Deal Thread privacy notice
Privacy
Deal Thread collects only the information needed to evaluate and run a real estate workflow pilot: contact details, brokerage context, tool stack, workflow pain, pilot urgency, and implementation notes. The public pilot form should not be used to submit MLS credentials, CRM passwords, payment information, client documents, or private consumer records.
How information is used
We use pilot submissions to prioritize leads, prepare workflow walkthroughs, scope paid pilots, and support users during implementation. Operational records may also be used to improve templates, reliability checks, and onboarding.
Credentials and client data
Credentials are requested only through approved setup channels after a pilot is accepted. Live client data is processed only for the specific workflows the user authorizes, and live automations should include review, failure, and replay controls before production use.
Retention and access
Pilot requests and workflow notes are retained while there is an active sales, support, or product reason to keep them. Access should be limited to authorized operators who need the information to deliver the pilot.
Contact
To request correction or deletion of pilot information, contact the Deal Thread operator who sent the audit or use the reply path from the workflow walkthrough.