraud and abuse; and to comply with legal obligations and enforce our agreements.
AI-Enabled Features
Certain features may use artificial intelligence tools to enhance automation or insights. Where AI subprocessors are used, they are contractually limited to providing the requested service and may not use data for their own purposes. We do not use Customer Client Data to train generalized public AI models.
SMS Program Disclosure
If you opt in to receive SMS messages from SaleFX: message frequency may vary; message and data rates may apply; reply STOP to opt out; reply HELP for assistance. We do not sell or share your mobile number or SMS opt-in consent for third-party marketing.
Customer Messaging Responsibilities
If you use SaleFX to call, text, or email your contacts, you are responsible for obtaining required consents, providing required disclosures and opt-out mechanisms, honoring opt-out requests, and complying with applicable laws and carrier requirements.
We do not sell Personal Information for money. We may share information with service providers and vendors that help us operate the Platform (such as hosting and infrastructure providers, analytics providers, customer support tools, email/SMS/telephony providers, security and fraud-prevention services, and payment processors). These providers are contractually required to protect Personal Information and use it only to provide services to us.
We may also share information with affiliates (if any) for purposes consistent with this Policy; with third-party integrations you enable; with advertising and marketing partners to measure campaign effectiveness and deliver relevant ads where permitted; and for legal and safety reasons (such as to comply with law, enforce agreements, or protect rights and safety).
Business Transfers: If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, information may be transferred as part of that transaction, subject to reasonable confidentiality protections.
With Your Consent: We may share information when you request or authorize us to do so.
We retain Personal Information for as long as reasonably necessary to provide the Platform, comply with legal obligations, resolve disputes, enforce agreements, maintain security, and prevent fraud. We may anonymize information for analytics and research purposes.
We use commercially reasonable administrative, technical, and organizational safeguards designed to protect information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
If you believe your account has been compromised, contact us immediately at [[email protected]].
Depending on your location, you may have rights regarding your Personal Information, which may include the right to access, correct, delete, receive a copy of, or object to certain processing of your Personal Information (subject to legal and contractual limits). To exercise your rights, contact us at [[email protected]]. We may need to verify your identity before fulfilling certain requests.
If your information is stored in SaleFX on behalf of one of our customers, please contact that customer directly. We may assist the customer as needed.
U.S. State Privacy Rights (If Applicable)
Residents of certain U.S. states may have additional rights, including the right to access, correct, delete, and opt out of targeted advertising and certain “sharing” where applicable. We will not discriminate against you for exercising privacy rights. To submit a request or appeal a decision, contact [[email protected]] with the subject line “Privacy Request” or “Privacy Request Appeal.”
Children’s Privacy
The Platform is not intended for individuals under 16 years of age (or under 13 where applicable). We do not knowingly collect Personal Information from children. If you believe a child has provided us information, contact us so we can take appropriate action.
Links to Other Websites
The Platform may contain links to third-party websites or services. We are not responsible for the privacy practices of those third parties. Please review their privacy policies directly.
Do Not Track
Some browsers send “Do Not Track” signals. At this time, the Platform does not respond to Do Not Track signals.
International Data Transfers
We may process and store information in the United States and other countries where we or our service providers operate. These jurisdictions may have different data protection laws than your location. By using the Platform, you understand your information may be transferred internationally. Where required, we take measures intended to provide appropriate safeguards for international transfers.
Changes to This Policy
We may update this Policy from time to time. We will update the “Last Updated” date above and may provide additional notice where required by law. Your continued use of the Platform after changes means you accept the updated Policy.
Contact Us
If you have questions about this Policy or our privacy practices, contact:
SaleFX
Email: [email protected]
Phone: 1-800-349-4331
Address: 65 Old Solomons Island Road Ste 200, Annapolis MD 21401
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