Effective date: April 12,2026
This Privacy Policy (the “Policy”) explains how intelliAgent LLC (“intelliAgent,” “we,” “our,” or “us”) collects, uses, discloses, and protects personal information when you visit or use www.intelliagentdev.com (the “Website”) or otherwise interact with intelliAgent’s platform, products, and services, including services provided to or integrated with real estate, mortgage lending, and title and settlement companies.
This Policy applies to all users of the Website and to intelliAgent’s SaaS platform, including real estate professionals, mortgage lenders, title companies, and other business users and their respective clients. By accessing or using our Website or services, you acknowledge that you have read, understood, and agree to the terms of this Policy.
This Policy is intended to satisfy applicable federal and state law requirements, including the Gramm-Leach-Bliley Act (“GLBA”), the Telephone Consumer Protection Act (“TCPA”), the Real Estate Settlement Procedures Act (“RESPA”), the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”), and applicable state privacy and data breach notification laws.
We collect personal information you provide to us directly, information collected automatically through your use of the Website, and information received from third parties in connection with our services. The types of personal information we collect depend on the product or service you use.
A. Information You Provide
B. Information Collected Automatically
C. Non-Public Personal Information (NPI) – Financial Services
Where intelliAgent provides, integrates with, or supports financial services – including mortgage lending, title, settlement, or other financial services – we may collect non-public personal information (“NPI”) as defined under the Gramm-Leach-Bliley Act (“GLBA”). NPI may include:
NPI is handled in strict accordance with applicable financial privacy laws, including the GLBA, its implementing regulations (Regulation P), and applicable Federal Trade Commission (“FTC”) Safeguards Rule standards. We maintain a GLBA-compliant information security program governing the collection, use, and protection of NPI.
D. Information Received from Third Parties
We may receive personal information about you from third parties, including:
We use personal information for lawful business and operational purposes, including:
We may also use de-identified or aggregated data for lawful business purposes. De-identified or aggregated information is not subject to this Policy.
We will not sell or share your personal information with unaffiliated third parties for those third parties’ own direct marketing purposes without your consent, except as otherwise described in this Policy or required by law.
We do not sell personal information for monetary consideration. We may share personal information in the following circumstances:
A. Service Providers and Vendors
We share personal information with third-party vendors and service providers that support our business operations, including hosting, cloud infrastructure, analytics, CRM, marketing, and communications platforms. These providers are contractually required to:
B. Real Estate, Mortgage, and Title Industry Partners
Where relevant to the services requested or being performed, we may share personal information with:
Any such sharing is conducted in a manner consistent with applicable law, including RESPA Section 8, which prohibits the payment of fees, kickbacks, or unearned compensation in connection with federally related mortgage loan transactions. Referral arrangements involving real estate settlement services are structured to comply with RESPA’s requirements and applicable HUD and CFPB guidance.
C. Legal, Regulatory, and Governmental Authorities
We may disclose personal information when required to comply with applicable law, valid legal process, or governmental or regulatory request, including in response to subpoenas, court orders, or civil, criminal, or regulatory investigations.
D. Business Transfers
In connection with a merger, acquisition, divestiture, reorganization, bankruptcy, liquidation, or other sale or transfer of some or all of our assets, we may disclose or transfer personal information to a buyer or other successor in interest as part of that transaction.
E. Affiliates
We may share personal information with our affiliates for business purposes consistent with this Policy.
F. With Your Consent
Where you authorize or direct us to share information, we may do so consistent with your authorization.
intelliAgent’s platform is designed and operated with awareness of the requirements of the Real Estate Settlement Procedures Act (“RESPA”), 12 U.S.C. § 2601 et seq., and its implementing regulations (Regulation X). To the extent our platform facilitates referrals or the exchange of information among settlement service providers – including real estate brokers, mortgage lenders, and title companies – we operate in a manner intended to comply with RESPA’s anti-kickback and fee-splitting prohibitions under Section 8.
Nothing in this Policy or in the operation of our platform is intended to constitute, facilitate, or authorize any payment, fee, kickback, or thing of value in exchange for the referral of settlement service business in violation of RESPA. Users of our platform who are themselves subject to RESPA are responsible for their own independent compliance with RESPA and applicable CFPB guidance.
By providing your contact information through our Website or platform, you consent to receive communications from intelliAgent, including by email. Where SMS or text message communications are used, the following terms apply:
Users who integrate our platform with lead generation services or third-party marketing vendors are responsible for ensuring that their own TCPA consent practices comply with applicable law, including the requirement for clear and conspicuous one-to-one consumer consent disclosures.
We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction. Where applicable, our safeguards are aligned with:
Our information security program includes:
No system can be guaranteed to be 100% secure. You share responsibility for maintaining the security of your account credentials and ensuring your devices and software are kept up to date.
We retain personal information only as long as necessary to:
Retention periods vary based on the type of information and the nature of the relationship. Personal information associated with closed real estate, mortgage, or title transactions may be retained for periods required by applicable law or regulatory guidance, including applicable federal and state recordkeeping requirements.
In the event of a data breach involving personal information, intelliAgent will provide notice as required by applicable law, including the breach notification laws of all 50 states, the District of Columbia, and applicable federal requirements. Notice will be provided to affected individuals, and, where required, to relevant regulatory authorities and consumer reporting agencies, in a timely manner consistent with applicable legal requirements.
We maintain an incident response plan as part of our GLBA-compliant information security program.
Our platform may use automated tools, including artificial intelligence (“AI”) and machine learning, to support:
These automated tools are used to assist operational and business processes. They do not make credit decisions, replace human judgment in regulated financial activities, or constitute automated decision-making with legal or similarly significant effects on consumers in the context of mortgage lending or other regulated financial services. Users integrating our platform with mortgage origination or underwriting systems are responsible for ensuring compliance with applicable fair lending laws, including the Equal Credit Opportunity Act (“ECOA”) and the Fair Housing Act (“FHA”), and for conducting appropriate fair lending risk assessments where AI tools may affect credit or housing-related decisions.
Depending on your state of residence, you may have rights under applicable state privacy laws. We apply privacy protections consistent with the most protective applicable standards, including those under the CCPA/CPRA and similar state laws in effect in:
California, Colorado, Virginia, Connecticut, Utah, Texas, Oregon, Montana, Delaware, Iowa, and other states with enacted privacy legislation.
These rights may include:
To exercise any of these rights, please submit a verifiable request by:
We will respond to verifiable requests within the timeframes required by applicable law. We may need to verify your identity before fulfilling your request. You may designate an authorized agent to submit requests on your behalf with appropriate written authorization.
This Section applies to individuals who reside in California (“California Residents”) and supplements the rest of this Policy. It is provided in accordance with the California Consumer Privacy Act of 2018 (“CCPA”) as amended by the California Privacy Rights Act of 2020 (“CPRA”) (collectively, the “CCPA”). Defined terms have the meanings given to them in the CCPA.
This Section does not apply to: (i) de-identified or aggregated California Personal Information; or (ii) personal information reflecting a communication or transaction between intelliAgent and a California Resident acting as an employee, owner, director, officer, or contractor of an organization seeking to obtain intelliAgent’s services, where the communication or transaction occurs solely in that context.
A. Categories of California Personal Information Collected
In the preceding 12 months, we may have collected the following categories of California Personal Information:
B. Sources of California Personal Information
We collect California Personal Information from:
C. Business Purposes for Collection
We collect and use California Personal Information for the business and commercial purposes described in Section 2 (How We Use Your Information) of this Policy.
D. Disclosure of California Personal Information for Business Purposes
In the preceding 12 months, we may have disclosed the following categories of California Personal Information to our affiliates, service providers, and real estate, mortgage, and title industry partners for business purposes:
E. Sale or Sharing of California Personal Information
In the preceding 12 months, we have not sold California Personal Information for monetary consideration. We do not have actual knowledge that we sell California Personal Information of California Residents under 16 years of age.
To the extent any sharing of California Personal Information constitutes a “sale” or “sharing” under the CCPA as amended, California Residents have the right to opt out. To opt out, please contact us at [email protected].
F. California Privacy Rights
California Residents have the following rights under the CCPA:
G. Exercising Your CCPA Rights
To exercise your CCPA rights, please submit a verifiable consumer request by:
Only you, or an authorized agent acting on your behalf, may make a verifiable consumer request related to your California Personal Information. You may also make a request on behalf of your minor child. You may make a verifiable consumer request for access or data portability no more than twice within a 12-month period.
To verify your request, we may ask you to provide your name, address, email address, phone number, and other information necessary to confirm your identity. You may designate an authorized agent to submit requests on your behalf through a valid power of attorney or signed written authorization. We may require additional verification for requests submitted through an authorized agent.
We will respond to verifiable consumer requests within 45 days, with an extension of up to an additional 45 days where necessary and upon notice. Disclosures will cover the 12-month period preceding our receipt of the request. We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded.
H. California Shine the Light Law
California residents who have an established business relationship with us for personal, family, or household purposes may request information regarding our disclosure of certain personal information to third parties for those third parties’ own direct marketing purposes. To make such a request, please send a written request to [email protected].
Our Website and services are intended for business professionals and are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13 without verifiable parental consent, we will take steps to delete that information promptly.
Our Website may include links to third-party websites or services for your convenience. These third-party sites and services are not subject to this Policy. The operators of linked websites and services may have their own privacy policies, which we encourage you to review. We are not responsible for the privacy practices or content of third-party websites or services.
We respect your privacy and offer the following choices regarding the collection and use of your personal information:
We may update this Policy from time to time to reflect changes in our privacy practices, applicable law, or the services we offer. When we update this Policy, we will revise the Effective Date at the top of the document. We encourage you to review this Policy periodically for the most current information on our privacy practices. Continued use of our Website or services following the posting of changes constitutes your acceptance of the updated Policy.
If you have questions or comments about this Policy, or if you wish to exercise your privacy rights, please contact us at:
intelliAgent LLC
Website: www.intelliagentdev.com
Email: [email protected]
Phone: 877.704.1766
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