Privacy Policy for Pro Formance CRE

Effective Date: August 19, 2025

Welcome to Pro Formance CRE, a tool designed to streamline the underwriting process for multifamily deals. This Privacy Policy explains how we collect, use, and protect your information when you use our website and services, including during trial periods. By using our Service, you agree to the practices described in this policy.

Squarespace Website Terms

Visitors

This website is hosted by Squarespace. Squarespace collects personal data when you visit this website, including:

  • Information about your browser, network, and device

  • Web pages you visited prior to coming to this website

  • Web pages you view while on this website

  • Your IP address

Squarespace needs this data to run the website and protect/improve its platform and services. Squarespace analyzes the data in a de-personalized form.

Form Submissions

When you submit information via a webform, we collect the data requested in order to track and respond to your submission. We share this information with Squarespace, our hosting provider, to provide services to us.

Emails

We may send you transactional and marketing emails. You can unsubscribe from marketing emails using the link provided. Certain transactional messages (e.g., order confirmations, account updates, service notices) are mandatory.

Purchases and Personal Data

When you buy something on our website, we collect personal information to fulfill the order. This may include:

  • Billing and shipping address

  • Subscription or purchase details

  • Email address, name, and phone number

We share this information with Squarespace (hosting) and Stripe (payment processing). Stripe’s Privacy Policy: [https://stripe.com/privacy]. Fraud monitoring may be performed by Sift: [https://sift.com/service-privacy].

Information We Collect Through the Service

When you use Pro Formance CRE, we may collect:

  • Authentication Information: Email address and password to create and authenticate your account.

  • Account Metadata: Subscription details, license counts, trial status, and related activity.

  • IP Address: Temporarily collected for session security and fraud prevention.

  • Deal Data (Folders and Deal Rooms): Deal-related data you upload or save within the Service is stored on our servers. Sensitive deal data is encrypted at rest and is not human-readable by us. Metadata such as folder or deal room names may be stored in a human-readable format to support functionality.

  • Documents for Google Cloud Vision Processing (Optional): If you use features integrating with Google Cloud Vision, submitted documents are sent to Google for analysis but are not retained by us.

Trial Periods

During any free or trial period, deal data saved in Deal Rooms or elsewhere on our servers may be subject to limitations, including storage capacity, retention time, or restoration availability. Trial users should not rely on Pro Formance CRE as the sole or permanent storage location for deal data. We encourage maintaining local backups of all critical information.

We reserve the right to delete or restrict trial-period data at our discretion and without notice after the trial period ends.

How We Use Your Information

We use collected information to:

  • Provide and authenticate access to the Service

  • Store, process, and encrypt deal data you choose to save in Deal Rooms

  • Maintain the security and performance of the Service

  • Improve and develop features based on usage patterns

  • Fulfill purchases, subscriptions, and account management

  • Enforce our Terms of Service, including restrictions around trial use and storage

Data Security

We implement commercially reasonable security measures, including:

  • Encryption in transit using Transport Layer Security (TLS)

  • Encryption at rest using Google Cloud Key Management Service (KMS)

  • Access controls and logging to prevent unauthorized access

Important Disclaimer: No method of transmission or storage is 100% secure. While we use industry-standard measures, we cannot guarantee absolute security.

Data Restoration and Retention

The restoration of saved deals depends on your local environment, including your computer, Microsoft Excel, and related third-party systems. While we make commercially reasonable efforts to support restoration, we cannot guarantee successful restoration in every case. You are strongly encouraged to maintain local backups of all critical deal data.

We reserve the right to limit the retention of deal data, particularly for expired trial accounts or unpaid subscriptions.

Disclosure of Information

We do not sell or lease your personal or deal data. Information may be disclosed:

  • To trusted third-party providers (Squarespace, Stripe, Google Cloud) as needed to deliver the Service

  • To comply with legal obligations or valid requests by public authorities

  • To protect the rights, property, or safety of Pro Formance CRE, our users, or others

Children’s Privacy

Our Service is intended for business use only and does not address individuals under 18. We do not knowingly collect data from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page, and material changes will be communicated through email or within the Service. Continued use after updates constitutes acceptance of the revised policy.

Contact Information

For questions about this Privacy Policy, please contact:
Email: support@proformancecre.com