PRIVACY POLICY

Lead Partners, LLC
Effective Date:
June 22, 2025
Last Updated:
June 22, 2025

1. INTRODUCTION

Lead Partners, LLC ("Company," "we," "us," or "our") respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you access or use any websites, software platforms, programs, digital products, or services operated or offered by Lead Partners, LLC, including but not limited to:

  • Intelligent Attraction®

  • Triple Threat Challenge®

  • Plan A Method®

  • The Decision Point®

as well as associated platforms, tools, and technologies, including (but not limited to) Lead Hunter, Video Hunter, Deal Hunter, Connect & Close CRM, Agent Attraction, Campaign Runner, Call Runner, Quiz Runner, PersonaPro AI, and related services (collectively, the “Services”).

By using any of our Services, you consent to the collection and use of your information in accordance with this Privacy Policy.

2. INFORMATION WE COLLECT

2.1 Personal Information

We collect personal information that you provide directly to us, including:

  • Contact Information: Name, email address, phone number, business address

  • Professional Information: NMLS ID, license numbers, company affiliation, job title

  • Account Information: Username, password, account preferences

  • Payment Information: Billing address and payment method details (processed securely through third-party payment processors)

  • Business Information: Company name, website, marketing preferences

2.2 Property and Financial Information

For lead generation, marketing, and analytics services, we may collect:

  • Property Information: Addresses, property characteristics, estimated values

  • Financial Information: Mortgage data, loan amounts, refinancing indicators

  • Market Data: MLS information, public records, and market analytics

2.3 Usage and Technical Information

We automatically collect information about your interaction with our Services, including:

  • Device Information: IP address, browser type, operating system, device identifiers

  • Usage Data: Pages visited, features used, time spent, interaction patterns

  • Log Information: Access times, system activity, error logs

  • Cookies and Tracking Technologies: As described in our Cookie Policy

2.4 Third-Party Information

For lead generation, marketing, and analytics services, we may collect:

  • Data Vendors: MLS providers, mortgage and public-record databases

  • Integration Partners: CRM platforms, email services, analytics tools

  • Business Partners: Referral partners, affiliate networks

3. HOW WE USE YOUR INFORMATION

3.1 Service Provision

We use your information to:

  • Provide, operate, and maintain our Services

  • Create and manage accounts

  • Process transactions and subscriptions

  • Generate leads, campaigns, and marketing content

  • Create personalized videos, messaging, and materials

  • Facilitate Realtor® partnerships, CRM gifting, and integrations

  • Provide customer support and technical assistance

3.2 Business Operations

We use information for:

  • Analytics and Improvement: Improving performance and user experience

  • Marketing and Communications: Sending updates, offers, and announcements

  • Compliance and Legal: Enforcing Terms and meeting regulatory obligations

  • Security: Preventing fraud, abuse, and unauthorized access

3.3 Lead Generation and Marketing Activities

We use information to:

  • Identify and qualify potential prospects

  • Build and deploy targeted marketing campaigns

  • Analyze engagement, trends, and opportunities

  • Support business development initiatives

4. INFORMATION SHARING AND DISCLOSURE

4.1 Service Providers

We share information with trusted third-party providers who assist with:

  • Data processing and analytics

  • Hosting, infrastructure, and email delivery

  • Payment processing

  • Marketing, automation, and reporting

  • Legal, accounting, and consulting services

4.2 Business and Integration Partners

We may share information with:

  • Integration Partners: For CRM and platform connectivity

  • Realtor® Partners: When facilitating gifting or cooperative marketing

  • Affiliate and Referral Partners: As part of partnership programs

4.3 Legal and Business Requirements

We may disclose information as required by:

  • Law, subpoenas, or court orders

  • Regulatory or licensing obligations

  • Protection of rights, safety, or property

  • Corporate transactions such as mergers or acquisitions

4.4 Consent-Based Sharing

We may share information with your explicit consent for:

  • Joint marketing initiatives

  • Strategic partnerships

  • Custom integrations or specialized services

5. DATA SECURITY

5.1 Security Measures

We use commercially reasonable safeguards, including:

  • Encryption of data in transit and at rest

  • Role-based access controls

  • Secure hosting environments

  • Regular security monitoring and testing

5.2 Limitations

No system is 100% secure. You are responsible for maintaining the confidentiality of your credentials and notifying us of any suspected unauthorized activity.

6. DATA RETENTION

We retain information only as long as reasonably necessary for business, legal, or regulatory purposes, including:

  • Account Data: Duration of relationship plus up to 7 years

  • Transaction Data: Up to 7 years

  • Marketing Data: Until opt-out or up to 5 years

  • Usage Data: Up to 2 years

Data may be deleted, anonymized, or retained longer where legally required.

7. YOUR PRIVACY RIGHTS

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

  • Access your personal information

  • Correct inaccurate information

  • Request deletion (subject to legal limits)

  • Request data portability

  • Opt out of marketing communications

8. COOKIES AND TRACKING TECHNOLOGIES

We use cookies and similar technologies for functionality, analytics, and marketing. You may control cookies through browser settings or our cookie preference tools.

See our Cookie Policy for details.

9. THIRD-PARTY LINKS AND SERVICES

Our Services may link to third-party websites or integrate with third-party tools. We are not responsible for their privacy practices.

10. CHILDREN’S PRIVACY

Our Services are not intended for children under 13. We do not knowingly collect personal information from children under 13.

11. INTERNATIONAL DATA TRANSFERS

Your information may be processed in the United States or other countries. We apply appropriate safeguards when transferring data internationally.

12. CALIFORNIA PRIVACY RIGHTS

California residents have rights under the CCPA, including the right to know, delete, and opt out of the sale of personal information. We do not sell personal information.

13. UPDATES TO THIS PRIVACY POLICY

We may update this Privacy Policy periodically. Continued use of the Services after updates constitutes acceptance of the revised policy.

14. CONTACT INFORMATION

Lead Partners, LLC
Privacy Officer
2557 Ashley Phosphate Rd
North Charleston, SC 29418

Email: [email protected]

15. DEFINITIONS

  • Personal Information: Information that identifies or could reasonably be linked to you

  • Processing: Any operation performed on personal information

  • Service Providers: Third parties processing data on our behalf

  • Cookies: Small files stored on your device

  • Anonymization: Removal of identifying characteristics

© 2026 Lead Partners, LLC. All rights reserved.