What you share
Consultation forms collect the name, contact method, language, advisor preference, and information you choose to include. Financing forms collect approximate purchase plans, not loan documents. Referrals collect agent and client details with the referring agent’s authorization.
How it is used
Submitted details are stored in Lovable Cloud for inquiry handling, brokerage review, and referral coordination. Only authorized team administrators can read inquiries. Signed-in agents can read their own referrals. A submission does not enroll you in marketing.
Lender sharing
An introduction request is not a loan application. We obtain separate permission before sharing information with an identified lender. Do not upload or send passports, SSNs, tax returns, or bank statements here.
Accounts and browser storage
Google sign-in is used for secure agent access. Saved homes are stored locally in your browser; they are not a team-managed client profile. External RETSY, project-source, and map links are governed by the respective provider’s policies.
Requests and corrections
Use the contact page to request access, correction, or deletion of information you submitted. The team may need to verify your identity, and applicable transaction or legal recordkeeping requirements may limit deletion. This operational notice remains subject to final brokerage review.