Privacy Policy
This Privacy Policy explains how Referral Partners, LLC ("Referral Partners," "we," "us," or "our") collects, uses, discloses, and protects information when you use REOS ("REOS," the "Service," or the "App").
REOS is a customer relationship management and productivity platform designed for real estate professionals to manage contacts, leads, opportunities, communications, tasks, calendars, and related business activities.
By using REOS, you acknowledge the practices described in this Privacy Policy.
1. Information We Collect
We collect information that you provide directly to us, information generated through your use of REOS, and information received from services you choose to connect to REOS.
Information You Provide
Depending on how you use REOS, this may include:
- Name
- Email address
- Phone number
- Company, brokerage, or business information
- Login credentials and account information
- Contact, lead, and customer information you enter into REOS
- Opportunity and transaction-related information
- Tasks, notes, appointments, and other CRM information
- Communications and message content you choose to manage through REOS
- Preferences and configuration information
- Billing and subscription information
Information From Connected Services
REOS may allow you to connect third-party services, such as email, calendar, messaging, or social media accounts.
If you authorize a third-party integration, REOS may receive information from that service as permitted by the permissions you grant. This may include:
- Email messages and related metadata
- Calendar events
- Contact information
- Social or messaging conversations
- Account identifiers
- Other information necessary to provide the integration
REOS only accesses information necessary to provide the features you authorize.
Automatically Collected Information
When you use REOS, we may automatically collect certain technical information, including:
- IP address
- Browser and device information
- Operating system
- Log and usage information
- Pages and features accessed
- Dates and times of activity
- Diagnostic and performance information
We may use cookies, local storage, and similar technologies to maintain sessions, remember preferences, improve functionality, and understand how the Service is used.
2. How We Use Information
We may use information we collect to:
- Provide, operate, and maintain REOS
- Create and manage user accounts
- Provide CRM, communication, calendar, task, and productivity features
- Process and synchronize information from connected services
- Send transactional and service-related communications
- Provide customer support
- Improve the functionality, reliability, and security of REOS
- Detect, investigate, and prevent fraud, abuse, or security incidents
- Monitor system performance and troubleshoot technical issues
- Process payments and manage subscriptions
- Comply with applicable laws and legal obligations
- Develop and improve our products and services
Where REOS provides artificial intelligence or automation features, information may be processed to provide the requested AI or automation functionality.
3. Information You Store in REOS
REOS allows you to store information about your contacts, leads, customers, prospects, opportunities, and other individuals.
You are responsible for ensuring that you have the appropriate rights and permissions to collect, use, and process information that you enter into REOS.
You should not use REOS to store information that you are prohibited from collecting or processing under applicable law or under an agreement with another party.
4. Third-Party Integrations
REOS may integrate with third-party services, including email, calendar, messaging, social media, payment, authentication, and other platforms.
When you connect a third-party service, that service may have its own privacy policy and terms governing your use of its services.
Your use of a third-party integration is subject to the applicable third party's policies and permissions.
You can generally disconnect an integration through your REOS account or the applicable third-party service. Disconnecting an integration may prevent REOS from receiving additional information from that service, but may not automatically delete information previously stored in REOS.
5. How We Share Information
We do not sell your personal information.
We may share information in the following circumstances:
Service Providers
We may share information with vendors and service providers that help us operate REOS, such as providers of:
- Cloud hosting and infrastructure
- Authentication
- Database and storage services
- Email and communications
- Artificial intelligence and automation
- Analytics and monitoring
- Customer support
- Payment processing
- Security and fraud prevention
These providers are authorized to process information only as necessary to provide services to us or to you.
Legal Requirements
We may disclose information when reasonably necessary to:
- Comply with applicable law, regulation, legal process, or governmental request
- Protect the rights, property, or safety of REOS, our users, or others
- Detect or investigate fraud, abuse, or security issues
- Enforce our Terms of Service
Business Transfers
If we are involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, information may be transferred as part of that transaction, subject to applicable law.
6. Artificial Intelligence
Certain REOS features may use artificial intelligence or machine learning technologies to provide automation, recommendations, content generation, classification, or other functionality.
Where AI functionality is used, information may be processed by third-party AI service providers acting on our behalf.
We do not represent that AI-generated output will always be accurate, complete, or appropriate for a particular purpose. Users remain responsible for reviewing AI-generated content before relying on or sending it.
7. Data Retention
We retain information for as long as reasonably necessary to provide REOS, maintain your account, comply with legal obligations, resolve disputes, enforce agreements, and protect our legitimate business interests.
When you delete information or close your account, we may retain certain information for a limited period where required or permitted by law, or where necessary for legitimate business purposes such as security, fraud prevention, backups, accounting, or dispute resolution.
8. Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, use, alteration, disclosure, or destruction.
However, no internet transmission or electronic storage system can be guaranteed to be completely secure.
You are responsible for maintaining the security of your account credentials and for notifying us if you believe your account has been compromised.
9. Your Choices and Rights
Depending on where you live, you may have rights regarding your personal information, including rights to:
- Access information we maintain about you
- Request correction of inaccurate information
- Request deletion of certain information
- Request restriction of certain processing
- Object to certain processing
- Request portability of certain information
- Withdraw consent where processing is based on consent
Some rights may be subject to legal limitations or exceptions.
To exercise applicable rights, contact us using the information below.
10. Children's Privacy
REOS is intended for business and professional use and is not directed to children under 13.
We do not knowingly collect personal information from children under 13.
11. International Data Transfers
REOS and its service providers may process or store information in countries other than the country in which you reside.
Where required, we use appropriate safeguards for international transfers of personal information.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
If we make material changes, we may provide notice through REOS, by email, or by other appropriate means.
The "Last Updated" date at the top of this policy indicates when it was most recently revised.
13. Contact Us
If you have questions about this Privacy Policy or our privacy practices, contact us at:
Referral Partners, LLC
Email: support@referralpartners.io