Privacy Policy

Last updated: April 10, 2026

At ScoreCard OS, we take your privacy seriously. This Privacy Policy explains how we collect, use, store, and protect your information when you use our Service.

1. Information We Collect

We collect the following types of information:

• Account Information: Name, email address, company name, and payment information when you subscribe
• CRM Data: Lead, contact, appointment, and transaction data from your connected Lofty CRM
• Usage Data: Log data, device information, and how you interact with the Service
• Communication Data: Emails and messages you send to our support team

2. How We Use Your Information

We use your information to:

• Provide and maintain the ScoreCard OS service
• Generate performance dashboards and reports
• Process your subscription payments
• Send you weekly reports and service notifications
• Respond to your support requests
• Improve our Service and develop new features

3. Data Storage and Security

We implement industry-standard security measures:

• All data is encrypted in transit (TLS 1.3) and at rest (AES-256)
• We use secure cloud infrastructure with SOC 2 compliance
• Regular security audits and penetration testing
• Strict access controls — only authorized personnel can access customer data

4. Data Sharing

We do not sell your data. We only share data with:

• Service Providers: Payment processors (Stripe), hosting providers, and email services — all under strict confidentiality agreements
• Legal Requirements: When required by law, court order, or to protect our rights
• Business Transfers: In the event of a merger, acquisition, or sale of assets

5. CRM Data Specifics

When you connect your Lofty CRM:

• We read lead, contact, appointment, and transaction data
• We do not modify or delete any data in your CRM
• We store only the data necessary for reporting (not your entire CRM database)
• You can disconnect your CRM at any time
• Upon disconnection, we delete your CRM data within 30 days

6. Your Rights

You have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate data
• Request deletion of your data (with some exceptions)
• Export your data in a portable format
• Opt out of marketing communications
• Withdraw consent for data processing

7. Data Retention

We retain your data as follows:

• Active Accounts: Data is retained for the duration of your subscription
• Cancelled Accounts: Data is deleted within 90 days of cancellation
• Payment Records: Retained for 7 years for tax and accounting purposes

8. Cookies and Tracking

We use cookies and similar technologies to:

• Keep you logged in to your account
• Remember your preferences
• Analyze how you use our Service to improve it

9. Children's Privacy

Our Service is not intended for children under 13. We do not knowingly collect data from children under 13. If you believe we have collected data from a child under 13, please contact us immediately.

10. International Data Transfers

Your data may be transferred to and processed in the United States. We ensure appropriate safeguards are in place to protect your data regardless of where it is processed.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes via email or through the Service. Your continued use after changes constitutes acceptance of the updated policy.

12. Contact Us

If you have questions about this Privacy Policy or your data, please contact us at:

• Email: support@scorecardos.com
• Address: Real Estate OS, Phoenix, AZ