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Privacy Policy (Independent Brokerage Alliance)

Effective Date: 01/01/2022
Last Updated: 01/01/2022

Independent Brokerage Alliance (“Independent Brokerage Alliance,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, contact us, or use our services (the “Services”).

1) Scope

This Privacy Policy applies to information collected through:

  • Our website and online forms

  • Email, text, phone, and other communications with us

  • In-person interactions and real estate transaction processes

  • Third-party platforms we use to provide Services (for example, transaction management, electronic signature, and document storage tools)

This Policy does not apply to third-party websites, applications, or services that may link to or be integrated with our Services. Those third parties operate under their own privacy policies.

2) Information We Collect

A. Information You Provide to Us

  • Contact information (name, email address, phone number, mailing address)

  • Real estate-related information (property addresses, listing details, transaction timelines)

  • Communications and correspondence you send to us

  • Information required for compliance with legal and regulatory obligations

B. Transaction and Document Information

If you engage in a real estate transaction with us, we may collect and process:

  • Contracts, disclosures, addenda, inspection reports, and related documents

  • Signatures, signing logs, and audit trails

  • Notes, workflow data, and transaction status information

  • Vendor and service-provider information relevant to the transaction

C. Website and Device Information

  • IP address, browser type, device identifiers, and operating system

  • Website usage data such as pages viewed, referring URLs, and interaction data

  • Cookies and similar tracking technologies

D. Information from Third Parties

We may receive information from:

  • Other real estate professionals involved in a transaction

  • Lenders, title companies, closing attorneys, inspectors, appraisers, and contractors

  • Technology, analytics, and marketing service providers

  • Platforms used to manage real estate transactions and documents

3) How We Use Information

We use personal information to:

  • Provide, operate, and improve our Services

  • Communicate with clients, consumers, and transaction participants

  • Manage real estate transactions and related documentation

  • Coordinate with transaction partners and vendors

  • Comply with federal, state, and local laws and regulations, including North Carolina real estate recordkeeping requirements

  • Protect against fraud, unauthorized access, and security incidents

  • Enforce our agreements and internal policies

4) How We Share Information

We do not sell personal information.

We may share information in the following circumstances:

A. Service Providers and Platforms

We may share information with vendors and platforms that help us operate our business, such as transaction management systems, electronic signature providers, document storage services, CRM platforms, and communication tools.

When we use third-party platforms to process transaction documents (including electronic signature and transaction management tools), those platforms may process information as independent controllers under their own privacy policies, or as processors on our behalf, depending on the service and configuration.

B. Transaction Partners

Information may be shared as necessary to facilitate a real estate transaction, including with buyers, sellers, agents, brokers, lenders, title companies, attorneys, inspectors, appraisers, and contractors.

C. Legal and Compliance Purposes

We may disclose information when required to comply with applicable law, regulation, subpoena, court order, or lawful governmental request, or to protect the rights, property, or safety of our clients, our business, or others.

D. Business Transfers

If Independent Brokerage Alliance is involved in a merger, acquisition, reorganization, or sale of assets, personal information may be transferred as part of that transaction.

5) Data Retention

We retain personal information for as long as reasonably necessary to:

  • Provide Services

  • Maintain business and transaction records

  • Comply with legal, regulatory, and professional obligations, including North Carolina real estate record retention requirements

  • Resolve disputes and enforce agreements

Retention periods vary based on the type of information and the nature of the transaction.

6) Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No system or method of transmission is completely secure, and we cannot guarantee absolute security.

7) Cookies and Tracking Technologies

We use cookies and similar technologies to operate our website, understand usage patterns, and improve performance. You may control cookies through your browser settings, though disabling cookies may affect website functionality.

8) Your Rights and Choices

Depending on applicable law, you may request to:

  • Access personal information we hold about you

  • Correct inaccurate information

  • Request deletion of certain information, subject to legal and recordkeeping requirements

  • Opt out of marketing communications

You may unsubscribe from promotional emails using the link provided in those messages. Transactional or service-related communications may still be sent.

9) Children’s Privacy

Our Services are not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13.

10) North Carolina Notice

Independent Brokerage Alliance operates in North Carolina and complies with applicable federal and North Carolina laws governing privacy, real estate transactions, and recordkeeping.

11) Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Last Updated” date reflects the most recent revision. Continued use of our Services constitutes acceptance of any updates.

12) Contact Us

If you have questions or wish to make a privacy-related request, contact us at:

Independent Brokerage Alliance
Attn: Privacy
Email: info@iba-nc.com