Privacy Policy

Last updated: June 26, 2026

Overview

TransactionSentry is designed to help real estate teams manage transaction files, tasks, parties, documents, communication logs, and reporting. This policy explains the types of information the system may store and how that information should be handled.

Information stored

The application may store user account information, transaction details, property addresses, party contact information, uploaded documents, notes, task status, email logs, audit information, and system settings.

Use of information

Information is used to operate the transaction coordination workflow, provide reminders, generate reports, maintain an audit trail, and support broker or TC visibility into transaction status.

Access control

Access is role-based. Owners, brokers, transaction coordinators, assistants, agents, and read-only users may have different levels of access depending on company configuration.

Documents and transaction data

Uploaded documents may contain sensitive real estate, financial, or personal information. Users are responsible for uploading, sharing, retaining, and deleting documents according to their brokerage policies and applicable legal or regulatory requirements.

Third-party services

The system may integrate with email delivery, calendar exports, e-signing tools, lead systems, or other related services. Information shared through integrations is subject to the terms and privacy practices of those providers.

Security

The application should be operated using SSL, strong passwords, least-privilege access, routine backups, and restricted access to server-side configuration and storage paths.

Contact

Questions about this policy should be directed to the company or brokerage operating this TransactionSentry instance.