Privacy Policy

This Privacy Policy explains how Visionize Marketing collects, uses, processes, stores, discloses, and protects personal information when you use our websites, applications, software, services, integrations, or other products. "Visionize Marketing," "we," "us," and "our" refer to Visionize Marketing LLC, the legal entity that operates our services, located at 81 Stony Hill Road, Brookfield, CT 06804, United States.

1. Scope Of This Policy

This policy applies to information we handle through:

• Visionize Marketing websites and marketing pages, including visionizemarketing.org
• Our web applications, client dashboards, and internal software
• Forms, booking calendars, and chat tools on our websites
• Integrations and API-connected functionality, including Meta, Facebook, and Instagram-connected features
• Marketing, advertising, website, lead generation, and follow-up services we provide to clients

Third-party websites and services, including Meta, Google, and others we link to or integrate with, have their own privacy policies. We are not responsible for their practices.

2. Information We Collect

A. Information You Provide Directly

Depending on how you interact with us, this may include:

• Name, email address, and phone number
• Company, brokerage, and business information
• Information you enter when booking a call or submitting an application or form
• Messages you send us through chat, email, text, or social media
• Onboarding information you share when you become a client
• Account login details for authorized team members of our internal tools
• Marketing preferences and any other information you choose to share

We do not store full payment card numbers on our websites. If you pay us, payments are handled by Stripe, our third-party payment processor, which processes your payment information under its own privacy policy.

B. Information Collected Automatically

When you visit our websites, we and our technology providers may automatically receive:

• IP address and approximate location derived from it
• Browser type, device type, and operating system
• Referring URLs, pages viewed, and features used
• Date and time of access, session, and log information
• Information collected through cookies, pixels, and similar technologies
• Analytics and diagnostic information

C. Information From Third Parties

We may receive information from platforms you or our clients authorize or connect, such as Meta (Facebook and Instagram), the CRM and scheduling platform that powers our booking calendar, forms, and chat (LeadConnector), advertising platforms such as Google Ads, and other integrations chosen by the user.

3. Meta Platform Data

When a user, client, or authorized representative connects a Meta account, Facebook Page, Instagram account, advertising account, or other Meta asset to Visionize Marketing, we may receive information made available through Meta's APIs. What we receive depends on the permissions approved by the user, the permissions approved by the applicable business, what Meta's APIs make available, and the specific feature being used.

Depending on the permissions and features actually authorized, this may include:

• Meta user, business, and account identifiers
• Facebook Page and Instagram account information
• Business portfolio (Business Manager) information
• Advertising account, campaign, ad set, and ad information
• Advertising creative, performance metrics, and insights
• Lead information from Meta Lead Ads, if that feature is used
• Page or account metadata and other information specifically authorized through Meta

We only receive Meta Platform Data that the user or client has authorized, that Meta makes available to our app, and that is needed to provide the requested functionality. We never ask for your Facebook or Instagram password.

Meta Platform Data is processed only for the services the user or client has requested, in line with the permissions under which it was obtained and the applicable Meta Platform Terms. When we act on behalf of a client, that client's Meta Platform Data is used for that client's authorized purposes and is not used to operate another client's Meta account.

4. How We Use Information

• Providing and operating our websites and services
• Scheduling calls and responding to applications and inquiries
• Creating and managing accounts and authenticating users
• Providing requested integrations, including connecting authorized Meta assets
• Managing authorized advertising workflows and displaying advertising information and analytics
• Managing leads, CRM functions, and automated follow-up requested by our clients
• Customer support and troubleshooting
• Improving our services and maintaining security
• Preventing fraud and abuse
• Processing payments
• Sending administrative notices and, where legally permitted, marketing communications
• Measuring and improving our own advertising
• Complying with legal obligations, enforcing agreements, and protecting users, Visionize Marketing, and others

We only process Meta Platform Data for purposes consistent with the permissions provided, Meta's applicable terms, and the user's or client's authorized use of our services.

5. Legal Bases For Processing

Where the law requires a legal basis, we rely on performance of a contract, our legitimate business interests, your consent, compliance with legal obligations, and the protection of legal rights. The basis that applies depends on your jurisdiction and the context.

6. How We Share Information

Service Providers

We use vendors that help us with hosting and cloud infrastructure, databases, analytics, CRM, scheduling, chat, email and SMS communications, payment processing, application monitoring, customer support, advertising, automation, and security. They receive information only as reasonably necessary to perform services for us, subject to contractual or legal restrictions where applicable.

User-Directed Integrations

If you connect Visionize Marketing to another platform, information may be exchanged with that platform as needed to carry out the action you requested.

Advertising Partners

Our websites use the Meta Pixel and the Google tag, which share browsing information with Meta and Google to measure and improve our advertising. See Sections 13 and 14.

Legal Requirements

We may disclose information when reasonably necessary to comply with law, respond to lawful legal process, protect rights or safety, investigate fraud or security issues, or enforce our agreements.

Business Transfers

If we are involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, information may be transferred as part of that transaction.

7. Meta Platform Data Sharing And Service Providers

Meta Platform Data is only disclosed or made available as necessary to:

• provide the services requested;
• process data on behalf of the applicable user or client;
• work with authorized service providers;
• comply with applicable law; and
• comply with Meta Platform Terms.

Service providers that handle Meta Platform Data for us are expected to process it only to provide their services to Visionize Marketing and not for their own unrelated purposes, subject to our agreements and applicable law.

8. Data Retention

We keep personal information only as long as reasonably necessary to provide our services, maintain legitimate business records, comply with law, resolve disputes, enforce agreements, maintain security, and fulfill the purposes described in this policy.

Meta Platform Data is deleted when it is no longer reasonably necessary for an authorized, legitimate business purpose, when required by Meta, when required by applicable law, or following a valid deletion request, unless retention is legally required. Backup copies may remain temporarily in secure backups until they are overwritten through normal cycles, where legally permissible.

9. Data Deletion Requests

These instructions are also available at https://visionizemarketing.org/data-deletion.

10. Your Privacy Rights

Depending on where you live, you may have the right to:

• access the personal information we hold about you;
• correct inaccurate information;
• request deletion of your information;
• object to or restrict certain processing;
• request a portable copy of your information;
• withdraw consent where processing is based on consent; and
• opt out of marketing communications at any time.

To make a request, email james@visionizemarketing.org. We may need to verify your identity before responding. We will not discriminate against you for exercising your rights. You can unsubscribe from marketing emails using the link in the email and opt out of text messages by replying STOP.

11. U.S. State Privacy Rights

Residents of certain U.S. states may have additional rights under state privacy laws, including the right to know what personal information is collected and to opt out of certain sharing of personal information for targeted advertising. Because our websites use advertising technologies such as the Meta Pixel and the Google tag, you may request to opt out of this sharing by emailing james@visionizemarketing.org. You can also use the browser and platform controls described in Section 13. These rights apply only where the relevant law applies to us.

12. International Users

Visionize Marketing is based in the United States. If you access our services from outside the United States, your information may be transferred to, stored, and processed in the United States and other countries where our service providers operate, which may have different data protection laws than your country.

13. Cookies And Similar Technologies

We and our providers use cookies, pixels, local storage, and similar technologies to operate our websites, remember preferences, keep internal tools signed in, measure traffic, and support advertising. You can block or delete cookies in your browser settings, though some features may not work properly. You can also manage ad preferences in your Meta and Google account settings.

14. Analytics And Advertising Technologies

Our websites currently use:

• Meta Pixel - shares information about your visit (such as pages viewed and device information) with Meta to measure and improve our Facebook and Instagram advertising. See Meta's Privacy Policy at facebook.com/privacy/policy.
• Google tag (Google Ads) - shares information about your visit with Google to measure advertising conversions. See Google's Privacy Policy at policies.google.com/privacy.
• LeadConnector - powers our booking calendar, forms, and chat widget, and processes the information you enter into them.

15. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information, including encryption in transit (HTTPS), secure cloud hosting, authentication and role-based access controls on our internal tools, and restricting access to people who need it. No method of transmission or electronic storage is completely secure, so we cannot guarantee absolute security.

16. Security Vulnerability Reporting

If you believe you have found a security vulnerability in our websites or services, please email james@visionizemarketing.org with the subject line "Security Report" and enough detail for us to reproduce the issue. Please do not access, change, or delete other people's data while investigating.

17. Children's Privacy

Our services are built for real estate professionals and are not intended for children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, contact us at james@visionizemarketing.org and we will delete it.

18. Third-Party Services And Links

Our websites and services link to or integrate with third-party services, including Meta (Facebook and Instagram), Google, YouTube, and LeadConnector. Their privacy practices are governed by their own policies.

19. Changes To This Policy

We may update this policy from time to time. When we do, we will revise the "Last Updated" date above. Where required, we will communicate material changes through our website, email, or another appropriate method.

20. Contact Us