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