About Me.

Overview

Agent Uplevel ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us through forms and communications.

Information We Collect

Information You Provide to Us

Contact Information: Name, email address, phone number, business address
Professional Information: Real estate license information, brokerage details, team size, business goals
Service-Related Information: Details about your CRM, current systems, business challenges, and service preferences
Communication Records: Records of our conversations, consultations, and correspondence

Information Automatically Collected

Website Usage Data: IP address, browser type, device information, pages visited, time spent on site
Cookies and Tracking Technologies: We use cookies to enhance your browsing experience and analyze website performance

How We Use Your Information

We use your information to:

Provide and deliver our services (CRM setup, Google Portal creation, VIP consulting)
Communicate with you about our services and respond to inquiries
Schedule consultations and service appointments
Send service-related updates and important notices
Improve our services and website functionality
Comply with legal obligations and protect our rights

Marketing Communications

With your consent, we may send you:

Educational content about CRM optimization and real estate systems
Information about our services and special offers
Industry insights and best practices

You can opt-out of marketing communications at any time by:

Clicking the unsubscribe link in our emails
Contacting us directly at [your email address]
Updating your preferences through our website

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

Service Providers: With trusted third-party vendors who assist us in operating our business (e.g., email platforms, scheduling tools, payment processors)
Legal Requirements: When required by law, court order, or to protect our rights and safety
Business Transfers: In connection with a merger, acquisition, or sale of business assets
With Your Consent: When you explicitly authorize us to share specific information

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Your Rights and Choices

Depending on your location, you may have the right to:

Access and review your personal information
Correct inaccurate or incomplete information
Delete your personal information
Restrict or object to processing of your information
Data portability (receive a copy of your data)

To exercise these rights, please contact us using the information provided below.

Data Retention

We retain your personal information for as long as necessary to:

Provide our services and maintain our business relationship
Comply with legal obligations
Resolve disputes and enforce our agreements

Third-Party Links

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

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

State-Specific Privacy Rights

California Residents (CCPA)

California residents have additional rights under the California Consumer Privacy Act, including the right to know what personal information is collected, to delete personal information, and to opt-out of the sale of personal information. We do not sell personal information.

Other State Laws

Residents of other states may have additional privacy rights under applicable state laws. Please contact us to learn more about your specific rights.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on our website and updating the "Last Updated" date. Your continued use of our services after changes become effective constitutes acceptance of the revised policy.

If you have questions about this Privacy Policy or our privacy practices, please contact us:

Agent Uplevel
Email: bethany@agentprosperity.com

For privacy-related inquiries, please include "Privacy Policy" in the subject line of your email.

This Privacy Policy is designed to comply with applicable privacy laws including CCPA, CAN-SPAM, and general data protection principles. It is recommended to have this policy reviewed by a qualified attorney to ensure compliance with all applicable laws in your jurisdiction.