Privacy Policy & Release of Information
Terms & Policies
We take client confidentiality and the protection of Agent file information very seriously. All file information for all transactions, including our Agent File Notes, are stored in our company’s secure cloud. Agents are given 100%, 24/7 access to their files, and can view and download items at their discretion. Unless authorized directly by our Agent, this information is not shared with anyone but our Agent. If there is an Assistant, Co-Op Agent, Compliance Officer or Managing Broker that you would like us to provide direct access to for your file, please let us know in writing, and we will authorize access on your behalf. We will not authorize direct access to your files to anyone other than your Managing Broker without your direct consent. Should your Managing Broker require direct access, this, too, must be provided in writing with an explanation as to why they need access for you.