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Privacy Policy

Last updated: March 19, 2026

Pipevio ("we," "us," or "our") operates the Pipevio platform, a pipeline management tool for loan officers and real estate agents. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

1. Information We Collect

Information You Provide

  • Account information: name, email address, phone number, NMLS number, brokerage or team affiliation.
  • Lead and loan data: borrower names, contact details, loan status, property addresses, and documents you upload through the platform.
  • Communications: messages, notes, and other content you create within the platform.

Information Collected Automatically

  • Usage data: pages visited, features used, timestamps, and interaction patterns.
  • Device and browser information: IP address, browser type, operating system, and device identifiers.
  • Cookies: we use essential cookies to maintain your session and preferences. See Section 6 below.

2. How We Use Your Information

  • Operate, maintain, and improve the Pipevio platform.
  • Facilitate collaboration between loan officers, real estate agents, and their shared pipeline.
  • Send transactional communications (e.g., account verification, status updates, checklist reminders).
  • Provide customer support.
  • Monitor for security threats and enforce our Terms of Service.
  • Comply with legal obligations.

3. How We Share Your Information

We do not sell your personal information to third parties.

We may share information with:

  • Your team members: loan officers and agents on your pipeline see lead and loan data as part of normal platform operation.
  • Service providers: hosting, email delivery, and analytics providers that process data on our behalf under strict confidentiality agreements.
  • Legal requirements: when required by law, subpoena, or to protect our rights and the safety of our users.

4. Data Security

We implement industry-standard security measures to protect your data, including:

  • Multi-factor authentication (MFA) for all accounts.
  • Encryption of sensitive documents at rest and in transit.
  • Audit logging of account and data access events.
  • Rate limiting and API key validation.
  • Security headers on all responses.

No method of transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

5. Data Retention

We retain your account data for as long as your account is active or as needed to provide services. Lead and loan data is retained in accordance with applicable record-keeping requirements. You may request deletion of your account and associated data by contacting us.

6. Cookies

We use essential cookies to authenticate your session and remember your preferences. We do not use third-party advertising cookies. You can configure your browser to refuse cookies, but some features of the platform may not function properly without them.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access the personal data we hold about you.
  • Request correction of inaccurate data.
  • Request deletion of your data.
  • Object to or restrict certain processing.
  • Data portability.

To exercise any of these rights, contact us at [email protected].

8. Children's Privacy

Pipevio is not directed at individuals under 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us so we can promptly remove it.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page with a revised "Last updated" date. Your continued use of the platform after changes constitutes acceptance of the updated policy.

10. Contact Us

If you have questions about this Privacy Policy, contact us at: [email protected]