Information you choose to provide
The roadmap may collect your name, email, mobile number, preferred contact method, homebuying timeline and readiness answers. If you choose to provide them, it may also include a FICO® score range, purchase method, verified buying limit, MLS® number, property price, document-readiness status and vision-board selections.
If you create a member account, you may also choose to upload mortgage pre-approval letters, proof-of-funds records, identification, income or employment records and other buyer documents. Do not upload documents that are unrelated to your homebuying plan.
Information saved on your device
Your checklist, vision-board selections and referral information may be stored in your browser so you can continue later. Referral information can include the campaign name, source such as Facebook, the referring website’s domain and the page where you entered the roadmap.
Member accounts and private documents
If you request a private workspace, the roadmap uses your submitted email address to send a secure account invitation and temporarily stage your planning summary for import after sign-in. An invitation expires after 7 days. An unclaimed staged roadmap is configured to expire after 30 days. The invitation option is voluntary and does not change Kate’s ability to respond to your request.
Member sign-in, saved plans and uploaded documents are operated in Kate’s AWS account. Documents are kept in private storage with public access blocked and encryption enabled. Temporary, expiring links are used when you or an approved agent opens a document.
Uploaded document files are not sent to Facebook, Zapier or BoldTrail/kvCORE. Those systems may receive contact information and a planning-status summary, but not the document itself.
How information is used
- To respond to your request and prepare a useful homebuying conversation.
- To create or update your contact record in Kate’s BoldTrail/kvCORE system.
- When requested, to invite you to a private member workspace and import your submitted roadmap after sign-in.
- To identify the planning stage, property interest and appropriate follow-up.
- To understand which campaigns, including Kate’s Facebook Page, introduce people to the roadmap.
Service providers
Information may be processed by service providers used to operate this experience and manage follow-up, including AWS, Zapier and BoldTrail/kvCORE. If you interact through Facebook or a Meta lead form, Meta also processes information under its own privacy terms. These providers receive only the information needed for their role.
Sharing and retention
Information is not sold. Member plans and documents are available to the signed-in buyer and Kate’s approved agent account. They may be shared with Kate’s brokerage, lender or transaction professionals when you request or authorize that coordination. Contact and planning information is retained for business follow-up and applicable recordkeeping, then deleted or de-identified when no longer reasonably needed.
Your choices
You may update your saved plan and delete individual uploaded documents from the member page. You may also ask to review, correct or delete information associated with your roadmap submission or member account. See the data-deletion instructions. You can clear progress saved in your current browser from that page.
Contact
Kate Ward, REALTOR® · eXp Realty
kate@guruward.com
602-481-5577