Privacy Policy

Updated: February 15, 2024

InsideRE, LLC (“we”, “us”, or ““our””) respects your privacy and is committed to protecting it by complying with this privacy policy (“Privacy Policy”). This Privacy Policy describes the type of data we may collect; who we may collect it from; and our practices for collecting, using, maintaining, protecting, and disclosing that data when you visit this website (“Site”) or in connection with the Folio products and services available on this Site (the Site, together with the Folio products and services collectively, the “Offerings”).

Please read this Privacy Policy carefully to understand our policies and practices regarding your data and how we will treat it. If you do not agree with our policies and practices, you have the choice not to use any of our Offerings. By accessing or using our Offerings, you agree to this Privacy Policy and consent to the collection and processing of your data as described in this Privacy Policy. In our sole discretion, we may revise this Privacy Policy from time-to-time. The Updated date is set forth at the top of this page. Your continued use of the Offerings following the posting of this Privacy Policy means you accept and agree to the Privacy Policy. We encourage you to review this Privacy Policy regularly to stay informed about our information practices and the choices available to you. Beyond this Privacy Policy, your use of our Offerings is also subject to our Terms of Use and any ancillary agreements you may have with Us.

In certain jurisdictions, we are required by applicable data protection laws to provide alternate or additional disclosures relating to the processing of personal data. To find our jurisdiction-specific disclosures that may apply to you, see “Jurisdictional-Specific Disclosures.”

Use the links below to toggle to each section.

Contents

When this Privacy Policy Applies

This Privacy Policy applies to the data we collect:

This Privacy Policy does not apply to data collected by:

This Privacy Policy does not apply to personal data that has been aggregated, anonymized, or de-identified where such data is no longer capable of identifying a specific individual. This Privacy Policy does not apply to employees or job applicants.

Type of Data Collected; Source of Data

The types of data we collect about you depend on your interactions with us and our Offerings. In this section, we describe the categories of data we collect, organized by the sources of this data. By interacting with the Site or using the Offerings, you grant us the rights to use your data to enable us to provide the Offerings to you, to improve the Offerings, and other uses as stated in this Privacy Policy, in our Terms of Use, and in any ancillary agreements you may have with us related to our Offerings. If you do not provide your data when requested, you may not be able to use our Offerings if that data is necessary to provide you with our Offerings or if we are legally required to collect it.

Data You Directly Provide to Us

We may collect the following types of data that you provide directly to us, by accessing or using the Offerings, or by communicating with us by email or other means:

Personal Data. Data by which you may be personally identified such as name, email, phone number, physical address, profile photo, or any other data that could be associated with or used to identify you (“personal data”);

Demographic Data. Data that is about you but individually does not specifically identify you;

Communications Data. Data contained in your communications with us through our Offerings, such as when you request additional information about products or services, provide us feedback, fill in forms on the Site, or interact with our customer service team, including your contact data, the date and time of your communications, and the content of your communications;

Login Information. Data related to your account such as username, password, and security questions;

Sensory Data. Data you upload to our Services such as photos or videos associated with your real estate transaction; or

Transaction Data. Data related to Folio products and services, such as the type of products or services requested or provided, order details, delivery information, or the amount charged. To complete a transaction, you may be required to provide payment and financial data such as the type of card, card number, expiration date, security code, and billing address. When you provide such data, it is processed directly by a third-party payment processor. We do not have direct access to, process, transmit, handle, or store any of your credit or debit card details.

Data We Automatically Collect About You

As you navigate through and interact with our Site, we may use automatic data collection technologies, or other innovative technologies as they come out, to collect certain data about your equipment, browsing actions, and patterns, including the following types of data:

Device and Network Data. We may collect certain data when you interact with the Offerings such as technical data about your internet connection, and the equipment you use to access our Offerings, including unique device identifiers, advertising identifiers, serial numbers, and IP addresses.

Usage Data. We may collect data about details of your visits to and usage of our Offerings including, usage details, traffic data, logs, general location based on your IP address, and other communication data and the resources that you access and use on the Offerings, or information about your online activities over time and across third-party websites or other online services (behavioral tracking). We also collect information about the actions you take in your account (like sharing, editing, and viewing).

The data we automatically collect via client-side or server-side tracking is statistical data and may include personal data. We may maintain it or associate it with data we collect in other ways or receive from third parties. It helps us to improve our Offerings and to deliver better and more personalized service, including by enabling us to:

The technologies we use for this automated data collection may include:

Cookies (or browser cookies). A cookie is a small file placed on the hard drive of your computer. You may refuse to accept browser cookies by activating the appropriate settings on your browser. However, if you select this setting, you may be unable to access certain parts of our Site. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to our Site.

Flash Cookies. Certain features of our Site may use locally stored objects (or Flash cookies) to collect and store data about your preferences and navigation to, from, and on our Site. Flash cookies are not managed by the same browser settings as are used for browser cookies.

Web Beacons. Pages of our Site may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit us, for example, to count users who have visited those pages or for other related website statistics (for example, recording the popularity of certain website content and verifying system and server integrity).

The Site also uses Google Analytics, which uses cookies or other tracking technologies to help us analyze how users interact with and use the Offerings, compile reports on activity, and provide other services related to activity and usage. Google Analytics may collect information such as your IP address, time of visit, whether you are a return visitor, and referring website. To learn more about how Google Analytics collects and processes data you may visit http://www.google.com/policies/privacy/partners.

Data We Collect From Other Sources

We work with third parties and other sources, including, but not limited to, service providers, contractors, and vendors in technical, payment and delivery services, advertising networks, analytics providers, search information providers, credit reference agencies, and may receive data about you from them. The other sources we may receive data from include:

Publicly available sources, such as data available in the public domain;

Third-party platforms, such as Google and Microsoft, that you use to interact with our Offerings (e.g., to create an account) or that allow you to provide data to us (e.g., via plugins, widgets or other tools); and

Unaffiliated parties, such as our service providers, contractors, subcontractors, vendors, analytics companies, marketing or advertising service providers, fraud prevention service providers, consumer data resellers, and other third parties that provide us with data so we can better understand you and provide you with data and offers that may be of interest to you.

We may also draw inferences or derive data about you based on other types of personal data we collect about you. For example, we may infer your general location based on your IP address.

How We Use Your Data

We may link or combine the data we collect and/or receive about you and data we collect automatically from you to provide and improve the Offerings and provide you with a personalized experience. We use data that we collect about you or that you provide to us for various purposes, including to:

Provide our Offerings to you. Our Offerings are designed to help professionals better organize and manage their email and collaborate with others. When you use our Offerings, you provide us with access to information like your email account, emails, photos, videos, files, content, messages, contacts, detailed information about your projects, and so on. When you authenticate your Google or Microsoft account, you permit us to access your account according to the terms and restrictions specified by your account provider. For example, we may securely access or store your name, your email address, your emails, and your contact list (including any images attached to contacts in the list). We use your data to effectively deliver the organization and workflow features of our platform and to, administer, present, support, maintain, and improve our Offerings, and its contents to you, including creating and maintaining your account with us;

Complete Transactions. Complete the transactions you request, perform our contractual obligations, including processing payments through third-party vendors, and as otherwise anticipated within the context of our ongoing business relationship;

Communicate with You. Communicate with you, including when you request additional information from us, or when we contact you about your account such as reminders about your subscription renewal or a material change to our policies that affect you, or in connection with the Offerings you have purchased from us;

Advertising and Marketing. Send advertising or marketing communications about products, or services offered by us and others, and provide news and information that we believe may be of interest to you (for information about managing your marketing preferences, see the “Your Choices About Your Data” section below);

Safety and Security. Detect and protect against malicious, deceptive, or illegal activity, including fraudulent transactions, error, negligence, breach of contract, security incidents, and harm to the rights, property, or safety of us and our users, customers, employees, or others;

Troubleshooting. Debug, identify, and repair errors that impair existing intended functionality of our Offerings;

Corporate Transactions. We may process your data in anticipation of or in connection with corporate acquisitions, mergers, or other corporate transactions;

Your Consent. We may process your data in accordance with your consent when you intentionally direct or instruct us to do so, or any other way we may describe when you provide the data; and

Comply with Legal Obligations. Comply with our legal or regulatory obligations, including our tax obligations and those related to the prevention of fraud and money laundering, and those required for you to benefit from rights recognized by law, or any regulatory requirements or provisions.

Who We Share Your Data With & the Purpose of Disclosure

We may disclose data that we collect from you or that you provide as described in this Privacy Policy to the following categories of third parties and for the purposes set forth below.

Advertising and Analytics. Comply with our legal or regulatory obligations, including our tax obligations and those related to the prevention of fraud and money laundering, and those reqWe engage others to provide analytics services, serve advertisements, and perform related services across the web and in mobile applications.

These entities may use cookies, web beacons, SDKs, device identifiers, and other tracking technologies to collect data about your use of the Services, and other websites and applications, including your IP address and other identifiers, web browser network information, pages viewed, time spent on pages or in apps, links clicked, and conversion data. This data may be used to deliver ads targeted to your interests on other companies’ sites or mobile apps, analyze and track data, determine the popularity of certain content, and better understand your online activity. Our advertising partners then use that unique identifier to show ads that are more relevant to you across the web and in mobile apps.

The activities described above may constitute “targeted advertising,” “sharing,” or “selling” under certain laws. For information on opting out of having your data used for these purposes, please see the “Your Choices About Your Data” section below.

Partners; Service Providers; Vendors; Suppliers; Subcontractors. We disclose data to unaffiliated companies or individuals we hire or work with that perform services on our behalf, including customer support, web hosting, software developers, information technology, payment processing, financing, marketing and database management, direct mail and email distribution, and advertising and analytics services. These service providers and contractors have access to data to perform services for us.

Corporate Transaction. Your data may be disclosed or transferred as part of, or during negotiations of any purchase, sale, lease, merger, amalgamation, or any other type of acquisition, disposal, securitization or financing involving us.

Law Enforcement Authorities and Individuals Involved in Legal Proceedings. We disclose data when we believe doing so is reasonably necessary to comply with applicable law or legal process (including an enforceable request from authorities), to respond to claims (including inquiries by you in connection with your purchases from us), enforce or apply our other policies, or to protect the rights, property, or personal safety of us, our users, employees, or others.

Your Consent or at Your Direction. We disclose data, such as profile data and communications data, to third parties when we have your consent or direction to do so. We may also disclose your data to third parties, such as when you intentionally direct us to do so or when you use our products or services to intentionally interact with third parties. In these cases, we disclose your data to carry out your request.

Aggregated, Anonymized or De-identified Data. We may also disclose aggregated, anonymized, or de-identified data, which cannot reasonably be used to identify you, without restriction. We process, maintain, and use this data only in a de-identified fashion and will not attempt to re-identify such data, except as permitted by law. We may use that aggregated data to enhance and personalize your experience with us, for promotional purposes, testing our IT systems, research, data analysis, improving our Offerings, developing new products and features, and for other purposes described in this Privacy Policy, if we are permitted to do so by your email provider.

How We Protect Your Data

We have implemented measures designed to secure your data from accidental loss and unauthorized access, use, alteration, and disclosure. All data you provide to us is stored on third-party vendor’s secured servers that are behind firewalls. You can find out more about our efforts to keep your data secure here: www.amitree.com/security.

The safety and security of your data also depend on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Offerings, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.

Unfortunately, the transmission of data via the Internet is not completely secure. Although we use reasonable efforts to protect your data, we cannot guarantee the security of your data transmitted to our Offerings. Any transmission of data is at your own risk. We are not responsible for the circumvention of any privacy settings or security measures contained in the Offerings.

Retention of Your Data

We may retain your data for as long as we need it to provide you with the Services. If you delete your account, we’ll also delete this data. There might be some latency in deleting this data from our servers and back-up storage and some information may not be completely removed from our logs and other records. We may retain this data if necessary to comply with our legal obligations, resolve disputes, or enforce our agreements.

When we process personal data, we determine the retention period taking into account various criteria, such as the type of services provided to you, the nature and length of our relationship with you, possible re-enrollment with our Services, the impact on our Services we provide to you if we delete some data from or about you, and mandatory retention periods provided by law and the statute of limitations.

Your Choices About Your Data

We strive to provide you with choices regarding the personal data you provide to us. Below are options for your personal data. In addition, you may have additional options and/or rights concerning your data. Please see the “Jurisdictional-Specific Disclosures.” notice below to learn more.

Tracking Technologies and Targeted Advertising

You can set your browser to refuse all or some browser cookies or to alert you when cookies are being sent. If you disable or refuse cookies, please note that some parts of the Offerings may then be inaccessible or not function properly.

We do not control third parties’ collection or use of your data to serve interest-based advertising. However, these third parties may provide you with ways to choose not to have your data collected or used in this way. You can opt out of receiving targeted ads from members of the Network Advertising Initiative (“NAI”) on the NAI’s website/or other opt-out mechanisms. You can also visit http://www.aboutads.info/choices for more information about interest-based ads and to opt out of having data about your use of the Offerings by companies that participate in the Digital Advertising Alliance.

In addition, your mobile device settings may provide the functionality to limit our, or our partners, ability to engage in ad tracking or targeted advertising using the Google Advertising ID or Apple ID for Advertising associated with your mobile device.

If you choose to opt out of targeted advertisements, you will still see advertisements from us online, but they may not be relevant to you.

Our Email Marketing to You

If you do not wish to receive our marketing emails, you may unsubscribe by following the unsubscribe instructions at the bottom of the email or by contacting us through the contact information in the "How to Contact Us” section at the bottom of this Privacy Policy. You may continue to receive service-related and other non-marketing emails.

Accessing and Correcting Your Data

You can review and change your personal data by logging on to your account and correcting the data.

Do Not Track Signals

Some web browsers (including Safari, Internet Explorer, Firefox, and Chrome) incorporate a “Do Not Track” (“DNT”) or similar feature that signals to websites that a user does not want to have his or her online activity and behavior tracked. If a website that responds to a particular DNT signal receives the DNT signal, the browser can block that website from collecting certain data about the browser’s user. Not all browsers offer a DNT option and many digital service operators do not recognize or respond to DNT signals, including us.

Links to Other Websites

We may provide links to websites that we do not own or operate (“third-party websites”). Those links are provided for your convenience. If you follow the link and visit those third-party websites, they too may collect information about you. We are not responsible for the practices employed by third-party websites, applications, or services linked to or from our Site. We recommend that you review the privacy notices of other third-party websites, applications, and/or services applications before authorizing third-party access to your data.

Children Under the Age of 18

Our Offerings are not directed at or intended for children under 18 years of age. No one under age 18 may provide any data to or on the Site. We do not knowingly collect data from children under 18. If you are under 18, do not use or provide any data on the Site or on or through any of its features/register or in connection with the Offerings. If we learn we have collected or received data from a child under 18 without verification of parental consent, we will delete that data. If you believe we might have any data from or about a child under 18, please contact us through the data at the "How to Contact Us” section at the bottom of this Privacy Policy.

How to Contact Us

To ask questions or comment about this Privacy Policy and our practices in general, contact us at:

Physical Address
434 W Ascension Way
Suite 450,
Murray, Utah 84123, United States

Email
support@amitree.com

Jurisdictional-Specific Disclosures

Updated: February 15, 2024

Some U.S. state privacy laws and Canadian laws require us to inform residents about additional privacy disclosures and rights. This Jurisdictional-Specific Disclosure (“Jurisdictional-Specific Disclosure”) supplements the Privacy Policy and applies solely to individuals who reside in Canada and the States of California, Colorado, Connecticut, Utah, and Virginia (“consumers” or “you”).

“personal data” in this Jurisdictional-Specific Disclosure means the definition it is given under the Colorado Privacy Act (“CPA”), Virginia Consumer Data Protection Act (“VCDPA”); Connecticut Act Concerning Personal Data Privacy and Online Monitoring (“CTDPA”); and Utah Consumer Privacy Act (“UCPA”). “personal data” also means “personal information” as it is defined under the California Consumer Privacy Act (“CCPA”), each as are amended from time to time (collectively, the “Privacy Laws”).

General Overview

This Jurisdictional-Specific Disclosure is designed to provide you with additional information on how we handle your data and inform you of additional rights that you may have.

Data Collection, Purpose, and Source

We recommend you carefully review the Privacy Policy for the types of data we collect and how we use it. In addition, as required under Privacy Laws, we have identified below the categories of personal data we’ve collected, the source, and purpose from the last 12 months and we will continue to collect in the next 12 months.

We may also use or disclose the personal data we collect for one or more of the following purposes—as more fully described in the Privacy Policy:

Data We Do Not Collect

We do not intentionally collect data on persons under the age of 18. We do not intentionally collect sensitive data. We will not collect additional categories of personal data or use the personal data we collected for materially different, unrelated, or incompatible parties without providing you notice. If we become aware of the collection of sensitive data or data on persons under the age of 18, we will delete it.

Data Retention

We may retain your data, including personal data for as long as we need it to provide you with the Services. If you delete your account, we’ll also delete this data. There might be some latency in deleting this data from our servers and back-up storage and some information may not be completely removed from our logs and other records. We may retain this data if necessary to comply with our legal obligations, resolve disputes, or enforce our agreements.

When we process personal data for our own purposes, we determine the retention period taking into account various criteria, such as the type of services provided to you, the nature and length of our relationship with you, possible re-enrollment with our Services, the impact on our Services we provide to you if we delete some data from or about you, and mandatory retention periods provided by law and the statute of limitations.

Disclosure of Data for Business Purposes

We disclose your personal data for a business purpose to the following categories of third parties, as each category is further described in the Privacy Policy:

Disclosure of Data for a Sale or Use of Data for Targeted Advertising

The categories of third parties, as each category is further described in the Privacy Policy, that we share personal data with that may be considered the sale or sharing of personal data for targeted advertising include:

Your Rights and Choices

The Privacy Laws may provide you with specific rights regarding your personal data. This section describes your rights and explains how to exercise those rights. Certain requirements must be met for consumers to exercise their rights, see “Exercising Your Rights” section below for more information on what requirements must be met and how to exercise said rights.

Some of the activities may be considered “sales” or “sharing” of your personal data or “targeted advertising” under applicable laws. Depending on where you reside, you may have the right to opt out of targeted advertising, sharing, and sales of your personal data.

Opt-Out Rights

Sale/Sharing of Your Data
Our use of your personal data may be considered a sale/sharing under some Privacy Laws. If you would like to opt out of the sale/sharing of your personal data you may email us at the email listed in the "How to Contact Us” section below.

Profiling
We do not use your personal data to profile in furtherance of decisions that produce legal or similarly significant effects.

Access Rights

You have the right to request that we disclose certain information to you about our collection and use of your personal data over the past 12 months, including:

Once we receive and confirm your consumer request, we will provide you with the requested information. See “Exercising Your Rights” section for more information.

Data Correction Rights

Under Privacy Laws, you have the right to request that we correct inaccurate personal data that we collected from you and retained, taking into account the nature of the personal data and the purposes of processing personal data. Once we receive and confirm your consumer request (see “Exercising Your Rights” section for more information.), we will use commercially reasonable efforts to correct the inaccurate personal data (and where required by applicable law, direct our service providers to correct) your personal data from our records, unless an exception applies.

Deletion Rights

Under certain applicable laws, you have the right to request that we delete any of your personal data that we collected from you and retained, subject to certain exceptions. Once we receive and confirm your consumer request (see “Exercising Your Rights” section for more information), we will delete (and where required by applicable law, direct our service providers to delete) your personal data from our records, unless an exception applies.

These exceptions include retaining the information if it is necessary for us or our service provider(s) to:

Exercising Your Rights

Only you, or someone legally authorized to act on your behalf, may make a “verifiable consumer request” (subsequently referred to as a “consumer request”) related to your personal data. You may also make a consumer request on behalf of your minor child.

To be verifiable, a consumer request must include:

We cannot respond to your request or provide you with personal data if we cannot verify your identity or authority to make the request and confirm the personal data relates to you.

Making a consumer request does not require you to create an account with us, but we may require authentication of the consumer that is reasonable in light of the nature of the personal data requested.

We will only use personal data provided in a consumer request to verify the requestor’s identity or authority to make the request.

Initial Request

We endeavor to respond to a consumer request within 30 days of its receipt. If we require more time, we will inform you of the reason and extension period in writing.

If you have an account with us, we will deliver our written response to that account. If you do not have an account with us, we will deliver our written response by mail or electronically, at your option.

The response we provide will also explain the reasons we cannot comply with a request, if applicable. For data portability requests, we will select a format to provide your personal data that is readily useable and should allow you to transmit the information from one entity to another entity without hindrance.

We do not charge a fee to process or respond to your consumer request unless it is excessive or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate before completing your request.

Appeal Request

Under Privacy Laws, you may have a right to appeal our decisions.

If we decide that we cannot comply with a Colorado resident’s initial request, that Colorado resident has a right to appeal our decision. Any appeal should be sent to the place where the initial request was sent (see “Exercising You Rights” section). The appeal should clearly indicate that it is an appeal of an initial request and should include the initial request along with our response explaining why we cannot comply with the request. We will review all appeals and provide a response within 45 days of receipt of the appeal. If we require more time (for a maximum total of 105 days), we will notify the Colorado resident within 45 days of receipt of the appeal that we require more time and a reason for the delay. Once we respond, we will inform the Colorado resident of any action taken or not along with an explanation of the reason in support of the response. If a Colorado resident has any concerns about the results of an appeal, such Colorado resident may submit a complaint to the Colorado Attorney General, which can be found here: https://coag.gov/file-complaint/.

If we decide that we cannot comply with a Virginia resident’s initial request, that Virginia resident has a right to appeal our decision. Any appeal should be sent to the place where the initial request was sent (see “Exercising Your Rights” section). The appeal should clearly indicate that it is an appeal of an initial request and should include the initial request along with our response explaining why we cannot comply with the request. We will review all appeals and provide a response within 60 days of receiving the appeal, including the action taken or not and the justification for the action. If we cannot comply with a request after an appeal is made, Virginia residents may submit a complaint to the Virginia Attorney General, which can be found here: https://www.oag.state.va.us/consumer-protection/index.php/file-a-complaint.

If we decide that we cannot comply with a Connecticut resident’s initial request, that Connecticut resident has a right to appeal our decision. Any appeal should be sent to the place where the initial request was sent (see “Exercising Your Rights” section). The appeal should clearly indicate that it is an appeal of an initial request and should include the initial request along with our response explaining why we cannot comply with the request. We will review all appeals and provide a response within 60 days of receiving the appeal, including the action taken or not and the justification for the action. If we cannot comply with a request after an appeal is made, Connecticut residents may submit a complaint to the Virginia Attorney General, which can be found here: https://portal.ct.gov/AG/Common/Complaint-Form-Landing-page.

Non-Discrimination

We will not discriminate against you for exercising any of your rights under applicable law. Unless permitted by applicable law, we will not:

Other California Privacy Rights

California’s “Shine the Light” law (Civil Code § 1798.83) permits users of the Site who are California residents to request certain information regarding our disclosure of personal data to third parties for their direct marketing purposes. To make such a request, please contact us at the information provided in the "How to Contact Us” section below.

Changes to our Jurisdictional-Specific Disclosure

From time to time, we may update this Jurisdictional-Specific Disclosure. If our data practices materially change at some time in the future, we will post the updated notice to our Site to notify you of these changes, and we will only use data collected from the time of the notice change forward for these new or different purposes. In the event we make a material change to how we use your personal data; we will provide you with an opportunity to opt out of such new or different use. The date this Jurisdictional-Specific Disclosure was last revised is at the top of this page. You are responsible for periodically reviewing the Site and this Jurisdictional-Specific Disclosure to check for any updates or changes."

How to Contact Us

To ask questions or comment about this Privacy Policy and our practices in general, contact us at:

Physical Address
434 W Ascension Way
Suite 450,
Murray, Utah 84123, United States

Email
support@amitree.com