Privacy Policy

This Privacy Policy explains how PriorClose (“PriorClose”, “we”) collects, uses, and protects your information when you use our website and services.

Information we collect

• Account information you provide (such as your name, email, and login credentials).
• Your mobile phone number and messaging preferences, if you choose to receive texts.
• Read-only brokerage holdings data you connect, used to generate your reports and briefings.
• Usage and device information collected automatically to operate and secure the service.

How we use your information

• To provide the service — reports, briefings, alerts, and features you enable.
• To send messages you have opted into, and to verify your identity.
• To secure, maintain, and improve the service.

Mobile information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties. We use your mobile number only to deliver the messages described in our Messaging Terms and to operate the service. Service providers (such as our messaging provider) process this data only to help us deliver the messages you requested.

Your choices

You can opt out of texts at any time by replying STOP, or by turning messaging off in your settings. You may request access to or deletion of your information by contacting us.

Contact

Questions about this policy? Email support@priorclose.com.

This document is a template provided for transparency and is not legal advice.