AGENTVIEW — PRIVACY POLICY

Last Updated: November 1, 2025

1. Information We Collect

We collect the following categories of information:

1.1 Information You Provide

  • Account registration details (name, email, phone number, password)
  • Client information you upload
  • Notes, tasks, files, and communications stored within the Platform

1.2 Automatically Collected Data

  • IP address and browser details
  • Device and operating system
  • Usage analytics and activity logs
  • Cookies and similar technologies

1.3 Third-Party Integrations

If you connect external apps (e.g., email, CRM, carriers), those services may share data with us.

2. How We Use Information

We use your information to:

  • Provide and maintain the Platform
  • Store and process your User Data
  • Improve performance and user experience
  • Communicate about updates, security alerts, and support
  • Ensure compliance and prevent abuse
  • Develop new features and functionality

3. How We Share Information

We do not sell User Data.

We may share information only with:

  • Service providers (hosting, analytics, support tools)
  • Regulatory or legal authorities if required by law
  • Integration partners only with your authorization

All sharing is limited to what is necessary to run the Platform.

4. Data Security

We implement administrative, technical, and physical security controls to protect your data, including:

  • Encryption in transit (HTTPS/TLS)
  • Encrypted storage where applicable
  • Access controls and authentication
  • Regular audits and monitoring

No system is 100% secure, but we follow industry-standard practices.

5. Data Retention

We retain user and client data for as long as your account is active and for a reasonable period thereafter unless you request deletion (subject to legal obligations).

6. Your Rights

Depending on your jurisdiction, you may request:

  • Access to your data
  • Correction or updating
  • Export of your data
  • Deletion of your data

Requests can be sent to: agentview@obuilds.com.

7. Cookies and Tracking

We use cookies to:

  • Authenticate users
  • Maintain session data
  • Analyze usage trends

You may disable cookies, but some features may not work.

8. Children's Privacy

AgentView is not intended for individuals under 18. We do not knowingly collect information from minors.

9. International Users

If you access the Platform from outside the U.S., your information may be stored on U.S. servers.

10. Changes to This Privacy Policy

We may update this policy periodically. Changes will be posted here with a revised "Last Updated" date.

11. Contact Us

AgentView

46 Shopping Plaza
Unit #5215
Chagrin Falls, OH 44022

agentview@obuilds.com