Privacy Policy

We protect exchange data with the same rigor we apply to deal timelines. This policy explains what we collect, how it’s used, and the controls you maintain.

Information we collect

Contact details shared through forms or phone calls
Exchange context such as timelines, equity, debt, and desired property characteristics
Files voluntarily uploaded for underwriting (rent rolls, leases, diligence memos, etc.)
Basic usage analytics to improve site performance (no ad tracking pixels)

How we use your information

Responding to intake requests and scheduling consultations
Coordinating with approved advisors such as QIs, lenders, and attorneys
Sending milestone reminders, property drops, or diligence summaries
Meeting legal requirements or defending our firm if necessary

Data handling & retention

Files live in encrypted, access-controlled workspaces
Only team members assigned to your exchange can view your records
We retain engagement files for regulatory and audit purposes, usually 3–5 years
You may request deletion after obligations are satisfied unless law requires retention

Your choices

Opt out of non-critical updates by replying “unsubscribe” to any email
Request a summary of stored information or corrections to inaccurate records
Nominate or remove advisors from shared workspaces at any point
Ask questions by emailing [email protected] or calling 619-480-0216

Next steps

Need help with a compliant intake plan?

Connect with our intake desk for curated replacement property drops, QI coordination, and lender-ready packages.

Call 619-480-0216 Talk to intake