This Privacy Policy explains how The Closing Table, LLC ("Company," "we," "us") collects, uses, and protects information when you visit our website, subscribe to our platform, or use our transaction and listing coordination services.
1. Information We Collect
We collect information you provide directly, information collected automatically, and information from the transactions and listings you submit through our platform.
| Category | Examples |
|---|---|
| Contact information | Name, email, phone number, business/brokerage name |
| Account and payment information | Billing address, payment method details (processed by Square — we do not store full card numbers) |
| Transaction and listing data | Property addresses, closing dates, contract details, client (buyer/seller) contact information you submit for coordination |
| Documents | Contracts, disclosures, and other files you upload or that are routed through our e-signature integration |
| Usage data | Pages visited, actions taken within the platform, device and browser information |
2. How We Use Information
- To provide, operate, and maintain our platform and coordination services
- To process payments and manage subscriptions
- To communicate with you about your account, transactions, or support requests
- To generate and send service agreements and closing documents for signature
- To improve our platform, automations, and AI-assisted tools, including in de-identified or aggregated form
- To comply with legal obligations and enforce our agreements
3. How We Share Information
We don't sell your personal information. We share information with the following categories of service providers, only as needed to deliver our services:
- Payment processing — Square, to process subscription and transaction fees
- Electronic signature — DocuSign, to route and execute service agreements and closing documents
- Platform infrastructure — our CRM and automation providers, used to operate the coordination platform
- Document storage — Google Drive, for secure storage of transaction and listing files
- Service providers who help us operate our business, bound by confidentiality obligations
- Law enforcement or regulators, when required by law
If you use a managed coordination service, information about your transaction or listing (such as buyer/seller contact details) may also be shared with the vendors, lenders, title companies, or MLS as needed to complete that specific transaction.
4. Data Security
We use commercially reasonable safeguards to protect the information we collect. No method of transmission or storage is completely secure, and we can't guarantee absolute security.
5. Data Retention
We retain your information for as long as your account is active or as needed to provide services to you. If you terminate your subscription or engagement with us, we'll make your data available for export for 30 days following termination, after which it may be deleted in the ordinary course of business, except where we're required to retain it longer by law.
6. Your Choices and Rights
You can request access to, correction of, or deletion of your personal information by contacting us using the information below. Depending on your state of residence, you may have additional rights under applicable privacy laws.
7. Cookies and Tracking
Our website may use cookies and similar technologies to understand how visitors use our site and to support features like scheduling and checkout. You can control cookies through your browser settings.
8. Children's Privacy
Our website and services are not directed to individuals under 18, and we do not knowingly collect personal information from children.
9. Changes to This Policy
We may update this Privacy Policy from time to time. If we make material changes, we'll update the "Last updated" date above.
10. Contact Us
Questions about this Privacy Policy or your information can be directed to us using the information below.