Privacy Policy

1. Contact Information

You may use the email address above for questions about this policy or requests concerning your personal information.

2. Information We Collect

We may collect information you enter into the website, including:

• Name
• Email address
• Phone number
• Property address and ZIP code
• Preferred contact method
• Moving timeframe
• Reasons or concerns related to a possible move
• Estimated home value
• Estimated mortgage balance
• Current mortgage rate and remaining term
• Estimated property taxes, insurance, and association fees
• Preferred monthly housing budget
• Estimated next-home price
• Cash-reserve preference
• Other information you voluntarily provide

We also collect the assumptions and estimated results generated during your use of the website.

We may automatically collect limited technical and usage information, including:

• Browser and device type
• Pages viewed
• Referring page
• Approximate date and time of activity
• Campaign and referral parameters
• Interactions with the analysis
• Information used to detect fraud, abuse, duplicate submissions, or technical problems

Some information may be stored as part of the analysis snapshot rather than as a separate contact or lead field.

We do not intend to collect bank account numbers, credit card numbers, Social Security numbers, government identification numbers, or account passwords through this website.

3. How We Use Information

We may use information to:

• Provide the Low-Rate Move Analysis
• Calculate and display educational estimates
• Respond to a request for a personalized analysis
• Contact you about your inquiry
• Review a property’s potential market position
• Estimate possible sale proceeds and next-home scenarios
• Manage inquiries in our customer relationship management system
• Improve the website and user experience
• Measure campaign and website performance
• Maintain security and prevent misuse
• Maintain consent and communication records
• Comply with applicable legal obligations
• Send marketing communications when you have provided the applicable consent

The website provides educational estimates only. It does not provide an appraisal, mortgage quote, mortgage qualification, preapproval, legal advice, tax advice, or financial advice.

4. Service Providers and Information Sharing

We do not sell personal information. We do not share lead information with lenders or referral partners without permission. We may provide information to service providers that help us operate the website, store and manage inquiries, send communications, maintain security, and measure performance. These providers are permitted to use the information only to provide services on our behalf.

We may also disclose information:

• When you direct or authorize us to do so
• When reasonably necessary to comply with law, regulation, subpoena, court order, or other legal process
• When reasonably necessary to protect the security, rights, property, or safety of users, the public, our business, or our service providers
• In connection with a business reorganization, merger, transfer, or similar transaction, subject to appropriate protections

5. Email and Text Communications

Submitting a request for a personalized analysis authorizes us to respond to that request using the contact information you provide.

Marketing consent is separate and optional. Requesting an analysis does not automatically enroll you in marketing email or text messages.

If you separately consent to marketing emails, you may unsubscribe using the link provided in an email or by contacting us.

We do not currently send marketing text messages through this website. If we introduce text messaging in the future, we will request separate consent before sending marketing texts. Consent will be optional and will not be a condition of purchasing property or services. Applicable disclosures, including message frequency, message and data rates, HELP instructions, and STOP instructions, will be presented when consent is requested.

Opting out of marketing does not prevent communications reasonably necessary to respond to an active request or complete a transaction.

6. Cookies and Analytics

The website may use cookies or similar technologies to maintain sessions, preserve analysis progress, measure website performance, remember preferences, attribute campaign traffic, and protect against misuse.

We seek to exclude names, email addresses, phone numbers, property addresses, mortgage balances, and similar form information from third-party analytics events.

Browser settings may allow you to block or delete cookies. Blocking certain cookies may affect how the website functions.

7. Data Retention

We retain lead information while an individual remains an active prospect or client and for up to 24 months after the last meaningful interaction.

We may retain certain records longer when reasonably necessary for a transaction, consent records, legal obligations, dispute resolution, fraud prevention, or security.

When information is no longer reasonably needed, we may delete it, anonymize it, or securely dispose of it.

8. Information Security

We use administrative, technical, and organizational safeguards designed to protect personal information. These measures include access controls, administrator authentication, restricted database permissions, secure server-side processing, and controls intended to prevent unauthorized access.

No website, database, or transmission method can be guaranteed to be completely secure. You should avoid submitting information that the website does not request.

9. Your Choices and Requests

You may contact us to:

• Ask what personal information we maintain about you
• Request correction of inaccurate information
• Request deletion of your information
• Withdraw optional marketing consent
• Ask questions about how your information is used

Send requests to juan@juanrealestate.com or call (617) 721-0961.

We may need to verify your identity before completing a request. Certain information may be retained when reasonably necessary for legal, transaction, security, fraud-prevention, or recordkeeping purposes.

10. Children’s Privacy

This website is intended for adults considering real estate decisions. It is not directed to children under 13, and we do not knowingly collect personal information from children under 13.

If you believe a child has submitted personal information, contact us so we can review and address the request.

11. External Links

The website may contain links to third-party websites. Their privacy practices are governed by their own policies. We are not responsible for the content or privacy practices of unaffiliated websites.

12. Changes to This Policy

We may update this Privacy Policy as the website, our practices, or applicable requirements change. The effective date at the top will identify the current version.

Material changes will be presented through the website or another reasonable notice when appropriate.

13. Contact Us

Questions and privacy requests may be directed to:

Equal Housing Opportunity. Each office independently owned and operated.