Privacy Policy

Privacy Policy

Effective September 17, 2026

This Privacy Policy explains how REsimpli, LLC, an Indiana limited liability company (“REsimpli,” “we,” “us,” or “our”), collects, uses, discloses, and retains Personal Information through resimpli.com, REsimpli’s software platform, applications, APIs, communications tools, artificial-intelligence features, integrations, direct-mail services, and related services (collectively, the “Services”). It applies to website visitors, prospective and current customers, account users, and other individuals whose information REsimpli processes for its own purposes.

REsimpli also processes information that customers upload or collect about leads, property owners, buyers, vendors, and other contacts. For much of that Customer Data, the customer determines why and how the information is processed and REsimpli acts as a processor or service provider. Individuals should ordinarily direct requests concerning Customer Data to the customer that collected or uploaded it; REsimpli will assist customers as required by law and contract.

1. Personal Information We Collect

“Personal Information” means information that identifies, relates to, describes, or can reasonably be linked with an individual or household. Depending on use of the Services, we may collect:

  • Account and identity information, including name, business name, title, business or personal email address, company domain, LinkedIn URL, telephone number, mailing address, time zone, account identifiers, credentials, profile settings, assigned roles, and verification information.
  • Subscription and transaction information, including plan, seats, add-ons, trial status, billing address, payment status, invoices, order history, direct-mail orders, usage, and support communications. Payment-card details are collected and stored by our payment processor rather than REsimpli, except that we may receive limited transaction details such as card brand, last four digits, and payment status.
  • Customer-provided contact, lead, property, and transaction data, including names, addresses, telephone numbers, email addresses, URLs, property and ownership information, mortgage and valuation information, notes, tags, pipeline activity, buyer or seller information, documents, signatures, and other records uploaded, imported, generated, or synchronized by a customer.
  • Subcontractor and vendor records entered by customers, which may include names, business contact information, payment information, tax identifiers such as EINs or Social Security numbers, insurance records, licenses, and bond information. These records may constitute sensitive Personal Information and are processed to provide customer-selected project, accounting, and vendor-management features.
  • Direct-mail information, including a customer’s return name and mailing address, recipient names and addresses, campaign content, artwork, proofs, mailing lists, and production or delivery information.
  • Communications information, including calls, SMS and MMS messages, emails, voicemail, delivery and routing metadata, consent and opt-out status, do-not-call flags, recordings, transcripts, summaries, and communications content where the applicable feature is used.
  • AI information, including prompts, instructions, agent configurations, knowledge materials, inputs, outputs, feedback, recordings, transcripts, and related metadata processed through AI Features.
  • Financial-integration information received through Plaid, which may include financial-institution identifiers, linked-account details, balances, and transaction data when a user enables an authorized banking integration.
  • Data-product information obtained from customers or providers, which may include property, ownership, cash-buyer, list-stacking, and skip-trace information.
  • Device, network, and usage information, including IP address, browser, operating system, device identifiers, approximate location derived from IP address and, when a user uses Driving for Dollars functionality, precise geolocation, pages and features used, clicks, referring URLs, access times, logs, and diagnostic information.
  • Cookie, analytics, and advertising information collected through cookies, pixels, tags, SDKs, local storage, and similar technologies, subject to applicable consent and opt-out choices.
  • Integration information received through services a user chooses to connect, such as email, calendar, maps, payment, mailing, financial-data, analytics, advertising, customer-support, electronic-signature, and communications providers.
  • Security, compliance, and verification information used to prevent fraud, investigate account-control disputes, respond to legal requests, and protect the Services, potentially including government-issued identification when reasonably necessary and lawfully collected.
  • Information from business partners, affiliates, referrals, public sources, data licensors, social platforms, and other third parties.

2. How We Collect Information

  • Directly from individuals who create accounts, purchase or use Services, submit forms, communicate with us, configure features, or exercise privacy choices.
  • From customers that upload, import, collect, or generate Customer Data through the Services.
  • Automatically through websites, applications, APIs, cookies, logs, and use of the Services.
  • From integrations and service providers that a customer or user connects or authorizes.
  • From data licensors, public records, property-data sources, referral partners, and other lawful sources.

3. How We Use Personal Information

  • Provide, administer, personalize, support, and secure the Services; authenticate users; process transactions; manage plans, seats, usage, trials, and orders; and deliver customer support.
  • Enable calling, messaging, email, direct mail, electronic signatures, data enrichment, financial integrations, workflow automation, AI Features, APIs, and customer-selected integrations.
  • Generate recordings, transcripts, summaries, analytics, comparable-property information, predictions, and other outputs requested through the Services.
  • Monitor reliability, troubleshoot errors, prevent fraud and abuse, enforce terms and provider restrictions, protect rights and safety, and comply with legal obligations.
  • Analyze and improve the Services, develop features, conduct research, measure performance, and support product and business planning using account, billing, and usage data where permitted and aggregated or deidentified Customer Data where appropriate. For these internal analytics, product, and business-planning purposes, Individual Customer Data is not used to make decisions about anyone other than that Customer.
  • Communicate about accounts, transactions, security, subscriptions, product updates, and marketing, subject to applicable consent and opt-out rights.
  • Deliver, measure, and optimize advertising and attribution, subject to cookie choices, Global Privacy Control, and applicable state-law opt-outs.
  • Establish, exercise, or defend legal claims and complete corporate transactions.

AI model use and human review. REsimpli does not use Customer Data to train generalized AI models. REsimpli accesses OpenAI and Anthropic through their APIs under terms that prohibit them from using REsimpli’s inputs or outputs to train generalized models. REsimpli’s Head of AI may review identified call recordings, transcripts, and SMS conversations processed through the Services to evaluate and improve AI agent behavior, prompts, workflows, and quality. Content obtained through the Gmail integration is excluded from this human review. Such access is limited, logged, and subject to confidentiality obligations:

4. Customer Data and Our Role

For Personal Information in Customer Data that a customer controls, the customer is generally the controller or business and REsimpli is generally its processor or service provider. The customer is responsible for providing notices, identifying a lawful basis, obtaining consent, responding to individuals, and configuring the Services lawfully. REsimpli processes that information under the customer’s instructions, applicable agreements, and law. REsimpli may independently act as a controller or business for account administration, billing, security, fraud prevention, service analytics, direct communications, legal compliance, and its own website advertising. REsimpli may also review limited Customer Data, including call recordings, transcripts, and SMS conversations, for the AI quality and improvement purposes described in Section 3, subject to applicable agreements and law.

If you received a communication from a REsimpli customer or believe a customer uploaded your information, contact that customer first. You may also contact REsimpli at support@resimpli.com. We may need to identify the relevant customer and refer the request to that customer unless law requires a different response.

5. AI Features

AI Features may process Customer Data and communications to generate text, voice, summaries, classifications, recommendations, comparable-property analyses, and other outputs. AI providers may receive information as subprocessors to provide and secure these functions. We apply contractual and technical controls appropriate to the service, but AI outputs can be inaccurate and should be reviewed by the customer. We do not use AI outputs to make eligibility decisions about individuals for credit, employment, insurance, or housing on REsimpli’s own behalf.

6. Communications Recordings and Transcripts

When enabled by a customer, the Services may transmit, route, record, transcribe, summarize, or analyze calls, messages, and emails. The customer determines the recipients, purposes, content, and settings and is responsible for legally required notices and consent. REsimpli and its providers process the resulting content and metadata to provide the configured Services, maintain security, troubleshoot, and comply with law.

7. Google and Other User Authorized Integrations

When a user connects a Google account, REsimpli requests only the OAuth permissions displayed on Google’s consent screen and uses Google user data to provide the connected email, contacts, calendar, or maps functionality selected by the user. REsimpli’s use and transfer of information received from Google APIs will comply with the Google API Services User Data Policy, including Limited Use requirements. Google user data is not used to serve advertisements. Human access is limited to circumstances permitted by that policy, such as with the user’s affirmative permission, for security or abuse investigation, to comply with law, or for internal operations when the data has been aggregated and anonymized as required.

A user may connect a financial account through Plaid. Plaid processes information under its own privacy notice and provides authorized financial-account information to REsimpli for the connected features selected by the user. Plaid’s End User Privacy Policy is available at https://plaid.com/legal/#end-user-privacy-policy. Other integrations are activated at the user’s direction and may be governed by the provider’s privacy notice and terms.

8. How We Disclose Personal Information

  • To cloud hosting, security, support, payment, billing, communications, email, AI, analytics, mailing, electronic-signature, data, and integration providers that perform services for us.
  • To advertising, attribution, and analytics partners, subject to applicable consent and opt-out choices. Some disclosures may be considered a “sale,” “sharing,” or targeted advertising under state privacy laws even when no money is exchanged.
  • To a customer and its authorized Users as directed by that customer or necessary to provide the Services.
  • To third parties at the user’s direction or when the user enables an integration.
  • To authorities, courts, advisers, or other parties when reasonably necessary to comply with law, protect rights and safety, investigate abuse, or establish and defend claims.
  • In connection with a financing, merger, acquisition, reorganization, bankruptcy, or sale of assets, subject to appropriate protections.

To affiliates for purposes consistent with this Policy.

When legally permitted and reasonably practicable, we will notify the affected customer before disclosing Customer Data in response to a subpoena, court order, or governmental demand, unless the request or applicable law prohibits notice or an emergency requires disclosure without advance notice.

We do not sell Personal Information for money. As explained above, certain advertising or analytics disclosures may constitute sale or sharing under broader statutory definitions. Individuals may exercise applicable opt-out rights as described in Section 12.

9. Cookies Analytics and Advertising

We use necessary technologies to operate and secure the Services and may use optional analytics and advertising technologies, including Google Analytics and Meta Pixel, if active and permitted by your choices and applicable law. A consent interface allows visitors to accept, decline, or customize nonessential technologies where required. Choices can be changed through the Cookie Settings or Your Privacy Choices control on the Site.

Traditional Do Not Track signals are not standardized, and the Services do not currently respond to them. This does not affect our treatment of Global Privacy Control or another legally recognized opt-out preference signal. Where required by applicable law, we treat a qualifying Global Privacy Control signal as a request to opt out of sale, sharing, or targeted advertising for the browser or device sending the signal.

10. Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect Personal Information. Payment-card information is handled by our payment processor; REsimpli does not store full payment-card numbers on its servers. No transmission or storage method is completely secure, and we cannot guarantee absolute security. If a legally reportable incident occurs, we will provide notice as required by applicable law.

11. Retention

We retain Personal Information for no longer than reasonably necessary for the purposes described in this Policy, including to provide the Services, honor customer instructions, maintain security, comply with tax and recordkeeping requirements, resolve disputes, and enforce agreements. Retention depends on the data category, account status, contractual commitments, legal requirements, sensitivity, and risk. Customer Data is ordinarily available during the subscription and an applicable export period, then deleted or deidentified through normal deletion and backup cycles unless longer retention is required or permitted. When we maintain information as deidentified data, we maintain it in deidentified form and do not attempt to reidentify it except to test whether our deidentification processes comply with applicable law.

12. Privacy Choices and U S State Rights

Depending on your residence and applicable law, you may have rights to confirm processing; access, correct, delete, or obtain a portable copy of Personal Information; opt out of sale, sharing, targeted advertising, or qualifying profiling; limit certain uses of sensitive Personal Information; withdraw consent; and appeal a denied request. We do not discriminate unlawfully against individuals for exercising privacy rights.

  • Access, correction, deletion, portability, or appeal: email support@resimpli.com or write to REsimpli, LLC, 8410 Kennedy Avenue, Highland, Indiana 46322.
  • Global Privacy Control: where legally required, we treat a qualifying GPC signal as a request to opt out for the browser or device sending the signal and associate it with the account when reasonably possible
  • Marketing email: use the unsubscribe link. Marketing text: reply STOP. These choices do not prevent necessary transactional or security messages.

We will verify requests as reasonably necessary and respond within the applicable legal period. Authorized agents may submit requests where permitted, subject to proof of authority. If we deny an appealable request, our response will explain how to appeal and, where required, how to contact the appropriate regulator.

These rights may apply to residents of California, Colorado, Connecticut, Delaware, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, Utah, Virginia, and other jurisdictions with applicable privacy laws, subject to statutory thresholds, exemptions, and effective dates.

13. California Disclosures

During the preceding twelve months, REsimpli collected identifiers; commercial information, including subscription and purchase history; internet and device activity; approximate geolocation derived from IP address; precise geolocation collected through Driving for Dollars; audio and electronic communications, including call recordings, voicemail, SMS, and email content; professional and business information; limited financial transaction information from Stripe, excluding full payment-card numbers; financial-account information received through Plaid when a user enables the integration; customer-uploaded contact and property information about leads; skip-trace and cash-buyer data from data providers; and AI-generated lead-scoring inferences about customers’ leads.

REsimpli collects this information from users directly, automatically through the Services, from customer uploads, from data providers, from customer-connected integrations such as Google, Zapier, and Plaid, and from analytics and advertising partners. REsimpli uses this information to provide and operate the Services, process billing, provide support, maintain security and prevent fraud, conduct analytics and improve the Services, market the Services, and comply with legal obligations.

REsimpli discloses Personal Information to service providers and other vendors that support the Services, including cloud-hosting, email, and customer-support providers, as well as Stripe, Twilio, Lob, OpenAI, Anthropic, Google, Zapier, Plaid, and data providers. REsimpli does not sell Personal Information for money. During the preceding twelve months, REsimpli has shared Personal Information for cross-context behavioral advertising through Meta Pixel and Google advertising tags on its marketing site. California residents may opt out of such sharing as described in Section 12.

14. International Processing

REsimpli is based in the United States, and Personal Information may be processed in the United States and other countries where REsimpli personnel or its providers operate. Those countries may have different privacy laws. When European data-protection laws apply, we rely on an appropriate legal basis for each processing purpose and use recognized safeguards for restricted transfers, such as standard contractual clauses, where required. The human review of call recordings, transcripts, and SMS conversations described in Sections 3 and 4 is currently performed in the United States by REsimpli’s Head of AI.

Individuals covered by European data-protection laws may have rights of access, correction, erasure, portability, restriction, objection, withdrawal of consent, and complaint to a supervisory authority.

15. Children

The Services are intended for business users who are at least 18 years old. We do not knowingly permit minors to create accounts, and we do not knowingly collect Personal Information online from children under 13. If you believe a child provided information to us, contact support@resimpli.com.

16. Consumer Health and Sensitive Information

The Services are not designed for customers to collect or infer consumer health data or other sensitive information unless REsimpli expressly supports that use under additional terms. Customers must not use communications, AI Features, or other Services to collect or infer regulated health or sensitive data without first confirming a lawful basis, providing required notices, and obtaining required consent.

17. Third Party Sites

The Services may link to third-party sites or services. Their privacy practices are governed by their own notices, and this Policy does not apply to information they process independently.

18. Changes to This Policy

We may update this Policy as our Services and legal obligations change. We will post the updated version with a new effective date. If a change materially affects how we process previously collected Personal Information, we will provide additional notice and obtain consent where required before applying the change.

19. Contact Us

Questions or privacy requests may be sent to support@resimpli.com or REsimpli, LLC, 8410 Kennedy Avenue, Highland, Indiana 46322.