Legal
Privacy Policy
Version 2026-04-24 · Last updated April 24, 2026
This policy explains the categories of information EquityPilot may collect and how it may be used to operate screening, dashboard, review, referral, and support workflows.
1. What data is collected
We may collect account details, contact information, eligibility answers, property and mortgage inputs, broker-submitted information, dashboard interactions, support messages, conversion events, and modeling or audit logs.
2. Eligibility answers
Eligibility answers help organize each file, estimate planning scenarios, identify review flags, and determine whether a residential, commercial, broker, or referral workflow may be appropriate.
3. Contact information
Contact details may be used to create an account, provide support, send file updates, and support requested specialist or referral workflows.
4. Dashboard interactions
Dashboard activity, saved scenario values, option comparisons, CTA interactions, and feature usage may be used to improve the user experience and maintain operational records.
5. Conversion events
Conversion events help us understand whether visitors start screening, submit forms, view dashboards, compare options, request optional review, or show interest in Plus features. These events should not include prohibited sensitive fields.
6. Modeling and audit logs
Modeling and audit logs may record assumptions, inputs, outputs, versions, and guardrails used to generate estimates. These records support consistency, troubleshooting, compliance review, and quality control.
7. Broker-submitted information
Broker or referral submissions may include broker contact details, client authorization status, deal type, urgency, and client contact details when the broker has proper authorization to submit them.
8. How data is used
We use submitted information to operate EquityPilot, organize files, estimate planning scenarios, improve the user experience, support lead routing, prepare referral readiness, and route appropriate cases for review.
9. Data retention
We may retain account, submission, consent, analytics, audit, support, and security records for as long as needed for business, legal, audit, security, and compliance purposes.
10. Account deletion
Users may request account deletion. Some records may be retained when needed for audit, legal, compliance, security, or dispute-resolution purposes.
11. Contact and support
For privacy or support questions, contact EquityPilot support. Support contact details will be finalized before launch.