Privacy Policy

What we collect

We collect only what the product needs to function.

• ·Account information: name and email address.
• ·Exchange details you choose to save, such as sale figures and dates.
• ·Candidate-property information and Exchange Review inputs you choose to save.
• ·Private transaction documents you upload, plus extracted values you review and confirm.
• ·Listing submission details, including contact, brokerage or entity information used to review authorization to market a property.
• ·Listing reports you submit about a property, so our team can review them.
• ·Assistant questions and answers when you use the educational assistant.
• ·Billing status from our payment processor. We never store full card numbers.

How we use it

To provide the free Exchange Check, workspace, document extraction, Exchange Review, PDF report, billing and account security.

We do not sell your personal information.

Security and access

Exchange details and documents use account-scoped access controls. Uploaded files are private and accessed through short-lived links. Authorized administrators may access them only for support, security and service operation.

Your choices

You can delete individual Review documents from the Review page and request account deletion by contacting us. Review documents are scheduled for deletion 90 days after upload, subject to technical processing and records we must retain for legal, fraud-prevention or accounting purposes.

Third parties

We use service providers for hosting, database, authentication, payment processing, AI-assisted extraction and email delivery. Uploaded document content may be sent to an AI service solely to extract candidate values; you must review and confirm those values before analysis. Do not upload Social Security numbers, bank-account numbers or unrelated personal information.