PRIVACY POLICY

Lead Partners, LLC

Effective Date: 06/22/2025

1. INTRODUCTION

Lead Partners, LLC ("Company," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services, including Connect & Close CRM, Intelligent Attraction, Lead Hunter, Video Hunter, Deal Hunter, Campaign Runner, Call Runner, Quiz Runner, and related platforms (collectively, the "Services").

2. INFORMATION WE COLLECT

2.1 Personal Information

We collect personal information that you provide directly to us, including:

- Contact Information: Name, email address, phone number, business address

- Professional Information: NMLS ID, license numbers, company affiliation, job title

- Account Information: Username, password, account preferences

- Payment Information: Billing address, payment method details (processed securely through third-party processors)

- Business Information: Company name, website, marketing preferences

2.2 Property and Financial Information

For lead generation and marketing services, we may collect:

- Property Information: Addresses, property values, mortgage details

- Financial Information: Current mortgage rates, loan amounts, refinancing history

- Market Data: MLS information, mortgage data, market analytics

2.3 Usage and Technical Information

We automatically collect information about your use of our Services:

- Device Information: IP address, browser type, operating system, device identifiers

- Usage Data: Pages visited, features used, time spent, click patterns

- Log Information: Access times, error logs, performance data

- Cookies and Tracking: As described in our Cookie Policy

2.4 Third-Party Information

We may receive information from third-party sources:

- Data Vendors: MLS data, mortgage data, public records

- Integration Partners: CRM systems, email platforms, marketing tools

- Business Partners: Referral sources, affiliate networks

3. HOW WE USE YOUR INFORMATION

3.1 Service Provision

We use your information to:

- Provide and maintain our Services

- Process transactions and manage accounts

- Generate leads and marketing content

- Create personalized videos and marketing materials

- Facilitate Realtor partnerships and CRM gifting

- Provide customer support and technical assistance

3.2 Business Operations

We use information for:

- Analytics and Improvement: Understanding usage patterns, improving Services

- Marketing and Communications: Sending service updates, promotional materials

- Compliance and Legal: Meeting regulatory requirements, enforcing Terms

- Security: Protecting against fraud, unauthorized access, security threats

3.3 Lead Generation and Marketing

We use information to:

- Identify and qualify potential leads

- Create targeted marketing campaigns

- Generate personalized content and videos

- Analyze market trends and opportunities

- Facilitate business development activities

4. INFORMATION SHARING AND DISCLOSURE

4.1 Service Providers

We share information with trusted third-party service providers who assist in:

- Data Processing: Lead generation, data analysis, market research

- Technology Services: Hosting, email delivery, payment processing

- Marketing Services: Campaign management, content creation, analytics

- Professional Services: Legal, accounting, consulting services

4.2 Business Partners

We may share information with:

- Integration Partners: For CRM connectivity and data synchronization

- Realtor Partners: When facilitating CRM gifting and partnerships

- Affiliate Networks: For referral and partnership programs

4.3 Legal Requirements

We may disclose information when required by:

- Legal Process: Subpoenas, court orders, legal proceedings

- Regulatory Compliance: Industry regulations, licensing requirements

- Safety and Security: Protecting rights, property, or safety of users or others

- Business Transactions: Mergers, acquisitions, asset sales

4.4 Consent-Based Sharing

We may share information with your explicit consent for:

- Marketing Partnerships: Joint marketing initiatives

- Business Development: Strategic partnerships and collaborations

- Custom Integrations: Specialized service connections

5. DATA SECURITY

5.1 Security Measures

We implement industry-standard security measures including:

- Encryption: Data encryption in transit and at rest

- Access Controls: Role-based access, multi-factor authentication

- Network Security: Firewalls, intrusion detection, secure hosting

- Regular Audits: Security assessments, vulnerability testing

5.2 Data Protection

We protect your information through:

- Secure Infrastructure: Enterprise-grade hosting and data centers

- Employee Training: Regular security awareness and privacy training

- Vendor Management: Due diligence and security requirements for partners

- Incident Response: Procedures for detecting and responding to breaches

5.3 Limitations

While we implement strong security measures, no system is completely secure. We cannot guarantee absolute security of your information and encourage you to:

- Use strong, unique passwords

- Keep account credentials confidential

- Report suspicious activity immediately

- Regularly review account activity

6. DATA RETENTION

6.1 Retention Periods

We retain information for different periods based on:

- Account Information: Duration of service relationship plus 7 years

- Transaction Data: 7 years for financial and tax compliance

- Marketing Data: Until opt-out or 5 years, whichever is sooner

- Usage Data: 2 years for analytics and improvement purposes

6.2 Deletion and Anonymization

We may:

- Delete information when no longer needed for business purposes

- Anonymize data for analytics and research

- Retain information longer when required by law

- Provide data deletion upon valid requests (subject to legal requirements)

7. YOUR PRIVACY RIGHTS

7.1 Access and Control

You have the right to:

- Access: Request copies of your personal information

- Correction: Update or correct inaccurate information

- Deletion: Request deletion of your information (subject to limitations)

- Portability: Receive your information in a portable format

7.2 Marketing Communications

You can:

- Opt-out: Unsubscribe from marketing emails

- Preferences: Modify communication preferences

- Do Not Call: Request removal from calling lists

- Targeted Advertising: Opt-out of personalized advertising

7.3 Account Management

You can:

- Update Information: Modify account and profile information

- Privacy Settings: Adjust privacy and sharing preferences

- Account Deletion: Request account closure and data deletion

- Data Export: Request export of your account data

8. COOKIES AND TRACKING TECHNOLOGIES

8.1 Types of Cookies

We use various types of cookies and tracking technologies:

- Essential Cookies: Required for basic site functionality

- Analytics Cookies: Understanding usage patterns and performance

- Marketing Cookies: Personalizing content and advertising

- Preference Cookies: Remembering your settings and preferences

8.2 Cookie Management

You can manage cookies through:

- Browser Settings: Blocking or deleting cookies

- Opt-out Tools: Industry opt-out mechanisms

- Privacy Settings: Platform-specific privacy controls

- Cookie Preferences: Our cookie preference center

For detailed information, see our Cookie Policy.

9. THIRD-PARTY LINKS AND SERVICES

9.1 External Links

Our Services may contain links to third-party websites and services. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

9.2 Integrations

We integrate with various third-party services including:

- CRM Systems: For data synchronization and workflow management

- Email Platforms: For marketing and communication delivery

- Analytics Tools: For usage tracking and performance measurement

- Payment Processors: For secure transaction processing

9.3 Social Media

We may use social media plugins and tools that collect information according to their own privacy policies.

10. CHILDREN'S PRIVACY

Our Services are not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13. If we become aware that we have collected information from a child under 13, we will take steps to delete such information.

11. INTERNATIONAL DATA TRANSFERS

11.1 Data Location

Your information may be processed and stored in the United States or other countries where our service providers operate.

11.2 Transfer Safeguards

When transferring data internationally, we implement appropriate safeguards including:

- Contractual Protections: Standard contractual clauses

- Adequacy Decisions: Transfers to countries with adequate protection

- Certification Programs: Privacy Shield or similar frameworks

- Consent: Explicit consent when required

12. CALIFORNIA PRIVACY RIGHTS

12.1 CCPA Rights

California residents have additional rights under the California Consumer Privacy Act (CCPA):

- Right to Know: Categories and specific pieces of information collected

- Right to Delete: Deletion of personal information (subject to exceptions)

- Right to Opt-Out: Sale of personal information (we do not sell personal information)

- Right to Non-Discrimination: Equal service regardless of privacy choices

12.2 Exercising Rights

To exercise CCPA rights:

- Contact Us: Use the contact information below

- Verification: We may require verification of your identity

- Response Time: We will respond within 45 days

- Authorized Agents: Agents may act on your behalf with proper authorization

13. UPDATES TO THIS PRIVACY POLICY

13.1 Policy Changes

We may update this Privacy Policy to reflect:

- Changes in our practices or services

- Legal or regulatory requirements

- Industry best practices

- User feedback and requests

13.2 Notification

We will notify you of material changes through:

- Email Notifications: To your registered email address

- Platform Notices: In-app or website notifications

- Updated Policy: Posted on our website with new effective date

13.3 Continued Use

Continued use of our Services after policy updates constitutes acceptance of the revised Privacy Policy.

14. CONTACT INFORMATION

14.1 Privacy Questions

For questions about this Privacy Policy or our privacy practices, contact:

Lead Partners, LLC

Privacy Officer

2557 Ashley Phosphate Rd.,

North Charleston, SC 29418

Intelligent Attraction System | More Leads, More Realtors®, More Closings

[email protected]

14.2 Data Protection Officer

For data protection matters in applicable jurisdictions: [DPO Contact Information]

14.3 Regulatory Authorities

You have the right to lodge complaints with applicable data protection authorities regarding our processing of your personal information.

15. DEFINITIONS

- Personal Information: Information that identifies, relates to, or could reasonably be linked with you

- Processing: Any operation performed on personal information

- Service Providers: Third parties that process information on our behalf

- Cookies: Small data files stored on your device

- Anonymization: Process of removing identifying characteristics from data


Last Updated: 06/22/2025

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