CRE Agents Privacy Policy

Last Updated — May 26, 2025

1. Applicability

This Privacy Policy explains how CRE Agents, Inc. (“CRE Agents,” “we,” “us,” or “our”) collects, uses, shares, and safeguards personal data (“Personal Data”) relating to an identifiable U.S. resident when that individual:

  • Visits our public website at https://creagents.com and any sub-domains (the “Site”);
  • Accesses any no-fee sandbox, demo, beta, or evaluation environment we provide (collectively, “Free Trials”); or
  • Uses the CRE Agents digital-coworker platform and integrations delivered under a Technology & Services Agreement (“TSA”) and related Order Forms (together, the “Services”).

CRE Agents acts as a business under the California Consumer Privacy Rights Act (CPRA) and as a controller under Virginia, Colorado, Connecticut, Utah, and similar state privacy laws whenever it decides the purposes and means of processing Personal Data collected through the Site, Free Trials, or marketing activities.

When Clients or their Authorized Users upload Customer Data to the Services, CRE Agents acts solely as a service provider / processor on the Client’s behalf under the TSA.

2. Personal Data We Collect

In the course of doing business, providing our Services, and through our website we collect and receive Personal Data in different ways and from different sources. We obtain Personal Data in four main ways:

A.) Information you provide directly.

  • Account Information: When you or your employer creates an account with us, we collect certain information associated with your account, including your name, email address, and information about your profession and professional experience, language preferences, account credentials, payment information, and transaction history.
  • Communication Information: If you communicate with us (for example when you contact us about our Services, when you complete a survey, when you interact with our website and help center, or when you request support) we collect your name, email address, information about your profession, customer survey responses, the way you interact with our communication and Services, and the contents of any messages you send.
  • Social Media Information: We have pages on social media sites like X, YouTube, and LinkedIn. When you interact with our social media pages, we collect Personal Data that you choose to provide to us, such as your contact details and the contents of your messages or posts. In addition, third parties may provide us with aggregate information and analytics about our social media activity.

B.) Information collected automatically.

  • Log Data: Information that your browser or device automatically sends when you use our Services or access our website. Log data includes your IP address, browser information, the date and time of your request, and how you otherwise use certain features or interact with us.
  • Service Usage Data: When you interact with the Services, metadata is generated that provides additional context about your use of the Services. This includes your email address, data about how often you visit the website, how you interact with the Services, time spent engaging with the Services, query volume and type, and features interacted with.
  • Cookies and Similar Technologies: We use cookies, scripts, or similar technologies to manage the Services and to collect information about you and your use of the Services. These technologies help us recognize you, customize your experience, understand your preferences, and analyze the use of our Services.
  • Device Information: We also collect certain device and connection-specific information when you install, access, or use our Services. This includes the name of the device, operating system, device identifiers, and browser used.

C.) Information from third parties.

  • Security partners to protect against fraud, abuse, and other security threats;
  • Marketing vendors who provide us with information about potential customers of our services;
  • Advertising vendors; and
  • Event organizers (e.g., trade shows, professional events, conferences, and seminars) who may provide us with information about event attendees.

D.) Publicly available information. We may enrich business profiles with data drawn from public websites, regulatory filings, or government databases.

3. How We Use Personal Data

  • Provide, operate, maintain, and improve the Site, Free Trials, and Services;
  • Authenticate users and administer accounts;
  • Answer questions, supply customer support, and facilitate collaboration;
  • Send administrative or transactional communications (such as security alerts or billing notices);
  • Develop new features, conduct research, and perform analytics;
  • Market our products and services, including interest-based advertising where allowed by law;
  • Detect, investigate, and prevent fraud, abuse, or security incidents; and
  • Comply with legal obligations, enforce our contracts, and protect the rights, privacy, safety, or property of CRE Agents, our Clients, and others.

4. How We Share Personal Data

CRE Agents does not sell Personal Data for money. We do, however, share limited identifiers (such as cookie IDs and IP addresses) with advertising partners for cross-context behavioral advertising. You can opt out at any time by sending a request to info@creagents.com, or using a Global Privacy Control signal in your browser.

We may share Personal Data with:

  • Our Affiliates: We may share Account Information with any corporate affiliates for purposes described in this Policy including payment processing, customer support, and IT services.
  • Trusted Partners and Service Providers: We use vendors for hosting, marketing, data processing, and support functions. They may only use Personal Data to perform agreed tasks and are prohibited from using it for other purposes.
  • Linked Third-Party Applications: If you connect your CRE Agents account with a third-party service, those providers may receive information about you.
  • Business Reorganization: In case of a sale, merger, or similar event, your Personal Data may be disclosed and transferred to a successor entity.
  • Professional Advisors, Regulators, and Authorities: Where necessary to comply with law, protect rights, or address fraud or security issues.

5. Cookies and Similar Technologies

  • Enable essential Site and Free Trial functions;
  • Remember your settings;
  • Measure Site performance and optimize content; and
  • Serve targeted advertisements on other sites.

You can control cookies through your browser settings. Disabling cookies may impair certain features.

6. Security

CRE Agents employs technical and organizational measures designed to safeguard Personal Data, including:

  • Encryption in transit and at rest;
  • Role-based, least-privilege access controls;
  • Isolated production environments for each Client instance of the Services (as specified in the TSA); and
  • Regular security audits and penetration testing.

No method of transmission or storage is completely secure. We therefore cannot guarantee absolute security.

7. Data Retention

We retain Personal Data for as long as necessary to fulfill the purposes outlined in this Policy, including:

  • The duration of any Free Trial;
  • Periods required under the TSA, applicable law, or industry regulations; and
  • Applicable limitation periods for potential legal claims.

When Personal Data is no longer needed, we will delete or de-identify it. If immediate deletion is not possible, we will isolate and protect it until deletion becomes feasible.

8. Your Privacy Rights

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

  • Request access to the Personal Data we hold about you;
  • Correct inaccurate or incomplete Personal Data;
  • Delete or erase your Personal Data;
  • Restrict or object to certain processing;
  • Receive a portable copy of your Personal Data;
  • Opt out of marketing e-mail; and
  • Withdraw consent where processing is based on consent.

To exercise a right, e-mail info@creagents.com. We may verify your identity or direct you to your organization’s administrator.

9. Children

The Site, Free Trials, and Services are intended for use by individuals 18 years of age or older. We do not knowingly collect Personal Data from minors. If you believe a minor has provided Personal Data to us, please contact us and we will delete it.

10. Updates to This Policy

We may revise this Privacy Policy from time to time to reflect legal, technical, or business changes. We will post the updated Policy and revise the “Last Updated” date. If changes are material, we will provide additional notice through the Site or by e-mail.

11. Contact Us

CRE Agents, Inc.
3015 Grand Ave, Suite 116
Coconut Grove, FL 33133
E-mail: info@creagents.com

12. Relationship to Other Agreements

  • Technology & Services Agreement (TSA): Governs our handling of Customer Data within the Services.
  • Website Terms of Service (TOS): Governs your use of the Site and any Free Trial.

If any conflict exists among these documents, the following hierarchy applies: (1) TSA, (2) TOS, (3) this Privacy Policy.