1. Who we are and what this covers
When we handle a realtor client’s lead database on that client’s instructions, that client remains responsible for its own privacy notices and lawful collection. Requests about a client’s leads should normally be directed to that realtor. We assist with requests concerning information we process for them.
2. Information we collect
- Contact and business details: your name, email, phone number, business name, market, and information you provide in forms or onboarding.
- Conversations: chat messages, call audio where recording is enabled, transcripts, appointment details and communication preferences.
- Account and transactions: plan selection, account identifiers, subscription status, invoices, payment confirmations and limited payment details provided by our payment processor.
- Technical information: IP address, browser and device information, page interactions, cookies and service logs collected by the website and its providers.
- Client-provided information: lead contact details, enquiry history and other CRM information needed to deliver the agreed service.
Do not enter sensitive financial, health, identity-document or other unnecessary personal information into the public demo. Use sample details where possible. Payment card information is handled by our payment processor rather than entered into the demo.
3. How and why we use information
We do not treat submitting a phone number, trying the demo, or accepting our service terms as blanket permission for unrelated marketing.
4. Julie AI, recordings and transcripts
AI can make mistakes. Avoid providing information that is not needed for the conversation. We do not use the public demo to make decisions about eligibility for housing, credit or other similarly significant matters.
5. Who receives information
Providers receive information needed for their function, subject to applicable arrangements. We may also disclose information to professional advisers, to meet a lawful request, to protect rights and security, or in a business transfer with appropriate safeguards.
We do not sell personal information. Mobile information, SMS opt-in data and consent are not shared with third parties or affiliates for their own marketing or promotional purposes. Necessary disclosures to messaging providers that deliver the authorised service are different from sharing data for their own marketing.
6. Processing outside Canada
7. Cookies and website services
If we add optional advertising or analytics tools, we will update relevant disclosures and implement consent controls where required. We do not represent that every embedded provider is cookie-free.
8. Retention and deletion
| Information | Standard review target |
|---|---|
| Call recordings | Review for deletion after 90 days. |
| Public demo chat and transcripts | Review for deletion after 12 months. |
| Inactive DRB sales enquiries | Review after 24 months without a meaningful interaction. |
| Client CRM data | While service is active, then normally up to 90 days for agreed export and account closure, subject to client instructions. |
| Billing and business records | Normally up to 7 years, or the period required by applicable tax and record-keeping rules. |
| Consent and opt-out records | As reasonably needed to demonstrate lawful communications and continue honouring preferences. |
These are periodic review targets, not a promise that every provider automatically deletes every copy on an exact date. We may retain relevant records longer for a dispute, security investigation, legal hold or other lawful requirement. Minimal suppression records may be kept after an opt-out so we do not contact you again. Provider backups are removed through their applicable backup cycles and may not disappear immediately.
9. Your choices and privacy requests
You can unsubscribe from promotional emails using their unsubscribe link and reply STOP to opted-in SMS messages. For SMS assistance, reply HELP or contact us. Message frequency varies and message and data rates may apply. Marketing consent is optional and is not a condition of purchase. Essential service communications and required business records may continue where permitted.
Depending on your location, additional privacy rights may apply. We will assess requests under applicable law and respond within the applicable time limits. You may raise unresolved Canadian privacy concerns with the relevant privacy commissioner.
10. Security, children and updates
This business service is intended for adults and is not directed to children. If you believe a child has supplied personal information, contact us so we can investigate.
We will publish material policy updates here with an updated date and provide additional notice or obtain new consent where required. Contact our privacy team with questions or complaints.
Questions? Talk to DRB.
[email protected]
1-833-736-0594
55 Village Centre Place, Suite 200
Mississauga, Ontario L4Z 1V9, Canada
