Privacy Policy

Agent account information. When you create an account we collect your name, email address, and password (stored only as a secure hash). In your profile you may also add a phone number, brokerage name, a photo, and a brand color.

Client information you enter. To use SyncroNest you add information about your clients: names, email addresses, phone numbers, property addresses, transaction details, notes, home-value figures, and documents you upload (such as contracts, disclosures, and inspection reports). You control this content.

Client portal sign-in. When you invite a client to their portal, we create a sign-in for the email address you provide and send that address a one-time code. Portal users are not asked for a password.

Usage and device data. Our hosting and infrastructure providers log standard technical data such as IP address, browser type, pages requested, and timestamps, which we use to operate and secure the service.

Cookies. We use a small number of strictly necessary cookies to keep you signed in and to protect against abuse. We do not use advertising or cross-site tracking cookies.

We use the information above to:

• provide, maintain, and improve the service;
• authenticate agents and portal users and keep accounts secure;
• send transactional email such as account, portal-invite, and system messages;
• respond to support requests; and
• comply with legal obligations and enforce our terms.

We do not sell personal information, and we do not use it for third-party advertising.

SyncroNest includes AI features (“Ask Nest” and per-client document assistance). When you use them, the relevant information — your client roster summary, and the contents of the notes or documents your question is about — is sent to our AI provider, Anthropic, to generate a response. Anthropic processes this data under its commercial API terms and does not use it to train its models. We store your questions and the responses as a history tied to your account so you can refer back to them; you can clear that history at any time.

AI processing occurs when an agent affirmatively invokes an AI feature. The agent instructs us to transmit the information selected or made relevant to the request. AI-generated responses are not used by SyncroNest to make housing, lending, eligibility, or other legally significant decisions about individuals. Agents are responsible for reviewing the responses and determining whether their use is appropriate and lawful.

We share information only with service providers that help us run SyncroNest, each bound to protect it and use it only for that purpose:

• Supabase — database, authentication, and encrypted file storage.
• Vercel — application hosting and content delivery.
• Anthropic — AI model provider for the assistant features.
• Resend — delivery of transactional email.

We may also disclose information if required by law, to protect our rights or the safety of others, or in connection with a merger, acquisition, or sale of assets (in which case we will give notice before your information becomes subject to a different policy).

SyncroNest acts in different capacities depending on the information involved. We generally act as a controller for agent account, billing-administration, usage, security, and support information. For client and transaction information entered by an agent or brokerage, the agent or brokerage generally determines why and how that information is processed, and SyncroNest acts as its processor or service provider. Portal users should ordinarily direct privacy requests to their agent or brokerage. We will assist the applicable agent or brokerage as reasonably necessary.

We keep information for as long as your account is active. When you delete a client, that client’s record, properties, notes, and documents are removed. When you delete your account, your agent profile and the client data under it are removed. Residual copies in encrypted backups are purged on a rolling schedule (generally within 30 days).

Data is encrypted in transit. Database access is governed by row-level security so that an agent can reach only their own records and a portal client can reach only their own portal. Internal access is limited to what is needed to operate and support the service. Although no system is completely secure, we maintain safeguards designed to protect personal information. If a security incident occurs, we will investigate it and provide notifications to affected customers, individuals, or governmental authorities as required by applicable law.

SyncroNest is operated from the United States and our providers may process data there. By using the service you understand that your information will be handled in the United States and other countries where our providers operate.

SyncroNest is a business tool and is not directed to anyone under 18. We do not knowingly collect information from children.

You can access and update your account information in the app, export or delete client records, and delete your account. If you would like help exercising any right you have under applicable law — including access, correction, deletion, or portability — email us at hello@syncronest.com. Portal clients with questions about their data should contact their agent, or us if the agent cannot be reached.

We may update this policy as the service evolves. If we make a material change we will update the date above and, where appropriate, notify you by email or in the app.

SyncroNest LLC — hello@syncronest.com. Our mailing address is available on request.