Privacy Policy

RealtorDesk is a customer relationship management (CRM) platform for real estate professionals, operated by UpSurge CRM Pros. Brokerages and agencies ("Customers") use the Service to manage their contacts, calendars, listings, and communications. Questions about this policy: hello@realtordesk.net.

• Account information: name, email, phone number, password (stored hashed), role, and organization.
• Customer content: contacts, leads, notes, tasks, deals, documents, listings, and messages our Customers enter or import.
• Communications data: SMS/MMS, email, and call records sent or received through the Service, including phone numbers, message content, timestamps, and delivery status.
• Booking data: name, email, phone, and requested time when someone schedules an appointment through a booking link.
• Google user data: described in Section 4 below.
• Usage and device data: IP address, browser type, pages visited, and diagnostic logs used for security and reliability.

• To provide, operate, secure, and maintain the Service.
• To send messages, emails, and calendar invitations that users request.
• To authenticate users and prevent fraud or abuse.
• To provide customer support and send service-related notices.
• To comply with legal obligations.

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

RealtorDesk offers optional Google Sign-In and Google Calendar integration. When you choose to connect a Google account, we request only the access needed for the features you use:

• Google Sign-In (openid, email, profile): your name, email address, and profile picture, used only to create and sign in to your account.
• Google Calendar (calendar events and calendar list, read-only calendar list access): used to show which of your calendars you can select, check your free/busy times so clients can only book open slots on your booking link, and create, update, or cancel events on the calendar you choose when an appointment is booked.

How we use it: Google user data is used solely to provide these user-facing features inside RealtorDesk. We store OAuth tokens encrypted at rest and your calendar selections; we do not store the contents of your calendar events beyond what is needed for a booking created through the Service.

How we share it: We do not sell, rent, or transfer Google user data to third parties, except as necessary to provide the feature you requested, to comply with law, or as part of a merger or acquisition with notice to you. We do not use Google user data for advertising, and we do not allow humans to read it except with your explicit consent, for security purposes, or to comply with law.

No AI training: We do not use Google user data to develop, improve, or train generalized artificial intelligence or machine learning models.

Limited Use disclosure: RealtorDesk's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

Revoking access and deletion: You can disconnect Google Calendar at any time from the Calendar page in RealtorDesk, or revoke access at myaccount.google.com/permissions. When you disconnect, we delete your stored Google tokens. To delete all Google-derived data or your account, email hello@realtordesk.net and we will complete the deletion within 30 days.

Customers use RealtorDesk to send text messages to their contacts, such as appointment confirmations and reminders, replies to property inquiries, transaction updates, and, where the recipient has agreed, real estate follow-up messages.

• Opt-in: Recipients provide consent to receive texts by submitting a website or booking form with an SMS consent checkbox, by texting the business first, or by giving express consent directly to the agent. Consent is not a condition of any purchase.
• No sharing of mobile data: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. Information may be shared only with subcontractors that help deliver messages (such as our telecom carrier provider).
• Opt-out: Reply STOP to any message to unsubscribe. We honor opt-outs immediately and record them so no further messages are sent from that number.
• Help: Reply HELP or email hello@realtordesk.net.
• Message frequency varies. Message and data rates may apply.

See the SMS Terms in our Terms of Service for full program details.

We use trusted subprocessors to operate the Service, including cloud hosting and database providers, Twilio (SMS and voice), Resend (email), Google (sign-in and calendar), AI voice and language service providers, MLS/IDX data providers, and Stripe (payments, when enabled). They process data only on our instructions and under confidentiality obligations.

For contact and client data our Customers upload, the Customer (the brokerage or agent) is the controller and UpSurge CRM Pros acts as a processor. Contacts of a Customer who wish to access or delete their data should contact that Customer directly; we will assist them.

Data is encrypted in transit (TLS) and at rest, isolated per organization with row-level access controls, and access is limited to authorized personnel. We keep data while an account is active and as needed to provide the Service or meet legal obligations, then delete or anonymize it.

Depending on where you live (including under the CCPA/CPRA), you may request access to, correction of, deletion of, or a copy of your personal information, and opt out of certain processing. We will not discriminate against you for exercising these rights. Email hello@realtordesk.net to make a request.

The Service is not directed to children under 13 (or 16 where applicable), and we do not knowingly collect their information.

We may update this policy and will post the new effective date here; material changes will be communicated in the app or by email. Contact: UpSurge CRM Pros, hello@realtordesk.net.