Privacy Policy
Last updated: August 2026
Information We Collect
We collect information you provide directly to us, including when you fill out a form, book a consultation, or otherwise communicate with us. On behalf of our real estate and mortgage broker clients, we also collect information from prospective consultation leads, including name, phone number, email, transaction timeline, and self-reported credit score, submitted through advertising campaigns and landing pages.
How We Use Your Information
We use the information we collect to provide, maintain, and improve our services. We may also use it to:
- Send technical notices, updates, security alerts, and support or administrative messages.
- Respond to comments, questions, and requests, and provide customer service.
- Screen and qualify prospective consultation leads on behalf of our client brokerages and agencies.
- Contact prospective leads by phone, text, or AI-assisted voice communication to schedule a consultation, where consent has been obtained in accordance with applicable law.
- Monitor and analyze trends, usage, and activity in connection with our services.
AI-Assisted Communication and Consent
Where our service involves outreach by phone or text, some communications may be generated or assisted by artificial intelligence. We obtain prior express written consent before initiating outreach contact by these methods, as required under the Telephone Consumer Protection Act and applicable state law. Every opt-in form discloses the client brokerage's name and the use of AI or prerecorded contact. Recipients may opt out of further contact at any time by following the instructions provided during the call or message.
Sharing of Information
We may share information as follows, or as otherwise described in this Privacy Policy:
- With the client brokerage on whose behalf a consultation was booked, so they can follow up directly.
- With vendors, consultants, and service providers who need access to carry out work on our behalf, including advertising platforms and scheduling tools.
- In response to a legal request, where we believe disclosure is required by applicable law, regulation, or legal process.
We do not sell personal information.
Data Retention
We retain lead and client information for as long as needed to provide the service and meet legal or contractual obligations, after which it is deleted or anonymized.
Your Rights
Depending on your state of residence, you may have the right to access, correct, or request deletion of your personal information. To exercise these rights, contact us using the details below.
Contact Us
If you have any questions about this Privacy Policy, please contact us at contact@scaleinger.com.