Privacy Policy

This Privacy Policy applies to information processed through MyClosingDashboard.com and services operated through the My Closing Dashboard platform.

It applies to website visitors, prospective customers, preboarding participants, account holders, client users, transaction coordinators, authorized team members, and other persons who interact with the platform.

Separate businesses or service providers, including providers of live transaction coordination services, may maintain their own privacy practices.

The information we collect depends on how you interact with MyClosingDashboard.com.

A. Contact and Inquiry Information

When you submit a contact, interest, preboarding, demonstration, early-access, or similar request, we may collect information such as:

• name;
• email address;
• telephone number;
• company or organization;
• anticipated or monthly transaction volume;
• services or products in which you are interested;
• messages, questions, or other information you choose to provide; and
• the date, time, and source of your submission.

B. Account and User Information

When an account is created or access is provided, we may process information such as name, email address, account identifier, company or organization, role, transaction assignments, permissions, account status, authentication and security information, and user preferences.

C. Transaction Information

Authorized users may enter, upload, receive, or maintain information relating to real estate transactions.

This may include property information; transaction addresses; transaction type and status; contract and closing dates; deadlines; buyer, seller, agent, lender, title, escrow, attorney, vendor, and other transaction-participant information; transaction notes and communications; workflow and task activity; title and escrow information; transaction documents; acquisition and disposition contracts; addenda and closing documents; transaction fees and operational information; and other information necessary to coordinate, manage, analyze, or support a transaction.

When users submit support requests, questions, operational messages, or other communications, we may collect the identity of the person making the request, subject matter, message content, related transaction or file, responses, timestamps, and information necessary to investigate or resolve the request.

Communications with My Closing Dashboard may be retained as part of customer service, security, operational, or transaction records.

When you use MyClosingDashboard.com, certain technical information may be collected automatically by the platform or its service providers.

Depending on the technology used, this may include IP address, browser and device information, operating system, authentication or session information, timestamps, request and error information, security logs, pages or functionality accessed, and technical information necessary to operate, secure, troubleshoot, and maintain the platform.

My Closing Dashboard may also use browser storage, cookies, or similar technologies for essential platform functionality and user preferences.

MyClosingDashboard.com may use cookies, local browser storage, and similar technologies to provide essential functionality.

Current uses may include remembering interface preferences, maintaining application state, supporting authenticated sessions, and improving usability. For example, the platform may remember dashboard-display preferences or whether certain interface elements are expanded or collapsed.

MyClosingDashboard.com does not currently use these technologies for third-party behavioral advertising.

If materially different analytics, advertising, or tracking technologies are introduced, this Privacy Policy may be updated and additional consent mechanisms may be implemented where required.

We may use information collected through MyClosingDashboard.com to:

• provide and operate the platform;
• establish and manage accounts;
• authenticate users;
• enforce user roles and permissions;
• organize and manage transactions;
• provide transaction dashboards and portals;
• process workflows, deadlines, tasks, documents, and transaction information;
• provide Computational Transaction Coordination functionality;
• generate operational statuses, exceptions, priorities, and other computational outputs;
• respond to inquiries and support requests;
• provide preboarding, demonstrations, or early access;
• communicate about accounts, transactions, platform functionality, security, or services;
• maintain and improve platform performance;
• detect and prevent fraud, abuse, unauthorized access, or security threats;
• troubleshoot errors;
• comply with legal obligations;
• enforce agreements and policies; and
• develop and improve My Closing Dashboard and its related technologies.

Computational Transaction Coordination may process transaction information to produce derived operational information.

Depending on available functionality, derived information may include transaction state, transaction phase, workflow progress, deadline pressure, operational health, missing information, exceptions, next operational priorities, confidence or completeness indicators, and other computational transaction outputs.

These outputs may be created through rules, calculations, automated processing, artificial intelligence, or other computational methods as the platform evolves.

Certain current or future features may use artificial intelligence, automated processing, or third-party technology providers.

When such functionality is used, information necessary to perform the requested function may be processed by the applicable technology provider subject to contractual, technical, security, and privacy controls.

My Closing Dashboard will seek to limit information provided to external systems to information reasonably necessary for the applicable function.

Material changes in the use of artificial intelligence or external automated processing may result in updates to this Privacy Policy.

Customers and authorized users are responsible for ensuring that they have the lawful authority to enter, upload, disclose, or otherwise provide transaction information to MyClosingDashboard.com.

Where My Closing Dashboard processes transaction information on behalf of a customer or organization, that customer may determine which information is entered into the platform and which persons are authorized to access it.

Individuals with questions concerning transaction information originally provided by a particular business may be directed to that business when appropriate.

Real estate transaction documents may contain sensitive or confidential information.

Users should provide only information reasonably necessary for legitimate transaction or platform purposes.

Users should avoid submitting highly sensitive personal information that is unnecessary for the requested function, including passwords, authentication credentials, full Social Security numbers, banking credentials, or other highly sensitive identifiers, unless the platform expressly requests the information and the user is authorized to provide it.

We may disclose information only as reasonably necessary for legitimate business, operational, security, legal, or service purposes.

Service Providers

Companies that help operate MyClosingDashboard.com, such as hosting, application infrastructure, authentication, file storage, email, communications, security, payment, artificial intelligence, or other technology providers.

Authorized Users and Organizations

Information may be made available to users who are authorized to access a particular organization, account, transaction, or file.

Transaction and Service Participants

Where appropriate and authorized, information may be used or disclosed in connection with legitimate transaction coordination or operational activities.

Legal and Security Purposes

Information may be disclosed when reasonably necessary to comply with law, court orders, legal process, regulatory requirements, investigate fraud or abuse, protect rights or safety, or defend legal claims.

Business Transactions

Information may be transferred in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, subject to applicable legal requirements.

At Your Direction

Information may be disclosed when an authorized user instructs or consents to the disclosure.

MyClosingDashboard.com does not currently sell personal information for monetary consideration.

We also do not currently use personal information collected through MyClosingDashboard.com for third-party targeted behavioral advertising.

If these practices materially change, we will update this Privacy Policy and provide any notices, choices, or opt-out mechanisms required by applicable law.

My Closing Dashboard may create aggregated, statistical, or de-identified information that does not reasonably identify a particular individual.

Such information may be used for legitimate purposes including platform analytics, product improvement, security, operational research, benchmarking, development of transaction methodologies, improvement of Computational Transaction Coordination, and development of future products and functionality.

Where information is maintained in de-identified form, My Closing Dashboard will not intentionally attempt to re-identify it except where permitted or required by law.

My Closing Dashboard retains information for as long as reasonably necessary to provide the platform and services, maintain customer and transaction records, support authorized users, satisfy contractual obligations, maintain security and audit records, resolve disputes, enforce agreements, comply with legal or regulatory obligations, and protect legitimate business interests.

Retention periods may vary depending on the type of information, the nature of the customer relationship, transaction status, legal requirements, and operational needs.

Information stored in backups or archival systems may remain for a limited period after active deletion.

My Closing Dashboard uses reasonable administrative, technical, and organizational measures intended to protect information against unauthorized access, use, alteration, disclosure, or destruction.

These measures may include authentication, access controls, user permissions, security monitoring, platform safeguards, and other controls appropriate to the nature of the information processed.

Users are responsible for protecting their account credentials and promptly reporting suspected unauthorized access.

No internet-based service, software system, transmission method, or storage system can be guaranteed to be completely secure.

MyClosingDashboard.com relies on third-party providers to operate portions of the platform.

These providers may process information on our behalf in connection with hosting, application infrastructure, authentication, storage, communications, security, integrations, payments, artificial intelligence, or other functionality.

Third-party websites or services accessed independently by users may be governed by their own privacy policies.

My Closing Dashboard is not responsible for the privacy practices of independent websites or services that are not operated on our behalf.

Depending on applicable law and the nature of the relationship, individuals may have rights concerning their personal information.

These may include rights to request access to personal information, correction of inaccurate information, deletion of certain information, information about how personal information is processed or disclosed, or other rights provided by applicable privacy law.

Requests may be subject to identity verification and legal exceptions.

Certain information may need to be retained for legal, contractual, security, transaction, fraud-prevention, or recordkeeping purposes.

Where information is controlled by a customer organization rather than directly by My Closing Dashboard, we may direct the individual to the appropriate customer.

Users may receive operational communications relating to accounts, security, transactions, support requests, platform functionality, or services.

Certain operational or security communications may be necessary to provide the service and may not be optional while an account remains active.

If My Closing Dashboard sends promotional or marketing communications, recipients may use any unsubscribe method provided in those communications where required.

MyClosingDashboard.com is a business and real estate transaction platform and is not directed to children.

We do not knowingly solicit account registrations or marketing information from children under the age required by applicable law.

Users should not submit personal information concerning children unless it is legitimately necessary for an authorized transaction or legal purpose and the user has the authority to provide it.

If we learn that information has been improperly submitted concerning a child, we may take appropriate steps to restrict or delete it.

MyClosingDashboard.com is operated primarily for business activities in the United States.

Information may be stored or processed in the United States or other locations where our service providers operate.

Users accessing the platform from outside the United States acknowledge that information may be transferred to jurisdictions with privacy laws different from those of their location, subject to applicable legal requirements.

If My Closing Dashboard or substantially all or part of its business or technology is involved in a merger, acquisition, financing, restructuring, sale, transfer, or similar transaction, information may be transferred as part of that transaction where permitted by law.

Any successor may assume the rights and obligations relating to information described in this Privacy Policy.

We may update this Privacy Policy as MyClosingDashboard.com, Computational Transaction Coordination, technology providers, privacy laws, security practices, or business operations evolve.

The current version will be posted through MyClosingDashboard.com.

Material changes may also be communicated through the platform, account notifications, email, or other reasonable methods when appropriate or legally required.

Users may be asked to acknowledge materially revised privacy practices where required.

Questions, concerns, or privacy requests regarding this Privacy Policy may be submitted through the contact methods provided at MyClosingDashboard.com.

A dedicated privacy or support email address may be added as My Closing Dashboard's customer operations expand.