Last updated: 6/3/2025

Circle Consulting LLC (“we,” “us,” or “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, share, and protect your data across our websites, platforms, and related services.

By using our services, you agree to the terms of this Privacy Policy.

🧾 1. Information We Collect

We collect the following types of data when you interact with our websites, dashboards, or outreach:

Contact Information: Name, email, phone number, business name, job title

Professional Details: Company type, licensing info, CRM/MLS links

Engagement Data: Website usage, campaign interactions, webinar registrations, application form data

Technical Data: Browser type, IP address, device type, location, cookies, and analytics logs

Voluntarily Provided Info: Any content you submit in forms, surveys, or support requests

🎯 2. How We Use Your Information

We may use your information to:

Provide access to Circle Points™, dashboards, or marketing portals

Track participation in programs or reward systems (e.g., point-earning actions)Communicate updates, program changes, and promotional offers

Improve our platform experience using usage trends and feedback

Maintain compliance with legal obligations and marketing opt-in standards

We do not sell or rent your personal data to third parties.

🤝 3. Who We Share It With

We may share your information with:

Authorized team members and contractors for customer support or onboarding

Third-party vendors (e.g., email platforms, CRM tools, analytics services) who are contractually bound to confidentiality and limited use

Regulators or legal authorities, if required by law, subpoena, or to protect our rights

You may be referred to a third-party provider (e.g., lender, title agency, vendor) — in such cases, that party’s privacy policy will apply independently.

🍪 4. Cookies & Tracking

We use cookies and third-party tools (such as Google Analytics and Facebook Pixel) to:

Understand how users interact with our website

Track form submissions and engagement across marketing campaigns

Personalize your experience on our site

You can disable cookies in your browser settings, but doing so may limit site functionality.

📬 5. Communications & Opt-Out

We may send emails or text messages for onboarding, updates, promotional content, or compliance alerts.

You can unsubscribe at any time using the link in any email.

For SMS, reply STOP to opt out.

To manually remove your data, email us at:

[email protected]

🔐 6. How We Protect Your Information

SSL encryption on all websites and submission forms

Access controls and permissions across user roles

Secure storage of CRM data with regular audits

No system is 100% secure, but we implement best-in-class protections and regularly review for vulnerabilities.

🧾 7. Your Rights

You have the right to:

Request access to the data we store about you

Request corrections or deletions

Withdraw consent at any time

For any privacy-related requests, please email

[email protected]

🌐 8. International Users

Circle Consulting LLC is based in the United States and operates under U.S. privacy and marketing laws. If you are accessing our Services from outside the U.S., you acknowledge and consent to the transfer and processing of your data in accordance with this policy.

📄 9. Changes to This Privacy Policy

We may update this Privacy Policy periodically. We will notify you of material changes via email or on this page. Your continued use of our services after such changes constitutes your acceptance.

👤 Contact Us

Circle Consulting LLC

Email: [email protected]