Privacy Policy

Overview

This Privacy Policy explains how we collect, use, and disclose information when you visit our website or use the CloseBoth platform and services.

Information We Collect

We collect limited personal information that you voluntarily provide, such as:

• Name, email address, and phone number
• Any information you submit through our forms
• Contact information and related details that users add about invitees, prospects, candidates, clients, friends, or other contacts
• If you sign in with Google, your name and email address from your Google account

We may also automatically collect basic technical information (such as IP address, browser type, and device information) through our hosting provider for security and performance purposes.

How We Use Information

We use the information collected to:

• Provide and operate our platform and services
• Respond to inquiries
• Communicate about services you’ve expressed interest in
• Send transactional notifications related to your account activity

Service Providers and Analytics

We use service providers that help us operate the website and platform. These providers support functions such as cloud hosting, authentication, database storage, bot protection, analytics, transactional email delivery, error monitoring, and internal operations. They are permitted to process information only as needed to provide those services to us.

We Do Not Sell Contact Information

CloseBoth does not sell, rent, trade, or disclose for monetary or other valuable consideration personal information added to the platform. This includes information about invitees, prospects, candidates, clients, friends, and other contacts added by our users.

We do not provide this information to data brokers, lead sellers, advertisers, or third parties for their independent marketing. We use and disclose contact information only to operate and secure the platform, carry out the invitation, introduction, prospect-management, and other workflows selected by our users, communicate as requested or permitted, provide support, comply with law, and work with service providers and authorized platform users as described in this Privacy Policy.

Analytics

We use Google Analytics to understand how visitors use our site. Google Analytics collects information such as how often you visit, which pages you view, and what other sites you visited before coming here. We use this information to improve our website. Google Analytics does not collect your name or other personally identifying information. You can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on.

Sharing Information

We may share information with service providers that process it on our behalf and with authorized users within the CloseBoth platform, such as administrators, branch managers, recruiters, and assigned MLOs, when needed to provide account access, invite management, licensing and onboarding workflows, reporting, and operational support. We do not sell your personal information, and we do not share information as compensation for referrals.

Data Retention

We retain information only as long as reasonably necessary for communication and follow-up, unless a longer retention period is required or permitted by law.

Your Choices

You may request to access, correct, or delete your personal information by contacting us using the information below.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will post the revised policy with a new effective date. If we make a material change, we will provide additional notice through the services, by email, or by another reasonably conspicuous method. Changes generally apply prospectively. If we propose to use personal information previously collected for a materially different purpose, we will provide additional notice and obtain consent when required by applicable law.

Contact

If you have questions about this Privacy Policy, you may contact us at:

Email: hello@closeboth.com