1. Information we collect
We may collect contact details, referral and transaction details, destination markets, real estate needs, agent and brokerage information, license information, communication preferences, website usage data, and records of submissions or status updates. If lender help is requested, we may collect enough information to coordinate an introduction, but mortgage applications and sensitive financial information should be submitted only through the lender’s authorized systems.
2. How we use information
- Review and route referral or agent-match requests.
- Evaluate founding-agent applications and verify professional information.
- Coordinate introductions and track referral milestones.
- Send requested service messages, status updates, and support responses.
- Send marketing messages only when the recipient has provided the required consent.
- Prevent misuse, maintain records, improve the service, and comply with law.
3. When information is shared
We may share relevant information with participating real estate agents, brokerages, service providers, compliance vendors, and other parties needed to review or fulfill a request. If you ask for lender help, information may be shared with an appropriately licensed mortgage professional for that purpose. We may also disclose information when required by law, to protect rights and safety, or in connection with a business reorganization.
4. Referral and professional information
Submitting a referral authorizes us to use the information provided to identify and contact a potential receiving professional. Referring professionals are responsible for having appropriate authority to share client information and should disclose the referral relationship and any compensation as required by brokerage policy and law.
5. Text messages and email
Service-related and marketing text messages are governed by the consent language shown at submission. Consent to marketing is not a condition of service. Message and data rates may apply. You may reply STOP to opt out of texts or use an unsubscribe link where provided. We may still send non-promotional messages that are necessary to respond to an active request where legally permitted.
6. Cookies, analytics, and security
We may use cookies and similar technologies for essential website functions, analytics, fraud prevention, and performance. We use reasonable administrative, technical, and organizational safeguards, but no online system can guarantee absolute security.
7. Retention and choices
We retain information for as long as reasonably necessary for the purposes described here, including transaction records, legal obligations, dispute resolution, and network operations. Depending on applicable law, you may request access, correction, deletion, or a copy of certain personal information. Some records may be retained where legally required or necessary to protect legitimate interests.
8. Children, third-party services, and changes
Refer + Close is not directed to children under 18. Our site may link to independent agents, brokerages, lenders, or other third parties whose privacy practices are their own. We may update this policy as the network evolves; the revised date above will identify the current version.
9. Contact
Questions or privacy requests may be submitted through the Refer + Close website. Please include enough information for us to identify your request, but do not send sensitive financial credentials.