How CloseTraq Protects Your Data

Effective Date: October 26, 2026

At CloseTraq, protecting your information is a core part of how we operate. This page explains in plain language what data we collect, how it is stored, who can see it, and what your rights are, whether you are a real estate agent using the platform or a client who has been invited to view a transaction.

For Agents

What We Collect

When you create an account and use CloseTraq, we collect your name, email address, and phone number. When you upload a contract or addendum, we send that document to an AI model to extract key dates and transaction details. Your documents are stored in private, access-controlled cloud storage and are never made publicly available.

How Your Data Is Used

Your transactions, documents, and clients are used only to power the features you use: building your transaction timeline, tracking deadlines, storing documents, and sending notifications. We do not sell your data for money, and we never use your transactions or your clients for advertising. We share your data only with the service providers that help us operate the platform (Supabase, Vercel, OpenAI, Anthropic, Stripe, SendGrid, and Twilio). If you came to CloseTraq from a Meta or Google ad, we also tell that platform when you create an account, and Meta when you first pay, as section 9 of the Privacy Policy describes.

Who Can See Your Transactions

Only you and the clients you invite can see a transaction. No other agent can. Clients have read-only access and can only see the transaction they were invited to. Authorized CloseTraq staff can access data to provide support and to review AI assistant conversations, as the Privacy Policy describes.

Payment Information

We never store your credit card number. All payment processing is handled by Stripe, a PCI-compliant payment processor, and CloseTraq only receives confirmation of payment status.

Your Controls

• Update your account information at any time from your account settings
• Cancel a Pro subscription at any time. Your transactions stay accessible, and your account returns to Pay As You Go at the end of the billing period
• Request deletion of your account by contacting us at support@closetraq.com. We delete or anonymize your data within 90 days, except where the law requires us to keep it.

For Clients

Why You Received an Invitation

Your real estate agent uses CloseTraq to manage your transaction. They invited you to view your transaction details through a secure, read-only portal. You create an account with your own password when you accept the invitation, so that only you can open your transaction.

What Information We Have About You

We have your email address, the account you create, and the transaction your agent shared with you. That transaction comes from your contract, so it includes names, the property, the price and financing terms, and the documents your agent shares. We do not ask you for payment or identification details.

What You Can See

As a client, you have read-only access to the transaction your agent invited you to. You can view the dates, deadlines, terms and documents your agent shared. You cannot make changes to any transaction data.

How Your Information Is Protected

Your email address is used only to send your invitation and notifications about your transaction. We do not share your information with third parties beyond the service providers necessary to deliver the Service, and we do not use your information for marketing.

Your Rights

You have the right to request access to the information we hold about you, and to request that it be deleted. To make a request, contact us at support@closetraq.com and we will respond within 10 business days.

General Security Practices

• All data is transmitted over encrypted HTTPS connections
• Documents are stored in private, access-controlled cloud storage
• Passwords are hashed and never stored in plain text
• Every record carries database-level access rules, so one agent's data cannot be read by another
• Access to production data is restricted to authorized personnel only
• We regularly review and update our security practices

Questions

If you have any questions about how your data is handled, please contact us at support@closetraq.com. We are committed to being transparent and responsive.