Privacy Policy

Broadwell Management LLC ("Broadwell", "we") provides back-office and virtual-assistant services to real estate agents through the Broadwell portal at app.broadwellmanagement.com. This policy explains what we collect, why, and how you control it.

What we collect

• Account details — name, email, phone, brokerage, license number and MLS agent ID.
• Work records — tasks, leads, listing details, transaction documents you or your team upload, time logs and notes about work performed.
• Connected accounts — if you connect Google (Gmail, Calendar) or Microsoft (Outlook), we store encrypted access tokens and the email address of the connected account.
• Mailbox and calendar data — to send email you or your team approve, and to read and create calendar events. If you also turn on inbox triage, message headers, snippets and labels needed to organize your inbox and capture leads.
• Usage and security logs — sign-ins, actions taken inside your workspace and who took them.
• Basic site analytics — cookieless page-view counts and page-speed measurements (Vercel), and error reports with personal details removed (Sentry). These never include your mailbox or document contents.

How we use it

• To perform the services you hired us for: organizing your inbox, logging leads, drafting and sending replies you or your team approve, managing your calendar, tracking listings and transactions.
• To bill accurately for hours used and to show you exactly what was done.
• To keep accounts secure and investigate misuse.

We do not sell your data, use it for advertising, or use it to train AI models.

Google user data

Broadwell's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. Specifically:

• We only use Gmail and Calendar data to provide the inbox, lead-capture, reply and scheduling features you can see in the portal.
• We do not transfer this data to others except as needed to provide those features, to comply with law, or as part of a merger with notice to you.
• We do not use it for advertising, and humans read it only with your permission (your assigned Broadwell team members working on your account), for security purposes, or to comply with law.

Who can see your data

Only you, the owner of Broadwell, and the Broadwell team members assigned to your account, limited to the areas they are permitted to use. Every action they take in your workspace is logged and visible in your portal.

Service providers

We use Supabase (database and authentication), Vercel (hosting, cookieless analytics) and Sentry (error reports, with cookies, form contents and query strings stripped). Data is encrypted in transit; account passwords and connected-account tokens are encrypted at rest.

Retention and deletion

You can disconnect Google or Microsoft at any time from Connections; we delete the stored tokens immediately. Transaction documents are kept for five years where Florida law requires it. When you close your account we delete or anonymize the rest within 30 days unless the law requires us to keep it.

Contact

Questions or requests: jack@broadwellmanagement.com · Broadwell Management LLC, Tampa, Florida.