Privacy Policy
Closing with Confidence LLC (“we,” “us”) operates closingwithconfidenceny.com and the Closing with Confidence closing portal at portal.closingwithconfidenceny.com (together, the “Service”). This policy explains what we collect, how we use it and the choices you have.
Information we collect
- Account information: your name, email address, phone number, firm name and notification preference.
- Closing information: property addresses, deal details, checklists, documents and messages entered by the attorney who opens a matter and by the parties invited to it.
- Contact details of invited parties: names, email addresses and mobile numbers provided by the attorney handling the closing so that parties can be invited and kept informed.
- Billing information: subscription and payment status. Card details are collected and stored by our payment processor, Stripe; we never see or store full card numbers.
- Technical information: basic log data such as sign-in times and IP addresses, used for security.
How we use information
- To operate the Service: show each party the closing status, documents and messages their role allows.
- To send invitations, closing updates and account emails such as password resets, by email or text message according to each person’s preference.
- To process subscriptions and payments.
- To keep the Service secure and to comply with law.
We do not sell personal information, and we do not use it for advertising.
How information is shared
- With other parties on the same closing, limited by role-based permissions set by the attorney who opened the matter.
- With service providers that run the Service for us under confidentiality obligations: Supabase (database and storage), Netlify (website hosting), Stripe (payments), Resend (email delivery) and Twilio (text message delivery).
- When required by law or to protect the rights and safety of users.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are not shared with any third parties, except the service providers that deliver our messages.
Retention and security
We keep closing records for as long as the attorney’s account is active or as needed for legal and professional record-keeping obligations. Data is encrypted in transit, access is limited by role, and documents are stored in private storage.
Your choices
You can update your contact details and notification preference in your account, opt out of text messages at any time (see below), or ask us to delete your account by emailing pete@closingwithconfidenceny.com. Records that belong to a closing file may be retained by the attorney handling the matter.
Text Messaging Terms
- Program: Closing with Confidence closing updates.
- What you’ll receive: transactional messages about a real estate closing you are a party to: your private invitation link, status updates and notices of new messages or documents. No marketing messages.
- How you opt in: you provide your mobile number to the attorney handling your closing and agree to receive text updates about that closing, or you choose “Text” as your notification preference in your portal account.
- Frequency: varies with the activity on your closing, typically a few messages per week while a deal is active.
- Cost: message and data rates may apply.
- Opt out: reply STOP to any message to stop receiving texts. You’ll receive one confirmation and no further texts. Reply START to opt back in.
- Help: reply HELP or email pete@closingwithconfidenceny.com.
- Consent to receive text messages is not a condition of any purchase or service. Carriers are not liable for delayed or undelivered messages.
How text consent is collected
Text messages are sent only to parties whose consent the closing attorney has recorded. When collecting a party’s mobile number, the attorney or staff member reads the following script:
“As part of your closing, Closing with Confidence can send you text messages with your private portal link, closing status updates and notices of new messages or documents. Message frequency varies, typically a few texts per week while the deal is active. Message and data rates may apply. Reply HELP for help or STOP at any time to opt out. Our privacy policy and texting terms are at closingwithconfidenceny.com/privacy. Would you like to receive these text updates? (Yes / No)”
If the party says yes, the attorney checks “This party agreed to receive text updates about this closing” when adding the party in the portal. The first text the party receives confirms their enrollment and includes STOP and HELP instructions. Parties can also turn text updates on or off themselves by choosing their notification preference in their portal account.
Changes and contact
We may update this page and will post the new effective date above. Questions: pete@closingwithconfidenceny.com.
Closing with Confidence LLC · New York