Privacy Policy

Agent Buddi LLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information.

Who This Policy Covers

This Privacy Policy covers the Agent Buddi website (www.agentbuddi.com), the Agent Buddi web app (app.agentbuddi.com), the Agent Buddi dashboard, and the Agent Buddi mobile app for Android and iPhone. We call these together the “Agent Buddi platform”.

It covers two groups of people:

Agents: the real estate professionals, and their team members, who have an Agent Buddi account.

Clients and leads: the people agents work with, such as buyers, sellers and people who call, text or email an agent through Agent Buddi.

When an agent adds information about their clients to Agent Buddi, the agent decides what to add. We handle that information on the agent’s behalf, to provide the service described here.

Information We Collect

We may collect personal information including your name, phone number, email address, property preferences, appointment details, and communication history when you interact with our platform, submit information through forms, request information about real estate services, schedule property viewings, or communicate with real estate professionals using the Agent Buddi platform.

In more detail, the Agent Buddi platform collects the following. Some of it is collected only if you use the feature it belongs to.

Account information. Your name, email address, phone number, business address, and a user ID we create for your account. You create an account with an email address and password.

Client and lead information. The names, phone numbers, email addresses and addresses of your clients and leads, and other details you or they give us, such as budget, property preferences, notes and appointment details.

Messages. Text messages (SMS and MMS) sent and received through your Agent Buddi number, emails once you connect Gmail or Outlook, and messages you exchange inside the app, including your chats with Buddi, our AI assistant.

Photos. Photos you choose to attach to a text message (the app uses your phone’s photo picker and does not access the rest of your photo library), photos your clients send you by text, and a profile photo or logo if you add one.

Voice and recordings. See “Microphone, Voice and Recordings” and “Phone Calls” below.

Location. See “Location” below.

Calendar. If you connect a calendar, we read your calendar events to show your schedule and plan showings.

Contacts. Only the emergency contact you pick or type in for Safety Mode. The app does not read the rest of your phone’s contact list.

Other content you create. Notes, tasks, showing notes and similar content you add in the app.

How the app is used. If you choose to send us an issue report from the app, it includes the last few screens you visited, so we can find the problem.

Crash reports and diagnostics. When the app crashes or hits an error, we receive a crash report with the app version, your device model and your user ID. We remove email addresses, phone numbers and IP addresses from these reports.

Device identifiers. An install ID for your device so that we can send you notifications.

We do not collect payment card details in the mobile app, health information, your browsing history or the files on your phone.

How We Use Information

Information collected may be used to:

• Respond to property inquiries
• Schedule and confirm property showings
• Send appointment reminders and follow-up communication
• Facilitate communication between real estate professionals and clients
• Provide updates related to property searches and real estate services
• Improve platform functionality, service quality, and user experience
• Maintain platform security and prevent misuse of services
• Create and manage your account
• Provide AI features, such as Buddi’s answers, briefings, message drafts, showing summaries and lead notes
• Record and transcribe showings and calls, and summarize them, when you use those features
• Send Safety alerts to the emergency service and your emergency contacts if you ask for help during a showing
• Understand and fix crashes and errors (analytics)

We do not use your information for advertising, and there are no ads in the Agent Buddi app.

We may also use conversation content to improve our own AI model, which runs on computing capacity we control and is not shared with other companies. Names and lead identifiers are removed before any content is used to train the model.

Microphone, Voice and Recordings

The app uses your microphone only when you use a feature that needs it. A showing recording or a call you start keeps using the microphone until you end it, even if the screen locks:

Buddi voice assistant. When you talk to Buddi, your voice is sent to our speech and AI providers so Buddi can understand you and reply.

“Hey Buddi”. If you turn on the wake word, your phone’s built-in speech recognition (from Apple or Google) listens for “Hey Buddi” while the app is open. You can turn it off in Settings.

Showing recordings. When you start a showing, the app plays a recording notice and records only after it is confirmed. We turn the recording into a transcript, a summary and notes about what your client liked. A live transcript may be shown during the showing.

Voicemail greeting. If you record a greeting, we store it and play it to callers.

Phone Calls

Calls made and received through your Agent Buddi number are carried by our calling provider. Calls through the Buddi number may be recorded. We may create a transcript and a summary of the call, and add call notes to the lead. Recordings are stored by our calling provider, and we keep a link to them.

Location

The app asks for your location when you start a showing. It takes one reading at that moment. It uses it to tag the property for the showing and, if you use Safety Mode, to include in a Safety alert. The app does not track your location continuously or in the background. You can refuse location permission; showings still work, but Safety alerts will not include your location.

Safety Mode and Emergency Contacts

Safety Mode is an optional feature that helps protect agents during showings. When you set it up, you choose an emergency contact, either from your phone’s contact picker or by typing their name and number.

If you trigger a Safety alert, or the app detects that you may be in danger, we send:

To your emergency contacts: your name, your phone number, the showing address, a map pin of your location at the start of the showing, your client’s name, and a link to a short audio clip (about 90 seconds) recorded by the app around the time of the alert.

To the emergency monitoring and dispatch service: your name, your phone number, your location and the showing address, and, depending on the service, your client’s name and phone number, your emergency contacts’ details, the MLS number of the property and the audio clip link. They may contact emergency services (such as 911) for you.

If you use “Swipe to 911”, the app places a call to 911 from your phone.

This is the only time the Agent Buddi app shares your personal information with other parties in the sense used by Google Play: to get you help.

Background Screening of Leads

If your plan includes it, Safety Mode lets you run a background screening on a lead before you meet them. It runs only when you start it. To run it, we send the lead’s name, date of birth, phone number and address to our screening provider. We never send their email address or Social Security number.

We store a simple result (green, amber or red) with the reasons, and a short summary of any matching records. The full response from the screening provider is kept for no more than 90 days, with Social Security numbers removed, and then deleted. Screening results are deleted when the lead is deleted.

Screening is for your personal safety only. It must not be used to decide whether to rent to, sell to, lend to or employ anyone.

Artificial Intelligence and Service Providers

Some companies do work for us so we can run the Agent Buddi platform. They receive only the information they need for that work, and they may use it only to provide their service to us. Under Google Play’s rules this is not “sharing”.

AI: Anthropic (Claude) for Buddi’s answers, briefings, drafts, summaries and notes; ElevenLabs for Buddi’s voice and for showing transcripts (ElevenLabs may use a Google Gemini model to run the spoken recording notice); Deepgram for speech and voicemail transcripts (Deepgram’s voice agent uses an Anthropic model today and can use an OpenAI model); AssemblyAI for live transcripts, when that feature is on; and our own AI model, which runs on computing capacity we control, for lead memory and lead scoring.

Calls and text messages: Telnyx and Twilio.

Payments: Stripe, for subscriptions bought on our website. The mobile app does not take payments.

Crash reports: Sentry.

Notifications: Google (Firebase Cloud Messaging), Apple (Push Notification service) and Expo.

Email delivery: Resend.

Maps and places: Google (Google Maps and Places).

Do Not Call checks: DNCScrub, which checks leads’ phone numbers against Do Not Call lists.

Background screening: Tauxbe (see above).

Safety monitoring: our emergency monitoring and dispatch provider (see Safety Mode above).

Property listings: our MLS data provider, for listing lookups.

Connected Accounts (Google, Microsoft and CRMs)

You can connect other accounts to Agent Buddi. We only connect them when you ask us to, and you can disconnect them at any time.

Gmail and Outlook: we store the emails we sync (subject, sender, recipients and text) so you can see them with the right lead. We store attachment names, not the attachments. If you disconnect, we delete the emails we synced from that account.

Google and Outlook calendars: we read your events to show your schedule. We do not keep a copy of your calendar.

Follow Up Boss and Lofty: if you connect your CRM, we sync your contacts both ways, and we send notes, call notes and summaries, text messages, stages, tasks and showing notes to your CRM. Once in your CRM, that information is handled under your CRM provider’s own privacy policy.

SMS Communications

By providing your phone number and opting in through our forms or communication workflows, you consent to receive SMS communications from Agent Buddi LLC and the real estate professional or brokerage you are working with, related to property inquiries, appointment scheduling, showing confirmations, reminders, customer care, and follow-up communication.

Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP to any message or request assistance by replying HELP.

SMS consent is not shared with third parties or affiliates for marketing purposes.

Google User Data & Google Workspace Integration

Agent Buddi allows users to connect their Google Workspace or Gmail account to provide email functionality within the Agent Buddi platform.

When a user chooses to connect their Google account, Agent Buddi may request permission to access Gmail data necessary to provide the email features selected by the user. This may include permission to read, compose, modify and send email on the user’s behalf.

Agent Buddi uses this access solely to provide user-facing functionality within the Agent Buddi service, including displaying relevant email communications, associating communications with the appropriate real estate leads or contacts, allowing users to compose and send emails from Agent Buddi, and supporting AI-assisted productivity features initiated or enabled by the user.

Agent Buddi does not sell Google user data. Google user data is not used for advertising purposes and is not transferred to third parties except where necessary to provide or secure the functionality requested by the user, or where required by law.

Access to Google user data is limited to the permissions necessary to provide the relevant Agent Buddi features. Users may disconnect their Google account and revoke Agent Buddi’s access through their Google Account permissions.

Agent Buddi stores and processes Google user data only where necessary to provide the service, maintain integrations and associated communications, and operate features requested by the user. Appropriate technical and organizational safeguards are used to protect this information.

Agent Buddi’s use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

Data Protection

We do not sell, rent, or share your personal information with third parties for marketing or advertising purposes.

Information collected through the Agent Buddi platform is used solely to support communication, scheduling, customer care, and real estate-related services between real estate professionals and their clients.

We implement reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, disclosure, misuse, or alteration.

All information sent between the Agent Buddi app and our servers is encrypted in transit.

We may also disclose information where required by law, or to protect the safety of any person.

How Long We Keep Information

We keep your information for as long as your account is open, unless you delete it sooner or a shorter period is listed here:

Chats with Buddi: after 90 days, we keep only a summary of the conversation.

Full background screening responses: deleted after 90 days (the simple result stays with the lead).

Emails synced from Gmail or Outlook: deleted when you disconnect that account.

Everything else linked to your account: deleted when you delete your account (see below).

Backups: deleted data may remain in our backups for a limited period until the backups are replaced.

Deleting Your Account

You can delete your account at any time:

In the app: Settings > Delete account.

On the web: sign in at https://app.agentbuddi.com/settings and choose Delete account.

Deletion happens right away and cannot be undone. It deletes your account and the information linked to it: your leads (unless they belong to a team that continues without you), messages, calls and call notes, showings, text messages, synced emails, chats with Buddi, Safety Mode data, connected accounts, and the stored files that go with them, including photos received by text, photos you sent by text, your voicemail greeting, Safety audio clips and showing recordings. If you were the only member of your team, the team is deleted too, its subscription is canceled and its phone numbers are released.

Some information is not deleted:

Kept on purpose: your Stripe customer record and paid invoices (financial records we must keep), security and error logs, and the record of which Terms and Privacy Policy you accepted. We remove your user ID from the logs and screening records we keep.

Not yet reached by account deletion: photos you sent by text before 28 September 2026, profile photos and logos, documents for moving a phone number to us, copies held by our providers (for example call recordings and message photos held by our calling provider, and voice conversations held by ElevenLabs), and our backups. If you want these deleted, email support@agentbuddi.com and we will delete them for you.

Clients and leads who want their information deleted can ask the agent they worked with, or email us.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us using the details below.

Children

The Agent Buddi platform is for real estate professionals aged 18 and over. It is not meant for children, and we do not knowingly collect information from anyone under 18.

Changes to This Policy

If we change this policy, we will update the date at the top of this page. If the change is important, we will also tell you in the app or by email.

Contact

If you have any questions regarding this Privacy Policy or our data practices, please contact:

Agent Buddi LLC

support@agentbuddi.com