Privacy Policy

This Privacy Policy explains how Broadwell Management ("Broadwell," "we," "us," or "our") collects, uses, and protects information when you visit broadwellmanagement.com or engage our back-office services. By using our website or services, you agree to the practices described below.

01Information We Collect

We collect information you provide and information gathered automatically:

• Information you provide — name, business/brokerage, email, phone, role, and details you share through our forms, intake calls, or service onboarding.
• Client operational data — access to the software, accounts, and records you authorize us to use to perform the services.
• Automatic data — standard analytics such as IP address, browser type, pages visited, and referring source, collected via cookies and similar technologies.

02How We Use Information

We use information to:

• Provide, operate, and improve our services and respond to your requests.
• Communicate with you about your account, scheduling, and support.
• Send relevant updates where you have opted in; you may opt out at any time.
• Maintain security, prevent fraud, and comply with legal obligations.

03How We Share Information

We do not sell your personal information. We share it only with trusted service providers (such as scheduling, hosting, and email platforms) who process it on our behalf under confidentiality obligations, or when required by law. Client operational data is accessed only by the Broadwell team members assigned to your account.

04Cookies & Analytics

Our website uses cookies and analytics tools to understand traffic and improve the experience. You can control cookies through your browser settings; disabling them may affect some site features.

05Data Security

We apply reasonable administrative and technical safeguards to protect information against unauthorized access, loss, or misuse. No method of transmission or storage is completely secure, but we work to protect your data and limit access to authorized personnel only.

06Data Retention

We retain information for as long as needed to provide the services, comply with our legal obligations, resolve disputes, and enforce our agreements. When no longer required, we take steps to delete or de-identify it. You retain ownership of your accounts and data at all times.

07Your Rights & Choices

Depending on your location, you may have the right to access, correct, or delete your personal information, or to opt out of marketing communications. To make a request, contact us using the details below and we will respond in accordance with applicable law.

08Third-Party Links

Our site or communications may link to third-party services (such as our scheduling calendar). We are not responsible for the privacy practices of those services; please review their policies separately.

09Children's Privacy

Our services are intended for businesses and are not directed to individuals under 18. We do not knowingly collect personal information from children.

10Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be reflected by the "Last updated" date above. Continued use of our website or services after changes take effect constitutes acceptance of the revised policy.